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.
Cora Rust Owen Memorial Trust at a glance
- Total assets
- $469,732
- +12.6% vs 2024
- Revenue (2025)
- $63,878
- +22.0% vs 2024
- Qualifying distributions (2025)
- $2,304
- -90.1% vs 2024
- Expenses (2025)
- $10,870
- -64.2% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Cora Rust Owen Memorial Trust funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Westover School Inc Middlebury, CT | General Operating | $5,250 |
| Vassar College Annual Fund Poughkeepsie, NY | General Operating | $5,250 |
| Marcus Daly DBA Bitterroot Health Hamilton, MT | General Operating | $2,100 |
| Mayo Clinic Health System Eau Claire, WI | General Operating | $2,100 |
| University of Wisconsin Eau Claire, WI | General Operating | $2,100 |
| Friends of L E Phillips Memlibrary Eau Claire, WI | General Operating | $2,100 |
| University of Minnesota Foundation Minneapolis, MN | General Operating | $1,050 |
| University of Montana Foundation Missoula, MT | General Operating | $1,050 |
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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 | $469,732 | $63,878 | $10,870 | — | — | $2,304 | $56,407 | $24,381 |
| 2024 | $417,226 | $52,365 | $30,373 | $21,000 | 8 | $23,252 | $45,006 | $22,761 |
| 2023 | $395,234 | $16,403 | $29,218 | $20,000 | 8 | $22,239 | $9,588 | $22,628 |
| 2022 | $408,064 | $35,531 | $36,590 | $25,000 | 8 | $27,388 | $27,439 | $26,811 |
| 2021 | $409,125 | $50,285 | $30,623 | $21,000 | 8 | — | $42,628 | $24,572 |
| 2020 | $389,466 | $14,699 | $33,650 | $22,400 | 8 | — | $7,593 | $23,509 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Wisconsin
Wisconsin Open opportunities, soonest deadline first.
- Wausau Marathon County Impact Grants (Community Foundation of North Central Wisconsin) $1,000 to $100,000 depending on the scope of the project · Due October 27, 2026
- Thomaston Savings Bank Foundation - Phase III Grants (New Haven County) Due October 31, 2026
- Clark County Community Foundation Grants Due November 15, 2026
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