William & Marion Clifton Cchs

MILWAUKEE, WI EIN: 27-7026389

William & Marion Clifton Cchs 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 $660K in total assets. In 2024, it awarded 1 grants totaling $29K. Net investment income was $38K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$660K

-4.1% YoY

Annual Giving

$29K

+25.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$29K

+25.9% YoY

Under IRS private-foundation payout rules, William & Marion Clifton Cchs reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.

About William & Marion Clifton Cchs

Based on IRS filings

William & Marion Clifton Cchs 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 $660K in total assets. In 2024, it awarded 1 grants totaling $29K. Net investment income was $38K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Burlington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$61K$81K20202021202220232024
Metric202420232022
Total Assets$659,957$687,997$692,237
Revenue$11,167$27,005$-17,670
Expenses$40,345$32,033$42,706
Qualifying Distributions$40,345$32,027$42,706
Net Investment Income$38,372$27,859$22,381
Distributable Amount$33,752$32,307$33,792

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$17K$26K$35K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

CATHOLIC CENTRAL HIGH SC…$29K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Catholic Central High School ($28,748).

RecipientPurposeAmount
CATHOLIC CENTRAL HIGH SCHOOL BURLINGTON, WISCHOLARSHIP$28,748

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BRIAN SHIMONCOMMITTEE0.1
KELLY WILHELMCOMMITTEE0.1
EMILY RODRIGUECOMMITTEE0.1
MICHELLE DEANCOMMITTEE0.1
KAREN MIDDLECAMPCOMMITTEE0.1
GEORGEAN SELBURGCOMMITTEE0.1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is William & Marion Clifton Cchs?

William & Marion Clifton Cchs is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $660K in total assets as of 2024.

How large is William & Marion Clifton Cchs?

As of 2024, William & Marion Clifton Cchs holds $660K in total assets with $11K in annual revenue. It awarded 1 grants totaling $29K in 2024.

Where does William & Marion Clifton Cchs operate?

William & Marion Clifton Cchs has awarded grants in Wisconsin.

What size grants does William & Marion Clifton Cchs award?

In 2024, William & Marion Clifton Cchs awarded 1 grants totaling $29K — an average of about $29K per grant, based on its IRS Form 990 filings.

How much is William & Marion Clifton Cchs required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William & Marion Clifton Cchs reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William & Marion Clifton Cchs's EIN?

William & Marion Clifton Cchs's EIN (Employer Identification Number) is 27-7026389. IRS Form 990 filing data is available on this page for 2020–2024.

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

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