Donna L Elliott Family Foundation Inc

MILWAUKEE, WI EIN: 27-3458082

Donna L Elliott Family Foundation Inc is a private foundation focused on Human Services, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $135K in total assets. In 2024, it awarded 40 grants totaling $35K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$135K

+9.4% YoY

Annual Giving

$35K

+5.0% YoY

Grant Count

40

+29.0% YoY

Avg Grant Size

$873.75

-18.7% YoY

Under IRS private-foundation payout rules, Donna L Elliott Family Foundation Inc reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Donna L Elliott Family Foundation Inc

Based on IRS filings

Donna L Elliott Family Foundation Inc is a private foundation focused on Human Services, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $135K in total assets. In 2024, it awarded 40 grants totaling $35K. Net investment income was $10K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

20states
+12 more states

Cities

AmarilloArlingtonBereaBonita SpringsBoys TownCincinnatiClarksburgEtnaFort MyersHillsdaleHoustonIndianapolisLincolnLive OakMemphisMerrifieldNaplesPhoenixPittsburghPlano

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$14K$29K$43K$58K20202021202220232024
Metric202420232022
Total Assets$134,904$123,363$263,405
Revenue$46,789$43,963$29,706
Expenses$35,248$33,604$35,974
Qualifying Distributions$34,950$33,300$35,800
Net Investment Income$9,589$8,963$9,606
Distributable Amount$10,271$9,493$11,830

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$21K$31K$41K27 grants202024 grants202130 grants202231 grants202340 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ST JUDE CHILDRENS RESEAR…$5KSHRINERS HOSPITAL FOR CH…$5KST MATTHEWS HOUSE NAPLES…$5KHILLSDALE COLLEGE$3KTUNNEL TO TOWERS$3KKAPPA ALPHA THETA FOUNDA…$1KCENTER FOR THE ARTS OF B…$1KNAPLES ART ASSOCIATION$1KAMERICAN LUNG ASSOCIATION$1KBRIGHTFOCUS FOUNDATION$1K

Grant Size Distribution

152 grants across all recorded years

152<$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 include St Jude Childrens Research Hospital ($5,000), Shriners Hospital for Children ($5,000), St Matthews House Naples Florida ($5,000).

RecipientPurposeAmount
ST JUDE CHILDRENS RESEARCH HOSPITAL MEMPHIS, TNPROGRAM SUPPORT$5,000
SHRINERS HOSPITAL FOR CHILDREN TAMPA, FLPROGRAM SUPPORT$5,000
HILLSDALE COLLEGE HILLSDALE, MIPROGRAM SUPPORT$2,500
ST MATTHEWS HOUSE NAPLES FLORIDA NAPLES, FLPROGRAM SUPPORT$5,000
KAPPA ALPHA THETA FOUNDATION INDIANAPOLIS, INPROGRAM SUPPORT$1,000
CENTER FOR THE ARTS OF BONITA SPRIN BONITA SPRINGS, FLPROGRAM SUPPORT$1,000
NAPLES ART ASSOCIATION NAPLES, FLPROGRAM SUPPORT$1,000
PERKINS SCHOOL FOR THE BLIND WATERTOWN, MAPROGRAM SUPPORT$500
AMERICAN LUNG ASSOCIATION FORT MYERS, FLPROGRAM SUPPORT$1,000
SOUTHWEST FLORIDA PASTEL SOCIETY NAPLES, FLPROGRAM SUPPORT$200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAVID A AFFELDTDIRECTOR1
DONNA L ELLIOTTDIRECTOR1
GREG ELLIOTTDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Donna L Elliott Family Foundation Inc?

Donna L Elliott Family Foundation Inc is a private foundation focused on Human Services, based in MILWAUKEE, WI. It holds $135K in total assets as of 2024.

How large is Donna L Elliott Family Foundation Inc?

As of 2024, Donna L Elliott Family Foundation Inc holds $135K in total assets with $47K in annual revenue. It awarded 40 grants totaling $35K in 2024.

Where does Donna L Elliott Family Foundation Inc operate?

Donna L Elliott Family Foundation Inc has awarded grants in Arizona, Colorado, District of Columbia, Florida, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Michigan, Nebraska, New Hampshire, New Mexico, New York, Ohio, Pennsylvania, South Dakota, Tennessee, Texas, Virginia.

What size grants does Donna L Elliott Family Foundation Inc award?

In 2024, Donna L Elliott Family Foundation Inc awarded 40 grants totaling $35K — an average of about $873.75 per grant, based on its IRS Form 990 filings.

How much is Donna L Elliott Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Donna L Elliott Family Foundation Inc reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Donna L Elliott Family Foundation Inc's EIN?

Donna L Elliott Family Foundation Inc's EIN (Employer Identification Number) is 27-3458082. IRS Form 990 filing data is available on this page for 2020–2024.

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

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