Mckelvie Sam & M Fdn Tuw
Mckelvie Sam & M Fdn Tuw is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 3 grants totaling $86K. Net investment income was $69K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
-1.4% YoY
Annual Giving
$86K
+0.0% YoY
Grant Count
3
-57.1% YoY
Avg Grant Size
$29K
+133.3% YoY
Under IRS private-foundation payout rules, Mckelvie Sam & M Fdn Tuw reported a distributable amount of $96K for 2024 — the minimum it must pay out in qualifying distributions.
About Mckelvie Sam & M Fdn Tuw
Based on IRS filings
Mckelvie Sam & M Fdn Tuw is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 3 grants totaling $86K. Net investment income was $69K.
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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 | $1,547,704 | $1,569,292 | $1,598,154 |
| Revenue | $98,737 | $90,030 | $111,305 |
| Expenses | $120,312 | $118,929 | $137,573 |
| Qualifying Distributions | $90,639 | $90,363 | $109,637 |
| Net Investment Income | $69,478 | $61,539 | $84,000 |
| Distributable Amount | $96,474 | $89,937 | $92,121 |
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
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Nebraska-lincoln ($74,500), Kansas State University ($5,750), University of San Diego ($5,750).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF NEBRASKA-LINCOLN LINCOLN, NE | SCHOLARSHIP | $74,500 |
| KANSAS STATE UNIVERSITY MANHATTAN, KS | SCHOLARSHIP | $5,750 |
| UNIVERSITY OF SAN DIEGO SAN DIEGO, CA | SCHOLARSHIP | $5,750 |
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 | $31,392 |
Frequently Asked Questions
How large is Mckelvie Sam & M Fdn Tuw?
As of 2024, Mckelvie Sam & M Fdn Tuw holds $1.5M in total assets with $99K in annual revenue. It awarded 3 grants totaling $86K in 2024.
Where does Mckelvie Sam & M Fdn Tuw operate?
Mckelvie Sam & M Fdn Tuw has awarded grants in California, Colorado, District of Columbia, Illinois, Kansas, Missouri, Nebraska, Pennsylvania, Texas, Virginia, Washington, Wisconsin.
What size grants does Mckelvie Sam & M Fdn Tuw award?
In 2024, Mckelvie Sam & M Fdn Tuw awarded 3 grants totaling $86K — an average of about $29K per grant, based on its IRS Form 990 filings.
How much is Mckelvie Sam & M Fdn Tuw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mckelvie Sam & M Fdn Tuw reported a distributable amount of $96K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mckelvie Sam & M Fdn Tuw's EIN?
Mckelvie Sam & M Fdn Tuw's EIN (Employer Identification Number) is 51-0246157. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.