Clary Memorial Trust Uma
Clary Memorial Trust Uma is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grant totaling $44K. Net investment income was $42K.
Clary Memorial Trust Uma at a glance
In short: Clary Memorial Trust Uma gave $44K across 1 grant in 2025 (avg $44K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $43,848
- +28.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $43,848
- +28.5% vs 2024
- Median grant
- $43,848
- Total assets
- $1,438,279
- -0.3% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Clary Memorial Trust Uma funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Shriners Hospitals for Children ($44K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Clary Memorial Trust Uma gives
- Giving fell 37% from 2022 to 2025. Method
- In 2025 it paid out 57% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $34K (2024) to $71K (2019). In 2025 it made 1 grant totaling $44K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospitals for Children Tampa, FL | General Operating | $43,848 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,438,279 | $66,369 | $71,323 | $43,848 | 1 | $46,474 | $42,322 | $81,802 |
| 2024 | $1,442,163 | $62,609 | $60,934 | $34,134 | 1 | $38,102 | $37,586 | $76,766 |
| 2023 | $1,441,560 | $33,426 | $93,037 | $65,090 | 1 | $68,829 | $17,426 | $69,389 |
| 2022 | $1,501,176 | $213,858 | $97,076 | $69,095 | 1 | $72,898 | $192,504 | $71,109 |
| 2021 | $1,384,393 | $137,349 | $88,860 | $62,000 | 1 | — | $113,588 | $80,615 |
| 2020 | $1,338,840 | $37,517 | $91,321 | $65,044 | 1 | — | $16,667 | $71,257 |
| 2019 | $1,392,657 | $99,562 | $96,428 | $70,989 | 1 | — | $77,969 | $70,106 |
Under IRS private-foundation payout rules, Clary Memorial Trust Uma reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Clary Memorial Trust Uma's only listed officer is US Bank N A, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
New on the 2025 filing
1 hr/week
$26K (2025)
Former officers (1)
- Former: U S Bank NA (2019–2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $26K, to US Bank N a (Trustee).
Frequently asked questions about Clary Memorial Trust Uma
How much does Clary Memorial Trust Uma give each year?
Clary Memorial Trust Uma gave $44K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 1 grant.
How large is Clary Memorial Trust Uma?
Clary Memorial Trust Uma reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Clary Memorial Trust Uma operate?
Clary Memorial Trust Uma has awarded grants in Florida.
What is Clary Memorial Trust Uma's EIN?
Clary Memorial Trust Uma's EIN (Employer Identification Number) is 27-7012186. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 1, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 8, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 2, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 9, 2026)
- IRS filings on file for fiscal years 2019–2025
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