Plunkett Family Foundation

Private foundation · Grantmaker Milwaukee, WI EIN: 39-6681155

Plunkett Family Foundation is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $191K in total assets. In 2025, it awarded 6 grants totaling $28K. Net investment income was $59K.

Key facts about Plunkett Family Foundation

In short: Plunkett Family Foundation gave $28K across 6 grants in 2025 (avg $5K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
39-6681155
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$27,500
Grants made (2025)
6
Average grant
$4,583
Median grant
$1,050
Total assets
$191,332
Primary geography
Wisconsin (74% 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

$191K

+6.1% YoY

Annual Giving

$28K

+16.7% YoY

Grant Count

6

-53.8% YoY

Avg Grant Size

$5K

+152.9% YoY

Under IRS private-foundation payout rules, Plunkett Family Foundation reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.

How Plunkett Family Foundation gives

  • Giving fell 68% from 2022 to 2025. Method
  • In 2025 it paid out 234% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Plunkett Family Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

MilwaukeeHales CornersDarienAvonWarrensburgWest BendEdwardsMadisonOshkoshSaukvilleBaysideGlendaleHilton HeadKansas CityMemphisNorwalkRiver HillsSt MarysVailWarrenburg

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K20 grants2020 16 grants2021 15 grants2022 14 grants2023 13 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $24K (2024) to $94K (2020). In 2025 it made 6 grants totaling $28K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Milwaukee Repertory Theatre: $20KMilwaukee Repertory Theatre$20KFilling in the Blank: $5KFilling in the Blank$5KVail Valley Foundation: $1KVail Valley Foundation$1KCentral Hickory County Fire & Rescue: $1KCentral Hickory County Fire &Rescue$1KRotary Club of Milwaukee: $350Rotary Club of Milwaukee$350Planned Parenthood: $100Planned Parenthood$100

The largest 2025 recipient was Milwaukee Repertory Theatre ($20K). Together the top 6 received $28K.

Grant Size Distribution

64 grants across all recorded years

62<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 62 grants of 64 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Milwaukee Repertory Theatre Milwaukee, WIBuilding Fund$19,950
Filling in the Blank Norwalk, CTGeneral to Assit Organization$5,000
Vail Valley Foundation Avon, COGeneral to Assist Organization$1,100
Central Hickory County Fire & Rescue Wheatland, MOUpdate Equipment, Building Improvements, Community Outreach and Education$1,000
Rotary Club of Milwaukee Milwaukee, WIGeneral to Assist Organization$350
Planned Parenthood Milwaukee, WIGeneral to Assit Organization$100

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$191,332$180,314$212,759
Revenue$61,651$20,124$94,715
Expenses$50,633$52,569$82,407
Qualifying Distributions$48,376$53,044$77,567
Net Investment Income$59,394$16,119$90,246
Distributable Amount$20,639$19,693$18,571

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 27, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 23, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Plunkett Family Foundation's 2025 filing lists 5 officers; 4 of 5 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Karen W. Plunkett

    Trustee

    On filings since 2020

    1 hr/week

    $15K (2020) → $2K (2025)

  • Laura Plunkett

    Trustee

    On filings since 2020

    1 hr/week

    $2K (2020) → $2K (2025)

  • Robert G. Plunkett

    Trustee

    On filings since 2020

    1 hr/week

    $2K (2020) → $2K (2025)

  • Katherine Plunkett

    Trustee

    On filings since 2024

    1 hr/week

    $2K (2024) → $2K (2025)

  • Gwendolyn G. Plunkett

    Trustee

    On filings since 2020

    0.5 hrs/week

    No compensation reported

Former officers (1)
  • Former: Katherine Plunkett Davis (2020–2023) — Trustee

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 2025 IRS filing

Robert G Plunkett — Trustee: $2KRobert G PlunkettTrustee$2KKaren W Plunkett — Trustee: $2KKaren W PlunkettTrustee$2KKatherine Plunkett — Trustee: $2KKatherine PlunkettTrustee$2KLaura Plunkett — Trustee: $2KLaura PlunkettTrustee$2K

The highest reported compensation on the 2025 filing was $2K, to Robert G Plunkett (Trustee). 4 officers or directors reported compensation on that filing.

Frequently asked questions about Plunkett Family Foundation

How much does Plunkett Family Foundation give each year?

Plunkett Family Foundation gave $28K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 13 grants.

What is Plunkett Family Foundation's typical grant size?

Plunkett Family Foundation's median grant in 2025 was $1,050, and its average grant was $4,583, across 6 grants on its 2025 IRS Form 990-PF.

Where does Plunkett Family Foundation give grants?

Plunkett Family Foundation gives mostly in Wisconsin: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (18%). The most frequent recipient cities were Milwaukee, WI (3 grants).

Does Plunkett Family Foundation give general operating support?

Yes: 67% of Plunkett Family Foundation's 2025 grants with a stated purpose (4 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Plunkett Family Foundation's largest grantees?

Plunkett Family Foundation's largest 2025 grantees include Milwaukee Repertory Theatre ($19,950), Filling in the Blank ($5,000) and Vail Valley Foundation ($1,100), according to its 2025 IRS Form 990-PF. Together they received 95% of its itemized 2025 grant dollars.

How large is Plunkett Family Foundation?

Plunkett Family Foundation reported $191K in total assets on its 2025 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).

What is Plunkett Family Foundation's EIN?

Plunkett Family Foundation's EIN (Employer Identification Number) is 39-6681155. 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.

Your AI grants department

Here's the math on researching Plunkett Family Foundation by hand.

Explore Open Grants

Browse active grant opportunities in Plunkett Family Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Greater Milwaukee Foundation Inc

Milwaukee, WI

The Greater Milwaukee Foundation funds nonprofits working on regional needs such as education, housing, basic needs, health, arts and culture, and small business, with an emphasis on racial equity. Most 2024 grants were relatively modest (median $27,778), though amounts ranged from $5,017 to $4.56 million; its competitive cycles serve organizations in Milwaukee, Waukesha, Ozaukee and Washington counties. It accepts applications through competitive grant cycles held three times a year.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1B

Grants

838

Total Given

$66.8M

United Way of Greater Milwaukee & Waukesha County Inc

Milwaukee, WI

United Way of Greater Milwaukee & Waukesha County funds local human services and community programs focused on housing stability, digital access, employment, teen mental wellness, and community resilience. Its 2025 grants ranged from $5,000 to about $2 million, with a median of about $34,000, and most funding went to Wisconsin, especially its four-county region. It requires a Letter of Intent before a full application; the listed 2026–27 Letter of Intent deadline has passed.

Philanthropy, Voluntarism & Grantmaking

Assets

$50.8M

Grants

639

Total Given

$42.7M

Green Bay Packers Foundation

Green Bay, WI

The Green Bay Packers Foundation funds Wisconsin charities working in areas such as families, athletics, children’s safety and education, animal welfare, and other focus areas that vary by year. Its 2026 announcement describes typical awards of $3,000–$8,000, though some grants are larger; it accepts online applications during its stated cycle, February 2–April 1, 2026.

Assets

—

Grants

530

Total Given

$3.6M

Herbert H Kohl Charities Inc

Milwaukee, WI

Herb Kohl Charities funds education, civic engagement, and collaborative community initiatives, with a focus on Milwaukee and Wisconsin. Its 2025 grants ranged from $1,000 to $2 million, with a median of $5,000; specific programs offer Homegrown grants up to $5,000 and larger collaboration grants. It requires a letter of interest for its civic engagement opportunity, but the profile does not state whether it accepts unsolicited requests generally.

Assets

—

Grants

258

Total Given

$14.2M

Milwaukee Jewish Federation Inc

Milwaukee, WI

Funding supports Jewish community life through Milwaukee social services, education, campus programs, congregations, and community services, as well as Jewish communities in Israel and elsewhere. In 2025, grants ranged from $5,018 to $1,629,842, with a median of $16,662; most grant dollars went to Wisconsin recipients. The profile does not state whether unsolicited requests are accepted.

Assets

$280.1M

Grants

196

Total Given

$11.6M

Ralph Evinrude Foundation Inc

Milwaukee, WI

The Ralph Evinrude Foundation supports community services, education, health, arts and culture, and capital projects, primarily in Greater Milwaukee, Wisconsin. Its 2025 grants ranged from $1,500 to $100,000, with a median of $7,250. It accepts requests by letter and does not limit giving to preselected organizations; applications are due quarterly.

Assets

$13.7M

Grants

118

Total Given

$1.3M

Gardner Foundation

Milwaukee, WI

Gardner Foundation supports operating costs for Wisconsin nonprofits, including work in hunger relief, homelessness, mental health, education, and family services, with awards restricted to the Greater Milwaukee area. Its 2025 grants ranged from $1,000 to $10,000, with a median of $3,000. The 2024 filing says giving is not limited to preselected organizations and instructs applicants to submit the foundation’s form with an IRS 501(c)(3) determination letter.

Assets

$1.6M

Grants

60

Total Given

$233K

Thrivent Charitable Impact & Investing

Appleton, WI

Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$939.7M

Grants

2,565

Total Given

$84.6M

Alliant Energy Foundation Inc

Madison, WI

Assets

$28.5M

Grants

929

Total Given

$2.4M

Give Back Foundation

Madison, WI

Give Back Foundation distributes donor-designated contributions through workplace giving and other giving platforms to selected 501(c)(3) charities, rather than setting its own cause areas. In 2025, grants had a median of $9,066, with recipient organizations concentrated in Virginia, California, and Washington, D.C.; it does not accept unsolicited requests or work directly with charities.

Assets

$31.3M

Grants

639

Total Given

$40.1M

Community Foundation for the Fox Valley Region Inc

Appleton, WI

The Community Foundation for the Fox Valley Region funds public charities and public entities across areas including arts and culture, education, health, human services, community improvement, and the environment, with many grants focused on the Fox Valley. Its 2024 grants ranged from $5,073 to $5,841,877, with a median of $24,900; some funds accept applications through the grant portal, while others are donor-directed or invitation-only.

Assets

$536.6M

Grants

448

Total Given

$32.4M

More Funders in Wisconsin

Plunkett Family Foundation down — hundreds of funders to go?

Want AI to do this for you?