Funder DirectoryLEGACY INVESTMENT FOR A VIRTUOUS
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Private foundation (trust)EIN 830658111Est. 2020-10

LEGACY INVESTMENT FOR A VIRTUOUS

MILWAUKEE, WI 532025510

Total Assets

$10.5M

FY 2024

Annual Giving

$50K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$50K

FY 2024

Grant Range

$50K–$50K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$50K

Our mission is to advocate for the ideals of character education and servant leadership both locally and globally. To fulfill our mission, we provide charitable grants to support charitable, scientific, literary, and educational purposes.

Financial Snapshot

2024 filing

Total Revenue

$180K

Total Expenses

$220K

Qualifying Distributions

$213K

Distributable Amount

$483K

Min. Investment Return

$486K

Undistributed Income

$35K

Payout rate 44%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.44%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

2 years

Giving over time from 2020 to 2024. Peak $50K in 2024. Hover bars for details.

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

Top Recipients

2 grants

FOND DU LAC AREA FOUNDATION
$50K
1 grant
GREENLEF CENTER FOR SERVANT LEADERSHIP
$10K
1 grant

Grant Size Distribution

2 grants

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

Geographic Focus

2 states

Wisconsin
$50K
83% of total
Georgia
$10K
17% of total

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LEGACY INVESTMENT FOR A VIRTUOUS — Grants, Financials & Contact | Grantivo