Peggy Greenberg Foundation Mng Agy

MILWAUKEE, WI EIN: 83-1168462

Peggy Greenberg Foundation Mng Agy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $975K in total assets. In 2024, it awarded 2 grants totaling $51K. Net investment income was $62K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$975K

+0.6% YoY

Annual Giving

$51K

-3.4% YoY

Grant Count

-33.3% YoY

Avg Grant Size

$25K

+44.9% YoY

Under IRS private-foundation payout rules, Peggy Greenberg Foundation Mng Agy reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.

About Peggy Greenberg Foundation Mng Agy

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $243K (100%)

States

Ohio

Cities

Blue AshCincinattiCincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$975,240	$969,469	$905,632
Revenue	$69,935	$126,170	$32,702
Expenses	$63,635	$61,815	$73,682
Qualifying Distributions	$53,222	$54,915	$64,562
Net Investment Income	$62,282	$118,843	$24,433
Distributable Amount	$60,942	$53,336	$56,063

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

14 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Auxiliary of the Jewish Hospital Inc ($45,774), Indian Hill Pto ($5,000).

Recipient	Purpose	Amount
THE AUXILIARY OF THE JEWISH HOSPITAL INC CINCINNATI, OH	GENERAL OPERATING	$45,774
INDIAN HILL PTO CINCINNATI, OH	GENERAL OPERATING	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PEGGY A GREENBERG	TRUSTEE/DIRECTOR	1	—
PATTI A ROTHFUSS	TRUSTEE/DIRECTOR	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Peggy Greenberg Foundation Mng Agy?

Peggy Greenberg Foundation Mng Agy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $975K in total assets as of 2024.

How large is Peggy Greenberg Foundation Mng Agy?

As of 2024, Peggy Greenberg Foundation Mng Agy holds $975K in total assets with $70K in annual revenue. It awarded 2 grants totaling $51K in 2024.

Where does Peggy Greenberg Foundation Mng Agy operate?

Peggy Greenberg Foundation Mng Agy has awarded grants in Ohio.

What size grants does Peggy Greenberg Foundation Mng Agy award?

In 2024, Peggy Greenberg Foundation Mng Agy awarded 2 grants totaling $51K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is Peggy Greenberg Foundation Mng Agy required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Peggy Greenberg Foundation Mng Agy reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Peggy Greenberg Foundation Mng Agy's EIN?

Peggy Greenberg Foundation Mng Agy's EIN (Employer Identification Number) is 83-1168462. IRS Form 990 filing data is available on this page for 2020–2024.