Marvin O Palmer Trust

MILWAUKEE, WI EIN: 81-6079218

Marvin O Palmer Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $664K in total assets. In 2024, it awarded 1 grants totaling $36K. Net investment income was $19K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$664K

-2.7% YoY

Annual Giving

$36K

+1.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$36K

+1.6% YoY

Under IRS private-foundation payout rules, Marvin O Palmer Trust reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.

About Marvin O Palmer Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $186K (100%)

States

Montana

Cities

Livingston

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$664,030	$682,536	$712,873
Revenue	$30,826	$19,210	$104,735
Expenses	$49,326	$49,545	$56,500
Qualifying Distributions	$38,258	$37,602	$43,982
Net Investment Income	$18,715	$10,212	$93,997
Distributable Amount	$36,585	$33,841	$33,384

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 Livingston School Board Dist No 1 ($35,573).

Recipient	Purpose	Amount
LIVINGSTON SCHOOL BOARD DIST NO 1 LIVINGSTON, MT	SCHOLARSHIP	$35,573

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	$11,852

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Marvin O Palmer Trust?

Marvin O Palmer Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $664K in total assets as of 2024.

How large is Marvin O Palmer Trust?

As of 2024, Marvin O Palmer Trust holds $664K in total assets with $31K in annual revenue. It awarded 1 grants totaling $36K in 2024.

Where does Marvin O Palmer Trust operate?

Marvin O Palmer Trust has awarded grants in Montana.

What size grants does Marvin O Palmer Trust award?

In 2024, Marvin O Palmer Trust awarded 1 grants totaling $36K — an average of about $36K per grant, based on its IRS Form 990 filings.

How much is Marvin O Palmer Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marvin O Palmer Trust reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.