Anna Fenicle Trust Uw

MILWAUKEE, WI EIN: 84-6350570

Anna Fenicle Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $152K in total assets. In 2024, it awarded 1 grants totaling $9K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$152K

-3.4% YoY

Annual Giving

$9K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$9K

+0.0% YoY

Under IRS private-foundation payout rules, Anna Fenicle Trust Uw reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.

About Anna Fenicle Trust Uw

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $55K (100%)

States

Colorado

Cities

Allenspark

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$151,711	$157,102	$165,958
Revenue	$8,195	$4,891	$9,984
Expenses	$13,583	$13,749	$20,726
Qualifying Distributions	$10,800	$10,800	$17,125
Net Investment Income	$5,397	$2,955	$6,183
Distributable Amount	$9,034	$8,490	$9,097

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 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Highlands Presbyterian Camp & ($9,000).

Recipient	Purpose	Amount
HIGHLANDS PRESBYTERIAN CAMP & ALLENSPARK, CO	GENERAL OPERATING	$9,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$3,003

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Anna Fenicle Trust Uw?

Anna Fenicle Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $152K in total assets as of 2024.

How large is Anna Fenicle Trust Uw?

As of 2024, Anna Fenicle Trust Uw holds $152K in total assets with $8K in annual revenue. It awarded 1 grants totaling $9K in 2024.

Where does Anna Fenicle Trust Uw operate?

Anna Fenicle Trust Uw has awarded grants in Colorado.

What size grants does Anna Fenicle Trust Uw award?

In 2024, Anna Fenicle Trust Uw awarded 1 grants totaling $9K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Anna Fenicle Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Anna Fenicle Trust Uw reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.