Courtier Foundation Inc

Private foundation · Grantmaker Madison, WI EIN: 39-1935038

Courtier Foundation Inc is a private foundation, based in Madison, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 1 grant totaling $665K. Net investment income was $494K.

Key facts about Courtier Foundation Inc

In short: Courtier Foundation Inc gave $665K across 1 grant in 2024 (avg $665K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.

EIN
39-1935038
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$665,250
Grants made (2024)
1
Average grant
$665,250
Median grant
$665,250
Total assets
$2,873,753
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.9M

-8.8% YoY

Annual Giving

$665K

+15.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$665K

+15.9% YoY

Under IRS private-foundation payout rules, Courtier Foundation Inc reported a distributable amount of $194K for 2024 — the minimum it must pay out in qualifying distributions.

How Courtier Foundation Inc gives

  • Giving grew 452% from 2021 to 2024. Method
  • In 2024 it paid out 396% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Milwaukee

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $121K (2021) to $665K (2024). In 2024 it made 1 grant totaling $665K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K3$100–250K$250–500K2$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
See Attached Milwaukee, WISee Attached Schedule$665,250

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$2,873,753$3,152,619$3,481,054
Revenue$525,088$376,726$283,355
Expenses$806,314$705,159$357,315
Qualifying Distributions$769,030$668,397$317,000
Net Investment Income$493,832$343,352$248,050
Distributable Amount$194,201$203,827$222,431

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 28, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 10, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Courtier Foundation Inc's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Foley Lardner Lp

    Director & Treasurer

    On filings since 2020

    1 hr/week

    $4K (2020) → $2K (2024)

  • Ronald M. Wanek

    Director & Vice President

    On filings since 2020

    1 hr/week

    $4K (2020) → $6K (2024)

Former officers (1)
  • Former: Thomas G. Ragatz (2020–2021) — Director & President

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.

Compensation Overview

From 2024 IRS filing

Ronald M Wanek — Director & Vice President: $6KRonald M WanekDirector & Vice President$6KFoley Lardner LP — Director & Treasurer: $2KFoley Lardner LPDirector & Treasurer$2K

The highest reported compensation on the 2024 filing was $6K, to Ronald M Wanek (Director & Vice President). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Courtier Foundation Inc

How much does Courtier Foundation Inc give each year?

Courtier Foundation Inc gave $665K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $574K across 1 grant.

How large is Courtier Foundation Inc?

Courtier Foundation Inc reported $2.9M in total assets on its 2024 IRS Form 990-PF. It paid out $769K in qualifying distributions that year, against a required minimum of $194K (roughly 5% of its investment assets).

Where does Courtier Foundation Inc operate?

Courtier Foundation Inc has awarded grants in Wisconsin.

What is Courtier Foundation Inc's EIN?

Courtier Foundation Inc's EIN (Employer Identification Number) is 39-1935038. 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.

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