Annabel Taylor Tr Uw Xxxxx2001
EIN 396146785Total Given 2017–2023
$173K
30 grants · $25K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$6K
typical small grants · $6K–$6K
grant size
100%
deep partner · 6/6 multi-year
repeat
$709K
Assets (2023)
6
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $26K | $674K | $42K | 5 |
| 2018 | $28K | $590K | $38K | 5 |
| 2019 | N/A | $677K | $43K | N/A |
| 2020 | $28K | $719K | $31K | 5 |
| 2021 | $28K | $805K | $49K | 5 |
| 2022 | $33K | $635K | $13K | 5 |
| 2023 | $31K | $709K | $43K | 5 |
Grant Size Distribution
Based on 30 grants on record
Minimum
$5K
25th Pctl
$6K
Median
$6K
Average
$6K
75th Pctl
$6K
Maximum
$7K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
3 yrs
Trustee
JN
Jp Morgan Chase Bank Na
3 yrs
Trustee
JA
Jp Morgan Chase Bank N a
3 yrs
Trustee
JA
Jp Morgan Chase Bank N a
3 yrs
Trustee
JA
Jp Morgan Chase Bank N a
3 yrs
Trustee
JC
Jp Morgan Chase
Trustee
JN
Jp Morgan Chase Bank Na
3 yrs
Trustee
Grants Awarded (30 total)
| Purpose | ||||
|---|---|---|---|---|
| Cystic Fibrosis Foundation | Bethesda, MD | $6,671 | GENERAL | 2022 |
| American Cancer Society | Pewaukee, WI | $6,671 | GENERAL | 2022 |
| National Multiple Sclerosis | Hartland, WI | $6,671 | GENERAL | 2022 |
| American Heart Association | Chicago, IL | $6,671 | GENERAL | 2022 |
| Muscular Dystrophy | Milwaukee, WI | $6,671 | GENERAL | 2022 |
| Cystic Fibrosis Foundation | Bethesda, MD | $6,122 | GENERAL | 2023 |
| American Cancer Society | Pewaukee, WI | $6,122 | GENERAL | 2023 |
| National Multiple Sclerosis | Hartland, WI | $6,122 | GENERAL | 2023 |
| American Heart Association | Chicago, IL | $6,122 | GENERAL | 2023 |
| Muscular Dystrophy | Milwaukee, WI | $6,122 | GENERAL | 2023 |
| Cystic Fibrosis Foundation | Bethesda, MD | $5,635 | GENERAL | 2021 |
| American Cancer Society | Pewaukee, WI | $5,635 | GENERAL | 2021 |
| National Multiple Sclerosis | Hartland, WI | $5,635 | GENERAL | 2021 |
| American Heart Association | Chicago, IL | $5,635 | GENERAL | 2021 |
| Muscular Dystrophy | Milwaukee, WI | $5,635 | GENERAL | 2021 |
| American Cancer Society | Pewaukee, WI | $5,537 | GENERAL | 2018 |
| National Multiple Sclerosis | Hartland, WI | $5,537 | GENERAL | 2018 |
| Wisconsin Chapter Cystic | Waukesha, WI | $5,537 | GENERAL | 2018 |
| American Heart Association | Chicago, IL | $5,537 | GENERAL | 2018 |
| Muscular Dystrophy | Milwaukee, WI | $5,537 | GENERAL | 2018 |
| Cystic Fibrosis Foundation | Bethesda, MD | $5,525 | GENERAL | 2020 |
| American Cancer Society | Pewaukee, WI | $5,525 | GENERAL | 2020 |
| National Multiple Sclerosis | Hartland, WI | $5,525 | GENERAL | 2020 |
| American Heart Association | Chicago, IL | $5,525 | GENERAL | 2020 |
| Muscular Dystrophy | Milwaukee, WI | $5,525 | GENERAL | 2020 |