Uw Fred and Marie Barnard

Private foundation · Grantmaker Milwaukee, WI EIN: 81-6045912

Uw Fred and Marie Barnard is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $88K in total assets. In 2025, it awarded 3 grants totaling $3K. Net investment income was $5K.

Uw Fred and Marie Barnard at a glance

In short: Uw Fred and Marie Barnard gave $3K across 3 grants in 2025 (avg $1K), mostly in Montana. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$3,000
-33.3% vs 2024
Grants made (2025)
3
+50.0% vs 2024
Average grant
$1,000
-55.6% vs 2024
Median grant
$1,000
Total assets
$87,846
+0.2% vs 2024
Primary geography
Montana (67% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Uw Fred and Marie Barnard funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Ave Maria University: $1KAve Maria University$1KCarroll College: $1KCarroll College$1K

The largest 2025 recipient was Ave Maria University ($1K). Together the top 2 received $2K.

Organizations only. It also paid 1 individual scholarship ($1,000), which are not listed by name.

Grant Size Distribution

12 grants across all recorded years

12<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 12 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

Great FallsBozemanMissoulaAve MariaHelenaTacoma

How Uw Fred and Marie Barnard gives

  • Giving fell 33% from 2022 to 2025. Method
  • In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K2 grants2021 3 grants2022 2 grants2023 2 grants2024 3 grants2025

From 2021 to 2025, annual grant giving ranged from $3K (2025) to $6K (2023). In 2025 it made 3 grants totaling $3K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Ave Maria University Ave Maria, FLScholarship$1,000
Carroll College Helena, MTScholarship$1,000
1 individual scholarship Recipients not named —$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$87,846$7,275$7,086$3,0003$4,749$4,981$5,297
2024$87,660$6,004$8,617$4,5002$6,250$3,658$4,970
2023$90,275$5,983$9,951$6,0002$7,734$3,834$4,910
2022$94,242$6,804$8,642$4,5003$6,250$4,516$5,993
2021$96,082$6,470$8,525$4,5002—$4,181$5,740

Under IRS private-foundation payout rules, Uw Fred and Marie Barnard reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Uw Fred and Marie Barnard's only listed officer is US Bank N A, Trustee on every filing since 2024 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2024

    1 hr/week

    $3K (2024) → $2K (2025)

Former officers (1)
  • Former: US Bank NA (2021–2023) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

US Bank N a — Trustee: $2KUS Bank N aTrustee$2K

The highest reported compensation on the 2025 filing was $2K, to US Bank N a (Trustee).

Frequently asked questions about Uw Fred and Marie Barnard

How much does Uw Fred and Marie Barnard give each year?

Uw Fred and Marie Barnard gave $3K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 2 grants.

What is Uw Fred and Marie Barnard's typical grant size?

Uw Fred and Marie Barnard's median grant in 2025 was $1,000, and its average grant was $1,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does Uw Fred and Marie Barnard give grants?

Uw Fred and Marie Barnard gives mostly in Montana: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (33%).

Does Uw Fred and Marie Barnard give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Uw Fred and Marie Barnard's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (3 grants).

How large is Uw Fred and Marie Barnard?

Uw Fred and Marie Barnard reported $88K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Uw Fred and Marie Barnard's EIN?

Uw Fred and Marie Barnard's EIN (Employer Identification Number) is 81-6045912. IRS Form 990 filing data is available on this page for 2021–2025.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Uw Fred and Marie Barnard's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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