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Cora Rust Owen Memorial Trust First Trust Montana Ttee is a private co-operative based in MILWAUKEE, WI. The foundation received its IRS ruling in 1986. It holds total assets of $470K. Annual income is reported at $218K. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2024. Funding is distributed across 5 states, including Wisconsin, Montana, Connecticut. According to available records, Cora Rust Owen Memorial Trust First Trust Montana Ttee has made 24 grants totaling $66K, with a median grant of $2K. The foundation has distributed between $20K and $25K annually from 2022 to 2024. Individual grants have ranged from $1K to $6K, with an average award of $3K. The foundation has supported 14 unique organizations. The foundation primarily supports organizations in Wisconsin, New York, Connecticut, which account for 63% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$2K
Average Grant
$3K
Largest Grant
$5K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Cora Rust Owen Memorial Trust First Trust Montana Ttee is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 24 grants. Its grantmaking reaches organizations primarily in WI, NY, CT.
Cora Rust Owen Memorial Trust First Trust Montana Ttee has distributed a total of $66K across 24 grants. The median grant size is $2K, with an average of $3K. Individual grants have ranged from $1K to $6K.
Cora Rust Owen Memorial Trust First Trust Montana Ttee typically selects its grantees rather than accepting unsolicited proposals.
Cora Rust Owen Memorial Trust First Trust Montana Ttee is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| U S Bank | TRUSTEE | $7K | $0 | $7K |
Total Giving
$30K
Total Assets
$417K
Fair Market Value
$475K
Net Worth
$417K
Grants Paid
$21K
Contributions
N/A
Net Investment Income
$45K
Distribution Amount
$23K
Total: $44K
Total Grants
24
Total Giving
$66K
Average Grant
$3K
Median Grant
$2K
Unique Recipients
14
Most Common Grant
$2K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Westover School IncGENERAL OPERATING | Middlebury, CT | $5K | 2024 |
| Vassar College Annual FundGENERAL OPERATING | Poughkeepsie, NY | $5K | 2024 |
| Friends Of L E Phillips MemlibraryGENERAL OPERATING | Eau Claire, WI | $2K | 2024 |
| Marcus Daly Dba Bitterroot HealthGENERAL OPERATING | Hamilton, MT | $2K | 2024 |
| Mayo Clinic Health SystemGENERAL OPERATING | Eau Claire, WI | $2K | 2024 |
| University Of WisconsinGENERAL OPERATING | Eau Claire, WI | $2K | 2024 |
| University Of Montana FoundationGENERAL OPERATING | Missoula, MT | $1K | 2024 |
| University Of Minnesota FoundationGENERAL OPERATING | Minneapolis, MN | $1K | 2024 |
| Vasar College Annual FundGENERAL OPERATING | Poughkeepsie, NY | $5K | 2023 |
| Westover School Inc Alumnae OfficeGENERAL OPERATING | Middlebury, CT | $5K | 2023 |
| Mayoclinic Health SystemGENERAL OPERATING | Eau Claire, WI | $2K | 2023 |
| Marcus Daly Memorial HospitalGENERAL OPERATING | Hamilton, MT | $2K | 2023 |
| Eau Claire FoundationGENERAL OPERATING | Eau Claire, WI | $2K | 2023 |
| Friends Of L Ephillips MemlibraryGENERAL OPERATING | Eau Claire, WI | $2K | 2023 |