Beverly McCormick Family Foundation Inc
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
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
Share of 2024 grant dollars across all 16 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 16 grants totaling $120K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
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
The most common grant size was under $50K: 16 grants of 16 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Found Fox Valley Region Appleton, WI | McCormick Scholarship Fund | $40,000 |
| Porchlight Inc Madison, WI | Services for the homeless. | $10,000 |
| Madison Community Foundation Madison, WI | Education and Community Programs. | $10,000 |
| Central Cross Country Skiing Verona, WI | Education. | $5,000 |
| United Way of Dane County Madison, WI | Education and Community Programs. | $5,000 |
| Clean Lakes Alliance Madison, WI | Environmental. | $5,000 |
| Junior Cup Golf Inc Waukesha, WI | Youth activities and sports. | $5,000 |
| Christ King Catholic Parish Wauwatosa, WI | Religious. | $5,000 |
| Oconomowoc Senior Center Oconomowoc, WI | Community programs. | $5,000 |
| Post 91 Oconomowoc Veterans Oconomowoc, WI | Community 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 |
| Metric | 2024 | 2023 |
|---|---|---|
| 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
- 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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