Private foundation
MILWAUKEE, WIEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $7,275 | $7,086 | $4,749 | $87,846 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 27% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| UNIVERSITY OF MONTANAMISSOULA, MT | SCHOLARSHIPS | $4,000 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Us Bank N A | TRUSTEE | 1 | $2,491 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $87,846 |
| FY2024 | 990-PF | $6,004 | $8,617 | $6,250 | $87,660 | $87,660 |
| FY2023 | 990-PF | $5,983 | $9,951 | $7,734 | $90,275 | $90,275 |
| FY2022 | 990-PF | $6,804 | $8,642 | $6,250 | $94,242 | $94,242 |
| FY2021 | 990-PF | $6,470 | $8,525 | $6,250 | $96,082 | $96,082 |
| FY2020 | 990-PF | $3,305 | $8,566 | $6,250 | $98,138 | $98,138 |
| FY2019 | 990-PF | $4,049 | $7,127 | $4,750 | $103,413 | $103,413 |
| FY2018 | 990-PF | $4,468 | $8,097 | $5,750 | $106,495 | $106,495 |
| FY2017 | 990-PF | $3,974 | $8,058 | $5,750 | $110,126 | $110,126 |
| SCHOLARSHIP |
| $3,000 |
| 2021 |
| GREAT FALLS COLLEGE-MSUGREAT FALLS, MT | SCHOLARSHIPS | $3,000 | 2018 |
| PACIFIC LUTHERAN UNIVERSITYTACOMA, WA | SCHOLARSHIP | $3,000 | 2024 |
| MONTANA ACADEMY OF SALONSGREAT FALLS, MT | SCHLOARSHIP | $2,000 | 2023 |
| PACIFIC LUTHERAN UNIVERSITYTACOMA, WA | SCHOLARSHIPS | $1,500 | 2020 |
| MONTANA STATE UNIVERSITYBOZEMAN, MT | SCHOLARSHIP | $1,500 | 2019 |
| CARROLL COLLEGEHELENA, MT | SCHOLARSHIPS | $1,500 | 2020 |
| GREAT FALLS COLLEGE-MSUGREAT FALLS, MT | SCHOLARSHIP | $1,500 | 2020 |
| UNIVERSITY OF MONTANAMISSOULA, MT | SCHOLARSHIP | $1,500 | 2019 |
| GREAT FALLS COLLEGE-MSUGREAT FALLS, MT | SCHOLARSHIP | $1,500 | 2019 |
| UNIVERSITY OF MONTANAMISSOULA, MT | SCHOLARSHIPS | $1,500 | 2022 |
| MSU - BOZEMANBOZEMAN, MT | SCHOLARSHIPS | $1,500 | 2022 |
| UNIVERSITY OF MONTANAMISSOULA, MT | SCHOLARSHIPS | $1,500 | 2017 |
| UNIVERSITY OF PROVIDENCEGreat Falls, MT | SCHOLARSHIPS | $1,500 | 2022 |
| GREAT FALLS COLLEGE-MSUGREAT FALLS, MT | SCHOLARSHIPS | $1,500 | 2021 |
| MONTANA ACADEMY OF SALONSGREAT FALLS, MT | SCHLOARSHIP | $1,500 | 2024 |
| MONTANA STATE UNIVESITY BOZEMANBOZEMAN, MT | SCHOLARSHIP | $1,000 | 2025 |
| CARROLL COLLEGEHELENA, MT | SCHOLARSHIP | $1,000 | 2025 |
| AVE MARIA UNIVERSITYAVE MARIA, FL | SCHOLARSHIP | $1,000 | 2025 |
| MSU-BOZEMANBozeman, MT | SCHOLARSHIPS | $750 | 2017 |
| UNIVERSITY OF GREAT FALLSGreat Falls, MT | SCHOLARSHIPS | $750 | 2017 |
| GEORGETOWN UNIVERSITYWASHINGTON, DC | SCHOLARSHIPS | $500 | 2017 |
| GRAND CANYON UNIVERSITYPHOENIX, AZ | SCHOLARSHIPS | $500 | 2018 |
| UNIVERSITY OF MARYBISMARCK, ND | SCHOLARSHIPS | $500 | 2018 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending May 31, 2024IRS bulk XML
Filing id 202432849349101503
Form 990-PF · FY2023 · period ending May 31, 2023
Filing id 202342849349100114
Form 990-PF · FY2022 · period ending May 31, 2022
Filing id 202222869349101012
Form 990-PF · FY2021 · period ending May 31, 2021
Filing id 202102809349101200
Form 990-PF · FY2020 · period ending May 31, 2020
Filing id 202022699349100502
Form 990-PF · FY2019 · period ending May 31, 2019
Filing id 201942739349100014
Form 990-PF · FY2018 · period ending May 31, 2018
Filing id 201832679349100063
Form 990-PF · FY2017 · period ending May 31, 2017
Filing id 201722719349100652
Form 990-PF · FY2016 · period ending May 31, 2016
Filing id 201622719349100807
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.