ACHERMAN MEMORIAL TRUST
Total Given 2020–2023
$38K
10 grants · $9K avg/year
based on 4 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$4K
typical micro grants · $1K–$5K
grant size
80%
deep partner · 4/5 multi-year
repeat
$224K
Assets · 2021
5
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
JULIE ENLOE
Phone
5635892130
Deadlines
NONE
How to Apply
WRITTEN STATEMENT WITH PURPOSE INTENDED
Restrictions
ENTITIES FOR THE BENEFIT OF SENIOR CITIZENS OF MONROE, WI
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $9K | $217K | $11K | 3 |
| 2021 | $9K | $224K | $12K | 3 |
| 2022 | $10K | $184K | $19K | 2 |
| 2023 | $9K | $195K | $17K | 2 |
Grant Size Distribution
Based on 10 grants on record
Minimum
$500
25th Pctl
$1K
Median
$4K
Average
$4K
75th Pctl
$5K
Maximum
$9K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| WISCONSIN BANK TRUST | TRUSTEE | $3K |
| WISCONSIN BANK | TRUSTEE | $3K |
Grants Awarded (10 total)
| Purpose | ||||
|---|---|---|---|---|
| UNITED WAY OF GREEN COUNTY INC | MONROE, WI | $9,000 | PROVIDE SPECIAL RELIEF FOR | 2022 |
| UNITED WAY OF GREEN COUNTY INC | MONROE, WI | $8,088 | PROVIDE SPECIAL RELIEF FOR | 2023 |
| GREEN COUNTY HOME DELIVERED | MONROE, WI | $5,250 | PROVIDES MEALS TO HOMEBOUND | 2020 |
| GREEN COUNTY HOME DELIVERED | MONROE, WI | $4,167 | PROVIDES MEALS TO HOMEBOUND | 2021 |
| GREEN COUNTY HAND IN HAND | MONROE, WI | $4,000 | PROVIDE STRUCTURED DAY | 2021 |
| GREEN COUNTY HAND IN HAND | MONROE, WI | $3,000 | PROVIDE STRUCTURED DAY | 2020 |
| GREEN COUNTY YMCA | MONROE, WI | $1,500 | PARTIAL SCHOLARSHIPS FOR | 2022 |
| GREEN COUNTY YMCA | MONROE, WI | $1,000 | PARTIAL SCHOLARSHIPS FOR | 2021 |
| GREEN COUNTY YMCA | MONROE, WI | $1,000 | PARTIAL SCHOLARSHIPS FOR | 2020 |
| MONROE ARTS CENTER | MONROE, WI | $500 | PROGRAM SUPPORT | 2023 |