Elizabeth C Pool Charitable Tr Uma

MILWAUKEE, WI EIN: 91-6577853

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

-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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $704K (98%)

Idaho $11K (2%)

States

Idaho Washington

Cities

Brush PrairieCoeur DaleneFordLewistonMedical LakeSeattleSpokane

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.