Carol Lynne Stachnik Fdn Inc INV Agy
Carol Lynne Stachnik Fdn Inc INV Agy is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grant totaling $18K. Net investment income was $51K.
Carol Lynne Stachnik Fdn Inc INV Agy at a glance
In short: Carol Lynne Stachnik Fdn Inc INV Agy gave $18K across 1 grant in 2024 (avg $18K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $17,749
- -53.7% vs 2023
- Grants made (2024)
- 1
- -50.0% vs 2023
- Average grant
- $17,749
- -7.5% vs 2023
- Median grant
- $17,749
- Total assets
- $1,172,773
- +3.1% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Carol Lynne Stachnik Fdn Inc INV Agy funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Christ the King Lutheran Church ($18K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 4 grants of 6 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Carol Lynne Stachnik Fdn Inc INV Agy gives
- Giving fell 78% from 2021 to 2024. Method
- In 2024 it paid out 27% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2024, annual grant giving ranged from $18K (2024) to $105K (2022). In 2024 it made 1 grant totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Christ the King Lutheran Church Port Washington, WI | Program Support | $17,749 |
Ready to take the next step with Carol Lynne Stachnik Fdn Inc INV Agy?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,172,773 | $66,045 | $31,312 | $17,749 | 1 | $18,174 | $51,258 | $66,905 |
| 2023 | $1,137,404 | $29,694 | $51,583 | $38,369 | 2 | $38,794 | $23,049 | $61,367 |
| 2022 | $1,159,398 | $92,988 | $122,886 | $105,000 | 2 | $105,410 | $80,868 | $60,519 |
| 2021 | $1,149,933 | $238,494 | $91,675 | $80,000 | 1 | $80,410 | $226,371 | $72,805 |
| 2020 | $1,003,425 | $30,950 | $12,210 | — | — | — | $20,208 | $68,285 |
Under IRS private-foundation payout rules, Carol Lynne Stachnik Fdn Inc INV Agy reported a distributable amount of $67K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carol Lynne Stachnik Fdn Inc INV Agy is led by Lisa Strebel, President & Director on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Lisa Strebel
President & Director
On filings since 2020
1 hr/week
No compensation reported
Donna Kramer
Secretary, Treasurer & Director
On filings since 2020
1 hr/week
No compensation reported
Nadene Kramer
Vice President & Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Carol Lynne Stachnik Fdn Inc INV Agy
How much does Carol Lynne Stachnik Fdn Inc INV Agy give each year?
Carol Lynne Stachnik Fdn Inc INV Agy gave $18K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $38K across 2 grants.
How large is Carol Lynne Stachnik Fdn Inc INV Agy?
Carol Lynne Stachnik Fdn Inc INV Agy reported $1.2M in total assets on its 2024 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $67K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Carol Lynne Stachnik Fdn Inc INV Agy operate?
Carol Lynne Stachnik Fdn Inc INV Agy has awarded grants in Wisconsin.
What is Carol Lynne Stachnik Fdn Inc INV Agy's EIN?
Carol Lynne Stachnik Fdn Inc INV Agy's EIN (Employer Identification Number) is 39-1731435. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Carol Lynne Stachnik Fdn Inc INV Agy's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Illinois
Thrivent Charitable Impact & Investing
Appleton, WI
Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.
Assets
$939.7M
Grants
2,565
Total Given
$84.6M
Baumgardt Family Foundation Inc
Zionsville, IN
Assets
$523K
Grants
16
Total Given
$80K
The Dunn Family Charitable Foundation
Sarasota, FL
The foundation supports a range of charitable work, including housing, food assistance, youth programs, health, and community services, with 2024 grants of $5,000–$50,000 and a median of $15,000. Most 2024 funding went to North Carolina, followed by Pennsylvania, Illinois, Florida, and Montana. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$4.3M
Grants
14
Total Given
$235K
Cedar Street Charitable Foundation Inc
Milwaukee, WI
Cedar Street Charitable Foundation supports a broad range of qualified 501(c)(3) organizations through donor-advised funds, with grants spanning education, animal welfare, arts, and other causes. In 2024, grants ranged from $5,750 to $1.1 million, with a median of $20,000; Wisconsin received the largest share, followed by Connecticut, Florida, Pennsylvania, and North Carolina. No application process is specified in the available information.
Assets
$65.4M
Grants
219
Total Given
$13.5M
Mitchell Elizabeth Myers
Pittsburgh, PA
Assets
$391K
Grants
1
Total Given
$20K
Community Foundation of North Central Wisconsin Inc
Wausau, WI
The foundation funds grants and scholarships, with Wausau Marathon County Impact Grants supporting arts, education, health and human services, and resource preservation projects that benefit the greater Wausau area or Marathon County. Impact Grants range from $1,000 to $100,000; across its 2025 grants, the median award was $16,602.
Assets
$97.6M
Grants
136
Total Given
$13.4M
More similar funders
More Funders in Illinois
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Carol Lynne Stachnik Fdn Inc INV Agy'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.
Carol Lynne Stachnik Fdn Inc INV Agy down — hundreds of funders to go?