Chase Family Foundation Inc is a private foundation based in Milwaukee, Wisconsin, established in 2005. The foundation operates as a 501(c)(3) organization with a focus on philanthropic giving across multiple regions of the United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.9M
+0.3% YoY
Annual Giving
$331K
+6.8% YoY
Grant Count
27
+12.5% YoY
Avg Grant Size
$12K
-5.1% YoY
Under IRS private-foundation payout rules, Chase Family Foundation Inc reported a distributable amount of $328K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding interests include:
- Human Services
- Education
- Philanthropy, Voluntarism & Grantmaking
The foundation does not appear to have published a formal mission statement.
Grantmaking
The foundation also provides significant support to Up Pup and Away Inc., which focuses on rescuing and rehabilitating dogs, and has funded organizations such as Planned Parenthood of Wisconsin.
Grant Range
$1,000–$50,000
Average Grant
amount: $34,000 (based on recent giving)
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Geographic Focus
Where this funder awards grants
The foundation funds organizations across multiple U.S. states and cities, including:
States: Arkansas, California, Colorado, Washington D.C., Iowa, Massachusetts, Minnesota, Missouri, Montana, New Jersey, New York, Texas, Virginia, and Wisconsin
Major cities funded: New York, Dallas, and Boston, among others
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $5,891,389
- Total Giving: $331,000
- Total Revenues: $421,171
- Total Expenses: $402,306
- Investment Income and Dividends: $210,193
Year-over-Year Growth:
- Investment income increased 20.7% from 2023 to 2024
- Assets increased 2.6% from the previous year
The foundation operates with zero employees and is funded through investment returns rather than contributions.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,891,389 | $5,872,524 | $5,870,173 |
| Revenue | $421,171 | $372,020 | $179,751 |
| Expenses | $402,306 | $369,669 | $452,770 |
| Qualifying Distributions | $331,000 | $310,000 | $385,000 |
| Net Investment Income | $360,423 | $314,871 | $121,725 |
| Distributable Amount | $327,758 | $310,547 | $315,792 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
129 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Milwaukee Symphony ($50,000), Douglas-elbert Task Force ($30,000), Aclu of Wi ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PORCHLIGHT INC MADISON, WI | GENERAL OPERATIONS | $25,000 |
| CARE MERRIFIELD, VA | GENERAL OPERATIONS | $25,000 |
| MILWAUKEE SYMPHONY MILWAUKEE, WI | GENERAL OPERATIONS | $50,000 |
| FALLS AREA FOOD PANTRY MENOMONEE FALLS, WI | GENERAL OPERATIONS | $16,000 |
| KEOKUK COMMUNITY SCHOOL FOUNDATION KEOKUK, IA | GENERAL OPERATIONS | $6,000 |
| META HOUSE INC MILWAUKEE, WI | GENERAL OPERATIONS | $3,500 |
| THE TREVOR PROJECT WEST HOLLYWOOD, CA | GENERAL OPERATIONS | $4,000 |
| SUNSET PLAY HOUSE ELM GROVE, WI | GENERAL OPERATIONS | $10,000 |
| PLANNED PARENTHOOD OF WI MILWAUKEE, WI | GENERAL OPERATIONS | $28,500 |
| AUDIO & BRAILLE LITERACY ENHANCEMEN MILWAUKEE, WI | GENERAL OPERATIONS | $4,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Key directors include:
- Sally Chase Polley
- Amy Chase Hefty
- Peggy Chase Drana
Contact Information:
- Address: 4529 W Townsend St, Milwaukee, WI 53216-3336
- Telephone: 414-445-4250
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SALLY CHASE POLLEY | DIRECTOR | 1 | $500 |
| AMY CHASE HEFTY | DIRECTOR | 1 | $500 |
| PEGGY CHASE DRANA | DIRECTOR | 1 | $500 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Chase Family Foundation Inc fund?
The foundation's primary funding interests include: • **Human Services** • **Education** • **Philanthropy, Voluntarism & Grantmaking** The foundation does not appear to have published a formal mission statement.
How do I apply for a grant from Chase Family Foundation Inc?
**Grant Activity:** • Made 24 grants in the most recent year • Typical grant range: $1,000–$50,000 • Average grant amount: $34,000 (based on recent giving) **Recent Grants (2024):** • Help and Hope Center: $30,000 (General Operations) • Porchlight: $25,000 (General Operations) • National Child Care Association: $25,000 (General Operations) The foundation also provides significant support to Up Pup and Away Inc., which focuses on rescuing and rehabilitating dogs, and has funded organizations suc…
Where does Chase Family Foundation Inc make grants?
The foundation funds organizations across multiple U.S. states and cities, including: **States:** Arkansas, California, Colorado, Washington D.C., Iowa, Massachusetts, Minnesota, Missouri, Montana, New Jersey, New York, Texas, Virginia, and Wisconsin **Major cities funded:** New York, Dallas, and Boston, among others
What size grants does Chase Family Foundation Inc award?
In 2024, Chase Family Foundation Inc awarded 27 grants totaling $331K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Chase Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Chase Family Foundation Inc reported a distributable amount of $328K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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