Funder DirectoryJACOBSON & SCHMITT ADVISORS IMPACT FUND
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Private foundation (trust)EIN 876985903Est. 2022-09

JACOBSON & SCHMITT ADVISORS IMPACT FUND

MIDDLETON, WI 53562

Accepts unsolicited proposals

Total Assets

$59K

FY 2024

Annual Giving

$3K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$1K

FY 2024

Grant Range

$1K–$2K

Typical

Deadlines

There are no submission deadlines.

Applications

Programs & Activities

Program 1

$2K

The foundation provides education for financial capability and economic empowerment to low and moderate-income youth and families.

Program 2

$1K

The foundations provides donations to help with unique resources at the university of wisconsin - madison.

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$34K

Total Expenses

$3K

Qualifying Distributions

$3K

Distributable Amount

$2K

Min. Investment Return

$2K

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.

Giving Over Time

2 years

Giving over time from 2023 to 2024. Peak $3K in 2024. Hover bars for details.

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

Top Recipients

4 grants

THE ROAD HOME DANE COUNTY
$2K
2 grants
ASSET BUILDERS
$2K
1 grant
FRIENDS OF THE WAISMAN CENTER
$1K
1 grant

Grant Size Distribution

4 grants

<$10K
4
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Wisconsin
$5K
100% of total

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