William & Ruth Pendleton Memorial Fund
The William & Ruth Pendleton Memorial Fund is a private foundation based in Milwaukee, Wisconsin. Its filing states the trustor’s strong desire that fund income benefit qualified organizations formed and operated in Arizona that provide services and benefits to children and older adults.
William & Ruth Pendleton Memorial Fund at a glance
In short: William & Ruth Pendleton Memorial Fund gave $166K across 43 grants in 2024 (avg $4K), mostly in Arizona. 19% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $166,000
- -3.5% vs 2023
- Grants made (2024)
- 43
- +10.3% vs 2023
- Average grant
- $3,860
- -12.5% vs 2023
- Median grant
- $3,000
- Total assets
- $2,848,248
- +0.5% vs 2023
- New grantees (estimate)
- 19% first-time grantees (8 of 43, 2024)
- Primary geography
- Arizona (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. New grantees are estimated by matching recipient names across years (methodology).
How to apply to William & Ruth Pendleton Memorial Fund
- How to Apply
-
The application should be acquired from the trustee. The filing says the fund does not restrict giving to preselected organizations. Its stated preference is for qualified organizations formed and operated in Arizona that provide services and benefits to children and older adults.
- Review Cycle
- September 30 of each year.
- Deadline
- September 30 of each year.
- Contact
Application contact: William Dolanus Bank
Mailing address: 111 Sw 5Th Ave, Portland, OR 97204
Phone: (503) 275-5929
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who William & Ruth Pendleton Memorial Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Phoenix Youth Symphony Orchestra ($25K). Together the top 10 received $77K.
Grant Size Distribution
216 grants across all recorded years
The most common grant size was under $50K: 216 grants of 216 (100%).
Geographic Focus
Where this funder awards grants
The fund’s filing expresses a strong preference for organizations formed and operated within Arizona. All 2024 grant dollars went to Arizona recipients, including organizations in Phoenix, Scottsdale, Tucson, Mesa, Peoria, and other communities.
Grant Distribution by State
Share of 2024 grant dollars across all 43 itemized grants.
States
Cities
Is William & Ruth Pendleton Memorial Fund open to new grantees?
19%
first-time grantees, 2024
In 2024, 8 of 43 grantees (19%) were first-time recipients. First grants averaged $3K; repeat grants $4K. How we count
Medians: $2K first-time, $3K repeat.
- 56% of 2024 grantees were also funded in 2023. Method
- Giving fell 27% from 2021 to 2024. Method
- In 2024 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $166K (2024) to $228K (2021). In 2024 it made 43 grants totaling $166K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Phoenix Youth Symphony Orchestra Phoenix, AZ | Program Support | $25,000 |
| Phoenix Symphony Guild Phoenix, AZ | Program Support | $10,000 |
| Scottsdale Museum of the West Scottsdale, AZ | Program Support | $10,000 |
| Boys & Girls Clubs of Greater Scottsdale Scottsdale, AZ | Program Support | $5,000 |
| Girl Scouts of Southern Arizona Tucson, AZ | Program Support | $5,000 |
| Paradise Valley Emergency Food Bank Phoenix, AZ | Program Support | $5,000 |
| Save the Family Foundation of AZ Mesa, AZ | Program Support | $5,000 |
| Academy for Children Inc Phoenix, AZ | Program Support | $4,000 |
| Arizona Friends of Foster Children Phoenix, AZ | Program Support | $4,000 |
| Assistance League of Phoenix Phoenix, AZ | Program Support | $4,000 |
Ready to take the next step with William & Ruth Pendleton Memorial Fund?
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 | $2,848,248 | $231,119 | $215,859 | $166,000 | 43 | $172,422 | $187,582 | $157,520 |
| 2023 | $2,832,696 | $102,916 | $219,192 | $172,000 | 39 | $178,111 | $61,735 | $150,383 |
| 2022 | $2,947,854 | $103,891 | $280,329 | $218,000 | 42 | $224,380 | $59,692 | $160,833 |
| 2021 | $3,124,983 | $560,201 | $286,267 | $227,598 | 46 | $234,540 | $508,067 | $181,223 |
| 2020 | $2,851,915 | $144,476 | $265,482 | $212,652 | 46 | — | $96,221 | $181,252 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
A mission statement for the fund is not provided. Its filing describes a preference for supporting qualified Arizona organizations serving children and older adults. The 2024 grants show support for a range of organizations: Phoenix Youth Symphony Orchestra says it provides young people with educational and performance opportunities in music; Arizona Friends of Foster Children says it funds social, athletic, and educational activities for children and youth in foster care; and Duet Partners in Health & Aging says it promotes well-being through services to homebound adults, family caregivers, and grandparents raising grandchildren. Other 2024 recipients include organizations focused on literacy, girls’ development, and arts and history.
Grantmaking
In 2024, the fund made 43 grants totaling $166,000. Grant amounts ranged from $2,000 to $25,000, with a median grant of $3,000. The largest grant was $25,000 to Phoenix Youth Symphony Orchestra for program support. Other notable awards included $10,000 each to Phoenix Symphony Guild and Scottsdale Museum of the West, and $5,000 each to Boys & Girls Clubs of Greater Scottsdale, Girl Scouts of Southern Arizona, Paradise Valley Emergency Food Bank, and Save the Family Foundation of Arizona. All 2024 grant dollars went to recipients in Arizona.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists William A. Miller, Janet Wilson, and Don Prior as committee members, and U.S. Bank National Association as manager.
William & Ruth Pendleton Memorial Fund's 2024 filing lists 4 officers; 1 of 4 officers listed in 2024 is compensated.
Officers on the 2024 filing
US Bank National Association
Manager
On filings since 2020
20 hrs/week
$49K (2020) → $45K (2024)
Don Prior
Committee Member
On filings since 2020
0.3 hrs/week
No compensation reported
Janet Wilson
Committee Member
On filings since 2020
0.3 hrs/week
No compensation reported
William A. Miller
Committee Member
On filings since 2020
0.3 hrs/week
No compensation reported
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $45K, to US Bank National Association (Manager).
Frequently asked questions about William & Ruth Pendleton Memorial Fund
How much does William & Ruth Pendleton Memorial Fund give each year?
William & Ruth Pendleton Memorial Fund gave $166K across 43 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $172K across 39 grants.
What is William & Ruth Pendleton Memorial Fund's typical grant size?
William & Ruth Pendleton Memorial Fund's median grant in 2024 was $3,000, and its average grant was $3,860, across 43 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from William & Ruth Pendleton Memorial Fund that year got $3K on average.
Where does William & Ruth Pendleton Memorial Fund give grants?
William & Ruth Pendleton Memorial Fund gives mostly in Arizona: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Phoenix, AZ (20 grants), Tucson, AZ (7 grants), Scottsdale, AZ (4 grants) and Mesa, AZ (2 grants).
Does William & Ruth Pendleton Memorial Fund give general operating support?
Not in 2024: none of the 43 grants with a stated purpose on William & Ruth Pendleton Memorial Fund's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (43 grants).
Who are William & Ruth Pendleton Memorial Fund's largest grantees?
William & Ruth Pendleton Memorial Fund's largest 2024 grantees include Phoenix Youth Symphony Orchestra ($25,000), Phoenix Symphony Guild ($10,000) and Scottsdale Museum of the West ($10,000), according to its 2024 IRS Form 990-PF. Together they received 27% of its itemized 2024 grant dollars.
How large is William & Ruth Pendleton Memorial Fund?
William & Ruth Pendleton Memorial Fund reported $2.8M in total assets on its 2024 IRS Form 990-PF. It paid out $172K in qualifying distributions that year, against a required minimum of $158K (roughly 5% of its investment assets).
What does William & Ruth Pendleton Memorial Fund fund?
A mission statement for the fund is not provided. Its filing describes a preference for supporting qualified Arizona organizations serving children and older adults. See mission & focus areas ↑
How do I apply for a grant from William & Ruth Pendleton Memorial Fund?
The application should be acquired from the trustee. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). William & Ruth Pendleton Memorial Fund funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/william-and-ruth-pendleton-memorial-fund-morg_807afc76fac7456a8a80d08bb02a1fdc
BibTeX
@misc{grantable_742475483_2026,
author = {{Grantable}},
title = {{William \& Ruth Pendleton Memorial Fund funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/william-and-ruth-pendleton-memorial-fund-morg_807afc76fac7456a8a80d08bb02a1fdc},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from William & Ruth Pendleton Memorial Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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