Grimes Ella M Charitable Tr Twi

MILWAUKEE, WI EIN: 91-6199705

Grimes Ella M Charitable Tr Twi is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 2 grants totaling $120K. Net investment income was $83K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.9M

-2.1% YoY

Annual Giving

$120K

+6.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$60K

+6.1% YoY

Under IRS private-foundation payout rules, Grimes Ella M Charitable Tr Twi reported a distributable amount of $134K for 2025 — the minimum it must pay out in qualifying distributions.

About Grimes Ella M Charitable Tr Twi

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $294K (50%)

South Carolina $294K (50%)

States

Alabama South Carolina

Cities

GrantTamassee

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,937,576	$1,979,091	$2,009,824
Revenue	$117,669	$118,552	$132,063
Expenses	$159,007	$149,300	$170,593
Qualifying Distributions	$123,800	$116,502	$142,071
Net Investment Income	$83,024	$86,322	$105,997
Distributable Amount	$134,362	$124,182	$119,193

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 Tamassee Dar School ($60,009), Kate Duncan Smith Dar School ($60,009).

Recipient	Purpose	Amount
TAMASSEE DAR SCHOOL TAMASSEE, SC	GENERAL OPERATING	$60,009
KATE DUNCAN SMITH DAR SCHOOL GRANT, AL	GENERAL OPERATING	$60,009

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	$37,070

Frequently Asked Questions

How large is Grimes Ella M Charitable Tr Twi?

As of 2025, Grimes Ella M Charitable Tr Twi holds $1.9M in total assets with $118K in annual revenue. It awarded 2 grants totaling $120K in 2025.

Where does Grimes Ella M Charitable Tr Twi operate?

Grimes Ella M Charitable Tr Twi has awarded grants in Alabama, South Carolina.

What size grants does Grimes Ella M Charitable Tr Twi award?

In 2025, Grimes Ella M Charitable Tr Twi awarded 2 grants totaling $120K — an average of about $60K per grant, based on its IRS Form 990 filings.

How much is Grimes Ella M Charitable Tr Twi required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Grimes Ella M Charitable Tr Twi reported a distributable amount of $134K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Grimes Ella M Charitable Tr Twi's EIN?

Grimes Ella M Charitable Tr Twi's EIN (Employer Identification Number) is 91-6199705. IRS Form 990 filing data is available on this page for 2021–2025.