Arthur & Rosemary Harris Chld Fd Uma

MILWAUKEE, WI EIN: 31-6657922

Arthur & Rosemary Harris Chld Fd Uma 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 $4.2M in total assets. In 2024, it awarded 2 grants totaling $242K. Net investment income was $203K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.2M

-1.5% YoY

Annual Giving

$242K

-35.3% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$121K

-67.7% YoY

Under IRS private-foundation payout rules, Arthur & Rosemary Harris Chld Fd Uma reported a distributable amount of $248K for 2024 — the minimum it must pay out in qualifying distributions.

About Arthur & Rosemary Harris Chld Fd Uma

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $1.2M (100%)

States

Ohio

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,209,982	$4,274,800	$3,752,966
Revenue	$224,786	$924,217	$268,482
Expenses	$289,579	$402,290	$152,306
Qualifying Distributions	$246,470	$376,877	$128,786
Net Investment Income	$203,346	$903,358	$247,996
Distributable Amount	$247,717	$217,540	$231,651

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Joseph Home of Cincinnati ($122,670), Saint Joseph Infantmaternity Home ($119,133).

Recipient	Purpose	Amount
ST JOSEPH HOME OF CINCINNATI CINCINNATI, OH	GENERAL OPERATING	$122,670
SAINT JOSEPH INFANTMATERNITY HOME CINCINNATI, OH	GENERAL OPERATING	$119,133

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	$21,310

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Arthur & Rosemary Harris Chld Fd Uma?

Arthur & Rosemary Harris Chld Fd Uma is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $4.2M in total assets as of 2024.

How large is Arthur & Rosemary Harris Chld Fd Uma?

As of 2024, Arthur & Rosemary Harris Chld Fd Uma holds $4.2M in total assets with $225K in annual revenue. It awarded 2 grants totaling $242K in 2024.

Where does Arthur & Rosemary Harris Chld Fd Uma operate?

Arthur & Rosemary Harris Chld Fd Uma has awarded grants in Ohio.

What size grants does Arthur & Rosemary Harris Chld Fd Uma award?

In 2024, Arthur & Rosemary Harris Chld Fd Uma awarded 2 grants totaling $242K — an average of about $121K per grant, based on its IRS Form 990 filings.

How much is Arthur & Rosemary Harris Chld Fd Uma required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Arthur & Rosemary Harris Chld Fd Uma reported a distributable amount of $248K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Arthur & Rosemary Harris Chld Fd Uma's EIN?

Arthur & Rosemary Harris Chld Fd Uma's EIN (Employer Identification Number) is 31-6657922. IRS Form 990 filing data is available on this page for 2020–2024.