Community Foundation Inc

Foundation · Grantmaker Brookfield, WI EIN: 20-0331358
Philanthropy, Voluntarism & Grantmaking

Community Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Brookfield, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 33 grants totaling $65K. Net investment income was $34K.

Key facts about Community Foundation Inc

EIN
20-0331358
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$65,100
Grants made (2024)
33
Average grant
$1,973
Median grant
$1,000
New grantees (estimate)
15% first-time grantees (5 of 33, 2024)
Total assets
$1,152,364
Primary geography
Wisconsin (87% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Community Foundation Inc funds

By grant dollars, the top recipient states for Community Foundation Inc's 33 itemized 2024 grants were Wisconsin (87%) and Kansas (5%). The most frequent recipient cities were Milwaukee, WI (8 grants), West Bend, WI (3 grants), Slinger, WI (3 grants) and Wauwatosa, WI (2 grants). None of its 33 grants with a stated purpose were described as general or operating support. Recurring purposes include "Organization's Tax Exempt Purpose" (33 grants).

Is Community Foundation Inc open to new grantees?

15%

first-time grantees, 2024

In 2024, 5 of 33 grantees (15%) were first-time recipients. First grants averaged $1K; repeat grants $2K. How we count

Medians: $1K first-time, $1K repeat.

  • 85% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+8%). Method
  • In 2024 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Community Foundation Inc

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

-0.6% YoY

Annual Giving

$65K

-2.5% YoY

Grant Count

33

-8.3% YoY

Avg Grant Size

$2K

+6.4% YoY

Under IRS private-foundation payout rules, Community Foundation Inc reported a distributable amount of $70K for 2024 — the minimum it must pay out in qualifying distributions.

About Community Foundation Inc

Based on IRS filings

Community Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Brookfield, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 33 grants totaling $65K. Net investment income was $34K.

Focus Areas

Philanthropy, Voluntarism & Grantmaking
Your AI grants department

Ready to take the next step with Community Foundation Inc?

Assess fit for your org Draft an LOI Find open RFPs
Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of all 33 itemized 2024 grant dollars.

States

CaliforniaDistrict of ColumbiaFloridaKansasMichiganMinnesotaNew JerseyWisconsin

Cities

MilwaukeeWauwatosaBrookfieldSlingerWest BendEagleEast TroyHillsdaleSheboygan FallsTopekaWashingtonWaukeshaCedarburgDousmanSimi ValleyVeronaHartlandHopkinsMadisonThiensville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$37K$74K$111K$148K20202021202220232024
Metric202420232022
Total Assets$1,152,364$1,159,659$1,164,515
Revenue$66,080$66,007$14,714
Expenses$73,375$70,863$81,780
Qualifying Distributions$65,100$66,750$72,750
Net Investment Income$33,972$18,658$16,327
Distributable Amount$69,694$65,297$66,376

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$36K$55K$73K38 grants202035 grants202145 grants202236 grants202333 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Historic Haymarket Milwaukee I Inc: $20KHistoric Haymarket Milwaukee IInc$20KWounded Warrior Project: $4KWounded Warrior Project$4KCedar Lakes Conversation Foundation: $3KCedar Lakes ConversationFoundation$3KOld World WI Foundation Inc: $3KOld World WI Foundation Inc$3KChannel 1036 Friends Inc - Ind Giv: $2KChannel 1036 Friends Inc - IndGiv$2KHonours Inc: $2KHonours Inc$2KMilw Symphony Orchestra - Dev: $2KMilw Symphony Orchestra - Dev$2KMilwaukee Rescue Mission: $2KMilwaukee Rescue Mission$2KMuseum of Wisconsin Art: $2KMuseum of Wisconsin Art$2KSalvation Army: $2KSalvation Army$2K

Grant Size Distribution

187 grants across all recorded years

187<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Historic Haymarket Milwaukee I Inc ($20,000), Wounded Warrior Project ($3,500), Cedar Lakes Conversation Foundation ($3,100).

RecipientPurposeAmount
HISTORIC HAYMARKET MILWAUKEE I INC Milwaukee, WIORGANIZATION'S TAX EXEMPT PURPOSE$20,000
WOUNDED WARRIOR PROJECT Topeka, KSORGANIZATION'S TAX EXEMPT PURPOSE$3,500
CEDAR LAKES CONVERSATION FOUNDATION West Bend, WIORGANIZATION'S TAX EXEMPT PURPOSE$3,100
OLD WORLD WI FOUNDATION INC Eagle, WIORGANIZATION'S TAX EXEMPT PURPOSE$3,000
CHANNEL 1036 FRIENDS INC - IND GIV Milwaukee, WIORGANIZATION'S TAX EXEMPT PURPOSE$2,000
HONOURS INC Slinger, WIORGANIZATION'S TAX EXEMPT PURPOSE$2,000
MILW SYMPHONY ORCHESTRA - DEV Milwaukee, WIORGANIZATION'S TAX EXEMPT PURPOSE$2,000
MILWAUKEE RESCUE MISSION Milwaukee, WIORGANIZATION'S TAX EXEMPT PURPOSE$2,000
MUSEUM OF WISCONSIN ART West Bend, WIORGANIZATION'S TAX EXEMPT PURPOSE$2,000
SALVATION ARMY Wauwatosa, WIORGANIZATION'S TAX EXEMPT PURPOSE$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Raymond J PerryTrustee——
Robert PerryTrustee——
Janice PerryTrustee——
Jayne KingTrustee——

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Community Foundation Inc?

Community Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Brookfield, WI. It holds $1.2M in total assets as of 2024.

How large is Community Foundation Inc?

As of 2024, Community Foundation Inc holds $1.2M in total assets with $66K in annual revenue. It awarded 33 grants totaling $65K in 2024.

Where does Community Foundation Inc operate?

Community Foundation Inc has awarded grants in California, District of Columbia, Florida, Kansas, Michigan, Minnesota, New Jersey, Wisconsin.

What size grants does Community Foundation Inc award?

In 2024, Community Foundation Inc awarded 33 grants totaling $65K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Community Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Community Foundation Inc reported a distributable amount of $70K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Community Foundation Inc's EIN?

Community Foundation Inc's EIN (Employer Identification Number) is 20-0331358. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Community Foundation Inc's focus areas in our free grants database

Grants for NonprofitsWisconsin GrantsCalifornia GrantsDistrict of Columbia Grants

Similar Funders

Funders that support many of the same organizations

Baird Foundation Inc

Milwaukee, WI

Assets

—

Grants

3,751

Total Given

$6.6M

Ge Aerospace Foundation

Norwalk, CT

Assets

$22.5M

Grants

2,467

Total Given

$15.3M

Anon Charitable Trust

Milwaukee, WI

Assets

—

Grants

130

Total Given

$2.0M

The Cigna Group Foundation

Philadelphia, PA

Assets

$127.2M

Grants

4,075

Total Given

$14.1M

Greater Milwaukee Foundation Inc

Milwaukee, WI

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1B

Grants

838

Total Given

$66.8M

Thrivent Charitable Impact & Investing

Appleton, WI

Philanthropy, Voluntarism & Grantmaking

Assets

$939.7M

Grants

2,565

Total Given

$84.6M

Dane Buy Local Foundation Inc

Madison, WI

Community Improvement & Capacity Building

Assets

$16K

Grants

1,382

Total Given

$12.7M

Alliant Energy Foundation Inc

Madison, WI

Assets

—

Grants

1,213

Total Given

$3.0M

Herb Kohl Educational Foundation Inc

Milwaukee, WI

Education

Assets

—

Grants

623

Total Given

$3.2M

Green Bay Packers Foundation

Green Bay, WI

Assets

—

Grants

530

Total Given

$3.6M

The Pfizer Foundation Inc

New York, NY

Assets

$255.3M

Grants

9,306

Total Given

$23.2M

Jpmorgan Chase Foundation

New York, NY

Assets

$1.2B

Grants

10,334

Total Given

$202.5M

More Funders in Wisconsin

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Community Foundation Inc by hand.

Want AI to do this for you? See how it works