Harold & Wilma Haller Fdn Trust
Harold & Wilma Haller Fdn Trust 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 $86K in total assets. In 2025, it awarded 4 grants totaling $8K. Net investment income was $11K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$86K
-8.8% YoY
Annual Giving
$8K
-3.9% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$2K
-3.9% YoY
Under IRS private-foundation payout rules, Harold & Wilma Haller Fdn Trust reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
About Harold & Wilma Haller Fdn Trust
Based on IRS filings
Harold & Wilma Haller Fdn Trust 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 $86K in total assets. In 2025, it awarded 4 grants totaling $8K. Net investment income was $11K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $85,963 | $94,227 | $104,830 |
| Revenue | $15,130 | $4,650 | $4,589 |
| Expenses | $15,553 | $15,919 | $13,830 |
| Qualifying Distributions | $11,035 | $11,370 | $9,385 |
| Net Investment Income | $10,605 | — | $284 |
| Distributable Amount | $5,215 | $6,298 | $5,901 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Osac ($6,667), Shriners Hospital Children Trust ($500), Eye Clinic of the Benevolent ($500).
| Recipient | Purpose | Amount |
|---|---|---|
| SHRINERS HOSPITAL CHILDREN TRUST ATLANTA, GA | GENERAL OPERATING | $500 |
| EYE CLINIC OF THE BENEVOLENT PORTLAND, OR | GENERAL OPERATING | $500 |
| OSAC SALEM, OR | SCHOLARSHIP | $6,667 |
| MEADOWOOD SPRINGS SPEECH & HEARING PENDLETON, OR | GENERAL OPERATING | $500 |
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 | $4,989 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Harold & Wilma Haller Fdn Trust?
Harold & Wilma Haller Fdn Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $86K in total assets as of 2025.
How large is Harold & Wilma Haller Fdn Trust?
As of 2025, Harold & Wilma Haller Fdn Trust holds $86K in total assets with $15K in annual revenue. It awarded 4 grants totaling $8K in 2025.
Where does Harold & Wilma Haller Fdn Trust operate?
Harold & Wilma Haller Fdn Trust has awarded grants in Florida, Georgia, Oregon.
What size grants does Harold & Wilma Haller Fdn Trust award?
In 2025, Harold & Wilma Haller Fdn Trust awarded 4 grants totaling $8K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Harold & Wilma Haller Fdn Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Harold & Wilma Haller Fdn Trust reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Harold & Wilma Haller Fdn Trust's EIN?
Harold & Wilma Haller Fdn Trust's EIN (Employer Identification Number) is 93-6301165. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Harold & Wilma Haller Fdn Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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