Peggy Ann Family Foundation Inc

Private foundation · Grantmaker Milwaukee, WI EIN: 27-2820688

Peggy Ann Family Foundation Inc is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $290K in total assets. In 2025, it awarded 3 grants totaling $24K.

Key facts about Peggy Ann Family Foundation Inc

In short: Peggy Ann Family Foundation Inc gave $24K across 3 grants in 2025 (avg $8K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
27-2820688
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$24,341
Grants made (2025)
3
Average grant
$8,114
Median grant
$5,000
Total assets
$289,940
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$290K

+8.9% YoY

Annual Giving

$24K

-58.7% YoY

Grant Count

3

-40.0% YoY

Avg Grant Size

$8K

-31.2% YoY

Under IRS private-foundation payout rules, Peggy Ann Family Foundation Inc reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.

How Peggy Ann Family Foundation Inc gives

  • Giving fell 60% from 2022 to 2025. Method
  • In 2025 it paid out 217% of its IRS minimum distribution (the 5% rule). 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

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

MilwaukeeRacineSister BaySlinger

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K2 grants2020 1 grant2021 1 grant2022 1 grant2023 5 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $24K (2025) to $94K (2023). In 2025 it made 3 grants totaling $24K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Aurora Healthcare Foundation Inc: $19KAurora Healthcare FoundationInc$19KMilwaukee Institute of Art & Design: $5KMilwaukee Institute of Art &Design$5KGreat Lakes Community Conservation Corps: $500Great Lakes CommunityConservation Corps$500

The largest 2025 recipient was Aurora Healthcare Foundation Inc ($19K). Together the top 3 received $24K.

Grant Size Distribution

11 grants across all recorded years

9<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 11 (82%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Aurora Healthcare Foundation Inc Milwaukee, WITo Benefit Kradwell School$18,841
Milwaukee Institute of Art & Design Milwaukee, WIArt Education$5,000
Great Lakes Community Conservation Corps Racine, WIGeneral Support-Help Veterans Services$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$289,940$266,245$262,880
Revenue$39,052$51,656$69,505
Expenses$41,426$81,093$114,761
Qualifying Distributions$25,466$63,121$96,824
Net Investment Income——$28,554
Distributable Amount$11,722$10,355$11,191

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Peggy Ann Family Foundation Inc is led by Peggy Ann, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Peggy Ann

    President

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • William Komisar

    Director

    On filings since 2023

    0.3 hrs/week

    $1K (2023) → $0 (2025)

  • Justin Vannieuwenhoven

    Director

    On filings since 2023

    0.3 hrs/week

    No compensation reported

  • Michael Johnston

    Director

    New on the 2025 filing

    0.3 hrs/week

    No compensation reported

Former officers (9)
  • Former: James Beaudoin Part-Year (2023) — Director
  • Former: Michael May Part-Year (2023) — Director
  • Former: James Beaudoin (2021–2022) — Director
  • Former: Michael May (2022) — Director
  • Former: Abbey Dickert (2020–2021) — Director
  • Former: David Sims (2020–2021) — Director
  • Former: Erin Bulson (2020–2021) — Director
  • Former: Stacey Dickert (2020–2021) — Director
  • Former: Cynthia Stoll (2021) — Director

Data from IRS Form 990 filings, 2020–2025. "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

William Komisar — Director: $2KWilliam KomisarDirector$2K

The highest reported compensation on the 2024 filing was $2K, to William Komisar (Director).

Frequently asked questions about Peggy Ann Family Foundation Inc

How much does Peggy Ann Family Foundation Inc give each year?

Peggy Ann Family Foundation Inc gave $24K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $59K across 5 grants.

What is Peggy Ann Family Foundation Inc's typical grant size?

Peggy Ann Family Foundation Inc's median grant in 2025 was $5,000, and its average grant was $8,114, across 3 grants on its 2025 IRS Form 990-PF.

Where does Peggy Ann Family Foundation Inc give grants?

Peggy Ann Family Foundation Inc gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (2 grants).

Does Peggy Ann Family Foundation Inc give general operating support?

Yes: 33% of Peggy Ann Family Foundation Inc's 2025 grants with a stated purpose (1 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Peggy Ann Family Foundation Inc?

Peggy Ann Family Foundation Inc reported $290K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).

What is Peggy Ann Family Foundation Inc's EIN?

Peggy Ann Family Foundation Inc's EIN (Employer Identification Number) is 27-2820688. IRS Form 990 filing data is available on this page for 2020–2025.

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

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