Beverly McCormick Family Foundation

WAUKESHA, WI EIN: 93-2874270

Beverly McCormick Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 16 grants totaling $120K. Net investment income was $31K.

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

About Beverly McCormick Family Foundation

Based on IRS filings

Beverly McCormick Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 16 grants totaling $120K. Net investment income was $31K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AppletonMadisonMilwaukeeOconomowocSpring GreenVeronaWaukeshaWaupacaWauwatosa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$581K$1M$2M$2M20232024
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
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$30K$60K$90K$120K0 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Community Found Fox Vall…$40KPorchlight Inc$10KMadison Community Founda…$10KCentral Cross Country Sk…$5KUnited Way of Dane County$5KClean Lakes Alliance$5KJunior Cup Golf Inc$5KChrist King Catholic Par…$5KOconomowoc Senior Center$5KPost 91 Oconomowoc Veter…$5K

Grant Size Distribution

16 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Eileen CobbDirector5
Mark McCormickDirector5
James McCormickDirector5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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