Elizabeth C Pool Charitable Tr Uma
Elizabeth C Pool Charitable Tr Uma 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 $1.1M in total assets. In 2024, it awarded 5 grants totaling $159K. Net investment income was $145K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
-1.3% YoY
Annual Giving
$159K
+36.0% YoY
Grant Count
5
-54.5% YoY
Avg Grant Size
$32K
+199.1% YoY
Under IRS private-foundation payout rules, Elizabeth C Pool Charitable Tr Uma reported a distributable amount of $148K for 2024 — the minimum it must pay out in qualifying distributions.
About Elizabeth C Pool Charitable Tr Uma
Based on IRS filings
Elizabeth C Pool Charitable Tr Uma 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 $1.1M in total assets. In 2024, it awarded 5 grants totaling $159K. Net investment income was $145K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,140,087 | $1,155,398 | $1,188,128 |
| Revenue | $199,949 | $148,965 | $97,825 |
| Expenses | $220,654 | $181,705 | $190,093 |
| Qualifying Distributions | $164,251 | $121,934 | $119,719 |
| Net Investment Income | $144,567 | $89,194 | $67,345 |
| Distributable Amount | $148,157 | $142,071 | $157,792 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
61 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lilac Services for the Blind ($31,893), Mary Queen of Heaven Catholic Parish ($31,893), Morning Star Boys' Ranch ($31,893).
| Recipient | Purpose | Amount |
|---|---|---|
| LILAC SERVICES FOR THE BLIND SPOKANE, WA | GENERAL OPERATING | $31,893 |
| MARY QUEEN OF HEAVEN CATHOLIC PARISH MEDICAL LAKE, WA | GENERAL OPERATING | $31,893 |
| MORNING STAR BOYS' RANCH SPOKANE, WA | GENERAL OPERATING | $31,893 |
| VANESSA BEHAN SPOKANE, WA | GENERAL OPERATING | $31,893 |
| SACRED HEART MEDICAL CENTER SPOKANE, WA | GENERAL OPERATING | $31,893 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE | 1 | $32,608 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Elizabeth C Pool Charitable Tr Uma?
Elizabeth C Pool Charitable Tr Uma is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.1M in total assets as of 2024.
How large is Elizabeth C Pool Charitable Tr Uma?
As of 2024, Elizabeth C Pool Charitable Tr Uma holds $1.1M in total assets with $200K in annual revenue. It awarded 5 grants totaling $159K in 2024.
Where does Elizabeth C Pool Charitable Tr Uma operate?
Elizabeth C Pool Charitable Tr Uma has awarded grants in Idaho, Washington.
What size grants does Elizabeth C Pool Charitable Tr Uma award?
In 2024, Elizabeth C Pool Charitable Tr Uma awarded 5 grants totaling $159K — an average of about $32K per grant, based on its IRS Form 990 filings.
How much is Elizabeth C Pool Charitable Tr Uma required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Elizabeth C Pool Charitable Tr Uma reported a distributable amount of $148K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Elizabeth C Pool Charitable Tr Uma's EIN?
Elizabeth C Pool Charitable Tr Uma's EIN (Employer Identification Number) is 91-6577853. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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