Mufg Union Bank Foundation Ag
Looking for MUFG Union Bank grants for nonprofits? Mufg Union Bank Foundation Ag is MUFG Union Bank's company-sponsored foundation, and this page covers the grants it reports to the IRS on Form 990-PF.
Mufg Union Bank Foundation Ag is a private foundation based in Milwaukee, Wisconsin. Its 2023 filing is marked as its final return and reports no grants or assets, so the foundation appears to have wound down or stopped grantmaking.
Mufg Union Bank Foundation Ag at a glance
- Revenue (2023)
- $11,170
- -99.9% vs 2022
- Qualifying distributions (2023)
- $225
- -100.0% vs 2022
- Expenses (2023)
- $2,248
- -100.0% vs 2022
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Mufg Union Bank Foundation Ag
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 0634, Milwaukee, WI 53201-0634
Phone: (619) 230-4484
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Mufg Union Bank Foundation Ag funds
How this funder distributes its grants
Grant Size Distribution
1,588 grants across all recorded years
The most common grant size was under $50K: 1,498 grants of 1,588 (94%).
Geographic Focus
Where this funder awards grants
Examples of 2022 grantees were based in Atlanta, Georgia, and in San Francisco, Oakland, and Los Angeles, California.
Grant Distribution by State
States
Cities
Is Mufg Union Bank Foundation Ag open to new grantees?
25%
first-time grantees, 2022
In 2022, 108 of 438 grantees (25%) were first-time recipients. First grants averaged $14K; repeat grants $16K. How we count
Medians: $10K first-time, $10K repeat.
- 69% of 2022 grantees were also funded in 2021. Method
- In 2023 it paid out 1% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2022). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $8.5M (2022) to $9.6M (2020). In 2022 it made 441 grants totaling $8.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Milwaukee, WI | General Operating | $1,754,000 |
| Operation Hope Atlanta, GA | Charitable | $200,000 |
| Southwestern College Foundation (Cawbcn) Chula Vista, CA | Charitable | $115,000 |
| CA Association for Microenterprise OPP San Francisco, CA | Charitable | $100,000 |
| Renaissance Entrepreneurship Center San Francisco, CA | Charitable | $60,000 |
| California Capital Financial Sacramento, CA | Charitable | $57,000 |
| California Housing Partnership San Francisco, CA | Charitable | $50,000 |
| Community Housingworks San Diego, CA | Charitable | $50,000 |
| The Trust for Public Land San Francisco, CA | Charitable | $50,000 |
| Scanph Los Angeles, CA | Charitable | $50,000 |
Ready to take the next step with Mufg Union Bank Foundation Ag?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $11,170 | $2,248 | — | — | $225 | $9,147 | $18,700 |
| 2022 | $5,816,654 | $11,267,783 | $8,550,889 | $8,518,500 | 441 | $8,530,460 | $37,166 | $426,659 |
| 2021 | $2,989,069 | $8,302,055 | $9,314,200 | $9,290,500 | 580 | $9,297,400 | — | $248,228 |
| 2020 | $4,066,864 | $8,671,966 | $9,603,812 | $9,578,000 | 567 | — | $21,359 | $115,698 |
Under IRS private-foundation payout rules, Mufg Union Bank Foundation Ag reported a distributable amount of $19K for 2023 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The filing’s stated purpose describes MUFG Americas’ commercial banking, trust banking, securities, and asset management services; it does not state a separate philanthropic mission for the foundation.
Examples of organizations supported in 2022 show grants to organizations working in economic opportunity, entrepreneurship, affordable housing, parks and land conservation, small-business procurement, and education. These are examples of grantees’ work, not stated foundation priorities. For example, Operation HOPE says its mission is to expand economic opportunity in underserved communities through financial education and empowerment. Renaissance Entrepreneurship Center says its mission is to transform lives and communities through entrepreneurship. The California Housing Partnership says it creates and preserves affordable, sustainable homes for Californians with low incomes.
Grantmaking
In 2022, the foundation reported 441 grants totaling $8,518,500. Examples include $200,000 to Operation HOPE Inc., $60,000 to Renaissance Entrepreneurship Center, $50,000 each to California Housing Partnership Corporation, The Trust for Public Land, and Western Regional Minority Supplier, and $45,000 to TELACU Education Foundation. The 2023 filing reports no grants.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists Kathy Patoff as chief operating officer and Julius Robinson as CEO.
Mufg Union Bank Foundation Ag is led by Julius Robinson, CEO on every filing since 2021; none of the 2 officers listed in 2023 report compensation.
Officers on the 2023 filing
Julius Robinson
CEO
On filings since 2021
2 hrs/week
No compensation reported
Kathy Patoff
Chief Oper. Officer
On filings since 2020
2 hrs/week
No compensation reported
Former officers (1)
- Former: Mufg Union Bank N A (2020–2022) — Agent
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Mufg Union Bank Foundation Ag
What does Mufg Union Bank Foundation Ag fund?
The filing’s stated purpose describes MUFG Americas’ commercial banking, trust banking, securities, and asset management services; it does not state a separate philanthropic mission for the foundation. See mission & focus areas ↑
How do I apply for a grant from Mufg Union Bank Foundation Ag?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Mufg Union Bank Foundation Ag make grants?
Examples of 2022 grantees were based in Atlanta, Georgia, and in San Francisco, Oakland, and Los Angeles, California.
How much is Mufg Union Bank Foundation Ag required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Mufg Union Bank Foundation Ag reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mufg Union Bank Foundation Ag's EIN?
Mufg Union Bank Foundation Ag's EIN (Employer Identification Number) is 54-2178792. IRS Form 990 filing data is available on this page for 2020–2023.
Does Mufg Union Bank Foundation Ag accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
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Figures come from Mufg Union Bank Foundation Ag's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Mufg Union Bank Foundation Ag down — hundreds of funders to go?