Julieliem Family Foundation
Julieliem Family Foundation is a private foundation based in Milwaukee, Wisconsin. Its 2024 filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Julieliem Family Foundation at a glance
- Total assets
- $4,936,291
- +33.6% vs 2024
- Revenue (2025)
- $1,312,044
- +828.1% vs 2024
- Qualifying distributions (2025)
- $8,038
- +20.4% vs 2024
- Expenses (2025)
- $71,102
- +28.0% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Julieliem Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds; its 2024 filing says it contributes only to preselected charitable organizations.
- Contact
Mailing address: PO Box 0634, Milwaukee, WI 53201-0634
Phone: (651) 466-8708
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Julieliem Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 9 grants of 14 (64%).
Geographic Focus
Where this funder awards grants
The listed 2021 grantees are based in Maryland, Alabama, and Pennsylvania. These grants do not establish a stated geographic focus for the foundation.
Grant Distribution by State
Cities
How Julieliem Family Foundation gives
- In 2025 it paid out 3% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
In 2021 it made 14 grants totaling $700K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Friends of King George VI Pittsburgh, PA | General Operating | $100,000 |
| Oxfam America Boston, MA | General Operating | $100,000 |
| American Friends Service Commitee Philadelphia, PA | General Operating | $100,000 |
| The Leukemia & Lymphoma Society Alexandria, VA | General Operating | $100,000 |
| King Baudouin Foundation US New York, NY | General Operating | $90,000 |
| American Chestnut Land Trust Prince Frederick, MD | General Operating | $40,000 |
| Kirkridge Retreat Center Bangor, PA | General Operating | $35,000 |
| Children's Hosp of Pittsburgh Fdn Pittsburgh, PA | General Operating | $30,000 |
| Maryknoll Fathers and Brothers Maryknoll, NY | General Operating | $20,000 |
| Maryknoll Lay Missioners Maryknoll, NY | 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 | $4,936,291 | $1,312,044 | $71,102 | — | — | $8,038 | $113,054 | $247,592 |
| 2024 | $3,695,343 | $141,367 | $55,552 | — | — | $6,678 | $85,698 | $183,032 |
| 2023 | $3,609,528 | $3,607,614 | $28 | — | — | $25 | $10,177 | $26,234 |
| 2022 | $1,943 | $4 | $14,761 | — | — | $1,000 | — | $466 |
| 2021 | $16,699 | $761,144 | $726,918 | $700,000 | 14 | — | $451,566 | — |
Under IRS private-foundation payout rules, Julieliem Family Foundation reported a distributable amount of $248K 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 mission statement for the foundation is provided. Its 2021 grantees describe their own work as follows: American Chestnut Land Trust says it promotes land conservation and preserves natural and cultural resources in Southern Maryland; Southern Poverty Law Center says it works with communities to advance racial justice and human rights; and Thomas Merton Center says its activities promote peace, non-violence, social justice, and respect for human dignity.
Grantmaking
The 2023, 2024, and 2025 filings each report a grant count of zero. Grant totals and typical grant sizes for those years are not provided. In 2021, the foundation gave $40,000 to American Chestnut Land Trust, $20,000 to Southern Poverty Law Center, and $10,000 to Thomas Merton Center.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists US BANK N A as trustee.
Julieliem Family Foundation'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
$3 (2023) → $65K (2025)
Former officers (1)
- Former: U S Bank (2021–2022) — Corp 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 $65K, to US Bank N a (Trustee).
Frequently asked questions about Julieliem Family Foundation
How large is Julieliem Family Foundation?
Julieliem Family Foundation reported $4.9M in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $248K (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 Julieliem Family Foundation fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Julieliem Family Foundation?
The foundation does not accept unsolicited requests for funds; its 2024 filing says it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Julieliem Family Foundation make grants?
The listed 2021 grantees are based in Maryland, Alabama, and Pennsylvania. These grants do not establish a stated geographic focus for the foundation.
What is Julieliem Family Foundation's EIN?
Julieliem Family Foundation's EIN (Employer Identification Number) is 32-6355282. IRS Form 990 filing data is available on this page for 2021–2025.
Does Julieliem Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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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Figures come from Julieliem Family Foundation'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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