John & Ruth Kloss Charitable Tr Uma
The John & Ruth Kloss Charitable Trust is a private foundation based in Milwaukee, Wisconsin. It makes grants to charitable organizations, with its stated geographic restriction focused on southeastern Wisconsin, primarily but not exclusively Kenosha County and the surrounding area.
John & Ruth Kloss Charitable Tr Uma at a glance
In short: John & Ruth Kloss Charitable Tr Uma gave $409K across 25 grants in 2025 (avg $16K), mostly in Wisconsin. 48% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $408,500
- -7.8% vs 2024
- Grants made (2025)
- 25
- +8.7% vs 2024
- Average grant
- $16,340
- -15.2% vs 2024
- Median grant
- $10,000
- Total assets
- $8,482,944
- -0.1% vs 2024
- New grantees (estimate)
- 48% first-time grantees (12 of 25, 2025)
- Primary geography
- Wisconsin (90% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to John & Ruth Kloss Charitable Tr Uma
- How to Apply
-
The filing says applicants should complete a grant application form, which can be obtained by writing to the John J. and Ruth F. Kloss Charitable Trust, care of U.S. Bank, N.A., Foundation Team. The filing states that there are no deadlines. Grants are for charitable organizations’ operations and activities in the southeastern Wisconsin area, primarily but not exclusively Kenosha County and the surrounding area.
- Contact
Application contact: U S Bank N A Foundation Team
Mailing address: 777 E Wisconsin Ave - Mk-Wi-Twpt, Milwaukee, WI 53202
Phone: (414) 765-5672
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who John & Ruth Kloss Charitable Tr Uma funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Kenosha Achievement Center ($50K). Together the top 10 received $315K.
Grant Size Distribution
130 grants across all recorded years
The most common grant size was under $50K: 119 grants of 130 (92%).
Geographic Focus
Where this funder awards grants
The foundation’s stated geographic focus is southeastern Wisconsin, primarily but not exclusively Kenosha County and the surrounding area. In 2025, 90% of grant dollars went to Wisconsin recipients; the reported shares were 5% to Pennsylvania, 2% to Virginia, and 2% to the District of Columbia.
Grant Distribution by State
Share of 2025 grant dollars across all 25 itemized grants.
Cities
Is John & Ruth Kloss Charitable Tr Uma open to new grantees?
48%
first-time grantees, 2025
In 2025, 12 of 25 grantees (48%) were first-time recipients. First grants averaged $15K; repeat grants $18K. How we count
Medians: $8K first-time, $10K repeat.
- 40% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $409K (2025) to $443K (2024). In 2025 it made 25 grants totaling $409K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kenosha Achievement Center Kenosha, WI | General Operating | $50,000 |
| Kenosha County Food Bank Kenosha, WI | General Operating | $50,000 |
| Gateway Technical College Kenosha, WI | General Operating | $40,000 |
| Succeed Beyond High School Kenosha, WI | General Operating | $40,000 |
| American Legion Kenosha Post 21 Kenosha, WI | General Operating | $35,000 |
| Open Wings Academy Kenosha, WI | General Operating | $20,000 |
| Shalom Center Philadelphia, PA | General Operating | $20,000 |
| Kenosha Area Family and Aging Services I Kenosha, WI | General Operating | $20,000 |
| Kenosha Human Development Services Kenosha, WI | General Operating | $20,000 |
| Kenosha Area Business Alliance Kenosha, WI | General Operating | $20,000 |
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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 | $8,482,944 | $494,089 | $520,227 | $408,500 | 25 | $420,405 | $395,734 | $502,618 |
| 2024 | $8,489,086 | $336,805 | $547,159 | $443,000 | 23 | $455,102 | $245,958 | $455,295 |
| 2023 | $8,689,482 | $251,554 | $528,350 | $435,500 | 28 | $446,045 | $165,386 | $419,511 |
| 2022 | $8,966,282 | $421,988 | $573,785 | $443,000 | 27 | $454,798 | $324,937 | $513,228 |
| 2021 | $9,116,661 | $1,609,932 | $528,807 | $425,500 | 27 | — | $1,507,752 | $458,332 |
Under IRS private-foundation payout rules, John & Ruth Kloss Charitable Tr Uma reported a distributable amount of $503K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No separate mission statement for the foundation is provided. Its 2023 filing states that grants are for charitable organizations’ operations and activities in southeastern Wisconsin, primarily but not exclusively Kenosha County and the surrounding area.
The 2025 recipients include organizations with varied missions. Kenosha Achievement Center says its mission is to create opportunities for the personal growth and success of people with special needs. Kenosha Human Development Services describes providing care and community services to people in the greater Kenosha area. Kenosha Area Business Alliance says it works to drive economic development throughout Kenosha County and support its members and community. Philadelphia’s Shalom Center describes its mission as spreading awareness about environmental, peace, and interfaith unions.
Grantmaking
The foundation awarded 25 grants totaling $408,500 in 2025. Grant amounts ranged from $3,000 to $50,000, with a median of $10,000. Its largest listed awards were $50,000 each to Kenosha Achievement Center and Kenosha County Food Bank; $40,000 each to Gateway Technical College and Succeed Beyond High School; and $35,000 to American Legion Kenosha Post 21. Each of these grants was for general operating support.
Other notable 2025 grants included $20,000 each to Open Wings Academy, Shalom Center, Kenosha Area Family and Aging Services, Kenosha Human Development Services, and Kenosha Area Business Alliance. WWBIC and the City of Kenosha each received $10,000, also for general operating support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Mary Plunkett, John Antaramian, Bryan Albrecht, and Jane Harrington-Heide as advisory board members, and U.S. Bank N.A. as trustee.
John & Ruth Kloss Charitable Tr Uma's 2025 filing lists 5 officers; 1 of 5 officers listed in 2025 is compensated.
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2024
1 hr/week
$91K (2024) → $96K (2025)
Bryan Albrecht Kloss Charitabl
Advisory Board Member
On filings since 2021
1 hr/week
No compensation reported
Jane Harrington-Heide Kloss Chari
Advisory Board Member
On filings since 2021
1 hr/week
No compensation reported
John Antaramian Kloss Charitable
Advisory Board Member
On filings since 2021
1 hr/week
No compensation reported
Mary Plunkett Kloss Charitable
Advisory Board Member
On filings since 2021
1 hr/week
No compensation reported
Former officers (1)
- Former: US Bank NA (2021–2023) — 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 $96K, to US Bank N a (Trustee).
Frequently asked questions about John & Ruth Kloss Charitable Tr Uma
How much does John & Ruth Kloss Charitable Tr Uma give each year?
John & Ruth Kloss Charitable Tr Uma gave $409K across 25 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $443K across 23 grants.
What is John & Ruth Kloss Charitable Tr Uma's typical grant size?
John & Ruth Kloss Charitable Tr Uma's median grant in 2025 was $10,000, and its average grant was $16,340, across 25 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from John & Ruth Kloss Charitable Tr Uma that year got $15K on average.
Where does John & Ruth Kloss Charitable Tr Uma give grants?
John & Ruth Kloss Charitable Tr Uma gives mostly in Wisconsin: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Kenosha, WI (21 grants).
Does John & Ruth Kloss Charitable Tr Uma give general operating support?
Yes: 100% of John & Ruth Kloss Charitable Tr Uma's 2025 grants with a stated purpose (25 of 25) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are John & Ruth Kloss Charitable Tr Uma's largest grantees?
John & Ruth Kloss Charitable Tr Uma's largest 2025 grantees include Kenosha Achievement Center ($50,000), Kenosha County Food Bank ($50,000) and Gateway Technical College ($40,000), according to its 2025 IRS Form 990-PF. Together they received 34% of its itemized 2025 grant dollars.
How large is John & Ruth Kloss Charitable Tr Uma?
John & Ruth Kloss Charitable Tr Uma reported $8.5M in total assets on its 2025 IRS Form 990-PF. It paid out $420K in qualifying distributions that year, against a required minimum of $503K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does John & Ruth Kloss Charitable Tr Uma fund?
No separate mission statement for the foundation is provided. Its 2023 filing states that grants are for charitable organizations’ operations and activities in southeastern Wisconsin, primarily but not exclusively Kenosha County and the surrounding area. See mission & focus areas ↑
How do I apply for a grant from John & Ruth Kloss Charitable Tr Uma?
The filing says applicants should complete a grant application form, which can be obtained by writing to the John J. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is John & Ruth Kloss Charitable Tr Uma's EIN?
John & Ruth Kloss Charitable Tr Uma's EIN (Employer Identification Number) is 39-6790033. 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. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 7, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 13, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 11, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 10, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 9, 2026)
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). John & Ruth Kloss Charitable Tr Uma funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/john-and-ruth-kloss-charitable-tr-uma-morg_0130e1bcf12c4308abec24db26354201
BibTeX
@misc{grantable_396790033_2026,
author = {{Grantable}},
title = {{John \& Ruth Kloss Charitable Tr Uma funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/john-and-ruth-kloss-charitable-tr-uma-morg_0130e1bcf12c4308abec24db26354201},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from John & Ruth Kloss Charitable Tr Uma's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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