William & Marion Clifton Bhs
MILWAUKEE, WI EIN: 27-7026388
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$634K
-3.3% YoY
Annual Giving
$24K
+10.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$24K
+10.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $633,902 | $655,795 | $663,504 |
| Revenue | $11,940 | $25,657 | $-21,749 |
| Expenses | $34,909 | $30,549 | $36,039 |
| Qualifying Distributions | $34,909 | $30,549 | $36,039 |
| Net Investment Income | $36,455 | $26,744 | $21,851 |
| Distributable Amount | $32,204 | $31,057 | $32,385 |
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
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does William & Marion Clifton Bhs fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DOUG BELOT | PRESIDENT | — | — |
| PETER SMET | VICE PRESIDE | — | — |
| LAURIE MILLER | TREASURER | — | — |
| LESLIE EDWARDS | DIRECTOR | — | — |
| PHIL MOLITOR | DIRECTOR | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Wisconsin $164K (100%)
States
Cities
Burlington
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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