Cora Rust Owen Memorial Trust
Cora Rust Owen Memorial Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $470K in total assets. In 2025, it made $2K in qualifying distributions. Net investment income was $56K.
Key facts about Cora Rust Owen Memorial Trust
- EIN
- 81-6057848
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $469,732
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$470K
+12.6% YoY
Revenue
$64K
+22.0% YoY
Qualifying Distributions
$2K
-90.1% YoY
Expenses
$11K
-64.2% YoY
Under IRS private-foundation payout rules, Cora Rust Owen Memorial Trust reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
How Cora Rust Owen Memorial Trust gives
- Giving held roughly steady from 2021 to 2024 (+0%). Method
- In 2025 it paid out 9% 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.
Ready to take the next step with Cora Rust Owen Memorial Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $20K (2023) to $25K (2022). In 2024 it made 8 grants totaling $21K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $469,732 | $417,226 | $395,234 |
| Revenue | $63,878 | $52,365 | $16,403 |
| Expenses | $10,870 | $30,373 | $29,218 |
| Qualifying Distributions | $2,304 | $23,252 | $22,239 |
| Net Investment Income | $56,407 | $45,006 | $9,588 |
| Distributable Amount | $24,381 | $22,761 | $22,628 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Cora Rust Owen Memorial Trust's only listed officer is U S Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
U S Bank
Trustee
On filings since 2020
1 hr/week
$8K (2020) → $8K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $8K, to U S Bank (Trustee).
Frequently asked questions about Cora Rust Owen Memorial Trust
How large is Cora Rust Owen Memorial Trust?
Cora Rust Owen Memorial Trust reported $470K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $24K (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 Cora Rust Owen Memorial Trust operate?
Cora Rust Owen Memorial Trust has awarded grants in Connecticut, Minnesota, Montana, New York, Wisconsin.
What is Cora Rust Owen Memorial Trust's EIN?
Cora Rust Owen Memorial Trust's EIN (Employer Identification Number) is 81-6057848. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Cora Rust Owen Memorial Trust by hand.
Explore Open Grants
Browse active grant opportunities in Cora Rust Owen Memorial Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Annexstad Family Foundation
Alpharetta, GA
The foundation funds undergraduate scholarships for students who have overcome difficult circumstances, providing support through partner colleges and universities across the United States. In 2025, its 54 grants ranged from $2,065 to $1 million, with a median of $43,875. It does not accept unsolicited requests; partner institutions select scholarship recipients.
Assets
$32.6M
Grants
54
Total Given
$3.2M
Cedar Street Charitable Foundation Inc
Milwaukee, WI
Cedar Street Charitable Foundation supports a broad range of qualified 501(c)(3) organizations through donor-advised funds, with grants spanning education, animal welfare, arts, and other causes. In 2024, grants ranged from $5,750 to $1.1 million, with a median of $20,000; Wisconsin received the largest share, followed by Connecticut, Florida, Pennsylvania, and North Carolina. No application process is specified in the available information.
Assets
$65.4M
Grants
219
Total Given
$13.5M
Haag Family Foundation
Chicago, IL
The Haag Family Foundation supports organizations working in health, youth and family services, community development, and education, with the largest share of its 2025 grants going to Minnesota, Texas, and Illinois. Its 70 grants ranged from $1,140 to $200,000, with a median of $15,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$23.9M
Grants
70
Total Given
$2.3M
American Heart Association Inc
Dallas, TX
The American Heart Association funds basic, clinical, behavioral, translational and population research on cardiovascular, cerebrovascular and brain health, along with research training and education programs. In 2025 it awarded 833 grants totaling about $198 million; amounts ranged from $5,000 to nearly $9.93 million, with a median of $20,000. Research awards are for eligible U.S.-based nonprofit institutions, and the profile describes a formal proposal process but does not state whether unsolicited requests are accepted.
Assets
$2.0B
Grants
833
Total Given
$198.2M
Community Foundation of New Jersey
Morristown, NJ
The Community Foundation of New Jersey supports a broad range of causes, including arts, education, health, human services, and the environment, through donor-directed and other charitable funds. Its 2024 itemized grants had a median of $19,759, with awards ranging widely; its current health grant opportunity serves Morris and Somerset counties. Eligible New Jersey nonprofits may apply to specific grant opportunities, subject to each opportunity’s guidelines.
Assets
$1.0B
Grants
1,321
Total Given
$93.8M
Tulsa Community Foundation
Tulsa, OK
Tulsa Community Foundation supports charitable causes through donor-advised grants and selected funds, including scholarships, emergency assistance, disaster relief, arts and humanities, healthcare, and financial literacy, primarily in the Tulsa metro area and eastern Oklahoma, with some giving elsewhere in the United States. Its 2024 median grant was $18,560; selected field-of-interest funds have application cycles, but the profile does not state whether it accepts unsolicited requests generally.
Assets
$1.1B
Grants
1,066
Total Given
$158.6M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
American Cancer Society Inc
Atlanta, GA
The American Cancer Society funds cancer research, patient support, and advocacy, including grants to researchers, institutions, and related organizations. Its 2025 grants ranged from $5,648 to $9.6 million, with a median of $15,000; research funding supports institutions across the United States. It accepts applications for specific research programs through ProposalCentral, but the profile does not state whether it accepts unsolicited requests generally.
Assets
$1.7B
Grants
509
Total Given
$23.1M
IBM International Foundation
Armonk, NY
The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$357.7M
Grants
16
Total Given
$11.7M
Thrivent Charitable Impact & Investing
Appleton, WI
Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.
Assets
$939.7M
Grants
2,565
Total Given
$84.6M
Alliant Energy Foundation Inc
Madison, WI
Assets
$28.5M
Grants
929
Total Given
$2.4M
Greater Milwaukee Foundation Inc
Milwaukee, WI
The Greater Milwaukee Foundation funds nonprofit programs, projects, general operations and capital needs, with priorities including early childhood education, housing, basic needs, health, arts and culture, and scientific research. Its competitive grants primarily serve Milwaukee, Ozaukee, Washington and Waukesha counties; in 2024, the median grant was about $27,800, though awards varied widely. It runs competitive grant cycles, but whether it accepts unsolicited requests is not stated.
Assets
$1.1B
Grants
838
Total Given
$66.8M
More Funders in Wisconsin
Cora Rust Owen Memorial Trust down — hundreds of funders to go?