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786 Foundation 49-M020-01-9 Ua Dtd 031097 is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1990. The principal officer is Marshall & Ilsley Trust Co Ttee. It holds total assets of $4.2M. Annual income is reported at $1.2M. Total assets have grown from $3.2M in 2011 to $3.9M in 2023. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Funding is distributed across 4 states, including California, Wisconsin, Minnesota. According to available records, 786 Foundation 49-M020-01-9 Ua Dtd 031097 has made 67 grants totaling $1.4M, with a median grant of $15K. Annual giving has decreased from $400K in 2021 to $290K in 2023. Grantmaking activity was highest in 2022 with $660K distributed across 40 grants. Individual grants have ranged from $5K to $225K, with an average award of $20K. The foundation has supported 31 unique organizations. The foundation primarily supports organizations in Wisconsin, California, Minnesota, which account for 70% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$10K
Average Grant
$12K
Largest Grant
$25K
Based on 20 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.
786 Foundation 49-M020-01-9 Ua Dtd 031097 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 67 grants. Its grantmaking reaches organizations primarily in WI, CA, MN.
786 Foundation 49-M020-01-9 Ua Dtd 031097 has distributed a total of $1.4M across 67 grants. The median grant size is $15K, with an average of $20K. Individual grants have ranged from $5K to $225K.
786 Foundation 49-M020-01-9 Ua Dtd 031097 typically selects its grantees rather than accepting unsolicited proposals.
786 Foundation 49-M020-01-9 Ua Dtd 031097 is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank Na | TRUSTEE | $11K | $0 | $11K |
| Boston Trust Walden Company | TRUSTEE | $0 | $0 | N/A |
Total Giving
$331K
Total Assets
$3.9M
Fair Market Value
$5.8M
Net Worth
$3.9M
Grants Paid
$290K
Contributions
N/A
Net Investment Income
$76K
Distribution Amount
$273K
Total: $3.2M
Total Grants
67
Total Giving
$1.4M
Average Grant
$20K
Median Grant
$15K
Unique Recipients
31
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Pacifica Christian High SchoolGENERAL OPERATING | Newport Beach, CA | $100K | 2023 |
| Aldo Leopold Nature CenterEXEMPT PURPOSE OF THE | Monona, WI | $25K | 2023 |
| YmcaGENERAL OPERATING | Washington, DC | $25K | 2023 |
| Kemp Natural Resources StationGENERAL OPERATING | Woodruff, WI | $20K | 2023 |
| University Of Wisconsin FoundationGENERAL OPERATING | Madison, WI | $20K | 2023 |
| Interfaith Action Of Greater Saint PaulGENERAL OPERATING | Saint Paul, MN | $15K | 2023 |
| Ma CenterGENERAL OPERATING | San Ramon, CA | $15K | 2023 |
| Loaves FishesGENERAL OPERATING | Minneapolis, MN | $10K | 2023 |
| Longmont Friends Of Feral&Abandoned CatsGENERAL OPERATING | Longmont, CO | $10K | 2023 |
| Greenwood Wildlife RehabilitationEXEMPT PURPOSE OF THE | Boulder, CO | $10K | 2023 |
| Colorado Horse RescueGENERAL OPERATING | Longmont, CO | $10K | 2023 |
| Lutheran Social Service Of MinnesotaGENERAL OPERATING | Saint Paul, MN | $10K | 2023 |
| Harvest Christian FellowshipGENERAL OPERATING | Riverside, CA | $10K | 2023 |
| Michael Fields AgriculturalEXEMPT PURPOSE OF THE | East Troy, WI | $5K | 2023 |
| Trees For TomorrowGENERAL OPERATING | Hartsville, SC | $5K | 2023 |
| Minnehaha AcademyGENERAL OPERATING | Minneapolis, MN | $35K | 2022 |
| America IncGENERAL OPERATING | Reston, VA | $30K | 2022 |
| Grace Lutheran SchoolGENERAL OPERATING | Huntington Beach, CA | $20K | 2022 |
| Second Harvest Food Bank Of Orange CountGENERAL OPERATING | Irvine, CA | $20K | 2022 |
| Pacifica Christian High School-Orange CoGENERAL OPERATING | Newport Beach, CA | $15K | 2022 |
| Longmont Friends Of Feral And AbandonedGENERAL OPERATING | Longmont, CO | $10K | 2022 |
| Simpson Housing Services IncGENERAL OPERATING | Minneapolis, MN | $10K | 2022 |
| Keystone Community ServicesGENERAL OPERATING | St Paul, MN | $10K | 2022 |
| Lifetrack ResourcesGENERAL OPERATING | St Paul, MN | $10K | 2022 |