The Charles E Kubly Foundation Inc logo

The Charles E Kubly Foundation Inc

Public charity · Grantmaker Mequon, WI EIN: 20-0375310 Website

The Charles E. Kubly Foundation Inc is a public charity based in Mequon, Wisconsin, formed in 2003. It funds nonprofit projects intended to improve the lives of people affected by depression, including work to raise awareness, reduce stigma, support suicide prevention, and improve access to mental health resources.

Key facts about The Charles E Kubly Foundation Inc

In short: The Charles E Kubly Foundation Inc gave $287K across 26 grants in 2026 (avg $11K), mostly in Wisconsin. 62% of 2026 grantees were new. Source: 2026 IRS Form 990.

EIN
20-0375310
Latest 990 filing
Form 990, 2026
Annual giving (2026)
$286,733
Grants made (2026)
26
Average grant
$11,028
Median grant
$10,000
New grantees (estimate)
62% first-time grantees (16 of 26, 2026)
Total assets
$1,744,971
Primary geography
Wisconsin (100% of itemized 2026 grant dollars)
How to apply
Applicants are encouraged to contact the executive director to discuss a request or send a Letter of Inquiry in advance of the deadline. Full details ↓

Data from IRS Form 990, 2026; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2026 IRS Form 990 · View filing

Total Assets

$1.7M

+3.1% YoY

Annual Giving

$287K

-2.1% YoY

Grant Count

26

+4.0% YoY

Avg Grant Size

$11K

-5.9% YoY

Is The Charles E Kubly Foundation Inc open to new grantees?

62%

first-time grantees, 2026

In 2026, 16 of 26 grantees (62%) were first-time recipients. First grants averaged $9K; repeat grants $14K. How we count

Medians: $10K first-time, $13K repeat.

  • 23% of 2026 grantees were also funded in 2025. Method
  • Giving held roughly steady from 2023 to 2026 (−7%). Method

Estimate from itemized grant lists in IRS Form 990 filings (2019–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s mission is to better the lives of those affected by depression by increasing public awareness, eliminating stigma, supporting suicide prevention, and promoting access to quality mental health resources.

It welcomes requests from not-for-profit organizations providing services to people affected by depression and their families; conducting stigma-reduction events or media campaigns; educating service providers; or offering educational programs focused on prevention of depression and suicide. It does not actively fund research, though it may consider research connected to a project in one of those areas.

Grantees’ stated missions illustrate the range of organizations supported. REDgen says it advocates for youth mental health and well-being; The Friendship Circle says it promotes compassion and inclusion through programs for teens and adults with special needs; and Milwaukee Film says it entertains, educates, and engages the community through cinematic experiences. These are the grantees’ own descriptions, not the foundation’s mission.

Grantmaking

In filing year 2025, the foundation reported 25 grants totaling $292,906. Grants ranged from $5,500 to $25,000, with a median of $10,000. The largest awards included $25,000 to The Bellin Health Foundation, $22,500 to The Friendship Circle, and $20,000 to REDgen. Other grants included $15,000 each to Lutheran Social Services of Wisconsin & Upper Michigan, Radio Milwaukee, Battle Scar Kids Foundation, Milwaukee Film, and Starfish Foundation.

Review Cycle

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Geographic Focus

Where this funder awards grants

The foundation prefers projects that impact Wisconsin, where it says the majority of its donor base resides. It will consider projects outside Wisconsin if they have potential as future projects for the state. In 2025, 88% of grant dollars went to Wisconsin recipients; the remaining dollars went to recipients in Georgia (5%), California (4%), and Massachusetts (3%).

Grant Distribution by State

9states

Share of 2026 grant dollars across all 26 itemized grants.

Cities

MilwaukeeMadisonFox PointWaukeshaWest AllisWest BendMequonRacineShorewoodGermantownGreen BayMukwonagoNew BerlinOconomowocSan MateoWashingtonWauwatosaWinnetkaAppletonCedarburg

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K27 grants2019 28 grants2021 17 grants2022 23 grants2023 17 grants2024 25 grants2025 26 grants2026

From 2019 to 2026, annual grant giving ranged from $204K (2022) to $310K (2023). In 2026 it made 26 grants totaling $287K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2026

Redgen Inc: $25KRedgen Inc$25KFriendship Circle: $20KFriendship Circle$20KJourney Mental Health Center Inc: $20KJourney Mental Health CenterInc$20KYouth and Family Project: $20KYouth and Family Project$20KPathfinders: $15KPathfinders$15KMilwaukee Public Schools: $13KMilwaukee Public Schools$13KFoundations Health & Wholeness: $12KFoundations Health & Wholeness$12KGreat Lakes Dry Hootch Inc: $12KGreat Lakes Dry Hootch Inc$12KBereaved Together: $10KBereaved Together$10KCommunity Advocates Public Policy Institute: $10KCommunity Advocates PublicPolicy Institute$10K

The largest 2026 recipient was Redgen Inc ($25K). Together the top 10 received $157K.

Grant Size Distribution

108 grants across all recorded years

107<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 107 grants of 108 (99%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Redgen Inc Shorewood, WIProgram Support$25,000
Friendship Circle Fox Point, WIProgram Support$20,000
Journey Mental Health Center Inc Madison, WIProgram Support$20,000
Youth and Family Project West Bend, WIProgram Support$20,000
Pathfinders Milwaukee, WIProgram Support$15,000
Milwaukee Public Schools Milwaukee, WIProgram Support$12,500
Foundations Health & Wholeness Green Bay, WIProgram Support$12,000
Great Lakes Dry Hootch Inc Milwaukee, WIProgram Support$12,000
Bereaved Together New Berlin, WIProgram Support$10,000
Community Advocates Public Policy Institute Milwaukee, WIProgram Support$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $1,692,426 $547,019 $461,121 $292,906
2024 $1,587,010 $462,615 $518,634 $281,113
2023 $1,554,321 $464,999 $470,372 $309,922
Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M2019 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$1,744,971$1,692,426$1,587,010
Revenue$463,491$547,019$462,615
Expenses$477,164$461,121$518,634
Net Investment Income$74,352$42,506$27,352

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS December 22, 2021)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS January 13, 2023)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS January 16, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS October 9, 2024)
  5. Updated Form 990 for fiscal year 2025 (received by the IRS October 8, 2025)
  6. Added Form 990 for fiscal year 2019 (received by the IRS January 14, 2020)
  7. Added Form 990 for fiscal year 2026 (received by the IRS June 29, 2026)
  8. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Kristina Rick as executive director; Linda Lundeen as president; Lori Kilian as vice president; Nick Hengst as treasurer; and Lily Kubly as secretary. Directors listed include Thayre Faust, Meg Fetherston Kasch, Molly Fritz, Mark Hansen, and Dean Knauss.

The Charles E Kubly Foundation Inc is led by Kristina Rick, Executive Director on every filing since 2021; 1 of 10 officers listed in 2026 is compensated.

Officers on the 2026 filing

  • Kristina Rick

    Executive Director

    On filings since 2021

    30 hrs/week

    $43K (2021) → $75K (2026)

  • Lori R. Kilian

    President

    Director → Vice President, 2021

    Vice President → President, 2026

    On filings since 2019

    1 hr/week

    No compensation reported

  • Meg Fetherston Kasch

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Molly Kubly Fritz

    Director

    President → Director, 2021

    On filings since 2019

    1 hr/week

    No compensation reported

  • Thayre Faust

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Dean Knauss

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Brenda Wesley

    Director

    On filings since 2025

    1 hr/week

    No compensation reported

  • Dylan Ross

    Director

    On filings since 2025

    1 hr/week

    No compensation reported

  • Erica Browne

    Director

    New on the 2026 filing

    1 hr/week

    No compensation reported

  • Nick Hengst

    Treasurer

    On filings since 2024

    1 hr/week

    No compensation reported

Former officers (11)
  • Former: Linda Lundeen (2019–2025) — President
  • Former: Lily Kubly (2021–2025) — Secretary
  • Former: Mark Hansen (2023–2025) — Director
  • Former: Evelyn Kelly (2019–2024) — Director
  • Former: Rosa Kim MD (2021–2024) — Director
  • Former: Dan Bird (2019–2023) — Director
  • Former: Laura Koppa (2019–2023) — Treasurer
  • Former: Jack Anick (2023) — Director
  • Former: Ann Homstad (2019–2021) — Former Executive Director
  • Former: Devin Wolf (2019) — Director
  • Former: Ross Williams (2019) — Director

Data from IRS Form 990 filings, 2019–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Kristina Rick — Executive Director: $75KKristina RickExecutive Director$75K

The highest reported compensation on the 2026 filing was $75K, to Kristina Rick (Executive Director).

Contact

Mailing address: 1341 W Mequon Road 220, Mequon, WI 53092
Phone: (414) 477-9959
Website: https://charlesekublyfoundation.org

Frequently asked questions about The Charles E Kubly Foundation Inc

How much does The Charles E Kubly Foundation Inc give each year?

The Charles E Kubly Foundation Inc gave $287K across 26 grants in 2026, according to its 2026 IRS Form 990. In 2025 it gave $293K across 25 grants.

What is The Charles E Kubly Foundation Inc's typical grant size?

The Charles E Kubly Foundation Inc's median grant in 2026 was $10,000, and its average grant was $11,028, across 26 grants on its 2026 IRS Form 990. Organizations receiving their first grant from The Charles E Kubly Foundation Inc that year got $9K on average.

Where does The Charles E Kubly Foundation Inc give grants?

The Charles E Kubly Foundation Inc gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2026 IRS Form 990 went to recipients there. The most frequent recipient cities were Milwaukee, WI (12 grants), Madison, WI (2 grants) and Waukesha, WI (2 grants).

Does The Charles E Kubly Foundation Inc give general operating support?

Not in 2026: none of the 26 grants with a stated purpose on The Charles E Kubly Foundation Inc's 2026 IRS Form 990 were described as general or operating support. Recurring purposes include "Program Support" (26 grants).

Who are The Charles E Kubly Foundation Inc's largest grantees?

The Charles E Kubly Foundation Inc's largest 2026 grantees include Redgen Inc ($25,000), Friendship Circle ($20,000) and Journey Mental Health Center Inc ($20,000), according to its 2026 IRS Form 990. Together they received 23% of its itemized 2026 grant dollars.

How large is The Charles E Kubly Foundation Inc?

The Charles E Kubly Foundation Inc reported $1.7M in total assets on its 2026 IRS Form 990. Its revenue that year was $463K.

What does The Charles E Kubly Foundation Inc fund?

The foundation’s mission is to better the lives of those affected by depression by increasing public awareness, eliminating stigma, supporting suicide prevention, and promoting access to quality mental health resources. See mission & focus areas ↑

How do I apply for a grant from The Charles E Kubly Foundation Inc?

Applicants are encouraged to contact the executive director to discuss a request or send a Letter of Inquiry in advance of the deadline. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Charles E Kubly Foundation Inc's EIN?

The Charles E Kubly Foundation Inc's EIN (Employer Identification Number) is 20-0375310. IRS Form 990 filing data is available on this page for 2019–2026.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

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