Samuel R Dosher Trust

MILWAUKEE, WI EIN: 94-6295978

Samuel R Dosher Trust 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 $309K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $12K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$309K

-1.4% YoY

Annual Giving

$15K

+4.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$15K

+4.1% YoY

Under IRS private-foundation payout rules, Samuel R Dosher Trust reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.

About Samuel R Dosher Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $73K (100%)

States

Florida

Cities

Tampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$309,013	$313,485	$309,010
Revenue	$18,277	$26,372	$23,006
Expenses	$22,747	$21,997	$24,400
Qualifying Distributions	$16,475	$15,889	$18,794
Net Investment Income	$12,308	$20,316	$18,007
Distributable Amount	$18,221	$16,475	$16,849

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shriners Hospitals for Children ($14,835).

Recipient	Purpose	Amount
SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL	GENERAL OPERATING	$14,835

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	$6,400

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Samuel R Dosher Trust?

Samuel R Dosher Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $309K in total assets as of 2024.

How large is Samuel R Dosher Trust?

As of 2024, Samuel R Dosher Trust holds $309K in total assets with $18K in annual revenue. It awarded 1 grants totaling $15K in 2024.

Where does Samuel R Dosher Trust operate?

Samuel R Dosher Trust has awarded grants in Florida.

What size grants does Samuel R Dosher Trust award?

In 2024, Samuel R Dosher Trust awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Samuel R Dosher Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Samuel R Dosher Trust reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.