CUNA Mutual Group Foundation Inc
EIN 396105418 Private FoundationTotal Given 2020–2024
$26.6M
617 grants · $5.3M avg/year
based on 5 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$10K
typical small grants · $250–$50K
grant size
24%
balanced · 99/406 multi-year
repeat
$16.7M
Assets (2024)
406
Distinct Recipients
About
A COPY OF FORM 990-PF WILL BE FURNISHED TO THE ATTORNEY GENERAL IN THE STATE OF WISCONSIN. A COPY OF FORM 990-PF IS NOT REQUIRED TO BE FURNISHED TO THE ATTORNEY GENERAL IN THE STATE OF IOWA.
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(608) 665-7445
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $4.7M | $16.1M | $4.6M | 246 |
| 2021 | $8.4M | $19.8M | $11.9M | 112 |
| 2022 | $4.9M | $19.7M | $5.8M | 90 |
| 2023 | $5.0M | $15.6M | $346K | 95 |
| 2024 | $3.6M | $16.7M | $3.8M | 74 |
Grant Size Distribution
Based on 617 grants on record
Minimum
$20
25th Pctl
$250
Median
$10K
Average
$43K
75th Pctl
$50K
Maximum
$1.0M
Geographic Distribution
Texas Counties Served
1.8% of US grants
· Rank #4 of 35 states
$163K across
11 grants
5 of 254 counties
Top 5 counties
- 1 Collin
- 2 Tarrant
- 3 Waller
- 4 Dallas
- 5 Harris
Officers & Directors
EG
Emily GNAM
2 yrs
Vice President/Director
Leadership
AR
Angela Russell
5+ yrs
President / Director
Leadership
TD
TODD M. Dunning
5+ yrs
Assistant Treasurer
Leadership
BB
Brian J. Borakove
4 yrs
Treasurer
Leadership
ST
Scott Travis
Assistant Treasurer
Leadership
KT
Kelly TOY
Assistant Secretary
Leadership
KC
Katherine L. Castro
5+ yrs
Assistant Secretary
Leadership
PB
Paul Barbato
5+ yrs
Secretary
Leadership
DC
Danielle CRUZ
2 yrs
Director
EM
Elizabeth McCluskey
Director
JC
John Cassidy
Director
LN
Linda Nedelcoff
Director
AM
Angel McCann-Lair
Director
AR
Angela Russell
5+ yrs
President / Director
Leadership
EG
Emily GNAM
2 yrs
Vice President /Director
Leadership
CE
Cedric Ellis
6+ yrs
President/Director
Leadership
TS
Travis Scott
Assistant Treasurer
Leadership
TD
TODD M. Dunning
5+ yrs
Assistant Treasurer
Leadership
BB
Brian J. Borakove
4 yrs
Treasurer
Leadership
TK
TOY Kelly
Assistant Secretary
Leadership
KC
Katherine L. Castro
5+ yrs
Assistant Secretary
Leadership
PB
Paul Barbato
5+ yrs
Secretary
Leadership
LW
LISA Wagner
4 yrs
Director
KH
Karim Habib
4 yrs
Director
NL
Nedelcoff Linda
Director
RP
Rob Purtell
Director
MA
McCann-Lair Angela
Director
DC
Danielle CRUZ
2 yrs
Director
AU
Ashley UTZ
2 yrs
Director
GS
Gerald Singleton II
4 yrs
Director
CE
Cedric Ellis
6+ yrs
President
Leadership
AR
Angela Russell
5+ yrs
Vice President / Director
Leadership
BB
Brian J. Borakove
4 yrs
Treasurer
Leadership
KC
Kristine M. Conway
3 yrs
Assistant Treasurer
Leadership
TD
TODD M. Dunning
5+ yrs
Assistant Treasurer
Leadership
PB
Paul Barbato
5+ yrs
Secretary
Leadership
KC
Katherine L. Castro
5+ yrs
Assistant Secretary
Leadership
KH
Karim Habib
4 yrs
Director
CE
Cedric Ellis
6+ yrs
Director
GS
Gerald Singleton II
4 yrs
Director
LW
LISA Wagner
4 yrs
Director
AU
Ashley UTZ
2 yrs
Director
D2
Danielle CRUZ From JAN 1 2022
Director
E2
Emily GNAM From JAN 1 2022
Director
AR
Angela Russell
5+ yrs
Vice President / Director
Leadership
CE
Cedric Ellis
6+ yrs
President
Leadership
TD
TODD M. Dunning
5+ yrs
Assistant Treasurer
Leadership
KC
Kristine M. Conway
3 yrs
Assistant Treasurer
Leadership
BB
Brian J. Borakove
4 yrs
Treasurer
Leadership
KC
Katherine L. Castro
5+ yrs
Assistant Secretary
Leadership
PB
Paul Barbato
5+ yrs
Secretary
Leadership
J2
Jeffrey Meyer to DEC 5 2021
Director
B2
Becki Hagerman to DEC 5 2021
Director
A2
Ashley UTZ From FEB 8 2021
Director
LW
LISA Wagner
4 yrs
Director
GS
Gerald Singleton II
4 yrs
Director
CE
Cedric Ellis
6+ yrs
Director
KH
Karim Habib
4 yrs
Director
CE
Cedric Ellis
6+ yrs
President
Leadership
AR
Angela Russell
5+ yrs
Vice President
Leadership
TD
TODD M. Dunning
5+ yrs
Assistant Treasurer
Leadership
KC
Kristine M. Conway
3 yrs
Assistant Treasurer
Leadership
B2
Brian J. Borakove From March 2020
Treasurer
Leadership
T2
Thomas Merfeld to March 2020
Treasurer
Leadership
KC
Katherine L. Castro
5+ yrs
Assistant Secretary
Leadership
PB
Paul Barbato
5+ yrs
Secretary
Leadership
L2
Laureen Winger to December 2020
Director
LW
LISA Wagner
4 yrs
Director
GS
Gerald Singleton II
4 yrs
Director
JM
Jeffrey Meyer
Director
BH
Becki Hagerman
Director
KH
Karim Habib
4 yrs
Director
Grants Awarded (617 total)
| Purpose | ||||
|---|---|---|---|---|
| Center for Black Excellence | Madison, WI | $1,000,000 | CHARITABLE | 2021 |
| Urban League of Greater Madison | Madison, WI | $1,000,000 | CHARITABLE | 2021 |
| United Way of DANE County | Madison, WI | $988,654 | CHARITABLE | 2020 |
| United Way of DANE County | Madison, WI | $650,000 | CHARITABLE | 2024 |
| United Way of DANE County | Madison, WI | $510,492 | CHARITABLE | 2022 |
| Yourcause Inc | Charleston, SC | $509,557 | CHARITABLE | 2024 |
| United Way Campaign Pledge (Dane County) | Madison, WI | $500,000 | CHARITABLE | 2021 |
| Centro Hispano | Madison, WI | $500,000 | CHARITABLE | 2023 |
| Centro Hispano Inc | Madison, WI | $500,000 | CHARITABLE | 2022 |
| YWCA Madison | Madison, WI | $485,000 | CHARITABLE | 2021 |
| United Way of DANE County | Madison, WI | $481,627 | CHARITABLE | 2021 |
| United Way of DANE County | Madison, WI | $300,000 | CHARITABLE | 2020 |
| Lussier Community Education Center Inc | Madison, WI | $298,000 | CHARITABLE | 2023 |
| Infamous Mothers Llc | Madison, WI | $297,000 | CHARITABLE | 2021 |
| Edgewood College | Madison, WI | $280,000 | CHARITABLE | 2022 |
| Habitat for Humanity of DANE County | Madison, WI | $250,000 | CHARITABLE | 2021 |
| United Way of DANE County | Madison, WI | $250,000 | CHARITABLE | 2021 |
| Filene Research Institute | Madison, WI | $250,000 | CHARITABLE | 2023 |
| 1619 Freedom School | Cedar Falls, IA | $250,000 | CHARITABLE | 2023 |
| The Foundation for Black Women's Wellness | Madison, WI | $250,000 | CHARITABLE | 2024 |
| Bayview Foundation Inc | Madison, WI | $250,000 | CHARITABLE | 2022 |
| Rooted WI Inc | Madison, WI | $250,000 | CHARITABLE | 2022 |
| United Way of DANE County | Madison, WI | $250,000 | CHARITABLE | 2022 |
| Yourcause Llc | Charleston, SC | $248,886 | CHARITABLE | 2023 |
| Economic Justice Institute Inc | Madison, WA | $225,197 | CHARITABLE | 2022 |
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