Carkeek V & Fl Memorial Fd Tw

MILWAUKEE, WI EIN: 91-6022715

Carkeek V & Fl Memorial Fd Tw is a private foundation focused on Education, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 6 grants totaling $384K. Net investment income was $175K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.3M

-8.4% YoY

Annual Giving

$384K

+339.5% YoY

Grant Count

6

-76.0% YoY

Avg Grant Size

$64K

+1731.1% YoY

Under IRS private-foundation payout rules, Carkeek V & Fl Memorial Fd Tw reported a distributable amount of $153K for 2024 — the minimum it must pay out in qualifying distributions.

About Carkeek V & Fl Memorial Fd Tw

Based on IRS filings

Carkeek V & Fl Memorial Fd Tw is a private foundation focused on Education, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 6 grants totaling $384K. Net investment income was $175K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BellinghamBostonEllensburgMilwaukeePhoenixPullmanSeattle

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$118K$235K$353K$470K202120232024
Metric202420232021
Total Assets$2,348,182$2,562,555$2,602,331
Revenue$213,044$132,816$167,165
Expenses$427,417$148,089$159,048
Qualifying Distributions$387,760$116,930
Net Investment Income$174,601$102,735$131,940
Distributable Amount$152,708$145,095$150,431

Giving Over Time

Total grant dollars and number of grants per year

$0$96K$192K$288K$384K40 grants202125 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

SEATTLE PUBLIC SCHOOLS$191KFIRST CHURCH OF CHRIST S…$96KUNIVERSITY OF WASHINGTON$66KWESTERN WASHINGTON UNIVE…$17KCENTRAL WASHINGTON UNIVE…$10KWASHINGTON STATE UNIVERS…$5K

Grant Size Distribution

71 grants across all recorded years

68<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Seattle Public Schools ($190,628), First Church of Christ Scientist ($95,765), University of Washington ($65,500).

RecipientPurposeAmount
FIRST CHURCH OF CHRIST SCIENTIST BOSTON, MAGENERAL OPERATING$95,765
CENTRAL WASHINGTON UNIVERSITY ELLENSBURG, WASCHOLARSHIPS$10,000
WESTERN WASHINGTON UNIVERSITY BELLINGHAM, WASCHOLARSHIPS$16,667
WASHINGTON STATE UNIVERSITY PULLMAN, WASCHOLARSHIPS$5,000
UNIVERSITY OF WASHINGTON SEATTLE, WASCHOLARSHIPS$65,500
SEATTLE PUBLIC SCHOOLS SEATTLE, WASCHOLARSHIPS$190,628

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK N ATRUSTEE$42K

From 2024 filing

NameTitleHoursCompensation
US BANK N ATRUSTEE1$41,746

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Carkeek V & Fl Memorial Fd Tw?

Carkeek V & Fl Memorial Fd Tw is a private foundation focused on Education, based in MILWAUKEE, WI. It holds $2.3M in total assets as of 2024.

How large is Carkeek V & Fl Memorial Fd Tw?

As of 2024, Carkeek V & Fl Memorial Fd Tw holds $2.3M in total assets with $213K in annual revenue. It awarded 6 grants totaling $384K in 2024.

Where does Carkeek V & Fl Memorial Fd Tw operate?

Carkeek V & Fl Memorial Fd Tw has awarded grants in Arizona, Massachusetts, Washington, Wisconsin.

What size grants does Carkeek V & Fl Memorial Fd Tw award?

In 2024, Carkeek V & Fl Memorial Fd Tw awarded 6 grants totaling $384K — an average of about $64K per grant, based on its IRS Form 990 filings.

How much is Carkeek V & Fl Memorial Fd Tw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carkeek V & Fl Memorial Fd Tw reported a distributable amount of $153K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carkeek V & Fl Memorial Fd Tw's EIN?

Carkeek V & Fl Memorial Fd Tw's EIN (Employer Identification Number) is 91-6022715. IRS Form 990 filing data is available on this page for 2021–2024.

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

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