Joseph F & Catherine M Bennett Family Foundation

Private foundation · Grantmaker Milwaukee, WI EIN: 39-1879021

Joseph F & Catherine M Bennett Family Foundation is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2022. In 2022, it awarded 6 grants totaling $8K. Net investment income was $719.

Key facts about Joseph F & Catherine M Bennett Family Foundation

In short: Joseph F & Catherine M Bennett Family Foundation gave $8K across 6 grants in 2022 (avg $1K), mostly in Wisconsin. Source: 2022 IRS Form 990-PF.

EIN
39-1879021
Latest 990 filing
Form 990-PF, 2022
Annual giving (2022)
$8,000
Grants made (2022)
6
Average grant
$1,333
Median grant
$1,000
Primary geography
Wisconsin (63% of itemized 2022 grant dollars)

Data from IRS Form 990-PF, 2022; updated October 2026.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$8K

-83.0% YoY

Grant Count

6

-25.0% YoY

Avg Grant Size

$1K

-77.3% YoY

Under IRS private-foundation payout rules, Joseph F & Catherine M Bennett Family Foundation reported a distributable amount of $11K for 2022 — the minimum it must pay out in qualifying distributions.

How Joseph F & Catherine M Bennett Family Foundation gives

  • In 2022 it paid out 72% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

5states

Share of 2022 grant dollars across all 6 itemized grants.

Cities

MilwaukeeGlendaleHoustonJacksonMontpelierNotre DameWaukeshaWauwatosa

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K4 grants2020 8 grants2021 6 grants2022

From 2020 to 2022, annual grant giving ranged from $8K (2022) to $47K (2021). In 2022 it made 6 grants totaling $8K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2022

Baylor College of Medicine: $2KBaylor College of Medicine$2KUnited for Waukesha Community: $2KUnited for Waukesha Community$2KSt Pauls Catholic Church: $1KSt Pauls Catholic Church$1KEisenhower Center: $1KEisenhower Center$1KAurora Healthcare Foundation: $1KAurora Healthcare Foundation$1KGrand Teton Park Foundation: $1KGrand Teton Park Foundation$1K

The largest 2022 recipient was Baylor College of Medicine ($2K). Together the top 6 received $8K.

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 18 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Baylor College of Medicine Houston, TXGeneral$2,000
United for Waukesha Community Waukesha, WIGeneral$2,000
St Pauls Catholic Church Milwaukee, WIGeneral$1,000
Eisenhower Center Milwaukee, WIGeneral$1,000
Aurora Healthcare Foundation Milwaukee, WIGeneral$1,000
Grand Teton Park Foundation Jackson, WYGeneral$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022
Metric202220212020
Total Assets—$279,324$290,646
Revenue$5,418$40,768$30,384
Expenses$12,699$52,090$18,142
Qualifying Distributions$8,000$47,000—
Net Investment Income$719$36,498$27,742
Distributable Amount$11,130$21,155$19,312

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 November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 1, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 1, 2023)
  4. IRS filings on file for fiscal years 2020–2022

Leadership & Key People

Officers and directors from IRS filings

Joseph F & Catherine M Bennett Family Foundation's 2022 filing lists 3 officers; none of the 3 officers listed in 2022 report compensation.

Officers on the 2022 filing

  • Ann Schoper

    Director

    On filings since 2020

    No compensation reported

  • Mary C. Bennett

    Secretary & Director

    On filings since 2020

    No compensation reported

  • Michael J. Bennett

    Treasurer & Director

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Joseph F & Catherine M Bennett Family Foundation

How much does Joseph F & Catherine M Bennett Family Foundation give each year?

Joseph F & Catherine M Bennett Family Foundation gave $8K across 6 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $47K across 8 grants.

What is Joseph F & Catherine M Bennett Family Foundation's typical grant size?

Joseph F & Catherine M Bennett Family Foundation's median grant in 2022 was $1,000, and its average grant was $1,333, across 6 grants on its 2022 IRS Form 990-PF.

Where does Joseph F & Catherine M Bennett Family Foundation give grants?

Joseph F & Catherine M Bennett Family Foundation gives mostly in Wisconsin: 63% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The next largest states were Texas (25%) and Wyoming (13%). The most frequent recipient cities were Milwaukee, WI (3 grants).

Does Joseph F & Catherine M Bennett Family Foundation give general operating support?

Yes: 100% of Joseph F & Catherine M Bennett Family Foundation's 2022 grants with a stated purpose (6 of 6) were for general or operating support, per its 2022 IRS Form 990-PF.

Who are Joseph F & Catherine M Bennett Family Foundation's largest grantees?

Joseph F & Catherine M Bennett Family Foundation's largest 2022 grantees include Baylor College of Medicine ($2,000), United for Waukesha Community ($2,000) and St Pauls Catholic Church ($1,000), according to its 2022 IRS Form 990-PF. Together they received 63% of its itemized 2022 grant dollars.

How much is Joseph F & Catherine M Bennett Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Joseph F & Catherine M Bennett Family Foundation reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph F & Catherine M Bennett Family Foundation's EIN?

Joseph F & Catherine M Bennett Family Foundation's EIN (Employer Identification Number) is 39-1879021. IRS Form 990 filing data is available on this page for 2020–2022.

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

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