Amelia Reed Testamentary Trust

MILWAUKEE, WI EIN: 90-0181407

Amelia Reed Testamentary Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2021. In 2021, it awarded 1 grants totaling $132K. Net investment income was $18K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$132K

+2589.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$132K

+2589.5% YoY

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.

About Amelia Reed Testamentary Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $137K (100%)

States

Illinois

Cities

Chicago

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2021	2020
Total Assets	—	$121,290
Revenue	$20,446	$10,889
Expenses	$141,586	$8,571
Qualifying Distributions	$139,249	—
Net Investment Income	$18,320	$8,843
Distributable Amount	$3,153	$5,997

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2021

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include The Wesleyan Church ($132,189).

Recipient	Purpose	Amount
THE WESLEYAN CHURCH CHICAGO, IL	GENERAL OPERATING	$132,189

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$2,613

Frequently Asked Questions

Where does Amelia Reed Testamentary Trust operate?

Amelia Reed Testamentary Trust has awarded grants in Illinois.

What size grants does Amelia Reed Testamentary Trust award?

In 2021, Amelia Reed Testamentary Trust awarded 1 grants totaling $132K — an average of about $132K per grant, based on its IRS Form 990 filings.

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 2020–2021.