Clary Memorial Trust Uma

MILWAUKEE, WI EIN: 27-7012186

Clary Memorial Trust Uma is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grants totaling $34K. Net investment income was $38K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

+0.0% YoY

Annual Giving

$34K

-47.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$34K

-47.6% YoY

Under IRS private-foundation payout rules, Clary Memorial Trust Uma reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.

About Clary Memorial Trust 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

Florida $295K (100%)

States

Florida

Cities

Tampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,442,163	$1,441,560	$1,501,176
Revenue	$62,609	$33,426	$213,858
Expenses	$60,934	$93,037	$97,076
Qualifying Distributions	$38,102	$68,829	$72,898
Net Investment Income	$37,586	$17,426	$192,504
Distributable Amount	$76,766	$69,389	$71,109

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 Shriners Hospitals for Children ($34,134).

Recipient	Purpose	Amount
SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL	GENERAL OPERATING	$34,134

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
U S BANK NA	TRUSTEE	1	$24,676

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Clary Memorial Trust Uma?

Clary Memorial Trust Uma is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.4M in total assets as of 2024.

How large is Clary Memorial Trust Uma?

As of 2024, Clary Memorial Trust Uma holds $1.4M in total assets with $63K in annual revenue. It awarded 1 grants totaling $34K in 2024.

Where does Clary Memorial Trust Uma operate?

Clary Memorial Trust Uma has awarded grants in Florida.

What size grants does Clary Memorial Trust Uma award?

In 2024, Clary Memorial Trust Uma awarded 1 grants totaling $34K — an average of about $34K per grant, based on its IRS Form 990 filings.

How much is Clary Memorial Trust Uma required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Clary Memorial Trust Uma reported a distributable amount of $77K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.