Funder DirectoryROBERT H NAGY FAMILY FOUNDATION
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Private foundation (trust)EIN 396783372Est. 2005-10

ROBERT H NAGY FAMILY FOUNDATION

MILWAUKEE, WI 53214

Total Assets

$592K

FY 2023

Annual Giving

$27K

FY 2023

Grants Made

8

FY 2023

Avg Grant

$3K

FY 2023

Grant Range

$1K–$5K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$10K

Total Expenses

$35K

Qualifying Distributions

$27K

Distributable Amount

$28K

Min. Investment Return

$28K

Undistributed Income

$28K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $1K through median $4K to maximum $5K, 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 2018 to 2023. Peak $33K in 2022. Hover bars for details.

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

Top Recipients

34 grants

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

MACC FUND INC
$21K
4 grants
MAKE A WISH FOUNDATION
$21K
4 grants
HOME FOR TROOPS
$17K
4 grants
BOYS & GIRLS CLUB OF GREATER MILW
$12K
4 grants
HONOR FLIGHT INC
$11K
3 grants
WAUKESHA COUNTY SHERIFFS DEPT
$6K
2 grants
LA CASA DE ESPERANZA FDN
$6K
3 grants
STARS AND STRIPES HONOR FLIGHT
$5K
1 grant

Grant Size Distribution

32 grants

<$10K
32
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

Wisconsin
$82K
73% of total
Ohio
$11K
10% of total
Missouri
$11K
10% of total
Massachusetts
$6K
5% of total
Maryland
$3K
2% of total

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