Ernst a Sommer Memorial Lecture Fund

MILWAUKEE, WI EIN: 93-6019493

Ernst a Sommer Memorial Lecture Fund is a private foundation focused on Health, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 1 grants totaling $74K. Net investment income was $200K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.6M

+5.1% YoY

Annual Giving

$74K

+10.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$74K

+10.8% YoY

Under IRS private-foundation payout rules, Ernst a Sommer Memorial Lecture Fund reported a distributable amount of $90K for 2025 — the minimum it must pay out in qualifying distributions.

About Ernst a Sommer Memorial Lecture Fund

Based on IRS filings

Focus Areas

Health

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $202K (100%)

Missouri $32 (0%)

States

Missouri Oregon

Cities

PortlandSt Louis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,592,457	$1,515,545	$1,539,689
Revenue	$212,554	$106,886	$50,802
Expenses	$135,646	$131,028	$144,976
Qualifying Distributions	$121,346	$119,293	$128,173
Net Investment Income	$200,274	$93,701	$39,375
Distributable Amount	$89,595	$85,162	$83,586

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 2025

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Ohsu - Cme ($74,053).

Recipient	Purpose	Amount
OHSU - CME PORTLAND, OR	SPONSOR MEDICAL LECTURES	$74,053

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$12,839

Subject Areas

Focus areas based on grantmaking activity

Health

Frequently Asked Questions

What is Ernst a Sommer Memorial Lecture Fund?

Ernst a Sommer Memorial Lecture Fund is a private foundation focused on Health, based in MILWAUKEE, WI. It holds $1.6M in total assets as of 2025.

How large is Ernst a Sommer Memorial Lecture Fund?

As of 2025, Ernst a Sommer Memorial Lecture Fund holds $1.6M in total assets with $213K in annual revenue. It awarded 1 grants totaling $74K in 2025.

Where does Ernst a Sommer Memorial Lecture Fund operate?

Ernst a Sommer Memorial Lecture Fund has awarded grants in Missouri, Oregon.

What size grants does Ernst a Sommer Memorial Lecture Fund award?

In 2025, Ernst a Sommer Memorial Lecture Fund awarded 1 grants totaling $74K — an average of about $74K per grant, based on its IRS Form 990 filings.

How much is Ernst a Sommer Memorial Lecture Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ernst a Sommer Memorial Lecture Fund reported a distributable amount of $90K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ernst a Sommer Memorial Lecture Fund's EIN?

Ernst a Sommer Memorial Lecture Fund's EIN (Employer Identification Number) is 93-6019493. IRS Form 990 filing data is available on this page for 2021–2025.