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Also known as: US BANK NATIONAL ASSOCIATION
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William L And Ruth T Pendleton Memorial Fund is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1987. It holds total assets of $2.8M. Annual income is reported at $2.5M. The foundation is governed by 4 officers and trustees. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Arizona. According to available records, William L And Ruth T Pendleton Memorial Fund has made 169 grants totaling $836K, with a median grant of $4K. Annual giving has decreased from $228K in 2021 to $172K in 2023. Grantmaking activity was highest in 2022 with $436K distributed across 84 grants. Individual grants have ranged from $2K to $40K, with an average award of $5K. The foundation has supported 68 unique organizations. Grant recipients are concentrated in Arizona. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$3K
Average Grant
$5K
Largest Grant
$25K
Based on 46 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.
William L And Ruth T Pendleton Memorial Fund is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 169 grants. Its grantmaking reaches organizations primarily in AZ.
William L And Ruth T Pendleton Memorial Fund has distributed a total of $836K across 169 grants. The median grant size is $4K, with an average of $5K. Individual grants have ranged from $2K to $40K.
The application deadline is SEPTEMBER 30 OF EACH YEAR. It is the trustor's strong desire that income from the fund be used to benefit qualified organizations formed and operated within the state of arizona which provide services and benefits to children and the elderly.
William L And Ruth T Pendleton Memorial Fund is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank National Association | MANAGER | $45K | $0 | $45K |
| Don Prior | COMMITTEE MEMBER | $0 | $0 | N/A |
| William A Miller | COMMITTEE MEMBER | $0 | $0 | N/A |
| Janet Wilson | COMMITTEE MEMBER | $0 | $0 | N/A |
Total Giving
$219K
Total Assets
$2.8M
Fair Market Value
$3.2M
Net Worth
$2.8M
Grants Paid
$172K
Contributions
N/A
Net Investment Income
$62K
Distribution Amount
$150K
Total: $2.7M
Total Grants
169
Total Giving
$836K
Average Grant
$5K
Median Grant
$4K
Unique Recipients
68
Most Common Grant
$4K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mvp FoundationPROGRAM SUPPORT | Scottsdale, AZ | $2K | 2023 |
| StardustPROGRAM SUPPORT | Phoenix, AZ | $2K | 2023 |
| Phoenix Youth Symphony OrchestraPROGRAM SUPPORT | Phoenix, AZ | $35K | 2023 |
| Scottsdale Museum Of The WestPROGRAM SUPPORT | Scottsdale, AZ | $10K | 2023 |
| Phoenix SymphonyPROGRAM SUPPORT | Phoenix, AZ | $10K | 2023 |
| Yavapai Regional Medical CenterPROGRAM SUPPORT | Prescott, AZ | $10K | 2023 |
| Sounds AcademyPROGRAM SUPPORT | Phoenix, AZ | $5K | 2023 |
| Arizona HousingPROGRAM SUPPORT | Phoenix, AZ | $5K | 2023 |
| Assistance League Of PhoenixPROGRAM SUPPORT | Phoenix, AZ | $5K | 2023 |
| Duet Partners In Health & AgingPROGRAM SUPPORT | Phoenix, AZ | $5K | 2023 |
| Hope Community ServicesPROGRAM SUPPORT | Peoria, AZ | $5K | 2023 |
| Parker Community Senior CenterPROGRAM SUPPORT | Parker, AZ | $5K | 2023 |
| Rosie'S HousePROGRAM SUPPORT | Phoenix, AZ | $5K | 2023 |
| The Phoenix Theatre CompanyPROGRAM SUPPORT | Phoenix, AZ | $5K | 2023 |
| Upward For Children And FamiliesPROGRAM SUPPORT | Phoenix, AZ | $5K | 2023 |
| Arizona Friends Of Foster ChildrenPROGRAM SUPPORT | Phoenix, AZ | $4K | 2023 |
| Jazz In AmericaPROGRAM SUPPORT | Phoenix, AZ | $3K | 2023 |
| Interfaith Community ServicesPROGRAM SUPPORT | Tucson, AZ | $3K | 2023 |
| Wham Art AssociationPROGRAM SUPPORT | Surprise, AZ | $3K | 2023 |
| Black Theatre TroupePROGRAM SUPPORT | Phoenix, AZ | $3K | 2023 |
| Northland Hospice & Palliative CarePROGRAM SUPPORT | Flagstaff, AZ | $3K | 2023 |
| Our Family Services IncPROGRAM SUPPORT | Tucson, AZ | $3K | 2023 |
| Homeward BoundPROGRAM SUPPORT | Phoenix, AZ | $3K | 2023 |
| Greater Paradise Valley Assistance LeaguePROGRAM SUPPORT | Phoenix, AZ | $3K | 2023 |
| Del E Webb Center For The Performing ArtsPROGRAM SUPPORT | Wickenburg, AZ | $2K | 2023 |
| Ryan HousePROGRAM SUPPORT | Phoenix, AZ | $2K | 2023 |
| Desert Sounds Performing ArtsPROGRAM SUPPORT | Mesa, AZ | $2K | 2023 |
| The Opportunity TreePROGRAM SUPPORT | Phoenix, AZ | $2K | 2023 |
| Education Enrichment FoundationPROGRAM SUPPORT | Glendale, AZ | $2K | 2023 |
| Family Promise - Greater PhoenixPROGRAM SUPPORT | Scottsdale, AZ | $2K | 2023 |
| Gabriel'S AngelsPROGRAM SUPPORT | Phoenix, AZ | $2K | 2023 |
| Arizona Autism UnitedPROGRAM SUPPORT | Phoenix, AZ | $2K | 2023 |
| Kids In The CornerPROGRAM SUPPORT | Phoenix, AZ | $2K | 2023 |
| Amanda Hope Rainbow AngelsPROGRAM SUPPORT | Phoenix, AZ | $2K | 2023 |
| Assistance League Of East ValleyPROGRAM SUPPORT | Chandler, AZ | $2K | 2023 |
| Books For ClassroomsPROGRAM SUPPORT | Green Valley, AZ | $2K | 2023 |
| Arizona Association For Foster & Adoptive ParentsPROGRAM SUPPORT | Peoria, AZ | $2K | 2023 |
| Ballet ArizonaPROGRAM SUPPORT | Phoenix, AZ | $2K | 2023 |
| Circle The CityPROGRAM SUPPORT | Phoenix, AZ | $2K | 2023 |
| Phoenix Symphony GuildPROGRAM SUPPORT | Phoenix, AZ | $15K | 2022 |