Samuel H Wise Fellowship Fund

Foundation · Grantmaker MILWAUKEE, WI EIN: 93-6279037

Samuel H Wise Fellowship Fund 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 $3.0M in total assets. In 2024, it awarded 2 grants totaling $178K. Net investment income was $60K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.0M

-5.3% YoY

Annual Giving

$178K

+2.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$89K

+2.4% YoY

Under IRS private-foundation payout rules, Samuel H Wise Fellowship Fund reported a distributable amount of $205K for 2024 — the minimum it must pay out in qualifying distributions.

About Samuel H Wise Fellowship Fund

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $879K (100%)

States

Oregon

Cities

Portland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,009,027	$3,177,300	$3,266,166
Revenue	$66,022	$133,567	$114,168
Expenses	$234,743	$225,575	$243,153
Qualifying Distributions	$185,057	$180,989	$204,905
Net Investment Income	$59,931	$81,674	$75,093
Distributable Amount	$205,018	$185,136	$188,284

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

7 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Oregon Health & Sciences Foundation ($89,191), Providence St Vincent Medical Fdn ($89,190).

Recipient	Purpose	Amount
OREGON HEALTH & SCIENCES FOUNDATION PORTLAND, OR	GENERAL OPERATING	$89,191
PROVIDENCE ST VINCENT MEDICAL FDN PORTLAND, OR	GENERAL OPERATING	$89,190

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	$52,077

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Samuel H Wise Fellowship Fund?

Samuel H Wise Fellowship Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $3.0M in total assets as of 2024.

How large is Samuel H Wise Fellowship Fund?

As of 2024, Samuel H Wise Fellowship Fund holds $3.0M in total assets with $66K in annual revenue. It awarded 2 grants totaling $178K in 2024.

Where does Samuel H Wise Fellowship Fund operate?

Samuel H Wise Fellowship Fund has awarded grants in Oregon.

What size grants does Samuel H Wise Fellowship Fund award?

In 2024, Samuel H Wise Fellowship Fund awarded 2 grants totaling $178K — an average of about $89K per grant, based on its IRS Form 990 filings.

How much is Samuel H Wise Fellowship Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Samuel H Wise Fellowship Fund reported a distributable amount of $205K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.