Robert H Nagy Family Foundation
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.
Robert H Nagy Family Foundation at a glance
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.
- Annual giving (2025)
- $29,774
- +5.5% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $4,962
- +5.5% vs 2024
- Median grant
- $5,000
- Total assets
- $534,604
- +2.4% vs 2024
- Primary geography
- Wisconsin (83% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Robert H Nagy Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Macc Fund Inc ($5K). Together the top 6 received $30K.
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 34 grants of 34 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $22K (2020) to $33K (2022). In 2025 it made 6 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Macc Fund Inc Milwaukee, WI | Program Support | $5,000 |
| Make a Wish Wisconsin Wauwatosa, WI | Program Support | $5,000 |
| Home for Our Troops Tauton, MA | Program Support | $5,000 |
| Waukesha Police Department Canine Waukesha, WI | K-9 FUND | $5,000 |
| Stars and Stripes Honor Flight Menomonee Falls, WI | Program Support | $5,000 |
| Milwaukee Homeless Veterans West Allis, WI | Program Support | $4,774 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $534,604 | $49,732 | $37,332 | $29,774 | 6 | $29,774 | $42,805 | $31,701 |
| 2024 | $522,088 | $40,145 | $35,972 | $28,219 | 6 | $28,919 | $33,281 | $30,474 |
| 2023 | $518,288 | $9,691 | $35,049 | $27,332 | 8 | $27,332 | $7,481 | $28,219 |
| 2022 | $545,246 | $14,140 | $40,116 | $32,733 | 7 | $32,733 | $7,830 | $27,332 |
| 2021 | $571,662 | $54,529 | $30,255 | $23,704 | 7 | $24,474 | $49,146 | $33,475 |
| 2020 | $547,393 | $156,047 | $25,910 | $22,000 | 8 | — | $22,137 | $23,732 |
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.
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Robert H Nagy Family Foundation funds
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