Private foundation (trust)EIN 201878599Est. 2005-01
SMS FOUNDATION INC
MADISON, WI 537050324
Total Assets
$10.1M
FY 2023
Annual Giving
$480K
FY 2023
Grants Made
61
FY 2023
Avg Grant
$8K
FY 2023
Grant Range
$5K–$40K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$897K
Total Expenses
$532K
Qualifying Distributions
$480K
Distributable Amount
$458K
Min. Investment Return
$465K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
61 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
289 grants
Grant Size Distribution
289 grants
Geographic Focus
11 states
+1 more states
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