OCONOMOWOC AREA FOUNDATION INC DAF sponsor
Cite this
Plain text OCONOMOWOC AREA FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/oconomowoc-area-foundation-inc-753266194. Retrieved 2026-11-03.
APA furp.org. (n.d.). OCONOMOWOC AREA FOUNDATION INC [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 3, 2026, from https://furp.org/org/oconomowoc-area-foundation-inc-753266194
MLA “OCONOMOWOC AREA FOUNDATION INC.” furp.org, tax years 2020–2024, https://furp.org/org/oconomowoc-area-foundation-inc-753266194. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $1.0M · expenses $1.3M · assets $14.1M
- EIN
- 75-3266194
- Address
- 2153 N DR MARTIN LUTHER KING JR DR, MILWAUKEE, WI 53212-3101
- NTEE code
- T31
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- September 2008 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
- Foundation status
- Supporting organization, 509(a)(3)
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
SEE SCHEDULE O
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Ellen Gilligan | SECRETARY (END 8/24) | 2020-2024 | $342,082 | $1,905,688 | 10 |
| Ken Robertson | ASSISTANT TREASURER (END 8/24) | 2020-2024 | $199,749 | $1,132,703 | 9 |
| Gregory Wesley | ASSISTANT SECRETARY (START 8/24) | 2024 | $223,168 | $223,168 | 18 |
| Yelena Chester | ASSISTANT TREASURER (START 8/24) | 2024 | $170,324 | $170,324 | 9 |
Officers and directors, no compensation reported
28 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Glenn Hanon | DIRECTOR | 2020-2024 | 1 | $0 reported | 3 |
| Kevin Pehler | DIRECTOR | 2021-2024 | 1 | $0 reported | 3 |
| Bob Johnson | PRESIDENT | 2020-2024 | 1 | $0 reported | 1 |
| Robert W Snyder | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Terrance Holahan | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Randy Bourdo | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Susan Kay | SECRETARY | 2020-2024 | 1 | $0 reported | 1 |
| Katie Newcomb | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Todd Scheid | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Calvin Schmidt | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Pat Mcnamee | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Andrea Stack | DIRECTOR | 2021-2024 | 1 | $0 reported | 1 |
| Rebbecca Seymour | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Paul Jacobs | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Nate Zastro | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Nick Bickler | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Amy Kavelaris | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Curt Downs | DIRECTOR (START 12/24) | 2024 | 1 | $0 reported | 1 |
| Curt Olson | DIRECTOR (START 12/24) | 2024 | 1 | $0 reported | 1 |
| Lou Morgan (former) | DIRECTOR | 2020-2023 | 1 | $0 reported | 1 |
| Brian Ewald (former) | DIRECTOR | 2020-2023 | 1 | $0 reported | 1 |
| Sue Bickler (former) | DIRECTOR | 2020-2023 | 1 | $0 reported | 1 |
| Kaitie Newcomb (former) | DIRECTOR | 2020-2023 | 1 | $0 reported | 1 |
| Louis Kowieske (former) | DIRECTOR | 2020-2022 | 1 | $0 reported | 1 |
| Patricia Neudecker (former) | DIRECTOR (END 12/22) | 2020-2022 | 1 | $0 reported | 2 |
| Rebbecca Seemore (former) | DIRECTOR | 2021-2022 | 1 | $0 reported | 1 |
| John Hogan (former) | DIRECTOR (END 12/21) | 2020-2021 | 1 | $0 reported | 1 |
| Keith Farley (former) | VICE CHAIR (END 12/20) | 2020 | 1 | $0 reported | 1 |
People by year
2024 · 23 people listed · 4 paid, $935K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ELLEN GILLIGAN | SECRETARY (END 8/24) | 1 | $0 | $280,968 | $61,114 | $342,082 | 10 |
| GREGORY WESLEY | ASSISTANT SECRETARY (START 8/24) | 1 | $0 | $223,168 | $0 | $223,168 | 18 |
| KEN ROBERTSON | ASSISTANT TREASURER (END 8/24) | 1 | $0 | $176,226 | $23,523 | $199,749 | 9 |
| YELENA CHESTER | ASSISTANT TREASURER (START 8/24) | 1 | $0 | $130,942 | $39,382 | $170,324 | 9 |
| BOB JOHNSON | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT W SNYDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE HOLAHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RANDY BOURDO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN KAY | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| KATIE NEWCOMB | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TODD SCHEID | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN HANON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| CALVIN SCHMIDT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAT MCNAMEE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KEVIN PEHLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| ANDREA STACK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| REBBECCA SEYMOUR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL JACOBS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| NATE ZASTRO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| NICK BICKLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| AMY KAVELARIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CURT DOWNS | DIRECTOR (START 12/24) | 1 | $0 | $0 | $0 | $0 | 1 |
| CURT OLSON | DIRECTOR (START 12/24) | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 18 people listed · 2 paid, $614K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ELLEN GILLIGAN | ASSISTANT SECRETARY | 0 | $0 | $324,970 | $57,748 | $382,718 | 10 |
| KEN ROBERTSON | ASSISTANT TREASURER | 0 | $0 | $201,605 | $29,243 | $230,848 | 9 |
| BOB JOHNSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT W SNYDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LOU MORGAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE HOLAHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RANDY BOURDO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN EWALD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUE BICKLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN KAY | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| KAITIE NEWCOMB | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TODD SCHEID | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN HANON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| CALVIN SCHMIDT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAT MCNAMEE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KEVIN PEHLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| ANDREA STACK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| REBBECCA SEYMOUR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 20 people listed · 2 paid, $646K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ELLEN GILLIGAN | ASSISTANT SECRETARY | 0 | $0 | $335,274 | $67,319 | $402,593 | 10 |
| KEN ROBERTSON | ASSISTANT TREASURER | 0 | $0 | $214,320 | $28,654 | $242,974 | 9 |
| BOB JOHNSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LOUIS KOWIESKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT W SNYDER | DIRECTOR (END 12/22) | 1 | $0 | $0 | $0 | $0 | 1 |
| LOU MORGAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE HOLAHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RANDY BOURDO | DIRECTOR (END 6/22) | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN EWALD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA NEUDECKER | DIRECTOR (END 12/22) | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE BICKLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN KAY | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| KAITIE NEWCOMB | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TODD SCHEID | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN HANON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| CALVIN SCHMIDT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAT MCNAMEE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KEVIN PEHLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| ANDREA STACK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| REBBECCA SEEMORE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 21 people listed · 2 paid, $596K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ELLEN GILLIGAN | ASSISTANT SECRETARY | 0 | $0 | $305,069 | $62,231 | $367,300 | 10 |
| KEN ROBERTSON | ASSISTANT TREASURER | 0 | $0 | $204,960 | $23,888 | $228,848 | 9 |
| BOB JOHNSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LOUIS KOWIESKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT W SNYDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LOU MORGAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE HOLAHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RANDY BOURDO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN HOGAN | DIRECTOR (END 12/21) | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN EWALD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA NEUDECKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE BICKLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN KAY | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| KAITIE NEWCOMB | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TODD SCHEID | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN HANON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| CALVIN SCHMIDT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAT MCNAMEE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KEVIN PEHLER | DIRECTOR (START 12/21) | 1 | $0 | $0 | $0 | $0 | 3 |
| ANDREA STACK | DIRECTOR (START 12/21) | 1 | $0 | $0 | $0 | $0 | 1 |
| REBBECCA SEEMORE | DIRECTOR (START 12/21) | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 19 people listed · 2 paid, $641K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ELLEN GILLIGAN | ASSISTANT SECRETARY | 0 | $0 | $368,480 | $42,515 | $410,995 | 10 |
| KEN ROBERTSON | ASSISTANT TREASURER | 0 | $0 | $207,769 | $22,515 | $230,284 | 9 |
| BOB JOHNSON | DIRECTOR (END 12/20) | 1 | $0 | $0 | $0 | $0 | 1 |
| LOUIS KOWIESKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT W SNYDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LOU MORGAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE HOLAHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KEITH FARLEY | VICE CHAIR (END 12/20) | 1 | $0 | $0 | $0 | $0 | 1 |
| RANDY BOURDO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN HOGAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN EWALD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA NEUDECKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE BICKLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN KAY | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| KAITIE NEWCOMB | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TODD SCHEID | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN HANON | DIRECTOR (START 12/20) | 1 | $0 | $0 | $0 | $0 | 3 |
| CALVIN SCHMIDT | DIRECTOR (START 12/20) | 1 | $0 | $0 | $0 | $0 | 1 |
| PAT MCNAMEE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 57 grants to organizations · $950K
Listed grants add up to $949,887; the return's “grants paid” expense line says $1,097,081. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 36 grants to organizations · $595K
Listed grants add up to $595,326; the return's “grants paid” expense line says $789,270. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 41 grants to organizations · $722K
Listed grants add up to $722,284; the return's “grants paid” expense line says $874,138. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 30 grants to organizations · $733K
Listed grants add up to $733,112; the return's “grants paid” expense line says $923,478. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 45 grants to organizations · $954K
Listed grants add up to $954,374; the return's “grants paid” expense line says $1,050,427. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $1,038,451 | $1,343,458 | $14,077,637 | $14,049,862 | $384,557 | $0 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $959,711 | $1,005,044 | $13,474,944 | $13,457,648 | $537,146 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $1,521,619 | $1,103,043 | $12,412,430 | $12,329,523 | $1,238,428 | $0 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $2,221,289 | $1,157,961 | $14,443,013 | $14,328,405 | $643,741 | $0 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $1,147,061 | $1,229,652 | $12,978,145 | $12,950,395 | $450,428 | $0 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- GREATER MILWAUKEE FOUNDATION INC Milwaukee, WI · 4 people in common (Ellen Gilligan, Gregory Wesley, Ken Robertson) · related organization (Schedule R)
- WEST BEND COMMUNITY FOUNDATION INC Milwaukee, WI · 4 people in common (Ellen Gilligan, Gregory Wesley, Ken Robertson) · related organization (Schedule R)
- HONKAMP FAMILY FOUNDATION Milwaukee, WI · 4 people in common (Ellen Gilligan, Gregory Wesley, Ken Robertson) · related organization (Schedule R)
- GREATER CEDARBURG FOUNDATION INC Milwaukee, WI · 4 people in common (Ellen Gilligan, Gregory Wesley, Ken Robertson) · related organization (Schedule R)
- HEPBURN BOOTSTRAP FOUNDATION INC Milwaukee, WI · 4 people in common (Ellen Gilligan, Gregory Wesley, Ken Robertson) · related organization (Schedule R)
- STRATTEC FOUNDATION INC Milwaukee, WI · 4 people in common (Ellen Gilligan, Gregory Wesley, Ken Robertson) · related organization (Schedule R)
- GREATER MILWAUKEE HOLDINGS INC Milwaukee, WI · 4 people in common (Ellen Gilligan, Gregory Wesley, Ken Robertson) · related organization (Schedule R)
- UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC Milwaukee, WI · 2 people in common (Ellen Gilligan, Gregory Wesley)
- GREATER MILWAUKEE COMMITTEE FOR COMMUNITY DEVELOPMENT Milwaukee, WI · 2 people in common (Ellen Gilligan, Gregory Wesley)
- CREAM CITY FOUNDATION INC Milwaukee, WI · 2 people in common (Gregory Wesley, Yelena Chester) · related organization (Schedule R)
- OCONOMOWOC ROTARY FDN INC Oconomowoc, WI · 2 people in common (Glenn Hanon, Kevin Pehler)
- ROTARY INTERNATIONAL Oconomowoc, WI · 2 people in common (Glenn Hanon, Kevin Pehler)
- THE MEDICAL COLLEGE OF WISCONSIN INC Milwaukee, WI · 1 person in common (Gregory Wesley)
- WISCONSIN HISTORY FOUNDATION INC Madison, WI · 1 person in common (Gregory Wesley)
- BOYS AND GIRLS CLUB OF GREATER MILWAUKEE INC Milwaukee, WI · 1 person in common (Gregory Wesley)
- MILWAUKEE REPERTORY THEATER INC Milwaukee, WI · 1 person in common (Ken Robertson)
- YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN MILWAUKEE Milwaukee, WI · 1 person in common (Gregory Wesley)
- ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY Milwaukee, WI · 1 person in common (Gregory Wesley)
- METROPOLITAN MILWAUKEE ASSOCIATION OF COMMERCE Milwaukee, WI · 1 person in common (Gregory Wesley)
- BLACK ARTS MKE INC Milwaukee, WI · 1 person in common (Gregory Wesley)
Funders of this organization
6 grantors reported grants to this organization, $53,300 in all, tax years 2014 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC | Public charity | Exact | 2021 | 1 | $25,000 | 2021 | $25,000 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2016, 2018 | 2 | $12,300 | 2018 | $7,000 | show |
| AMERICAN ENDOWMENT FOUNDATION | DAF sponsor | Exact | 2022 | 1 | $6,500 | 2022 | $6,500 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2021 | 1 | $6,000 | 2021 | $6,000 | show |
| BAIRD FOUNDATION INC | Private foundation | Fuzzy filed as “OCONOMOWOC AREA FOUNDATION INC” | 2014, 2024 | 2 | $2,500 | 2024 | $1,500 | show |
| PRESCOTT FAMILY FOUNDATION INC | Private foundation | Fuzzy filed as “OCONOMOWOC AREA FOUNDATION INC” | 2014 | 1 | $1,000 | 2014 | $1,000 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| GREATER CEDARBURG FOUNDATION INC | WI | T31 | $540,211 | $363,049 | ASSISTANT SECRETARY (END 8/24) | $342,082 | Same NTEE code T31, revenue within 2x, same state, similar mission |
| BLACK RIVER FALLS AREA FOUNDATION | WI | T31 | $686,917 | $758,404 | EXECUTIVE DIRECTOR | $21,576 | Same NTEE code T31, revenue within 2x, same state |
| COMMUNITY FOUNDATION OF DUNN COUNTY INC | WI | T31 | $1,802,289 | $1,144,404 | EXECUTIVE DIRECTOR | $84,263 | Same NTEE code T31, revenue within 2x, same state |
| THE STATELINE COMMUNITY FOUNDATION INC | WI | T31 | $1,967,111 | $1,081,912 | ASSOCIATE DIRECTOR | $123,538 | Same NTEE code T31, revenue within 2x, same state |
| KENOSHA COMMUNITY FOUNDATION | WI | T31 | $1,865,869 | $2,911,147 | Executive Dir. | $100,865 | Same NTEE code T31, revenue within 2x, same state |
| CHERRY RIVER FOUNDATION INC | WV | T31 | $699,272 | $344,705 | TREASURER | $15,313 | Same NTEE code T31, revenue within 2x, similar mission |
| FMU CHARITABLE FOUNDATIONINCORPORATED | FL | T31 | $786,893 | $628,599 | President | $0 | Same NTEE code T31, revenue within 2x, similar mission |
| HINTON AREA FOUNDATION INC | WV | T31 | $839,608 | $703,264 | EXECUTIVE DIRECTOR | $41,192 | Same NTEE code T31, revenue within 2x, similar name |
| CLC FOUNDATION INC | NY | T31 | $2,071,199 | $2,148,674 | EXECUTIVE DIRECTOR WINSLOW | $121,238 | Same NTEE code T31, revenue within 2x, similar name |
| AUSTIN AREA FOUNDATION | MN | T31 | $940,993 | $479,732 | EXECUTIVE DIR. | $57,665 | Same NTEE code T31, revenue within 2x, similar name |
| MAP FOUNDATION INC | KY | T31 | $1,104,635 | $1,096,837 | Chairman | $0 | Same NTEE code T31, revenue within 2x, similar name |
| OLSSON FOUNDATION INC | NE | T31 | $1,003,223 | $884,993 | President | $0 | Same NTEE code T31, revenue within 2x, similar name |
| JAAGO FOUNDATION INC | FL | T31 | $583,075 | $647,073 | President | $0 | Same NTEE code T31, revenue within 2x, similar name |
| COFFEYVILLE AREA COMMUNITY FOUNDATION INC | KS | T31 | $1,241,590 | $1,266,680 | EXECUTIVE DI | $45,816 | Same NTEE code T31, revenue within 2x |
| GRACE FOUNDATION INC | NE | T31 | $667,924 | $527,245 | EXECUTIVE DI | $63,546 | Same NTEE code T31, revenue within 2x, similar name |
| TZDAKA FOUNDATION INC | NY | T31 | $543,160 | $604,135 | SECRETARY | $0 | Same NTEE code T31, revenue within 2x |
| BIG SPRING AREA COMMUNITY FOUNDATION INC | TX | T31 | $1,411,596 | $583,229 | EXECUTIVE DIRECTOR | $126,000 | Same NTEE code T31, revenue within 2x |
| JACKS FOUNDATION INC | NY | T31 | $613,604 | $1,213,041 | DIRECTOR/PRE | $0 | Same NTEE code T31, revenue within 2x, similar name |
| ALVIN COMMUNITY COLLEGE FOUNDATION INC | TX | T31 | $1,103,334 | $491,899 | PRESIDENT | $0 | Same NTEE code T31, revenue within 2x |
| HIGHLAND AREA COMMUNITY FOUNDATION INC | IL | T31 | $1,018,537 | $521,025 | EXEC DIRECTOR | $30,958 | Same NTEE code T31, revenue within 2x, similar name |
| M&M AREA COMMUNITY FOUNDATION | MI | T31 | $931,207 | $1,320,486 | EXECUTIVE DI | $44,525 | Same NTEE code T31, revenue within 2x |
| GETTEL FOUNDATION INC | FL | T31 | $632,334 | $670,861 | President | $0 | Same NTEE code T31, revenue within 2x |
| DEVILS LAKE AREA FOUNDATION | ND | T31 | $749,924 | $274,579 | TRUSTEE | $67,809 | Same NTEE code T31, revenue within 2x |
| COVENTRY TOWN FOUNDATION INC | VT | T31 | $807,325 | $150,422 | TREASURER | $0 | Same NTEE code T31, revenue within 2x |
| FAITH AND FAMILY FOUNDATION INC | VA | T31 | $678,620 | $659,296 | PRESIDENT EXECUTIVE DIRECTOR | $0 | Same NTEE code T31, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $1,343,458 spent · pay $0 · grants $1,097,081 · events $27,150
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,097,081 | $1,097,081 | - | - | 81.7% | |
| Other (as described) | ADMINISTRATIVE FEES | $126,797 | - | $126,797 | - | 9.4% |
| Other (as described) | CONSULTING SERVICES | $39,000 | - | $39,000 | - | 2.9% |
| Fees: investment management | $27,206 | - | $27,206 | - | 2.0% | |
| Conferences, conventions and meetings | $27,150 | - | $13,575 | $13,575 | 2.0% | |
| Advertising and promotion | $10,359 | - | $10,359 | - | 0.8% | |
| Office expenses | $8,932 | - | $8,932 | - | 0.7% | |
| Information technology | $3,558 | - | $3,558 | - | 0.3% | |
| Other (as described) | CUSTODY FEES | $2,672 | - | $2,672 | - | 0.2% |
| Other (as described) | PRINTING | $703 | - | $703 | - | 0.1% |
| Total | $1,343,458 | 100% |
2023 · Form 990 · $1,005,044 spent · pay $0 · grants $789,270 · events $27,736
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $789,270 | $789,270 | - | - | 78.5% | |
| Other (as described) | ADMINISTRATIVE FEES | $109,942 | - | $109,942 | - | 10.9% |
| Other (as described) | CONSULTING SERVICES | $36,000 | - | $36,000 | - | 3.6% |
| Conferences, conventions and meetings | $27,736 | - | $13,868 | $13,868 | 2.8% | |
| Fees: investment management | $20,883 | - | $20,883 | - | 2.1% | |
| Advertising and promotion | $9,176 | - | $9,176 | - | 0.9% | |
| Information technology | $6,270 | - | $6,270 | - | 0.6% | |
| Other (as described) | CUSTODY FEES | $3,035 | - | $3,035 | - | 0.3% |
| Office expenses | $2,185 | - | $2,185 | - | 0.2% | |
| Other (as described) | PRINTING | $547 | - | $547 | - | 0.1% |
| Total | $1,005,044 | 100% |
2022 · Form 990 · $1,103,043 spent · pay $0 · grants $874,138 · events $30,197
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $874,138 | $874,138 | - | - | 79.2% | |
| Other (as described) | ADMINISTRATIVE FEES | $133,846 | - | $133,846 | - | 12.1% |
| Other (as described) | CONSULTING SERVICES | $33,500 | - | $33,500 | - | 3.0% |
| Conferences, conventions and meetings | $30,197 | - | $15,099 | $15,098 | 2.7% | |
| Fees: investment management | $23,062 | - | $23,062 | - | 2.1% | |
| Advertising and promotion | $4,617 | - | $4,617 | - | 0.4% | |
| Other (as described) | CUSTODY FEES | $1,915 | - | $1,915 | - | 0.2% |
| Other (as described) | PRINTING | $699 | - | $699 | - | 0.1% |
| Office expenses | $569 | - | $569 | - | 0.1% | |
| Information technology | $500 | - | $500 | - | 0.0% | |
| Total | $1,103,043 | 100% |
2021 · Form 990 · $1,157,961 spent · pay $0 · grants $923,478 · events $33,863
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $923,478 | $923,478 | - | - | 79.8% | |
| Other (as described) | ADMINISTRATIVE FEES | $122,665 | - | $122,665 | - | 10.6% |
| Conferences, conventions and meetings | $33,863 | - | $16,932 | $16,931 | 2.9% | |
| Other (as described) | CONSULTING SERVICES | $31,500 | - | $31,500 | - | 2.7% |
| Fees: investment management | $31,438 | - | $31,438 | - | 2.7% | |
| Advertising and promotion | $6,027 | - | $6,027 | - | 0.5% | |
| Information technology | $2,619 | - | $2,619 | - | 0.2% | |
| Other (as described) | PRINTING | $2,606 | - | $2,606 | - | 0.2% |
| Other (as described) | CUSTODY FEES | $2,603 | - | $2,603 | - | 0.2% |
| Office expenses | $1,162 | - | $1,162 | - | 0.1% | |
| Total | $1,157,961 | 100% |
2020 · Form 990 · $1,229,652 spent · pay $0 · grants $1,050,427 · events -$1
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,050,427 | $1,050,427 | - | - | 85.4% | |
| Other (as described) | ADMINISTRATIVE FEES | $112,574 | - | $112,574 | - | 9.2% |
| Other (as described) | CONSULTING SERVICES | $30,000 | - | $30,000 | - | 2.4% |
| Fees: investment management | $27,104 | - | $27,104 | - | 2.2% | |
| Advertising and promotion | $2,738 | - | $2,738 | - | 0.2% | |
| Information technology | $2,644 | - | $2,644 | - | 0.2% | |
| Other (as described) | CONSULTING | $2,171 | - | $2,171 | - | 0.2% |
| Office expenses | $1,521 | - | $1,521 | - | 0.1% | |
| Other (as described) | PRINTING | $474 | - | $474 | - | 0.0% |
| Conferences, conventions and meetings | -$1 | - | -$1 | - | -0.0% | |
| Total | $1,229,652 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| Yes | 21 | $196,364 | $743,840 | $3,125,481 | - | - | - | - |
| 2023 · Form 990 | ||||||||
| Yes | 22 | $400,634 | $540,000 | $3,330,257 | - | - | - | - |
| 2022 · Form 990 | ||||||||
| Yes | 23 | $991,508 | $571,625 | $3,334,349 | - | - | - | - |
| 2021 · Form 990 | ||||||||
| Yes | 23 | $380,157 | $494,150 | $3,503,149 | - | - | - | - |
| 2020 · Form 990 | ||||||||
| Yes | 21 | $252,792 | $791,750 | $3,138,698 | - | - | - | - |
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