Richard a Hause Testamentary Trust

MILWAUKEE, WI EIN: 34-7158393

Richard a Hause Testamentary Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $280K in total assets. In 2024, it awarded 5 grants totaling $13K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$280K

-1.5% YoY

Annual Giving

$13K

-40.7% YoY

Grant Count

-16.7% YoY

Avg Grant Size

$3K

-28.8% YoY

Under IRS private-foundation payout rules, Richard a Hause Testamentary Trust reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.

About Richard a Hause Testamentary Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $78K (98%)

New Jersey $1K (2%)

States

Georgia Illinois Kentucky New Jersey

Cities

BereaBloomfieldCrestview HillsGeorgetownHighland HeightsLexingtonLouisvilleMaysvilleMoreheadRichmondRockfordTrentonWilliamsburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$279,696	$283,831	$313,221
Revenue	$16,280	$5,236	$33,340
Expenses	$20,385	$30,203	$25,601
Qualifying Distributions	$15,677	$23,878	$17,334
Net Investment Income	$11,044	$8,523	$24,689
Distributable Amount	$15,606	$16,458	$15,943

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

22 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Eastern Kentucky University ($5,000), Northern Kentucky University ($3,500), Maysville Community & Technical Col ($2,750).

Recipient	Purpose	Amount
MAYSVILLE COMMUNITY & TECHNICAL COL MAYSVILLE, KY	SCHOLARSHIPS	$2,750
NORTHERN KENTUCKY UNIVERSITY HIGHLAND HEIGHTS, KY	SCHOALRSHIPS	$3,500
EASTERN KENTUCKY UNIVERSITY RICHMOND, KY	SCHOLARSHIPS	$5,000
EMPIRE BEAUTY SCHOOL BLOOMFIELD, NJ	SCHOLARSHIPS	$1,250
BEREA COLLEGE BEREA, KY	SCHOLARSHIPS	$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$5,072

Frequently Asked Questions

How large is Richard a Hause Testamentary Trust?

As of 2024, Richard a Hause Testamentary Trust holds $280K in total assets with $16K in annual revenue. It awarded 5 grants totaling $13K in 2024.

Where does Richard a Hause Testamentary Trust operate?

Richard a Hause Testamentary Trust has awarded grants in Georgia, Illinois, Kentucky, New Jersey.

What size grants does Richard a Hause Testamentary Trust award?

In 2024, Richard a Hause Testamentary Trust awarded 5 grants totaling $13K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Richard a Hause Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Richard a Hause Testamentary Trust reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Richard a Hause Testamentary Trust's EIN?

Richard a Hause Testamentary Trust's EIN (Employer Identification Number) is 34-7158393. IRS Form 990 filing data is available on this page for 2019–2024.