K&l Hulburt Family Tr

Foundation · Grantmaker MILWAUKEE, WI EIN: 91-6579588

K&l Hulburt Family Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 1 grants totaling $129K. Net investment income was $127K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.5M

-0.3% YoY

Annual Giving

$129K

+2.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$129K

+2.3% YoY

Under IRS private-foundation payout rules, K&l Hulburt Family Tr reported a distributable amount of $143K for 2025 — the minimum it must pay out in qualifying distributions.

About K&l Hulburt Family Tr

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $661K (100%)

States

Oregon

Cities

Central PointMedford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$2,463,731	$2,471,995	$2,496,381
Revenue	$169,220	$146,902	$269,195
Expenses	$177,490	$179,124	$191,485
Qualifying Distributions	$135,715	$132,737	$153,615
Net Investment Income	$127,122	$105,595	$226,737
Distributable Amount	$143,023	$135,593	$132,495

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Jackson County Library District ($129,352).

Recipient	Purpose	Amount
JACKSON COUNTY LIBRARY DISTRICT MEDFORD, OR	GENERAL OPERATING	$129,352

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$44,663

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is K&l Hulburt Family Tr?

K&l Hulburt Family Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $2.5M in total assets as of 2025.

How large is K&l Hulburt Family Tr?

As of 2025, K&l Hulburt Family Tr holds $2.5M in total assets with $169K in annual revenue. It awarded 1 grants totaling $129K in 2025.

Where does K&l Hulburt Family Tr operate?

K&l Hulburt Family Tr has awarded grants in Oregon.

What size grants does K&l Hulburt Family Tr award?

In 2025, K&l Hulburt Family Tr awarded 1 grants totaling $129K — an average of about $129K per grant, based on its IRS Form 990 filings.

How much is K&l Hulburt Family Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, K&l Hulburt Family Tr reported a distributable amount of $143K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.