Jane Bradley Pettit Foundation Inc

Private foundation · Grantmaker Milwaukee, WI EIN: 39-1574123

Jane Bradley Pettit Foundation Inc is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.2M in total assets. In 2024, it awarded 1 grant totaling $906K. Net investment income was $439K.

Jane Bradley Pettit Foundation Inc at a glance

In short: Jane Bradley Pettit Foundation Inc gave $906K across 1 grant in 2024 (avg $906K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$905,500
+12.1% vs 2023
Grants made (2024)
1
+0.0% vs 2023
Average grant
$905,500
+12.1% vs 2023
Median grant
$905,500
Total assets
$9,202,369
-7.7% vs 2023
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

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

How to apply to Jane Bradley Pettit Foundation Inc

Who Jane Bradley Pettit Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top recipient in 2024

1 See Part XIV Statement for detail of: $906K1 See Part XIV Statement fordetail of$906K

The largest 2024 recipient was 1 See Part XIV Statement for detail of ($906K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

The most common grant size was in the $500K–1M range: 5 grants of 5 (100%).

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

How Jane Bradley Pettit Foundation Inc gives

  • Giving held roughly steady from 2021 to 2024 (+3%). Method
  • In 2024 it paid out 176% of its IRS minimum distribution (the 5% rule). Method

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

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $808K (2023) to $939K (2020). In 2024 it made 1 grant totaling $906K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
1 See Part XIV Statement for detail of Milwaukee, WISee Statement$905,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$9,202,369$535,700$1,304,231$905,5001$1,180,195$438,664$670,368
2023$9,970,901$1,139,405$1,169,947$807,5001$1,066,651$1,043,109$642,678
2022$10,001,443$912,400$1,260,564$898,2501$1,155,231$812,567$687,669
2021$10,349,606$797,739$1,272,837$880,7501$1,155,710$698,612$759,699
2020$10,824,695$844,028$1,328,647$938,7501—$747,500$677,213

Under IRS private-foundation payout rules, Jane Bradley Pettit Foundation Inc reported a distributable amount of $670K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Jane Bradley Pettit Foundation Inc is led by Margaret T Lund, President on every filing since 2020; 1 of 3 officers listed in 2024 is compensated.

Officers on the 2024 filing

  • Margaret T Lund

    President

    On filings since 2020

    9 hrs/week

    No compensation reported

  • JoAnn C Youngman

    Secretary

    On filings since 2020

    6 hrs/week

    $20K (2020) → $20K (2024)

  • Denasha A Scott

    Treasurer

    On filings since 2020

    6 hrs/week

    No compensation reported

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

JoAnn C Youngman — Secretary: $20KJoAnn C YoungmanSecretary$20K

The highest reported compensation on the 2024 filing was $20K, to JoAnn C Youngman (Secretary).

Frequently asked questions about Jane Bradley Pettit Foundation Inc

How much does Jane Bradley Pettit Foundation Inc give each year?

Jane Bradley Pettit Foundation Inc gave $906K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $808K across 1 grant.

How large is Jane Bradley Pettit Foundation Inc?

Jane Bradley Pettit Foundation Inc reported $9.2M in total assets on its 2024 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $670K (roughly 5% of its investment assets).

Where does Jane Bradley Pettit Foundation Inc operate?

Jane Bradley Pettit Foundation Inc has awarded grants in Wisconsin.

What is Jane Bradley Pettit Foundation Inc's EIN?

Jane Bradley Pettit Foundation Inc's EIN (Employer Identification Number) is 39-1574123. 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.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Added Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 12, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Jane Bradley Pettit Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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