Hazel Snell Putney - Lincoln Foundation Trust

MILWAUKEE, WI EIN: 47-6060040

Hazel Snell Putney - Lincoln Foundation Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $196K in total assets. In 2024, it awarded 1 grants totaling $9K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$196K

-1.9% YoY

Annual Giving

$9K

-11.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$9K

-11.4% YoY

Under IRS private-foundation payout rules, Hazel Snell Putney - Lincoln Foundation Trust reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

About Hazel Snell Putney - Lincoln Foundation Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $41K (100%)

States

Nebraska

Cities

Lincoln

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$196,181	$200,017	$207,704
Revenue	$11,245	$8,616	$9,953
Expenses	$15,083	$16,301	$17,200
Qualifying Distributions	$11,334	$12,545	$13,238
Net Investment Income	$7,528	$4,790	$6,201
Distributable Amount	$11,459	$10,660	$11,225

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lincoln Community Foundation Inc ($9,434).

Recipient	Purpose	Amount
LINCOLN COMMUNITY FOUNDATION INC LINCOLN, NE	GENERAL OPERATING	$9,434

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$4,000

Frequently Asked Questions

How large is Hazel Snell Putney - Lincoln Foundation Trust?

As of 2024, Hazel Snell Putney - Lincoln Foundation Trust holds $196K in total assets with $11K in annual revenue. It awarded 1 grants totaling $9K in 2024.

Where does Hazel Snell Putney - Lincoln Foundation Trust operate?

Hazel Snell Putney - Lincoln Foundation Trust has awarded grants in Nebraska.

What size grants does Hazel Snell Putney - Lincoln Foundation Trust award?

In 2024, Hazel Snell Putney - Lincoln Foundation Trust awarded 1 grants totaling $9K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Hazel Snell Putney - Lincoln Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hazel Snell Putney - Lincoln Foundation Trust reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Hazel Snell Putney - Lincoln Foundation Trust's EIN?

Hazel Snell Putney - Lincoln Foundation Trust's EIN (Employer Identification Number) is 47-6060040. IRS Form 990 filing data is available on this page for 2021–2024.