Beverly McCormick Family Foundation Inc

Private foundation · Grantmaker Waukesha, WI EIN: 93-2874270

The Beverly McCormick Family Foundation is a private foundation based in Waukesha, Wisconsin. It reported 16 grants totaling $120,000 in 2024, all to recipients in Wisconsin. Its filing states that it makes contributions only to preselected charitable organizations.

Key facts about Beverly McCormick Family Foundation Inc

In short: Beverly McCormick Family Foundation Inc gave $120K across 16 grants in 2024 (avg $8K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.

EIN
93-2874270
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$120,000
Grants made (2024)
16
Average grant
$7,500
Median grant
$5,000
Total assets
$3,056,741
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Deadline
The filing lists 6/1.

Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.1M

+32.8% YoY

Annual Giving

$120K

Grant Count

16

Avg Grant Size

$8K

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants included support for education, community programs, homelessness services, environmental work, youth activities and sports, and religious organizations.

Among its grantees, Madison Community Foundation says it works to advance a more vibrant and equitable community through philanthropy. Porchlight Inc says it provides shelter, housing, supportive services, and a sense of community to help decrease homelessness. Central Cross Country Skiing says it supports and promotes its activities; Junior Cup Golf says it provides developmental opportunities for junior golfers to play and learn the game. These are the grantees’ descriptions of their own missions.

Grantmaking

In 2024, the foundation gave 16 grants totaling $120,000. Grants ranged from $1,000 to $40,000, with a median grant of $5,000. The largest listed award was $40,000 to Community Found Fox Valley Region for the McCormick Scholarship Fund. Other notable awards included $10,000 each to Porchlight Inc for services for the homeless and Madison Community Foundation for education and community programs. The foundation also gave $5,000 each to Central Cross Country Skiing, United Way of Dane County, Clean Lakes Alliance, and Junior Cup Golf.

Review Cycle

The filing lists 6/1. That date has passed for 2026; the filing does not specify a year for the deadline.

How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Its filing refers applicants to “See information” for award restrictions.

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Geographic Focus

Where this funder awards grants

All grant dollars reported for 2024 went to recipients in Wisconsin.

Grant Distribution by State

1state

Share of 2024 grant dollars across all 16 itemized grants.

States

Cities

MadisonOconomowocWauwatosaAppletonMilwaukeeSpring GreenVeronaWaukeshaWaupaca

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K0 grants2023 16 grants2024

In 2024 it made 16 grants totaling $120K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Community Found Fox Valley Region: $40KCommunity Found Fox ValleyRegion$40KPorchlight Inc: $10KPorchlight Inc$10KMadison Community Foundation: $10KMadison Community Foundation$10KCentral Cross Country Skiing: $5KCentral Cross Country Skiing$5KUnited Way of Dane County: $5KUnited Way of Dane County$5KClean Lakes Alliance: $5KClean Lakes Alliance$5KJunior Cup Golf Inc: $5KJunior Cup Golf Inc$5KChrist King Catholic Parish: $5KChrist King Catholic Parish$5KOconomowoc Senior Center: $5KOconomowoc Senior Center$5KPost 91 Oconomowoc Veterans: $5KPost 91 Oconomowoc Veterans$5K

The largest 2024 recipient was Community Found Fox Valley Region ($40K). Together the top 10 received $95K.

Grant Size Distribution

16 grants across all recorded years

16<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 16 grants of 16 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Community Found Fox Valley Region Appleton, WIMcCormick Scholarship Fund$40,000
Porchlight Inc Madison, WIServices for the homeless.$10,000
Madison Community Foundation Madison, WIEducation and Community Programs.$10,000
Central Cross Country Skiing Verona, WIEducation.$5,000
United Way of Dane County Madison, WIEducation and Community Programs.$5,000
Clean Lakes Alliance Madison, WIEnvironmental.$5,000
Junior Cup Golf Inc Waukesha, WIYouth activities and sports.$5,000
Christ King Catholic Parish Wauwatosa, WIReligious.$5,000
Oconomowoc Senior Center Oconomowoc, WICommunity programs.$5,000
Post 91 Oconomowoc Veterans Oconomowoc, WICommunity programs and veterans.$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2024 $3,056,741 $7,669 $130,000 $120,000 16
2023 $2,301,178 $2,110,961 — — 0
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2023 2024
Metric20242023
Total Assets$3,056,741$2,301,178
Revenue$7,669$2,110,961
Expenses$130,000—
Qualifying Distributions$120,000—
Net Investment Income$30,781—

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2023–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Eileen Cobb, Mark McCormick, and James McCormick as directors.

Beverly McCormick Family Foundation Inc's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Eileen Cobb

    Director

    On filings since 2023

    5 hrs/week

    No compensation reported

  • James McCormick

    Director

    On filings since 2023

    5 hrs/week

    No compensation reported

  • Mark McCormick

    Director

    On filings since 2023

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: W229N2494 County Road F, Waukesha, WI 53186
Phone: (262) 239-2445
Email: ndosch@convergenceplanninggroup.com

Frequently asked questions about Beverly McCormick Family Foundation Inc

How much does Beverly McCormick Family Foundation Inc give each year?

Beverly McCormick Family Foundation Inc gave $120K across 16 grants in 2024, according to its 2024 IRS Form 990-PF.

What is Beverly McCormick Family Foundation Inc's typical grant size?

Beverly McCormick Family Foundation Inc's median grant in 2024 was $5,000, and its average grant was $7,500, across 16 grants on its 2024 IRS Form 990-PF.

Where does Beverly McCormick Family Foundation Inc give grants?

Beverly McCormick Family Foundation Inc gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Madison, WI (5 grants), Oconomowoc, WI (3 grants) and Wauwatosa, WI (2 grants).

Does Beverly McCormick Family Foundation Inc give general operating support?

Not in 2024: none of the 16 grants with a stated purpose on Beverly McCormick Family Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community programs." (4 grants).

Who are Beverly McCormick Family Foundation Inc's largest grantees?

Beverly McCormick Family Foundation Inc's largest 2024 grantees include Community Found Fox Valley Region ($40,000), Porchlight Inc ($10,000) and Madison Community Foundation ($10,000), according to its 2024 IRS Form 990-PF. Together they received 50% of its itemized 2024 grant dollars.

How large is Beverly McCormick Family Foundation Inc?

Beverly McCormick Family Foundation Inc reported $3.1M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $8K.

What does Beverly McCormick Family Foundation Inc fund?

No mission statement for the foundation is provided. Its 2024 grants included support for education, community programs, homelessness services, environmental work, youth activities and sports, and religious organizations. See mission & focus areas ↑

How do I apply for a grant from Beverly McCormick Family Foundation Inc?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Beverly McCormick Family Foundation Inc's EIN?

Beverly McCormick Family Foundation Inc's EIN (Employer Identification Number) is 93-2874270. IRS Form 990 filing data is available on this page for 2023–2024.

Does Beverly McCormick Family Foundation Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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