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
1
+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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
What is Ernst R Trust Ua-ymca's EIN?
Ernst R Trust Ua-ymca's EIN (Employer Identification Number) is 61-6131838. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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