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
Under IRS private-foundation payout rules, Francis Pool Charitable Trust Uma reported a distributable amount of $237K for 2025 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2025 grants, the largest include Mary Queen of Heaven Catholic Parish ($111,630), Sacred Heart Medical Center ($111,630).
| Recipient | Purpose | Amount |
|---|---|---|
| MARY QUEEN OF HEAVEN CATHOLIC PARISH MEDICAL LAKE, WA | GENERAL OPERATING | $111,630 |
| SACRED HEART MEDICAL CENTER SPOKANE, WA | GENERAL OPERATING | $111,630 |
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
Frequently Asked Questions
What is Francis Pool Charitable Trust Uma?
Francis Pool Charitable Trust Uma is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $5.2M in total assets as of 2025.
How large is Francis Pool Charitable Trust Uma?
As of 2025, Francis Pool Charitable Trust Uma holds $5.2M in total assets with $363K in annual revenue. It awarded 2 grants totaling $223K in 2025.
Where does Francis Pool Charitable Trust Uma operate?
Francis Pool Charitable Trust Uma has awarded grants in Washington.
What size grants does Francis Pool Charitable Trust Uma award?
In 2025, Francis Pool Charitable Trust Uma awarded 2 grants totaling $223K — an average of about $112K per grant, based on its IRS Form 990 filings.
How much is Francis Pool Charitable Trust Uma required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Francis Pool Charitable Trust Uma reported a distributable amount of $237K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Francis Pool Charitable Trust Uma's EIN?
Francis Pool Charitable Trust Uma's EIN (Employer Identification Number) is 47-6498760. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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