Leo H Williams Dec'd Trust
Leo H Williams Dec'd Trust is a private foundation focused on Philanthropy, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $337K in total assets. In 2024, it awarded 3 grants totaling $36K. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$337K
-5.7% YoY
Annual Giving
$36K
+75.1% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$12K
+75.1% YoY
Under IRS private-foundation payout rules, Leo H Williams Dec'd Trust reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
About Leo H Williams Dec'd Trust
Based on IRS filings
Leo H Williams Dec'd Trust is a private foundation focused on Philanthropy, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $337K in total assets. In 2024, it awarded 3 grants totaling $36K. Net investment income was $13K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $337,159 | $357,700 | $370,188 |
| Revenue | $22,897 | $15,033 | $9,837 |
| Expenses | $43,433 | $27,520 | $22,766 |
| Qualifying Distributions | $37,072 | $21,725 | $16,155 |
| Net Investment Income | $13,292 | $5,964 | $1,250 |
| Distributable Amount | $20,215 | $19,145 | $19,735 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Idaho Youth Ranch Inc ($11,885), Kootenai Health Foundation ($11,885), Childrens Village Foundation Inc ($11,885).
| Recipient | Purpose | Amount |
|---|---|---|
| IDAHO YOUTH RANCH INC BOISE, ID | GENERAL OPERATING | $11,885 |
| KOOTENAI HEALTH FOUNDATION COEUR DALENE, ID | GENERAL OPERATING | $11,885 |
| CHILDRENS VILLAGE FOUNDATION INC COEUR D ALENE, ID | GENERAL OPERATING | $11,885 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE | 1 | $6,668 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Leo H Williams Dec'd Trust?
Leo H Williams Dec'd Trust is a private foundation focused on Philanthropy, based in MILWAUKEE, WI. It holds $337K in total assets as of 2024.
How large is Leo H Williams Dec'd Trust?
As of 2024, Leo H Williams Dec'd Trust holds $337K in total assets with $23K in annual revenue. It awarded 3 grants totaling $36K in 2024.
Where does Leo H Williams Dec'd Trust operate?
Leo H Williams Dec'd Trust has awarded grants in Idaho.
What size grants does Leo H Williams Dec'd Trust award?
In 2024, Leo H Williams Dec'd Trust awarded 3 grants totaling $36K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Leo H Williams Dec'd Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Leo H Williams Dec'd Trust reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Leo H Williams Dec'd Trust's EIN?
Leo H Williams Dec'd Trust's EIN (Employer Identification Number) is 61-6314926. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Leo H Williams Dec'd Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.