Andrew and Joan McKenna Foundation
The Andrew and Joan McKenna Foundation is a private foundation based in Oconomowoc, Wisconsin. Its 2025 IRS filing is marked as a final return, indicating that the foundation has terminated or is winding down.
Andrew and Joan McKenna Foundation at a glance
In short: Andrew and Joan McKenna Foundation gave $473K across 1 grant in 2025 (avg $473K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $472,874
- +114.9% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $472,874
- +329.9% vs 2024
- Median grant
- $472,874
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Andrew and Joan McKenna Foundation
- Accepts unsolicited proposals
- No
- Contact
Mailing address: 4648 Lake Club Circle, Oconomowoc, WI 53066
Phone: (847) 967-4034
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Andrew and Joan McKenna Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Fidelity charitable ($473K).
Grant Size Distribution
55 grants across all recorded years
The most common grant size was under $50K: 33 grants of 55 (60%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that Ohio recipients received 100% of that year’s grant dollars. The available grant information does not establish a broader geographic focus.
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Andrew and Joan McKenna Foundation gives
- Giving fell 54% from 2022 to 2025. Method
- In 2024 it paid out 139% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $220K (2024) to $3.3M (2023). In 2025 it made 1 grant totaling $473K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity charitable Cincinnati, OH | General Support | $472,874 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $65,533 | $498,919 | $472,874 | 1 | $486,852 | $53,763 | — |
| 2024 | $2,348,969 | $1,054,225 | $243,446 | $220,000 | 2 | $226,775 | $110,441 | $162,972 |
| 2023 | $2,443,410 | $-68,349 | $3,300,322 | $3,265,000 | 7 | $3,272,885 | $127,168 | $184,563 |
| 2022 | $5,968,505 | $-404,389 | $1,085,845 | $1,036,000 | 26 | $1,045,390 | $87,913 | $293,324 |
| 2021 | $7,455,909 | $2,318,853 | $970,273 | $928,500 | 19 | $934,815 | $191,463 | $296,150 |
| 2020 | $6,107,109 | $86,957 | $837,030 | $798,500 | 16 | — | $91,110 | $318,783 |
| 2019 | $6,857,182 | $12,543,610 | $2,442,558 | $2,324,000 | 14 | — | $3,942,571 | $278,690 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Grantmaking
In filing year 2025, the foundation reported one grant totaling $472,874. That grant, to Fidelity charitable in Cincinnati, Ohio, was for general support. The filing reports that all 2025 grant dollars went to recipients in Ohio.
The filing states that the foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Because the 2025 return is marked final, this should not be taken as a current application process.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists these trustees: Andrew J McKenna, Suzanne M Sullivan, Karen M Sullivan, William J McKenna, Joan M Dowdle, and Margaret M Smith.
Andrew and Joan McKenna Foundation's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Andrew J McKenna
Trustee
On filings since 2019
1 hr/week
No compensation reported
Joan M Dowdle
Trustee
On filings since 2022
1 hr/week
No compensation reported
Karen M Sullivan
Trustee
On filings since 2022
1 hr/week
No compensation reported
Margaret M Smith
Trustee
On filings since 2022
1 hr/week
No compensation reported
Suzanne M Sullivan
Trustee
On filings since 2022
1 hr/week
No compensation reported
William J McKenna
Trustee
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Andrew and Joan McKenna Foundation
How much does Andrew and Joan McKenna Foundation give each year?
Andrew and Joan McKenna Foundation gave $473K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $220K across 2 grants.
How do I apply for a grant from Andrew and Joan McKenna Foundation?
Andrew and Joan McKenna Foundation does not accept unsolicited proposals, according to Grantable's research on its published guidelines.
Where does Andrew and Joan McKenna Foundation make grants?
The 2025 filing reports that Ohio recipients received 100% of that year’s grant dollars. The available grant information does not establish a broader geographic focus.
What is Andrew and Joan McKenna Foundation's EIN?
Andrew and Joan McKenna Foundation's EIN (Employer Identification Number) is 36-7675793. IRS Form 990 filing data is available on this page for 2019–2025.
Does Andrew and Joan McKenna Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 18, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 21, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 18, 2026)
- IRS filings on file for fiscal years 2019–2024
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Figures come from Andrew and Joan McKenna Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Andrew and Joan McKenna Foundation down — hundreds of funders to go?