Forker-smith Fdn E Forker Ttee

MILWAUKEE, WI EIN: 20-3338666

Forker-smith Fdn E Forker Ttee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, 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 10 grants totaling $57K. Net investment income was $133K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+5.8% YoY

Annual Giving

$57K

+32.6% YoY

Grant Count

10

+42.9% YoY

Avg Grant Size

$6K

-7.2% YoY

Under IRS private-foundation payout rules, Forker-smith Fdn E Forker Ttee reported a distributable amount of $72K for 2024 — the minimum it must pay out in qualifying distributions.

About Forker-smith Fdn E Forker Ttee

Based on IRS filings

Forker-smith Fdn E Forker Ttee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, 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 10 grants totaling $57K. Net investment income was $133K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

CharlestonCincinattiCincinnatiDaytonEvansvilleGarrettMadisonPonte Vedra BeachTallahasseeWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$202K$403K$605K$807K20202021202220232024
Metric202420232022
Total Assets$1,193,041$1,127,401$1,025,977
Revenue$160,938$178,498$39,668
Expenses$95,292$76,165$136,308
Qualifying Distributions$63,026$50,469$108,802
Net Investment Income$132,609$149,953$16,495
Distributable Amount$72,060$63,658$69,050

Giving Over Time

Total grant dollars and number of grants per year

$0$24K$47K$71K$94K1 grants20207 grants202111 grants20227 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ST VINCENT DEPAUL$8KROTHENBERG ROOFTOP SCHOO…$7KCHURCH OF THE ADVENT OPE…$6KDRESS FOR SUCCESS$6KFERNSIDE CENTER FOR GRIE…$6KJOSEPH HOUSE INC$6KSMILES FOR SENIORS$5KHEAT$5KPRAY HOPE BELIEVE FOUNDA…$5KALZHEIMERS ASSOCIATION G…$3K

Grant Size Distribution

36 grants across all recorded years

36<$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 Vincent Depaul ($8,000), Rothenberg Rooftop School Garden ($7,000), Church of the Advent Open Door Ministry ($6,000).

RecipientPurposeAmount
CHURCH OF THE ADVENT OPEN DOOR MINISTRY CINCINNATI, OHGENERAL OPERATING$6,000
DRESS FOR SUCCESS CINCINNATI, OHGENERAL OPERATING$6,000
SMILES FOR SENIORS CINCINNATI, OHGENERAL OPERATING$5,000
ALZHEIMERS ASSOCIATION GREATER CINCINNAT CINCINNATI, OHGENERAL OPERATING$3,000
FERNSIDE CENTER FOR GRIEVING CHILDREN CINCINNATI, OHGENERAL OPERATING$6,000
JOSEPH HOUSE INC CINCINNATI, OHGENERAL OPERATING$6,000
ST VINCENT DEPAUL DAYTON, OHGENERAL OPERATING$8,000
HEAT CINCINNATI, OHGENERAL OPERATING$5,000
PRAY HOPE BELIEVE FOUNDATION CINCINNATI, OHGENERAL OPERATING$5,000
ROTHENBERG ROOFTOP SCHOOL GARDEN CINCINNATI, OHGENERAL OPERATING$7,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MARK W JORDANCO-TRUSTEE$7K

From 2024 filing

NameTitleHoursCompensation
MARK W JORDANCO-TRUSTEE1$7,044
STEPHANIE KRABBE AVALOSCO-TRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Forker-smith Fdn E Forker Ttee?

Forker-smith Fdn E Forker Ttee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.2M in total assets as of 2024.

How large is Forker-smith Fdn E Forker Ttee?

As of 2024, Forker-smith Fdn E Forker Ttee holds $1.2M in total assets with $161K in annual revenue. It awarded 10 grants totaling $57K in 2024.

Where does Forker-smith Fdn E Forker Ttee operate?

Forker-smith Fdn E Forker Ttee has awarded grants in District of Columbia, Florida, Indiana, Ohio, South Carolina, Wisconsin.

What size grants does Forker-smith Fdn E Forker Ttee award?

In 2024, Forker-smith Fdn E Forker Ttee awarded 10 grants totaling $57K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Forker-smith Fdn E Forker Ttee required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Forker-smith Fdn E Forker Ttee reported a distributable amount of $72K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Forker-smith Fdn E Forker Ttee's EIN?

Forker-smith Fdn E Forker Ttee's EIN (Employer Identification Number) is 20-3338666. 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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