Chase Family Foundation Inc
Chase Family Foundation Inc is a private foundation based in Milwaukee, Wisconsin. Its 2025 filing reports grants to charitable organizations, with most grant dollars going to recipients in Wisconsin.
Chase Family Foundation Inc at a glance
In short: Chase Family Foundation Inc gave $340K across 25 grants in 2025 (avg $14K), mostly in Wisconsin. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $340,000
- +2.7% vs 2024
- Grants made (2025)
- 25
- -7.4% vs 2024
- Average grant
- $13,600
- +10.9% vs 2024
- Median grant
- $7,500
- Total assets
- $5,900,219
- +0.1% vs 2024
- New grantees (estimate)
- 20% first-time grantees (5 of 25, 2025)
- Primary geography
- Wisconsin (65% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Chase Family Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 4529 West Townsend Street, Milwaukee, WI 53216
Phone: (414) 445-4250
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Chase Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Milwaukee Symphony ($50K). Together the top 10 received $268K.
Grant Size Distribution
128 grants across all recorded years
The most common grant size was under $50K: 125 grants of 128 (98%).
Geographic Focus
Where this funder awards grants
In 2025, 65% of grant dollars went to recipients in Wisconsin. Other leading recipient states were Colorado (9%), Virginia (7%), New Jersey (7%), and Maryland (4%).
Grant Distribution by State
Share of 2025 grant dollars across all 25 itemized grants.
States
Cities
Is Chase Family Foundation Inc open to new grantees?
20%
first-time grantees, 2025
In 2025, 5 of 25 grantees (20%) were first-time recipients. First grants averaged $10K; repeat grants $14K. How we count
Medians: $5K first-time, $9K repeat.
- 76% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $310K (2023) to $385K (2022). In 2025 it made 25 grants totaling $340K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Milwaukee Symphony Milwaukee, WI | General Operations | $50,000 |
| ACLU of WI Milwaukee, WI | General Operations | $40,000 |
| Douglas-Elbert Task Force Castle Rock, CO | General Operations | $30,000 |
| Care Merrifield, VA | General Operations | $25,000 |
| Centre for Carbon Removal Newark, NJ | General Operations | $25,000 |
| Porchlight Inc Madison, WI | General Operations | $25,000 |
| First Bapist Church Madison, WI | General Operations | $25,000 |
| Falls Area Food Pantry Menomonee Falls, WI | General Operations | $17,500 |
| Sunset Play House Elm Grove, WI | General Operations | $15,000 |
| National Park Foundation Baltimore, MD | General Operations | $15,000 |
Ready to take the next step with Chase Family Foundation Inc?
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 | $5,900,219 | $418,214 | $409,384 | $340,000 | 25 | $340,000 | $355,327 | $339,654 |
| 2024 | $5,891,389 | $421,171 | $402,306 | $331,000 | 27 | $331,000 | $360,423 | $327,758 |
| 2023 | $5,872,524 | $372,020 | $369,669 | $310,000 | 24 | $310,000 | $314,871 | $310,547 |
| 2022 | $5,870,173 | $179,751 | $452,770 | $385,000 | 24 | $385,000 | $121,725 | $315,792 |
| 2021 | $6,143,192 | $606,837 | $449,349 | $385,000 | 28 | $385,000 | $544,556 | $353,264 |
| 2020 | $5,985,704 | $-45,722 | $429,812 | $370,000 | 26 | — | $75,603 | $317,891 |
Under IRS private-foundation payout rules, Chase Family Foundation Inc reported a distributable amount of $340K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including the arts, civil liberties, housing and homelessness services, food assistance, health, and environmental work. For example, Porchlight Inc. says it strives to reduce homelessness through shelter, housing, supportive services, and community. Sojourner Foundation says it provides philanthropic support to Sojourner Family Peace Center, which works with people impacted by domestic violence; Meta House says it works to end the generational cycle of addiction by healing women and strengthening families.
Grantmaking
In 2025, the foundation reported 25 grants totaling $340,000. Grant amounts ranged from $2,000 to $50,000, with a median of $7,500. Among its largest grants were $50,000 to Milwaukee Symphony and $40,000 to ACLU of WI, both for general operations. Other grants included $30,000 to Douglas-Elbert Task Force, $25,000 each to CARE, Centre for Carbon Removal, Porchlight Inc., and First Bapist Church, and $17,500 to Falls Area Food Pantry; these grants were also for general operations.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Sally Chase Polley, Amy Chase Hefty, and Peggy Chase Drana as directors.
Chase Family Foundation Inc's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Amy Chase Hefty
Director
On filings since 2020
1 hr/week
$500 (2020) → $500 (2025)
Peggy Chase Drana
Director
On filings since 2020
1 hr/week
$500 (2020) → $500 (2025)
Sally Chase Polley
Director
On filings since 2020
1 hr/week
$500 (2020) → $500 (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $500, to Sally Chase Polley (Director). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Chase Family Foundation Inc
How much does Chase Family Foundation Inc give each year?
Chase Family Foundation Inc gave $340K across 25 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $331K across 27 grants.
What is Chase Family Foundation Inc's typical grant size?
Chase Family Foundation Inc's median grant in 2025 was $7,500, and its average grant was $13,600, across 25 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Chase Family Foundation Inc that year got $10K on average.
Where does Chase Family Foundation Inc give grants?
Chase Family Foundation Inc gives mostly in Wisconsin: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Colorado (9%) and Virginia (7%). The most frequent recipient cities were Milwaukee, WI (10 grants) and Madison, WI (3 grants).
Does Chase Family Foundation Inc give general operating support?
Yes: 100% of Chase Family Foundation Inc's 2025 grants with a stated purpose (25 of 25) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Chase Family Foundation Inc's largest grantees?
Chase Family Foundation Inc's largest 2025 grantees include Milwaukee Symphony ($50,000), ACLU of WI ($40,000) and Douglas-Elbert Task Force ($30,000), according to its 2025 IRS Form 990-PF. Together they received 35% of its itemized 2025 grant dollars.
How large is Chase Family Foundation Inc?
Chase Family Foundation Inc reported $5.9M in total assets on its 2025 IRS Form 990-PF. It paid out $340K in qualifying distributions that year, against a required minimum of $340K (roughly 5% of its investment assets).
What does Chase Family Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including the arts, civil liberties, housing and homelessness services, food assistance, health, and environmental work. See mission & focus areas ↑
How do I apply for a grant from Chase Family Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Chase Family Foundation Inc's EIN?
Chase Family Foundation Inc's EIN (Employer Identification Number) is 20-3304142. IRS Form 990 filing data is available on this page for 2020–2025.
Does Chase Family Foundation Inc 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 September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Chase Family Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Chase Family Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Chase Family Foundation Inc funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/chase-family-foundation-inc-morg_730abb7242e84c1b808feef783e8dc1f
BibTeX
@misc{grantable_203304142_2026,
author = {{Grantable}},
title = {{Chase Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/chase-family-foundation-inc-morg_730abb7242e84c1b808feef783e8dc1f},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Chase Family Foundation Inc'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.
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