Tabat Family Foundation Inc
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
Share of all 2 itemized 2024 grant dollars.
States
Cities
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
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| GPS EDUCATION PARTNERS Waukesha, WI | CHARITABLE | $500,000 |
| MSOE Milwaukee, WI | CHARITABLE | $250,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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.
Here's the math on researching Tabat Family Foundation Inc by hand.
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