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

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$897K

Total Expenses

$532K

Qualifying Distributions

$480K

Distributable Amount

$458K

Min. Investment Return

$465K

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

61 grants

Grant sizes from minimum $5K through median $5K to maximum $40K, 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 $480K in 2023. Hover bars for details.

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

Top Recipients

289 grants

HODAN CENTER INC
$230K
5 grants
MADISON COMMUNITY FOUNDATION
$85K
5 grants
SECOND HARVEST FOOD BANK OF SOUTHERN WISCONSIN
$60K
5 grants
FOUNDATION FOR MADISON PUBLIC SCHOOLS
$55K
5 grants
DOCTORS WITHOUT BORDERS
$55K
5 grants
ASPCA
$50K
5 grants
PLANNED PARENTHOOD
$50K
5 grants
SAMUEL'S HOUSE
$50K
5 grants

Grant Size Distribution

289 grants

<$10K
276
grants
$10–50K
12
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

11 states

Wisconsin
$1.3M
54% of total
New York
$413K
17% of total
Florida
$150K
6% of total
Massachusetts
$100K
4% of total
Missouri
$90K
4% of total
California
$85K
4% of total
District of Columbia
$75K
3% of total
Colorado
$50K
2% of total
New Jersey
$50K
2% of total
Virginia
$50K
2% of total

+1 more states

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