George W Conklin Tr Uw
George W Conklin Tr Uw 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 $186K in total assets. In 2024, it awarded 5 grants totaling $5K. Net investment income was $9K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$186K
+1.0% YoY
Annual Giving
$5K
+0.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$1K
+0.0% YoY
Under IRS private-foundation payout rules, George W Conklin Tr Uw reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.
About George W Conklin Tr Uw
Based on IRS filings
George W Conklin Tr Uw 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 $186K in total assets. In 2024, it awarded 5 grants totaling $5K. Net investment income was $9K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $186,073 | $184,183 | $188,538 |
| Revenue | $12,246 | $5,695 | $18,941 |
| Expenses | $10,356 | $10,047 | $6,105 |
| Qualifying Distributions | $6,875 | $6,833 | $1,900 |
| Net Investment Income | $8,630 | $2,645 | $15,220 |
| Distributable Amount | $11,642 | $10,365 | $10,521 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bagdad Shrine ($1,000), Algeria Shrine ($1,000), Shodair Children's Hospital ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BAGDAD SHRINE BUTTE, MT | GENERAL OPERATING | $1,000 |
| ALGERIA SHRINE HELENA, MT | GENERAL OPERATING | $1,000 |
| SHODAIR CHILDREN'S HOSPITAL HELENA, MT | GENERAL OPERATING | $1,000 |
| EASTER SEALS-GOODWILL NTHN RCKY MTN GREAT FALLS, MT | GENERAL OPERATING | $1,000 |
| AL BEDOO SHRINE BILLINGS, MT | GENERAL OPERATING | $1,000 |
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 | $3,746 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is George W Conklin Tr Uw?
George W Conklin Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $186K in total assets as of 2024.
How large is George W Conklin Tr Uw?
As of 2024, George W Conklin Tr Uw holds $186K in total assets with $12K in annual revenue. It awarded 5 grants totaling $5K in 2024.
Where does George W Conklin Tr Uw operate?
George W Conklin Tr Uw has awarded grants in Montana.
What size grants does George W Conklin Tr Uw award?
In 2024, George W Conklin Tr Uw awarded 5 grants totaling $5K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is George W Conklin Tr Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, George W Conklin Tr Uw reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is George W Conklin Tr Uw's EIN?
George W Conklin Tr Uw's EIN (Employer Identification Number) is 81-6053603. 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.