The Wisconsin State Capitol

Form 990-PFTax year 2024EIN 39-6790033

John & Ruth Kloss Charitable TR Uma

A private foundation in Milwaukee, WI. Its return for tax year 2024 lists 25 grants and $408,500 paid in grants.

Tax year 2024 (period ending May 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact person
On file
Phone
On file
Mailing address
On file
Form and materials
On file
Deadlines
None
Restrictions
Grants to charitable organizations in the southeastern wisconsin area, primarily but not exclusively kenosha county and the surrounding area for the organizations' operations and activities.

Contact person, phone, mailing address and application materials on file. See them with a plan.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $408,500

    Grants listed
    25
    Assets, end of year
    $8,482,944
  • Tax year 2023

    $443,000

    Grants listed
    23
    Assets, end of year
    $8,489,086
  • Tax year 2022

    $435,500

    Grants listed
    28
    Assets, end of year
    $8,689,482
  • Tax year 2021

    $443,000

    Grants listed
    27
    Assets, end of year
    $8,966,282
  • Tax year 2020

    $425,500

    Grants listed
    27
    Assets, end of year
    $9,116,661
  • Tax year 2019

    $435,000

    Grants listed
    29
    Assets, end of year
    $8,029,558

Grants paid in 2024

25 grants, largest first

As listed on the return.

  1. Kenosha Achievement CenterKenosha, WI

    General operating

    $50,000
  2. Kenosha County Food BankKenosha, WI

    General operating

    $50,000
  3. Gateway Technical CollegeKenosha, WI

    General operating

    $40,000
  4. Succeed Beyond High SchoolKenosha, WI

    General operating

    $40,000
  5. American Legion Kenosha Post 21Kenosha, WI

    General operating

    $35,000
  6. Open Wings AcademyKenosha, WI

    General operating

    $20,000
  7. Shalom CenterPhila, PA

    General operating

    $20,000
  8. Kenosha Area Family and Aging Services IKenosha, WI

    General operating

    $20,000
  9. Kenosha Human Development ServicesKenosha, WI

    General operating

    $20,000
  10. Kenosha Area Business AllianceKenosha, WI

    General operating

    $20,000
  11. WwbicKenosha, WI

    General operating

    $10,000
  12. City of KenoshaKenosha, WI

    General operating

    $10,000
  13. The Salvation ArmyAlexandria, VA

    General operating

    $10,000
  14. American Red CrossWashington, DC

    General operating

    $10,000
  15. Sisters Network Southeast WisconsinKenosha, WI

    General operating

    $5,500
  16. St Vincent de Paul KenoshaKenosha, WI

    General operating

    $5,000
  17. Safe Harbor Humane SocietyKenosha, WI

    General operating

    $5,000
  18. Girls on the Run Se WisconsinMilwaukee, WI

    General operating

    $5,000
  19. Kenosha Community Sailing CenterKenosha, WI

    General operating

    $5,000
  20. Lemon Street Gallery & Art SpaceKenosha, WI

    General operating

    $5,000
  21. Kenosha Community Foundation ArtsKenosha, WI

    General operating

    $5,000
  22. The Hyslop Foundation IncKenosha, WI

    General operating

    $5,000
  23. Kenosha Symphony OrchestraKenosha, WI

    General operating

    $5,000
  24. Kenosha History CenterKenosha, WI

    General operating

    $5,000
  25. Kindred Kitties LTDKenosha, WI

    General operating

    $3,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Human services3 grants $80,00040% of the total
  2. Food and agriculture1 grant $50,00025% of the total
  3. Education1 grant $40,00020% of the total
  4. Religion1 grant $20,00010% of the total
  5. Youth development1 grant $5,0003% of the total
  6. Animals1 grant $3,0002% of the total

By State

Grants to organizations with a US address, latest year.

  1. Wisconsin22 grants $368,500
  2. Pennsylvania1 grant $20,000
  3. District of Columbia1 grant $10,000
  4. Virginia1 grant $10,000

Officers, directors and trustees

5 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Mary Plunkett Kloss CharitableADVISORY BOARD MEMBER Hours 1Pay $0
  • John Antaramian Kloss CharitableADVISORY BOARD MEMBER Hours 1Pay $0
  • Bryan Albrecht Kloss CharitablADVISORY BOARD MEMBER Hours 1Pay $0
  • Jane Harrington-Heide Kloss ChariADVISORY BOARD MEMBER Hours 1Pay $0
  • US Bank N ATRUSTEE Hours 1Pay $96,165

The return

More foundations

Similar foundations

Same main cause (human services), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Roger & Violet Noreen Char TrustMilwaukee, WI 13 grants Accepts applications $391,346 giving
  2. Charles D Jacobus Family FoundationMilwaukee, WI 42 grants Accepts applications $446,175 giving
  3. Patrick J and Janet L Thompson Family Foundation IncMilwaukee, WI 29 grants Preselected only $463,500 giving
  4. Oscar & Augusta Schlegel FDNMilwaukee, WI 33 grants Preselected only $473,400 giving
  5. Pritchett FoundationMilwaukee, WI 41 grants Accepts applications $508,059 giving