Tabat Family Foundation Inc

Foundation · Grantmaker Waukesha, WI EIN: 01-0852699

Tabat Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Waukesha, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 2 grants totaling $750K. Net investment income was $298K.

Key facts about Tabat Family Foundation Inc

In short: Tabat Family Foundation Inc gave $750K across 2 grants in 2024 (avg $375K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.

EIN
01-0852699
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$750,000
Grants made (2024)
2
Average grant
$375,000
Median grant
$375,000
Total assets
$4,069,701
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.1M

-7.7% YoY

Annual Giving

$750K

Grant Count

2

Avg Grant Size

$375K

Under IRS private-foundation payout rules, Tabat Family Foundation Inc reported a distributable amount of $260K for 2024 — the minimum it must pay out in qualifying distributions.

How Tabat Family Foundation Inc gives

  • Giving fell 44% from 2021 to 2024. Method
  • In 2024 it paid out 289% 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 all 2 itemized 2024 grant dollars.

States

Cities

WaukeshaMilwaukee

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M4 grants20204 grants20210 grants20220 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

GPS Education Partners: $500KGPS Education Partners$500KMsoe: $250KMsoe$250K

Grant Size Distribution

10 grants across all recorded years

<$50K$50–100K2$100–250K5$250–500K3$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
GPS EDUCATION PARTNERS Waukesha, WICHARITABLE$500,000
MSOE Milwaukee, WICHARITABLE$250,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M20202021202220232024
Metric202420232022
Total Assets$4,069,701$4,408,224$3,734,061
Revenue$925,774$700,787$738,399
Expenses$779,956$26,624$24,811
Qualifying Distributions$750,000——
Net Investment Income$297,774$105,772$110,399
Distributable Amount$259,547$211,264$178,814

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Tabat Family Foundation Inc is led by Dawn A. Tabat, President, Treasurer & Treasurer on every filing since 2020; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Dawn A. Tabat

    President, Treasurer & Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Jake T. Ksobiech

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Rachel Ksobiech-Wierzba

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Susan Tabat

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 Tabat Family Foundation Inc

How much does Tabat Family Foundation Inc give each year?

Tabat Family Foundation Inc gave $750K across 2 grants in 2024, according to its 2024 IRS Form 990-PF.

How large is Tabat Family Foundation Inc?

Tabat Family Foundation Inc reported $4.1M in total assets on its 2024 IRS Form 990-PF. It paid out $750K in qualifying distributions that year, against a required minimum of $260K (roughly 5% of its investment assets).

What is Tabat Family Foundation Inc?

Tabat Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Waukesha, WI. It holds $4.1M in total assets as of 2024.

Where does Tabat Family Foundation Inc operate?

Tabat Family Foundation Inc has awarded grants in Wisconsin.

What is Tabat Family Foundation Inc's EIN?

Tabat Family Foundation Inc's EIN (Employer Identification Number) is 01-0852699. IRS Form 990 filing data is available on this page for 2020–2024.

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

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