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 | $1,298,454 | $1,094,592 | $936,029 | $17,156,425 |
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 17% 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 |
|---|---|---|---|---|
| SEE ATTACHED SCHEDULEMILWAUKEE, WI | GENERAL SUPPORT | $928,783 | 2022 | |
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.
| $17,156,425 |
| FY2024 | 990-PF | $1,083,145 | $1,072,553 | $945,858 | $16,950,676 | $16,950,676 |
| FY2023 | 990-PF | $488,577 | $1,230,345 | $1,114,684 | $16,942,161 | $16,942,161 |
| FY2022 | 990-PF | $1,093,902 | $1,102,139 | $973,775 | $17,690,718 | $17,690,718 |
| FY2021 | 990-PF | $2,695,721 | $1,090,193 | $933,741 | $17,697,285 | $17,697,285 |
| FY2020 | 990-PF | $622,408 | $1,018,796 | $894,435 | $16,100,894 | $16,100,894 |
| FY2019 | 990-PF | $897,482 | $1,048,202 | $909,990 | $16,497,721 | $16,497,721 |
| GENERAL OPERATING |
| $885,483 |
| 2023 |
| SEE ATTACHED SCHEDULEMILWAUKEE, WI | GENERAL SUPPORT | $876,526 | 2021 |
| SEE ATTACHED - GRANTSMILWAUKEE, WI | GENERAL OPERATING | $738,083 | 2024 |
| SEE ATTACHED - GRANTSMILWAUKEE, WI | GENERAL OPERATING | $727,754 | 2025 |
| COMMUNITY FOUNDATION OFCHIPPEWA FALLS, WI | GENERAL OPERATING | $200,250 | 2019 |
| SEE ATTACHED - SCHOLARSHIPSMILWAUKEE, WI | SCHOLARSHIP | $191,500 | 2023 |
| SEE ATTACHED - SCHOLARSHIPSMILWAUKEE, WI | SCHOLARSHIP | $166,500 | 2024 |
| SEE ATTACHED - SCHOLARSHIPSMILWAUKEE, WI | SCHOLARSHIP | $163,750 | 2025 |
| MCDONELL AREA CATHOLIC SCHOOLSCHIPPEWA FALLS, WI | GENERAL OPERATING | $100,000 | 2020 |
| CITY OF CHIPPEWA FALLSCHIPPEWA FALLS, WI | GENERAL OPERATING | $83,333 | 2019 |
| COMMUNITY FDN OF CHIPPEWA COUNTYCHIPPEWA, WI | GENERAL OPERATING | $75,000 | 2020 |
| UNIVERSITY OF WISCONSIN - EAU CLAIREEAU CLAIRE, WI | GENERAL OPERATING | $73,750 | 2020 |
| UNIVERSITY OF WI - EAU CLAIREEAU CLAIRE, WI | SCHOLARSHIPS | $65,750 | 2019 |
| TRINITY EQUESTRIAN CENTEREAU CLAIRE, WI | GENERAL OPERATING | $50,000 | 2020 |
| NORTHERN WI STATE FAIR ASSOCIATIONChippewa, FL | GENERAL OPERATING | $50,000 | 2019 |
| ST CHARLES CATHOLIC CHURCHChippewa Falls, WI | GENERAL OPERATING | $36,000 | 2019 |
| ST CHARLES CATHOLIC CHURCHCHIPPEWA FALLS, WI | GENERAL OPERATING | $36,000 | 2020 |
| CHIPPEWA VALLEY CULTURAL ASSOC INCChippewa Falls, WI | GENERAL OPERATING | $35,000 | 2019 |
| UNIVERSITY OF WI - STOUTMenomonie, WI | SCHOLARSHIPS | $34,500 | 2019 |
| CHIPPEWA VALLEY CULTURAL ASSOCIATIONCHIPPEWA FALLS, WI | GENERAL OPERATING | $32,500 | 2020 |
| TRINITY EQUESTRIAN CENTEREAU CLAIRE, WI | GENERAL OPERATING | $28,000 | 2019 |
| Hope VillageChippewa Falls, WI | GENERAL OPERATING | $27,167 | 2019 |
| UNIVERSITY OF WISCONSIN - STOUTMENOMONIE, WI | GENERAL OPERATING | $27,000 | 2020 |
| CHIPPEWA VALLEY TECHNICAL COLLEGEEUA CLAIRE, WI | GENERAL OPERATING | $26,250 | 2020 |
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 202422849349101502
Form 990-PF · FY2023 · period ending May 31, 2023
Filing id 202312849349100116
Form 990-PF · FY2022 · period ending May 31, 2022
Filing id 202311049349100516
Form 990-PF · FY2021 · period ending May 31, 2021
Filing id 202102809349100325
Form 990-PF · FY2020 · period ending May 31, 2020
Filing id 202002849349100800
Form 990-PF · FY2019 · period ending May 31, 2019
Filing id 201922819349100102
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.