William & Ruth Pendleton Memorial Fund
The William & Ruth Pendleton Memorial Fund is a private foundation based in Milwaukee, Wisconsin, established in 1987. The foundation maintains assets of approximately $2.8 million and is managed by US Bank National Association. As a 501(c)(3) organization, it operates as a charitable grantmaking foundation supporting various causes across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+0.5% YoY
Annual Giving
$166K
-3.5% YoY
Grant Count
43
+10.3% YoY
Avg Grant Size
$4K
-12.5% YoY
Under IRS private-foundation payout rules, William & Ruth Pendleton Memorial Fund reported a distributable amount of $158K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation does not have a publicly stated mission statement on record. However, its grantmaking priorities encompass:
Primary Focus Areas:
- Arts and culture (performing arts, orchestral music)
- Education (elementary and secondary education, child educational development)
- Health (diseases and conditions)
- Religion (Christianity)
- Human services (family services, child welfare, services for older adults)
Grantmaking
The foundation primarily awards grants for program support to its grantees.
Grant Range
$2,000–$40,000
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Geographic Focus
Where this funder awards grants
The foundation concentrates its grantmaking in Arizona, with particular activity in Phoenix, Tucson, and Scottsdale.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (2023):
- Total assets: $2,832,696
- Total revenues: $102,916
- Total expenses: $219,192
- Total giving: $172,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,848,248 | $2,832,696 | $2,947,854 |
| Revenue | $231,119 | $102,916 | $103,891 |
| Expenses | $215,859 | $219,192 | $280,329 |
| Qualifying Distributions | $172,422 | $178,111 | $224,380 |
| Net Investment Income | $187,582 | $61,735 | $59,692 |
| Distributable Amount | $157,520 | $150,383 | $160,833 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
216 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Phoenix Youth Symphony Orchestra ($25,000), Phoenix Symphony Guild ($10,000), Scottsdale Museum of the West ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACADEMY FOR CHILDREN INC PHOENIX, AZ | PROGRAM SUPPORT | $4,000 |
| AGAPE HOUSE PRESCOTT, AZ | PROGRAM SUPPORT | $2,000 |
| AMANDA HOPE RAINBOW ANGELS PHOENIX, AZ | PROGRAM SUPPORT | $2,000 |
| ARIZONA ASSOCIATION FOR FOSTER & ADOPTIVE PARENTS PEORIA, AZ | PROGRAM SUPPORT | $2,000 |
| ARIZONA FRIENDS OF FOSTER CHILDREN PHOENIX, AZ | PROGRAM SUPPORT | $4,000 |
| ASSISTANCE LEAGUE OF EAST VALLEY CHANDLER, AZ | PROGRAM SUPPORT | $3,000 |
| ASSISTANCE LEAGUE OF PHOENIX PHOENIX, AZ | PROGRAM SUPPORT | $4,000 |
| AZDA CARES FOUNDATION SCOTTSDALE, AZ | PROGRAM SUPPORT | $2,000 |
| BALLET ARIZONA PHOENIX, AZ | PROGRAM SUPPORT | $2,000 |
| BENEVILLA SURPRISE, AZ | PROGRAM SUPPORT | $2,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is managed by US Bank National Association, with the following committee members:
- William A. Miller
- Janet Wilson
- Don Prior
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM A MILLER | COMMITTEE MEMBER | 0.25 | — |
| JANET WILSON | COMMITTEE MEMBER | 0.25 | — |
| DON PRIOR | COMMITTEE MEMBER | 0.25 | — |
| US BANK NATIONAL ASSOCIATION | MANAGER | 20 | $44,716 |
Frequently Asked Questions
What does William & Ruth Pendleton Memorial Fund fund?
The foundation does not have a publicly stated mission statement on record. However, its grantmaking priorities encompass: **Primary Focus Areas:** • Arts and culture (performing arts, orchestral music) • Education (elementary and secondary education, child educational development) • Health (diseases and conditions) • Religion (Christianity) • Human services (family services, child welfare, services for older adults)
How do I apply for a grant from William & Ruth Pendleton Memorial Fund?
**Grant Activity:** • Total annual giving: $172,000 (based on most recent filing) • Typical grant range: $2,000–$40,000 • Number of grants: 39 grants made in 2023 **Recent Grants (2023):** • Phoenix Youth Symphony Orchestra: $35,000 (Program Support) • Yavapai Regional Medical Center (YRMC): $10,000 (Program Support) • Scottsdale Museum of the West: $10,000 (Program Support) The foundation primarily awards grants for program support to its grantees.
Where does William & Ruth Pendleton Memorial Fund make grants?
The foundation concentrates its grantmaking in **Arizona**, with particular activity in Phoenix, Tucson, and Scottsdale.
What size grants does William & Ruth Pendleton Memorial Fund award?
In 2024, William & Ruth Pendleton Memorial Fund awarded 43 grants totaling $166K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is William & Ruth Pendleton Memorial Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William & Ruth Pendleton Memorial Fund reported a distributable amount of $158K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William & Ruth Pendleton Memorial Fund's EIN?
William & Ruth Pendleton Memorial Fund's EIN (Employer Identification Number) is 74-2475483. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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