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
2
+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
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.
Focus Areas
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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 | $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
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.
What is Samuel H Wise Fellowship Fund's EIN?
Samuel H Wise Fellowship Fund's EIN (Employer Identification Number) is 93-6279037. 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.
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