Louise a Williams Tr Fbo Uc

MILWAUKEE, WI EIN: 31-6670853

Louise a Williams Tr Fbo Uc is a private foundation focused on Philanthropy, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $5.0M in total assets. In 2024, it awarded 1 grants totaling $182K. Net investment income was $274K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.0M

+1.6% YoY

Annual Giving

$182K

-48.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$182K

-48.5% YoY

Under IRS private-foundation payout rules, Louise a Williams Tr Fbo Uc reported a distributable amount of $396K for 2024 — the minimum it must pay out in qualifying distributions.

About Louise a Williams Tr Fbo Uc

Based on IRS filings

Focus Areas

Philanthropy

Ready to take the next step with Louise a Williams Tr Fbo Uc?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $1.6M (100%)

States

Ohio

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,986,562	$4,909,927	$4,895,717
Revenue	$354,758	$463,602	$402,014
Expenses	$278,132	$444,914	$470,053
Qualifying Distributions	$192,314	$363,623	$378,936
Net Investment Income	$274,484	$387,287	$319,670
Distributable Amount	$395,502	$357,604	$366,483

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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Cincinnati Foundation ($182,161).

Recipient	Purpose	Amount
UNIVERSITY OF CINCINNATI FOUNDATION CINCINNATI, OH	SCHOLARSHIP	$182,161

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	$84,534

Subject Areas

Focus areas based on grantmaking activity

Philanthropy

Frequently Asked Questions

What is Louise a Williams Tr Fbo Uc?

Louise a Williams Tr Fbo Uc is a private foundation focused on Philanthropy, based in MILWAUKEE, WI. It holds $5.0M in total assets as of 2024.

How large is Louise a Williams Tr Fbo Uc?

As of 2024, Louise a Williams Tr Fbo Uc holds $5.0M in total assets with $355K in annual revenue. It awarded 1 grants totaling $182K in 2024.

Where does Louise a Williams Tr Fbo Uc operate?

Louise a Williams Tr Fbo Uc has awarded grants in Ohio.

What size grants does Louise a Williams Tr Fbo Uc award?

In 2024, Louise a Williams Tr Fbo Uc awarded 1 grants totaling $182K — an average of about $182K per grant, based on its IRS Form 990 filings.

How much is Louise a Williams Tr Fbo Uc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Louise a Williams Tr Fbo Uc reported a distributable amount of $396K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.