Amelia Reed Testamentary Trust

Private foundation · Grantmaker Milwaukee, WI EIN: 90-0181407

Amelia Reed Testamentary Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2021. In 2021, it awarded 1 grant totaling $132K. Net investment income was $18K.

Amelia Reed Testamentary Trust at a glance

In short: Amelia Reed Testamentary Trust gave $132K across 1 grant in 2021 (avg $132K), mostly in Illinois. Source: 2021 IRS Form 990-PF.

Annual giving (2021)
$132,189
+2589.5% vs 2020
Grants made (2021)
1
+0.0% vs 2020
Average grant
$132,189
+2589.5% vs 2020
Median grant
$132,189
Primary geography
Illinois (100% of itemized 2021 grant dollars)
Latest 990 filing
Form 990-PF, 2021 View filing

Data from IRS Form 990-PF, 2021; updated September 2026.

Who Amelia Reed Testamentary Trust funds

How this funder distributes its grants

Top Recipients

Top recipient in 2021

The Wesleyan Church: $132KThe Wesleyan Church$132K

The largest 2021 recipient was The Wesleyan Church ($132K).

Grant Size Distribution

3 grants across all recorded years

2<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 3 (67%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2021 grant dollars on its one itemized grant.

States

Cities

Chicago

How Amelia Reed Testamentary Trust gives

  • In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2019 1 grant2020 1 grant2021

From 2019 to 2021, annual grant giving ranged from $5K (2020) to $132K (2021). In 2021 it made 1 grant totaling $132K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The Wesleyan Church Chicago, ILGeneral Operating$132,189
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2021—$20,446$141,586$132,1891$139,249$18,320$3,153
2020$121,290$10,889$8,571$4,9151—$8,843$5,997
2019$119,001$1,924$8,389$5,0011—$1,808$6,180

Under IRS private-foundation payout rules, Amelia Reed Testamentary Trust reported a distributable amount of $3K for 2021 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Amelia Reed Testamentary Trust's only listed officer is US Bank N A, Trustee on every filing since 2019 (compensated).

Officers on the 2021 filing

  • US Bank N A

    Trustee

    On filings since 2019

    1 hr/week

    $3K (2019) → $3K (2021)

Data from IRS Form 990 filings, 2019–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2021 IRS filing

US Bank N a — Trustee: $3KUS Bank N aTrustee$3K

The highest reported compensation on the 2021 filing was $3K, to US Bank N a (Trustee).

Frequently asked questions about Amelia Reed Testamentary Trust

How much does Amelia Reed Testamentary Trust give each year?

Amelia Reed Testamentary Trust gave $132K across 1 grant in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $5K across 1 grant.

Where does Amelia Reed Testamentary Trust operate?

Amelia Reed Testamentary Trust has awarded grants in Illinois.

How much is Amelia Reed Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Amelia Reed Testamentary Trust reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Amelia Reed Testamentary Trust's EIN?

Amelia Reed Testamentary Trust's EIN (Employer Identification Number) is 90-0181407. IRS Form 990 filing data is available on this page for 2019–2021.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  2. IRS filings on file for fiscal years 2020–2021

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Amelia Reed Testamentary Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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