William & Marion Clifton BHS Scholarship Trust Fund
William & Marion Clifton BHS Scholarship Trust Fund is a private foundation, 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 grant totaling $24K. Net investment income was $36K.
William & Marion Clifton BHS Scholarship Trust Fund at a glance
In short: William & Marion Clifton BHS Scholarship Trust Fund gave $24K across 1 grant in 2024 (avg $24K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $23,769
- +10.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $23,769
- +10.0% vs 2023
- Median grant
- $23,769
- Total assets
- $633,902
- -3.3% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who William & Marion Clifton BHS Scholarship Trust Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was BHS Scholarship Fund ($24K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How William & Marion Clifton BHS Scholarship Trust Fund gives
- Giving fell 24% from 2021 to 2024. Method
- In 2024 it paid out 108% of its IRS minimum distribution (the 5% rule). 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
From 2019 to 2024, annual grant giving ranged from $22K (2023) to $33K (2020). In 2024 it made 1 grant totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| BHS Scholarship Fund Burlington, WI | Scholarship | $23,769 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $633,902 | $11,940 | $34,909 | $23,769 | 1 | $34,909 | $36,455 | $32,204 |
| 2023 | $655,795 | $25,657 | $30,549 | $21,600 | 1 | $30,549 | $26,744 | $31,057 |
| 2022 | $663,504 | $-21,749 | $36,039 | $28,201 | 1 | $36,039 | $21,851 | $32,385 |
| 2021 | $722,016 | $64,466 | $38,627 | $31,100 | 1 | $38,627 | $64,466 | $36,414 |
| 2020 | $696,245 | $11,237 | $39,771 | $33,000 | 1 | — | $19,454 | $34,997 |
| 2019 | $724,767 | $27,725 | $33,430 | $26,660 | 1 | — | $27,634 | $35,128 |
Under IRS private-foundation payout rules, William & Marion Clifton BHS Scholarship Trust Fund reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William & Marion Clifton BHS Scholarship Trust Fund is led by Doug Belot, President on every filing since 2023; 1 of 6 officers listed in 2024 is compensated.
Officers on the 2024 filing
Doug Belot
President
On filings since 2023
No compensation reported
Wintrust Private Trust Company
Trustee
New on the 2024 filing
$9K (2024)
Leslie Edwards
Director
On filings since 2023
No compensation reported
Phil Molitor
Director
On filings since 2023
No compensation reported
Laurie Miller
Treasurer
On filings since 2023
No compensation reported
Peter Smet
Vice President
On filings since 2023
No compensation reported
Former officers (2)
- Former: The Chicago Trust Company (2020–2023) — Trustee
- Former: The Chicago Trust Company Jean S Bianchi (2019) — Trustee
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $9K, to Wintrust Private Trust Company (Trustee).
Frequently asked questions about William & Marion Clifton BHS Scholarship Trust Fund
How much does William & Marion Clifton BHS Scholarship Trust Fund give each year?
William & Marion Clifton BHS Scholarship Trust Fund gave $24K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $22K across 1 grant.
How large is William & Marion Clifton BHS Scholarship Trust Fund?
William & Marion Clifton BHS Scholarship Trust Fund reported $634K in total assets on its 2024 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets).
Where does William & Marion Clifton BHS Scholarship Trust Fund operate?
William & Marion Clifton BHS Scholarship Trust Fund has awarded grants in Wisconsin.
What is William & Marion Clifton BHS Scholarship Trust Fund's EIN?
William & Marion Clifton BHS Scholarship Trust Fund's EIN (Employer Identification Number) is 27-7026388. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 20, 2020)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work William & Marion Clifton BHS Scholarship Trust Fund funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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