Kubly Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONROE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $380K in total assets. In 2024, it awarded 3 grants totaling $36K. Net investment income was $46K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$380K
+7.9% YoY
Annual Giving
$36K
+15.1% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$12K
+53.5% YoY
Under IRS private-foundation payout rules, Kubly Family Foundation Inc reported a distributable amount of $43K for 2024 — the minimum it must pay out in qualifying distributions.
About Kubly Family Foundation Inc
Based on IRS filings
Kubly Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONROE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $380K in total assets. In 2024, it awarded 3 grants totaling $36K. Net investment income was $46K.
Focus Areas
Ready to take the next step with Kubly Family Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $380,203 | $352,350 | $363,554 |
| Revenue | $74,800 | $32,429 | $21,215 |
| Expenses | $46,947 | $43,633 | $60,606 |
| Qualifying Distributions | $36,250 | $31,497 | $55,956 |
| Net Investment Income | $45,644 | $8,732 | $10,777 |
| Distributable Amount | $43,147 | $34,261 | $29,807 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Isabel Bazley ($20,000), Hannah Neuenschwander ($10,000), Abigail Yurs ($6,250).
| Recipient | Purpose | Amount |
|---|---|---|
| Isabel Bazley Monroe, WI | Long Term, Low Interest Educational Loan for students planning on returning to Green County, WI after studies have been completed. | $20,000 |
| Abigail Yurs Monroe, WI | Long Term, Low Interest Educational Loan for students planning on returning to Green County, WI after studies have been completed. | $6,250 |
| Hannah Neuenschwander Monroe, WI | Long Term, Low Interest Educational Loan for students planning on returning to Green County, WI after studies have been completed. | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| R Ryan Kubly | President | — | — |
| Kimberly Markham | Director | — | — |
| Bob Sorge | Director | — | — |
| David Reinecke | Director | — | — |
| Tracy Meier | Director | — | — |
| John Baumann | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Kubly Family Foundation Inc?
Kubly Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONROE, WI. It holds $380K in total assets as of 2024.
How large is Kubly Family Foundation Inc?
As of 2024, Kubly Family Foundation Inc holds $380K in total assets with $75K in annual revenue. It awarded 3 grants totaling $36K in 2024.
Where does Kubly Family Foundation Inc operate?
Kubly Family Foundation Inc has awarded grants in Wisconsin.
What size grants does Kubly Family Foundation Inc award?
In 2024, Kubly Family Foundation Inc awarded 3 grants totaling $36K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Kubly Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Kubly Family Foundation Inc reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Kubly Family Foundation Inc's EIN?
Kubly Family Foundation Inc's EIN (Employer Identification Number) is 20-1346843. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Kubly Family Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Baird Foundation Inc
MILWAUKEE, WI
Assets
—
Grants
3,751
Total Given
$6.6M
Thrivent Charitable Impact & Investing
APPLETON, WI
Assets
$939.7M
Grants
2,565
Total Given
$84.6M
Dane Buy Local Foundation Inc
MADISON, WI
Assets
$16K
Grants
1,382
Total Given
$12.7M
Alliant Energy Foundation Inc
MADISON, WI
Assets
—
Grants
1,213
Total Given
$3.0M
Greater Milwaukee Foundation Inc
MILWAUKEE, WI
Assets
$1.1B
Grants
838
Total Given
$66.8M
Herb Kohl Educational Foundation Inc
MILWAUKEE, WI
Assets
—
Grants
623
Total Given
$3.2M
Green Bay Packers Foundation
GREEN BAY, WI
Assets
—
Grants
530
Total Given
$3.6M
Community Foundation for the Fox Valley
APPLETON, WI
Assets
$536.6M
Grants
448
Total Given
$32.4M
Mufg Union Bank Foundation Ag
MILWAUKEE, WI
Assets
$5.8M
Grants
441
Total Given
$8.5M
United Way of Greater Milwaukee &
MILWAUKEE, WI
Assets
$57.5M
Grants
434
Total Given
$46.0M
Ab Nicholas Scholarship Foundation
MEQUON, WI
Assets
—
Grants
420
Total Given
$3.4M
Kelben Foundation Inc
MILWAUKEE, WI
Assets
—
Grants
417
Total Given
$4.9M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Kubly Family Foundation Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities