Harold & Wilma Haller Fdn Trust
Harold & Wilma Haller Fdn Trust is a private foundation, 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.
Harold & Wilma Haller Fdn Trust at a glance
In short: Harold & Wilma Haller Fdn Trust gave $8K across 4 grants in 2025 (avg $2K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $8,167
- -3.9% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $2,042
- -3.9% vs 2024
- Median grant
- $500
- Total assets
- $85,963
- -8.8% vs 2024
- Primary geography
- Oregon (94% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Harold & Wilma Haller Fdn Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Osac ($7K). Together the top 4 received $8K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 19 grants of 19 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Harold & Wilma Haller Fdn Trust gives
- Giving grew 444% from 2022 to 2025. Method
- In 2025 it paid out 212% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $2K (2022) to $9K (2024). In 2025 it made 4 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Osac Salem, OR | Scholarship | $6,667 |
| Shriners Hospital Children Trust Atlanta, GA | General Operating | $500 |
| Eye Clinic of the Benevolent Portland, OR | General Operating | $500 |
| Meadowood Springs Speech & Hearing Pendleton, OR | General Operating | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $85,963 | $15,130 | $15,553 | $8,167 | 4 | $11,035 | $10,605 | $5,215 |
| 2024 | $94,227 | $4,650 | $15,919 | $8,500 | 4 | $11,370 | — | $6,298 |
| 2023 | $104,830 | $4,589 | $13,830 | $6,750 | 4 | $9,385 | $284 | $5,901 |
| 2022 | $114,073 | $10,879 | $8,057 | $1,500 | 3 | $3,531 | $6,311 | $7,014 |
| 2021 | $111,259 | $5,742 | $8,805 | $2,250 | 4 | — | $822 | $6,800 |
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.
Leadership & Key People
Officers and directors from IRS filings
Harold & Wilma Haller Fdn Trust's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$5K (2023) → $5K (2025)
Former officers (1)
- Former: US Bank (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to US Bank N a (Trustee).
Frequently asked questions about Harold & Wilma Haller Fdn Trust
How much does Harold & Wilma Haller Fdn Trust give each year?
Harold & Wilma Haller Fdn Trust gave $8K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 4 grants.
What is Harold & Wilma Haller Fdn Trust's typical grant size?
Harold & Wilma Haller Fdn Trust's median grant in 2025 was $500, and its average grant was $2,042, across 4 grants on its 2025 IRS Form 990-PF.
Where does Harold & Wilma Haller Fdn Trust give grants?
Harold & Wilma Haller Fdn Trust gives mostly in Oregon: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (6%).
Does Harold & Wilma Haller Fdn Trust give general operating support?
Yes: 75% of Harold & Wilma Haller Fdn Trust's 2025 grants with a stated purpose (3 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Harold & Wilma Haller Fdn Trust?
Harold & Wilma Haller Fdn Trust reported $86K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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