Madison Investments Foundation Inc

MADISON, WI EIN: 82-3835195

Madison Investments Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $416K in total assets. In 2024, it awarded 39 grants totaling $111K. Net investment income was $20K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$416K

+10.9% YoY

Annual Giving

$111K

+9.5% YoY

Grant Count

+14.7% YoY

Avg Grant Size

$3K

-4.5% YoY

Under IRS private-foundation payout rules, Madison Investments Foundation Inc reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.

About Madison Investments Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $429K (84%)

California $52K (10%)

Maryland $8K (1%)

New York $5K (1%)

Alabama $5K (1%)

Georgia $3K (0%)

Kansas $3K (0%)

Missouri $2K (0%)

+10 more states

States

Alabama California Colorado Florida Georgia Illinois Kansas Maryland Michigan Missouri Montana New Hampshire New York Tennessee Texas Virginia Washington Wisconsin

Cities

AmericusBoulderBozemanConcordCross PlainsEast LansingFitchburgFox PointGarden ValleyHighland ParkKansas CityLansdowneLos AngelesMadisonMaxwell AfbMaxwell Air Force BaseMemphisMiddletonMilwaukeeMt Horeb

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$415,909	$375,069	$399,733
Revenue	$152,270	$158,795	$151,316
Expenses	$111,430	$101,559	$111,493
Qualifying Distributions	$111,180	$101,138	$111,350
Net Investment Income	$20,240	$15,270	$11,816
Distributable Amount	$22,161	$18,863	$16,604

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

168 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Goodman Community Center ($10,080), Children's Theater of Madison ($10,000), Heart of the Brain ($10,000).

Recipient	Purpose	Amount
ASSET BUILDERS MADISON, WI	PROMOTE AND IMPLEMENT WEALTH-BUILDING STRATEGIES FOR LOW- TO MODERATE-INCOME ADULTS AND YOUTH	$2,000
BAY VIEW COMMUNITY CENTER MILWAUKEE, WI	WE BRING PEOPLE TOGETHER TO BUILD COMMUNITY AS AN INCLUSIVE, INDEPENDENT, COMMUNITY-SUPPORTED NONPROFIT ORGANIZATION.	$1,000
BIKES FOR KIDS WISCONSIN MADISON, WI	BIKES FOR KIDS WISCONSIN IS POWERED BY OUR LOVE OF CYCLING, OUR COMMUNITY, AND OUR PLANET. WE INCREASE THE USE OF BICYCLE-BASED TRANSPORTATION FOR EVERYONE	$1,000
BLACKHAWK SKI CLUB MIDDLETON, WI	TO DEVELOP AND PROMOTE SKIING AND OTHER WINTER SPORTS IN MADISON, WISCONSIN AND ENVIRONS, BY IMPROVING EXISTING FACILITIES, DEVELOPMENT OF NEW AREAS,	$1,500
CARENET PREGNANCY CENTER MADISON, WI	TO SUPPORT THE WORK DONE BY CARENET PREGNANCY CENTER.	$1,500
CHILDREN'S MERCY - KANSAS CITY KANSAS CITY, MO	EXCELLENCE IN HEALTHCARE FOR CHILDREN	$1,000
CHILDREN'S THEATER OF MADISON MADISON, WI	TO SUPPORT THE WORK DONE BY CHILDREN'S THEATER OF MADISON.	$10,000
CLASSMATES LITERACY FOUNDATION MIDDLETON, WI	WE BELIEVE EVERY CHILD DESERVES A STRONG FOUNDATION IN LITERACYREGARDLESS OF BACKGROUND, ZIP CODE, OR DISABILITYAND THAT BEGINS WITH WELL-PREPARED EDUCATORS	$1,000
FEED KITCHENS MADISON, WI	GENERAL OPERATING SUPPORT	$1,000
FELLER SCHOOL MADISON, WI	TO PROVIDE COMPREHENSIVE EDUCATIONAL PROGRAMMING FOR CHILDREN AT-RISK OR SUFFERING FROM DYSLEXIA AS WELL AS TO FACILITATE TEACHER TRAINING AND PARENTAL EDUCATION IN SCHOOLS AND THE COMMUNITY	$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PATRICK RYAN	SECRETARY-TREASURER	1	—
MAYA BITTAR	VICE-PRESIDENT	0.5	—
STEVE CARL	VICE-PRESIDENT	0.5	—
SARAH MORKEN	VICE-PRESIDENT	0.5	—
LESLIE OLIVERSEN	PRESIDENT	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Madison Investments Foundation Inc?

Madison Investments Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, WI. It holds $416K in total assets as of 2024.

How large is Madison Investments Foundation Inc?

As of 2024, Madison Investments Foundation Inc holds $416K in total assets with $152K in annual revenue. It awarded 39 grants totaling $111K in 2024.

Where does Madison Investments Foundation Inc operate?

Madison Investments Foundation Inc has awarded grants in Alabama, California, Colorado, Florida, Georgia, Illinois, Kansas, Maryland, Michigan, Missouri, Montana, New Hampshire, New York, Tennessee, Texas, Virginia, Washington, Wisconsin.

What size grants does Madison Investments Foundation Inc award?

In 2024, Madison Investments Foundation Inc awarded 39 grants totaling $111K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Madison Investments Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Madison Investments Foundation Inc reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Madison Investments Foundation Inc's EIN?

Madison Investments Foundation Inc's EIN (Employer Identification Number) is 82-3835195. IRS Form 990 filing data is available on this page for 2020–2024.