Funder DirectoryMCKELVIE SAM & M FDN TUW
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Private foundation (trust)EIN 510246157Est. 1977-06

MCKELVIE SAM & M FDN TUW

MILWAUKEE, WI 532010634

Total Assets

$1.9M

FY 2023

Annual Giving

$86K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$12K

FY 2023

Grant Range

$3K–$68K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$90K

Total Expenses

$119K

Qualifying Distributions

$90K

Distributable Amount

$90K

Min. Investment Return

$89K

Undistributed Income

$85K

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

7 grants

Grant sizes from minimum $3K through median $3K to maximum $68K, 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 2019 to 2023. Peak $105K in 2022. Hover bars for details.

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

Top Recipients

14 grants

UNIVERSITY OF NEBRASKA LINCOLN
$166K
2 grants
UNIVERSITY OF NEBRASKA-LINCOLN
$74K
1 grant
KANSAS STATE UNIVERSITY
$24K
2 grants
TEXAS A&M UNIVERSITY
$4K
1 grant
UNIVERSITY OF WASHINGTON
$3K
1 grant
UNIVERSITY OF ILLINOIS AT CHICAGO
$3K
1 grant
GEORGE WASHINGTON UNIVERSITY
$3K
1 grant
UNIVERSITY OF COLORADO AT BOULDER
$3K
1 grant

Grant Size Distribution

14 grants

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

Geographic Focus

10 states

Nebraska
$242K
83% of total
Kansas
$24K
8% of total
Texas
$4K
1% of total
Washington
$3K
1% of total
Illinois
$3K
1% of total
Virginia
$3K
1% of total
Colorado
$3K
1% of total
California
$3K
1% of total
Wisconsin
$3K
1% of total
District of Columbia
$3K
1% of total

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MCKELVIE SAM & M FDN TUW — Grants, Financials & Contact | Grantivo