William & Marion Clifton CCHS
William & Marion Clifton CCHS is a private foundation, 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 grant totaling $29K. Net investment income was $38K.
William & Marion Clifton CCHS at a glance
In short: William & Marion Clifton CCHS gave $29K across 1 grant in 2024 (avg $29K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $28,748
- +25.9% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $28,748
- +25.9% vs 2023
- Median grant
- $28,748
- Total assets
- $659,957
- -4.1% 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 September 2026.
Who William & Marion Clifton CCHS funds
How this funder distributes its grants
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 CCHS gives
- Giving held roughly steady from 2021 to 2024 (+10%). Method
- In 2024 it paid out 120% 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 2020 to 2024, annual grant giving ranged from $18K (2020) to $35K (2022). In 2024 it made 1 grant totaling $29K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $28,748 |
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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 | $659,957 | $11,167 | $40,345 | $28,748 | 1 | $40,345 | $38,372 | $33,752 |
| 2023 | $687,997 | $27,005 | $32,033 | $22,832 | 1 | $32,027 | $27,859 | $32,307 |
| 2022 | $692,237 | $-17,670 | $42,706 | $34,641 | 1 | $42,706 | $22,381 | $33,792 |
| 2021 | $753,244 | $73,500 | $33,797 | $26,111 | 1 | $33,797 | $73,500 | $37,530 |
| 2020 | $713,713 | $10,999 | $24,347 | $17,500 | 1 | — | $19,760 | $35,624 |
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.
Leadership & Key People
Officers and directors from IRS filings
William & Marion Clifton CCHS's 2024 filing lists 6 officers; none of the 6 officers listed in 2024 report compensation.
Officers on the 2024 filing
Georgean Selburg
Committee
On filings since 2020
0.1 hrs/week
No compensation reported
Karen Middlecamp
Committee
On filings since 2020
0.1 hrs/week
No compensation reported
Brian Shimon
Committee
On filings since 2023
0.1 hrs/week
No compensation reported
Kelly Wilhelm
Committee
On filings since 2023
0.1 hrs/week
No compensation reported
Emily Rodrigue
Committee
New on the 2024 filing
0.1 hrs/week
No compensation reported
Michelle Dean
Committee
New on the 2024 filing
0.1 hrs/week
No compensation reported
Former officers (7)
- Former: Jim Stamatakos (2023) — Committee
- Former: Margot Hayes (2023) — Committee
- Former: Stacy Dennis (2023) — Committee
- Former: Bonnie Scholz (2020–2022) — Committee
- Former: Gretchen Hoffman (2020–2022) — Committee
- Former: Jane Gabrielson (2020–2022) — Committee
- Former: Mary Bleser (2020–2022) — Committee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about William & Marion Clifton CCHS
How much does William & Marion Clifton CCHS give each year?
William & Marion Clifton CCHS gave $29K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $23K across 1 grant.
How large is William & Marion Clifton CCHS?
William & Marion Clifton CCHS reported $660K in total assets on its 2024 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).
Where does William & Marion Clifton CCHS operate?
William & Marion Clifton CCHS has awarded grants in Wisconsin.
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.
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
- IRS filings on file for fiscal years 2020–2024
Live grants for the work William & Marion Clifton CCHS funds
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