Funder DirectoryALLISS EDUCATIONAL FOUNDATION-EQUITY
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Private foundation (trust)EIN 416011054Est. 1964-01

ALLISS EDUCATIONAL FOUNDATION-EQUITY

MILWAUKEE, WI 532010634

By invitation only

Total Assets

$116.8M

FY 2023

Annual Giving

$5.9M

FY 2023

Grants Made

22

FY 2023

Avg Grant

$266K

FY 2023

Grant Range

$5K–$1.1M

Typical

Deadlines

N/a - does not accept applications

Applications

Financial Snapshot

2023 filing

Total Revenue

$14.5M

Total Expenses

$7.1M

Qualifying Distributions

$6.1M

Distributable Amount

$5.7M

Min. Investment Return

$5.6M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

22 grants

Grant sizes from minimum $5K through median $196K to maximum $1.1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $6M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

60 grants

MINNESOTA STATE SYSTEM
$3.1M
3 grants
UNIVERSITY OF ST THOMAS
$1.9M
3 grants
UNIVERSITY OF MINNESOTA
$1.8M
2 grants
ST OLAF COLLEGE
$967K
3 grants
GUSTAVUS ADOLPHUS COLLEGE
$900K
3 grants
UNIVERSITY OF MINNESOTA - TWIN CITIES
$896K
1 grant
AUGSBURG COLLEGE
$727K
3 grants
CONCORDIA UNIVERSITY
$708K
3 grants

Grant Size Distribution

60 grants

<$10K
3
grants
$10–50K
$50–250K
41
grants
$250K–1M
14
grants
$1–5M
2
grants
$5M+

Geographic Focus

4 states

Minnesota
$16.0M
93% of total
Michigan
$471K
3% of total
Wisconsin
$369K
2% of total
California
$331K
2% of total
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