Melvin & Caroline Kugel Family Foundation
Melvin & Caroline Kugel Family Foundation is a private foundation, based in Eagle, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $37K in total assets. Net investment income was $592.
Melvin & Caroline Kugel Family Foundation at a glance
- Total assets
- $36,721
- +1.3% vs 2023
- Revenue (2024)
- $1,327
- -21.8% vs 2023
- Net investment income (2024)
- $592
- -42.3% vs 2023
- Expenses (2024)
- $735
- -80.0% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Melvin & Caroline Kugel Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Melvin & Caroline Kugel Family Foundation gives
- Giving fell 28% from 2020 to 2023. Method
- In 2023 it paid out 142% 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
From 2020 to 2023, annual grant giving ranged from $3K (2023) to $4K (2020). In 2023 it made 2 grants totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Eagle United Methodist Church Eagle, WI | Charitable Contribution | $1,500 |
| Kettle Moraine Community Church North Prairie, WI | Charitable Contribution | $1,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $36,721 | $1,327 | $735 | — | — | — | $592 | $2,355 |
| 2023 | $36,237 | $1,698 | $3,672 | $3,000 | 2 | $3,000 | $1,026 | $2,116 |
| 2022 | $43,102 | $1,400 | $3,652 | $3,652 | 2 | $3,652 | $1,400 | $2,104 |
| 2020 | $48,220 | $1,532 | $5,851 | $4,145 | 3 | — | $1,532 | $2,354 |
Under IRS private-foundation payout rules, Melvin & Caroline Kugel Family Foundation reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Melvin & Caroline Kugel Family Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Caroline E. Kugel
Trustee
On filings since 2020
No compensation reported
Melvin J. Kugel
Trustee
On filings since 2020
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.
Frequently asked questions about Melvin & Caroline Kugel Family Foundation
How large is Melvin & Caroline Kugel Family Foundation?
Melvin & Caroline Kugel Family Foundation reported $37K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $1K.
Where does Melvin & Caroline Kugel Family Foundation operate?
Melvin & Caroline Kugel Family Foundation has awarded grants in Wisconsin.
How much is Melvin & Caroline Kugel Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Melvin & Caroline Kugel Family Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Melvin & Caroline Kugel Family Foundation's EIN?
Melvin & Caroline Kugel Family Foundation's EIN (Employer Identification Number) is 46-1806988. 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
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 17, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
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