Private foundation (trust)EIN 814661673Est. 2017-07

LUMW FOUNDATION

PLEASANT PRAIRIE, WI 53158

Total Assets

$8.1M

FY 2023

Annual Giving

$3.3M

FY 2023

Grants Made

73

FY 2023

Avg Grant

$45K

FY 2023

Grant Range

$100–$1.9M

Typical

Deadlines

Applications

Programs & Activities

Program 1

The lumw foundation is organized and operated for the sole purpose of making cash contributions to qualifying public charities. The foundation does not engage in any other direct charitable activities.

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$2.3M

Total Expenses

$3.3M

Qualifying Distributions

$3.3M

Distributable Amount

$380K

Min. Investment Return

$384K

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

73 grants

Grant sizes from minimum $100 through median $1K to maximum $1.9M, 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

5 years

Giving over time from 2019 to 2023. Peak $3.9M in 2021. Hover bars for details.

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

Top Recipients

203 grants

Recipient names are missing from the available filing data for some grants.

FRIENDS OF GENESEE THEATRE
$5.9M
3 grants
SEE
$3.8M
1 grant
ST JOSEPH CATHOLIC ACADEMY
$1.7M
3 grants
TOWN OF MANITOWISH WATERS
$373K
3 grants
BOULDER JUNCTION COMMUNITY FOUNDATION
$325K
2 grants
MANITOWISH WATERS BIKE TRAIL INC
$287K
3 grants
NORTH LAKELAND SCHOOL DISTRICT
$160K
3 grants
JO DAVIESS CONSERVATION FOUNDATION
$160K
2 grants

Grant Size Distribution

203 grants

<$10K
162
grants
$10–50K
22
grants
$50–250K
10
grants
$250K–1M
4
grants
$1–5M
5
grants
$5M+

Geographic Focus

11 states

Illinois
$10.2M
59% of total
Wisconsin
$7.2M
41% of total
District of Columbia
$6K
0% of total
Wyoming
$5K
0% of total
Virginia
$4K
0% of total
Florida
$3K
0% of total
California
$2K
0% of total
Minnesota
$2K
0% of total
Tennessee
$2K
0% of total
New York
$1K
0% of total

+1 more states

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LUMW FOUNDATION — Grants, Financials & Contact | Grantivo