Edith Latham Testamentary Trust for Latham

MILWAUKEE, WI EIN: 94-3250696

Edith Latham Testamentary Trust for Latham is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grants totaling $270K. Net investment income was $164K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-7.3% YoY

Annual Giving

$270K

-3.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$270K

-3.9% YoY

Under IRS private-foundation payout rules, Edith Latham Testamentary Trust for Latham reported a distributable amount of $141K for 2024 — the minimum it must pay out in qualifying distributions.

About Edith Latham Testamentary Trust for Latham

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $1.2M (100%)

States

California

Cities

Alameda

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,418,217	$1,529,451	$1,636,553
Revenue	$194,367	$209,713	$270,557
Expenses	$305,600	$317,796	$298,220
Qualifying Distributions	$273,994	$284,759	$268,491
Net Investment Income	$164,024	$178,912	$242,277
Distributable Amount	$141,168	$134,989	$145,518

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 Latham Foundation ($269,689).

Recipient	Purpose	Amount
LATHAM FOUNDATION ALAMEDA, CA	GENERAL OPERATING	$269,689

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$33,050

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Edith Latham Testamentary Trust for Latham?

Edith Latham Testamentary Trust for Latham 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 Edith Latham Testamentary Trust for Latham?

As of 2024, Edith Latham Testamentary Trust for Latham holds $1.4M in total assets with $194K in annual revenue. It awarded 1 grants totaling $270K in 2024.

Where does Edith Latham Testamentary Trust for Latham operate?

Edith Latham Testamentary Trust for Latham has awarded grants in California.

What size grants does Edith Latham Testamentary Trust for Latham award?

In 2024, Edith Latham Testamentary Trust for Latham awarded 1 grants totaling $270K — an average of about $270K per grant, based on its IRS Form 990 filings.

How much is Edith Latham Testamentary Trust for Latham required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Edith Latham Testamentary Trust for Latham reported a distributable amount of $141K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Edith Latham Testamentary Trust for Latham's EIN?

Edith Latham Testamentary Trust for Latham's EIN (Employer Identification Number) is 94-3250696. IRS Form 990 filing data is available on this page for 2020–2024.