Harry D Waddell Tr Uw

Private foundation · Grantmaker Milwaukee, WI EIN: 31-6022227
PhilanthropyFoundations

Harry D Waddell Tr Uw is a private foundation focused on Philanthropy, based in Milwaukee, WI. IRS filing data is available from 2019 through 2024. In 2024, it awarded 1 grant totaling $94K. Net investment income was $340.

Key facts about Harry D Waddell Tr Uw

In short: Harry D Waddell Tr Uw gave $94K across 1 grant in 2024 (avg $94K), mostly in Ohio. Source: 2024 IRS Form 990-PF.

EIN
31-6022227
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$93,538
Grants made (2024)
1
Average grant
$93,538
Median grant
$93,538
Primary geography
Ohio (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$94K

+11815.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$94K

+11815.7% YoY

Under IRS private-foundation payout rules, Harry D Waddell Tr Uw reported a distributable amount of $643 for 2024 — the minimum it must pay out in qualifying distributions.

How Harry D Waddell Tr Uw gives

  • Giving grew 812% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Springfield

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2019 1 grant2020 1 grant2021 0 grants2022 1 grant2023 1 grant2024

From 2019 to 2024, annual grant giving ranged from $785 (2023) to $94K (2024). In 2024 it made 1 grant totaling $94K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Ohio Masonic Home: $94KOhio Masonic Home$94K

The largest 2024 recipient was Ohio Masonic Home ($94K).

Grant Size Distribution

4 grants across all recorded years

3<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 4 (75%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Ohio Masonic Home Springfield, OHGeneral Operating$93,538

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024
Metric202420232022
Total Assets—$97,736$103,342
Revenue$717$3,454$5,561
Expenses$96,821$9,044$5,513
Qualifying Distributions$96,446$6,781$3,083
Net Investment Income$340$1,788$3,271
Distributable Amount$643$3,945$5,078

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  2. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Harry D Waddell Tr Uw's only listed officer is US Bank NA, Trustee on every filing since 2023 (compensated).

Officers on the 2024 filing

  • US Bank NA

    Trustee

    On filings since 2023

    1 hr/week

    $3K (2023) → $417 (2024)

Former officers (1)
  • Former: US Bank N A (2019–2022) — Trustee

Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

US Bank NA — Trustee: $417US Bank NATrustee$417

The highest reported compensation on the 2024 filing was $417, to US Bank NA (Trustee).

Frequently asked questions about Harry D Waddell Tr Uw

How much does Harry D Waddell Tr Uw give each year?

Harry D Waddell Tr Uw gave $94K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $785 across 1 grant.

What is Harry D Waddell Tr Uw?

Harry D Waddell Tr Uw is a private foundation focused on Philanthropy, based in Milwaukee, WI.

Where does Harry D Waddell Tr Uw operate?

Harry D Waddell Tr Uw has awarded grants in Ohio.

How much is Harry D Waddell Tr Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harry D Waddell Tr Uw reported a distributable amount of $643 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Harry D Waddell Tr Uw's EIN?

Harry D Waddell Tr Uw's EIN (Employer Identification Number) is 31-6022227. IRS Form 990 filing data is available on this page for 2019–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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