Arthur & Rosemary Harris-medical Uma

MILWAUKEE, WI EIN: 31-6657923

Arthur & Rosemary Harris-medical 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 $3.6M in total assets. In 2024, it awarded 1 grants totaling $207K. Net investment income was $257K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.6M

+1.1% YoY

Annual Giving

$207K

-2.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$207K

-2.6% YoY

Under IRS private-foundation payout rules, Arthur & Rosemary Harris-medical Uma reported a distributable amount of $230K for 2024 — the minimum it must pay out in qualifying distributions.

About Arthur & Rosemary Harris-medical 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 $803K (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	$3,613,009	$3,574,649	$3,454,619
Revenue	$279,575	$359,695	$134,596
Expenses	$241,202	$239,661	$154,902
Qualifying Distributions	$210,408	$215,820	$130,574
Net Investment Income	$256,569	$336,989	$113,550
Distributable Amount	$230,178	$209,414	$216,841

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 University of Cincinnati Fdn ($207,267).

Recipient	Purpose	Amount
UNIVERSITY OF CINCINNATI FDN CINCINNATI, OH	GENERAL OPERATING	$207,267

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	$20,218

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Arthur & Rosemary Harris-medical Uma?

Arthur & Rosemary Harris-medical Uma is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $3.6M in total assets as of 2024.

How large is Arthur & Rosemary Harris-medical Uma?

As of 2024, Arthur & Rosemary Harris-medical Uma holds $3.6M in total assets with $280K in annual revenue. It awarded 1 grants totaling $207K in 2024.

Where does Arthur & Rosemary Harris-medical Uma operate?

Arthur & Rosemary Harris-medical Uma has awarded grants in Ohio.

What size grants does Arthur & Rosemary Harris-medical Uma award?

In 2024, Arthur & Rosemary Harris-medical Uma awarded 1 grants totaling $207K — an average of about $207K per grant, based on its IRS Form 990 filings.

How much is Arthur & Rosemary Harris-medical Uma required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Arthur & Rosemary Harris-medical Uma reported a distributable amount of $230K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Arthur & Rosemary Harris-medical Uma's EIN?

Arthur & Rosemary Harris-medical Uma's EIN (Employer Identification Number) is 31-6657923. IRS Form 990 filing data is available on this page for 2020–2024.