Robert H Nagy Family Foundation

Private foundation · Grantmaker Milwaukee, WI EIN: 39-6783372

Robert H Nagy 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 $535K in total assets. In 2025, it awarded 6 grants totaling $30K. Net investment income was $43K.

Key facts about Robert H Nagy Family Foundation

In short: Robert H Nagy Family Foundation gave $30K across 6 grants in 2025 (avg $5K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
39-6783372
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$29,774
Grants made (2025)
6
Average grant
$4,962
Median grant
$5,000
Total assets
$534,604
Primary geography
Wisconsin (83% 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

$535K

+2.4% YoY

Annual Giving

$30K

+5.5% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$5K

+5.5% YoY

Under IRS private-foundation payout rules, Robert H Nagy Family Foundation reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.

How Robert H Nagy Family Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−9%). Method
  • In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

5states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

MilwaukeeWaukeshaWauwatosaTautonMenomonee FallsSpringfieldWest AllisTauntonHartlandRockville

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K8 grants2020 7 grants2021 7 grants2022 8 grants2023 6 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $22K (2020) to $33K (2022). In 2025 it made 6 grants totaling $30K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Macc Fund Inc: $5KMacc Fund Inc$5KMake a Wish Wisconsin: $5KMake a Wish Wisconsin$5KHome for Our Troops: $5KHome for Our Troops$5KWaukesha Police Department Canine: $5KWaukesha Police DepartmentCanine$5KStars and Stripes Honor Flight: $5KStars and Stripes Honor Flight$5KMilwaukee Homeless Veterans: $5KMilwaukee Homeless Veterans$5K

The largest 2025 recipient was Macc Fund Inc ($5K). Together the top 6 received $30K.

Grant Size Distribution

34 grants across all recorded years

34<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 34 grants of 34 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Macc Fund Inc Milwaukee, WIProgram Support$5,000
Make a Wish Wisconsin Wauwatosa, WIProgram Support$5,000
Home for Our Troops Tauton, MAProgram Support$5,000
Waukesha Police Department Canine Waukesha, WIK-9 FUND$5,000
Stars and Stripes Honor Flight Menomonee Falls, WIProgram Support$5,000
Milwaukee Homeless Veterans West Allis, WIProgram Support$4,774

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$534,604$522,088$518,288
Revenue$49,732$40,145$9,691
Expenses$37,332$35,972$35,049
Qualifying Distributions$29,774$28,919$27,332
Net Investment Income$42,805$33,281$7,481
Distributable Amount$31,701$30,474$28,219

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 13, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS September 25, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 31, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Robert H Nagy Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • John R. Nagy

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Wendy C. Hendrickson

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

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.

Frequently asked questions about Robert H Nagy Family Foundation

How much does Robert H Nagy Family Foundation give each year?

Robert H Nagy Family Foundation gave $30K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 6 grants.

What is Robert H Nagy Family Foundation's typical grant size?

Robert H Nagy Family Foundation's median grant in 2025 was $5,000, and its average grant was $4,962, across 6 grants on its 2025 IRS Form 990-PF.

Where does Robert H Nagy Family Foundation give grants?

Robert H Nagy Family Foundation gives mostly in Wisconsin: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (17%).

Does Robert H Nagy Family Foundation give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on Robert H Nagy Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (5 grants).

Who are Robert H Nagy Family Foundation's largest grantees?

Robert H Nagy Family Foundation's largest 2025 grantees include Macc Fund Inc ($5,000), Make a Wish Wisconsin ($5,000) and Home for Our Troops ($5,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.

How large is Robert H Nagy Family Foundation?

Robert H Nagy Family Foundation reported $535K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Robert H Nagy Family Foundation's EIN?

Robert H Nagy Family Foundation's EIN (Employer Identification Number) is 39-6783372. 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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