Francis Pool Charitable Trust Uma
Francis Pool Charitable Trust Uma is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.2M in total assets. In 2025, it awarded 2 grants totaling $223K. Net investment income was $275K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.2M
+0.8% YoY
Annual Giving
$223K
+32.7% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$112K
+32.7% YoY
About Francis Pool Charitable Trust Uma
Based on IRS filings
Francis Pool Charitable Trust Uma is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.2M in total assets. In 2025, it awarded 2 grants totaling $223K. Net investment income was $275K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,224,854 | $5,185,209 | $5,189,692 |
| Revenue | $363,405 | $296,626 | $-44,075 |
| Expenses | $323,758 | $301,087 | $349,706 |
| Qualifying Distributions | $230,845 | $175,910 | $260,709 |
| Net Investment Income | $275,206 | $169,716 | $33,306 |
| Distributable Amount | $237,174 | $235,090 | $233,307 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
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 | $60,598 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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