Thelma Masten Char Co-tr Ua

Foundation · Grantmaker MILWAUKEE, WI EIN: 04-6971363

Thelma Masten Char Co-tr Ua 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 $161K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$161K

-5.6% YoY

Annual Giving

$10K

-12.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

-12.1% YoY

Under IRS private-foundation payout rules, Thelma Masten Char Co-tr Ua reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.

About Thelma Masten Char Co-tr Ua

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $58K (100%)

States

Ohio

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$161,170	$170,673	$156,353
Revenue	$8,447	$35,009	$20,269
Expenses	$17,951	$20,687	$23,205
Qualifying Distributions	$12,448	$15,878	$18,344
Net Investment Income	$3,577	$30,515	$15,479
Distributable Amount	$16,289	$14,460	$15,836

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 Northern Hills Synagogue ($10,326).

Recipient	Purpose	Amount
NORTHERN HILLS SYNAGOGUE CINCINNATI, OH	GENERAL OPERATING	$10,326

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DANIEL RANDOLPH	CO-TRUSTEE	—	$1,305
US BANK N A	TRUSTEE	1	$3,916

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Thelma Masten Char Co-tr Ua?

Thelma Masten Char Co-tr Ua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $161K in total assets as of 2024.

How large is Thelma Masten Char Co-tr Ua?

As of 2024, Thelma Masten Char Co-tr Ua holds $161K in total assets with $8K in annual revenue. It awarded 1 grants totaling $10K in 2024.

Where does Thelma Masten Char Co-tr Ua operate?

Thelma Masten Char Co-tr Ua has awarded grants in Ohio.

What size grants does Thelma Masten Char Co-tr Ua award?

In 2024, Thelma Masten Char Co-tr Ua awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Thelma Masten Char Co-tr Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Thelma Masten Char Co-tr Ua reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.