Chase Family Foundation Inc
CHASE FAMILY FOUNDATION INC is a private foundation based in Milwaukee, Wisconsin. It makes grants to charitable organizations; its 2025 filing states that it contributes only to preselected organizations.
Key facts about Chase Family Foundation Inc
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.
- EIN
- 20-3304142
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $340,000
- Grants made (2025)
- 25
- Average grant
- $13,600
- Median grant
- $7,500
- New grantees (estimate)
- 20% first-time grantees (5 of 25, 2025)
- Total assets
- $5,900,219
- Primary geography
- Wisconsin (65% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.9M
+0.1% YoY
Annual Giving
$340K
+2.7% YoY
Grant Count
25
-7.4% YoY
Avg Grant Size
$14K
+10.9% YoY
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.
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.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants support organizations working in a range of areas. For example, Porchlight Inc., which received a grant in 2024, says it works to reduce homelessness by providing shelter, housing, supportive services, and community. Colorado Horse Rescue, also a 2024 grantee, describes its mission as creating safe solutions for horses.
Other 2024 grantees describe work in children’s health and care (Children’s Hospital Colorado), heart health (American Heart Association), Great Lakes conservation (Alliance for the Great Lakes), addiction recovery and family support (Meta House), and land stewardship and cultural heritage (White Earth Land Recovery Project).
Grantmaking
In 2025, the foundation made 25 grants totaling $340,000. Grants ranged from $2,000 to $50,000, with a median of $7,500. The largest grants included $50,000 to Milwaukee Symphony, $40,000 to ACLU of WI, $30,000 to Douglas-Elbert Task Force, and $25,000 each to CARE, Centre for Carbon Removal, Porchlight Inc., and First Bapist Church. These grants were listed for general operations.
Ready to take the next step with Chase Family Foundation Inc?
Geographic Focus
Where this funder awards grants
In 2025, 65% of grant dollars went to recipients in Wisconsin. Other recipient-state shares were Colorado (9%), Virginia (7%), New Jersey (7%), and Maryland (4%).
Grant Distribution by State
Share of all 25 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
128 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $5,900,219 | $418,214 | $409,384 | $340,000 |
| 2024 | $5,891,389 | $421,171 | $402,306 | $331,000 |
| 2023 | $5,872,524 | $372,020 | $369,669 | $310,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,900,219 | $5,891,389 | $5,872,524 |
| Revenue | $418,214 | $421,171 | $372,020 |
| Expenses | $409,384 | $402,306 | $369,669 |
| Qualifying Distributions | $340,000 | $331,000 | $310,000 |
| Net Investment Income | $355,327 | $360,423 | $314,871 |
| Distributable Amount | $339,654 | $327,758 | $310,547 |
Data update history
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
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
Contact
Mailing address: 4529 West Townsend Street, Milwaukee, WI 53216
Phone: (414) 445-4250
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 grants support organizations working in a range of areas. For example, Porchlight Inc., which received a grant in 2024, says it works to reduce homelessness by providing shelter, housing, supportive services, and community. Colorado Horse Rescue, also a 2024 grantee, describes its mission as creating safe solutions for horses. Other 2024 grantees describe work in children’s health and care (Children’s Hospital Colorado), heart health (Ame…
How do I apply for a grant from Chase Family Foundation Inc?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. 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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Chase Family Foundation Inc by hand.
Explore Open Grants
Browse active grant opportunities in Chase Family Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Baird Foundation Inc
Milwaukee, WI
The foundation funds nonprofits in health and human services, education, the arts, youth, and other areas, with grants across multiple states and the largest share of 2025 funding going to Wisconsin. Its 2025 grants had a median of $500, though awards ranged widely; it gives only to preselected organizations and does not accept unsolicited requests.
Assets
$142.7M
Grants
3,862
Total Given
$7.0M
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds nonprofits advancing economic mobility, narrowing the wealth gap, and meeting urgent needs, with priorities including Black and Latine income and assets, homeownership, and investment in underinvested communities. Its 2024 median grant was $25,000, though awards varied widely; funding generally benefits Chicago-region residents. It accepts applications for listed open opportunities through GrantCentral; the profile does not state whether it accepts unsolicited requests outside those opportunities.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
Ge Aerospace Foundation
Norwalk, CT
The GE Aerospace Foundation supports engineering education, workforce development, military and veterans causes, and disaster relief in communities where GE Aerospace employees live and work around the world. Its 2024 grants ranged from $10 to nearly $6 million, with a median of $429; it does not accept unsolicited requests.
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
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
Dane Buy Local Foundation Inc
Madison, WI
Dane Buy Local Foundation supports local-business education and promotion, collaboration, business training and mentorship, and entrepreneurship scholarships, primarily in Dane County and South Central Wisconsin. Its only listed grant was $12,000 in 2021; no typical grant amount is stated, and the profile does not say whether it accepts unsolicited requests.
Assets
$16K
Grants
1,382
Total Given
$12.7M
Alliant Energy Foundation Inc
Madison, WI
Alliant Energy Foundation supports community organizations and initiatives in hunger and housing, workforce readiness, environmental stewardship, and community safety and engagement. Its 2025 grants had a median award of $400, with awards ranging from $10 to $200,000, and primarily served communities in Iowa and Wisconsin.
Assets
$28.5M
Grants
929
Total Given
$2.4M
Greater Milwaukee Foundation Inc
Milwaukee, WI
The Greater Milwaukee Foundation funds nonprofits working on regional needs such as education, housing, basic needs, health, arts and culture, and small business, with an emphasis on racial equity. Most 2024 grants were relatively modest (median $27,778), though amounts ranged from $5,017 to $4.56 million; its competitive cycles serve organizations in Milwaukee, Waukesha, Ozaukee and Washington counties. It accepts applications through competitive grant cycles held three times a year.
Assets
$1.1B
Grants
838
Total Given
$66.8M
Give Back Foundation
Madison, WI
To encourage more giving. More people, giving more, more often, to more charitable organizations.
Assets
$31.3M
Grants
639
Total Given
$40.1M
United Way of Greater Milwaukee &
Milwaukee, WI
United Way of Greater Milwaukee & Waukesha County funds local human services and community programs focused on housing stability, digital access, employment, teen mental wellness, and community resilience. Its 2025 grants ranged from $5,000 to about $2 million, with a median of about $34,000, and most funding went to Wisconsin, especially its four-county region. It requires a Letter of Intent before a full application; the listed 2026–27 Letter of Intent deadline has passed.
Assets
$50.8M
Grants
639
Total Given
$42.7M
Green Bay Packers Foundation
Green Bay, WI
The Green Bay Packers Foundation funds Wisconsin charities working in areas such as families, athletics, children’s safety and education, animal welfare, and other focus areas that vary by year. Its 2026 announcement describes typical awards of $3,000–$8,000, though some grants are larger; it accepts online applications during its stated cycle, February 2–April 1, 2026.
Assets
—
Grants
530
Total Given
$3.6M
Jpmorgan Chase Foundation
New York, NY
The foundation supports neighborhood revitalization, underserved small businesses, financial health, and economic mobility and career pathways, with 2024 grants ranging from $4 to $4,635,000 and a median of $550. Its grants reached organizations across multiple U.S. locations, including Washington, DC, New York, California, Illinois, Washington state, and Georgia. It gives only to preselected charitable organizations and does not accept unsolicited funding requests.
Assets
$1.1B
Grants
11,076
Total Given
$193.0M
The Pfizer Foundation Inc
New York, NY
The Pfizer Foundation funds locally led health programs that improve access to care and strengthen health systems, as well as health-crisis and disaster responses, worldwide. In 2024, grants ranged from $2 to $4 million, with a median of $200. It supports only preselected organizations and does not accept unsolicited requests.
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
More Funders in Wisconsin
Chase Family Foundation Inc down — hundreds of funders to go?