The Clearing Endowment Trust logo

The Clearing Endowment Trust

Public charity · Grantmaker Ellison Bay, WI EIN: 39-6693988 Website

To support the clearing and its purposes

Key facts about The Clearing Endowment Trust

In short: The Clearing Endowment Trust gave $225K across 1 grant in 2024 (avg $225K), mostly in Wisconsin. Source: 2024 IRS Form 990.

EIN
39-6693988
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$225,000
Grants made (2024)
1
Average grant
$225,000
Median grant
$225,000
Total assets
$3,570,306
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$3.6M

+5.3% YoY

Annual Giving

$225K

+18.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$225K

+18.4% YoY

How The Clearing Endowment Trust gives

  • Giving fell 21% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

About The Clearing Endowment Trust

Based on IRS filings

The Clearing Endowment Trust is a public charity, based in Ellison Bay, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 1 grant totaling $225K. Net investment income was $87K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Ellison Bay

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $63K (2022) to $285K (2021). In 2024 it made 1 grant totaling $225K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

The Clearing: $225KThe Clearing$225K

The largest 2024 recipient was The Clearing ($225K).

Grant Size Distribution

5 grants across all recorded years

<$50K1$50–100K3$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Clearing Ellison Bay, WIGeneral Operations Expenses$225,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$3,570,306$3,391,590$3,023,803
Revenue$106,319$86,587$248,701
Expenses$240,566$190,000$62,500
Net Investment Income$86,794$82,382$233,909

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Clearing Endowment Trust is led by Bob Kimbell, Chairman since 2023 (on filings since 2020); none of the 6 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Bob Kimbell

    Chairman

    Chairman → Director, 2022

    Director → Chairman, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Mike Gilson

    Chairman

    Chairman → Director, 2023

    Director → Chairman, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ron Hupe

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Stefan Peters

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Tom Alt

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Jim Blair

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Toma Alt (2020–2021) — Director

Data from IRS Form 990 filings, 2020–2024. "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 The Clearing Endowment Trust

How much does The Clearing Endowment Trust give each year?

The Clearing Endowment Trust gave $225K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $190K across 1 grant.

How large is The Clearing Endowment Trust?

The Clearing Endowment Trust reported $3.6M in total assets on its 2024 IRS Form 990. Its revenue that year was $106K.

Where does The Clearing Endowment Trust operate?

The Clearing Endowment Trust has awarded grants in Wisconsin.

What is The Clearing Endowment Trust's EIN?

The Clearing Endowment Trust's EIN (Employer Identification Number) is 39-6693988. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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