Private foundation
MADISON, WIEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $744,160 | $2,853,627 | $2,830,500 | $3,598,722 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 23% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| YMCA OF DANE COUNTYMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.MADISON, WI | UNRESTRICTED CHARITABLE GRANT | $1,860,000 | 2024 |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James J Bakke | PRESIDENT | 1.00 | $0 |
| Deborah A Schwartz | VICE PRESIDENT | 1.00 | $0 |
| Tony Fox | TREASURER | 1.00 | $0 |
| Blaine R Renfert | SECRETARY/GENERAL COUNSEL, DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $3,598,722 |
| FY2023 | 990-PF | $193,972 | $913,090 | $893,810 | $5,809,152 | $5,809,152 |
| FY2022 | 990-PF | $153,791 | $1,235,019 | $1,205,000 | $5,904,655 | $5,904,655 |
| FY2021 | 990-PF | $331,972 | $273,019 | $246,000 | $8,094,857 | $8,094,857 |
| FY2020 | 990-PF | $216,213 | $263,631 | $232,000 | $7,550,365 | $7,550,365 |
| FY2019 | 990-PF | $126,263 | $220,165 | $187,472 | $7,125,245 | $7,125,245 |
| ED NEBBINS FOUNDATIONVERONA, WI | HUMAN SERVICES | $500,000 | 2022 |
| ED NEBBINS FOUNDATIONVERONA, WI | UNRESTRICTED CHARITABLE GRANT | $500,000 | 2023 |
| UNITED WAY OF DANE COUNTYMADISON, WI | HUMAN SERVICES | $270,000 | 2022 |
| RIVER FOOD PANTRYMADISON, WI | UNRESTRICTED CHARITABLE GRANT | $250,000 | 2024 |
| AMERICAN RED CROSSWASHINGTON, DC | HUMAN SERVICES - GREATEST NEED | $150,000 | 2022 |
| AMERICAN RED CROSSWASHINGTON, DC | UNRESTRICTED CHARITABLE GRANT | $110,170 | 2023 |
| UNITED WAY OF DANE COUNTYMADISON, WI | UNRESTRICTED CHARITABLE GRANT | $104,500 | 2024 |
| ICE INCMATTHEWS, NC | HUMAN SERVICES | $100,000 | 2022 |
| BADGER PRAIRIE NEEDS NETWORKVERONA, WI | UNRESTRICTED CHARITABLE GRANT | $75,000 | 2024 |
| UNITED WAY OF DANE COUNTYMADISON, WI | UNRESTRICTED CHARITABLE GRANT | $72,000 | 2023 |
| UNITED WAY OF DANE COUNTYMADISON, WI | HUMAN SERVICES | $68,000 | 2021 |
| UNITED WAY OF DANE COUNTYMADISON, WI | HUMAN SERVICES | $65,000 | 2020 |
| UNITED WAY DANE COUNTYMADISON, WI | HUMAN SERVICES | $62,000 | 2019 |
| AMERICAN RED CROSSWASHINGTON, DC | UNRESTRICTED CHARITABLE GRANT | $50,000 | 2024 |
| MADISON PUBLIC SCHOOLS FOUNDATION INCMADISON, WI | UNRESTRICTED CHARITABLE GRANT | $50,000 | 2024 |
| ANNIKA FOUNDATIONFRAMINGHAM, MA | HUMAN SERVICES | $50,000 | 2022 |
| CHEF ANN FOUNDATIONBOULDER, CO | UNRESTRICTED CHARITABLE GRANT | $50,000 | 2024 |
| BREAKTHROUGH T1DMatched to this organization because 24 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2024 to 2025. Counted Oct 9, 2026.HAGERSTOWN, MD | UNRESTRICTED CHARITABLE GRANT | $30,000 | 2024 |
| MADISON AREA FOOD PANTRY GARDENSMADISON, WI | UNRESTRICTED CHARITABLE GRANT | $25,000 | 2024 |
| WAYFORWARD RESOURCES INCMIDDLETON, WI | UNRESTRICTED CHARITABLE GRANT | $25,000 | 2024 |
| AGRACE HOSPICECARE INCMADISON, WI | HEALTHCARE - PLEDGE PAYMENT 3 OF 5 'CARE FOR ALL' | $25,000 | 2019 |
| AGRACE HOSPICECARE INCMADISON, WI | HEALTHCARE - PLEDGE PAYMENT 4 OF 5 'CARE FOR ALL' | $25,000 | 2020 |
| SUNSHINE PLACE INCSUN PRAIRIE, WI | UNRESTRICTED CHARITABLE GRANT | $25,000 | 2024 |
| JDRF WISCONSIN CHAPTERMADISON, WI | UNRESTRICTED CHARITABLE GRANT | $25,000 | 2023 |
| 1.00 |
| $0 |
| Susan A Bakke | DIRECTOR | 1.00 | $0 |
| Frederick P Schwartz | DIRECTOR | 1.00 | $0 |
| Maggie M Pascaly | EXECUTIVE DIRECTOR | 1.00 | $0 |
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202423039349101097
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202313009349100131
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202233189349105968
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202143159349103374
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202012889349100921
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.