William & Marion Clifton Bhs is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $634K in total assets. In 2024, it awarded 1 grants totaling $24K. Net investment income was $36K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, William & Marion Clifton Bhs reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.
About William & Marion Clifton Bhs
Based on IRS filings
William & Marion Clifton Bhs is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $634K in total assets. In 2024, it awarded 1 grants totaling $24K. Net investment income was $36K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bhs Scholarship Fund ($23,769).
| Recipient | Purpose | Amount |
|---|---|---|
| BHS SCHOLARSHIP FUND BURLINGTON, WI | SCHOLARSHIP | $23,769 |
Leadership & 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 | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is William & Marion Clifton Bhs?
William & Marion Clifton Bhs is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $634K in total assets as of 2024.
How large is William & Marion Clifton Bhs?
As of 2024, William & Marion Clifton Bhs holds $634K in total assets with $12K in annual revenue. It awarded 1 grants totaling $24K in 2024.
Where does William & Marion Clifton Bhs operate?
William & Marion Clifton Bhs has awarded grants in Wisconsin.
What size grants does William & Marion Clifton Bhs award?
In 2024, William & Marion Clifton Bhs awarded 1 grants totaling $24K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is William & Marion Clifton Bhs required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William & Marion Clifton Bhs reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William & Marion Clifton Bhs's EIN?
William & Marion Clifton Bhs's EIN (Employer Identification Number) is 27-7026388. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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