Ernst R Trust Ua-ymca

Foundation · Grantmaker MILWAUKEE, WI EIN: 61-6131838

Ernst R Trust Ua-ymca 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 $592K in total assets. In 2024, it awarded 1 grants totaling $32K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$592K

-2.5% YoY

Annual Giving

$32K

-5.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$32K

-5.2% YoY

Under IRS private-foundation payout rules, Ernst R Trust Ua-ymca reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.

About Ernst R Trust Ua-ymca

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $73K (52%)

Ohio $69K (48%)

States

Kentucky Ohio

Cities

CincinnatiCovington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$591,709	$606,847	$636,627
Revenue	$29,243	$18,852	$80,181
Expenses	$44,379	$46,624	$52,471
Qualifying Distributions	$33,593	$35,210	$41,745
Net Investment Income	$18,437	$9,596	$67,145
Distributable Amount	$35,056	$32,462	$33,669

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 Ymca of Greater Cincinnati ($31,689).

Recipient	Purpose	Amount
YMCA OF GREATER CINCINNATI CINCINNATI, OH	GENERAL OPERATING	$31,689

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$11,539

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ernst R Trust Ua-ymca?

Ernst R Trust Ua-ymca is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $592K in total assets as of 2024.

How large is Ernst R Trust Ua-ymca?

As of 2024, Ernst R Trust Ua-ymca holds $592K in total assets with $29K in annual revenue. It awarded 1 grants totaling $32K in 2024.

Where does Ernst R Trust Ua-ymca operate?

Ernst R Trust Ua-ymca has awarded grants in Kentucky, Ohio.

What size grants does Ernst R Trust Ua-ymca award?

In 2024, Ernst R Trust Ua-ymca awarded 1 grants totaling $32K — an average of about $32K per grant, based on its IRS Form 990 filings.

How much is Ernst R Trust Ua-ymca required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ernst R Trust Ua-ymca reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.