Cordon Family Foundation Charitable Trust

STURGEON BAY, WI EIN: 20-6774372

Cordon Family Foundation Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STURGEON BAY, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $22K in total assets. In 2024, it awarded 13 grants totaling $100K. Net investment income was $35K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$22K

+9.9% YoY

Annual Giving

$100K

-5.4% YoY

Grant Count

13

+8.3% YoY

Avg Grant Size

$8K

-12.7% YoY

About Cordon Family Foundation Charitable Trust

Based on IRS filings

Cordon Family Foundation Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STURGEON BAY, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $22K in total assets. In 2024, it awarded 13 grants totaling $100K. Net investment income was $35K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

Baileys HarborCincinnatiEgg HarborEphraimFish CreekHooksettMadisonMilwaukeeScottsdaleSister BaySturgeon BayWaukeshaWhitewater

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$30K$59K$89K$119K20202021202220232024
Metric202420232022
Total Assets$22,237$20,232$24,477
Revenue$39,725$55,178$79,356
Expenses$101,873$107,776$102,295
Qualifying Distributions
Net Investment Income$34,636$46,003$58,212
Distributable Amount$565$462$1,298

Giving Over Time

Total grant dollars and number of grants per year

$0$27K$53K$80K$106K22 grants202014 grants202114 grants202212 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

HOLY NAME OF MARY CATHOL…$22KUNIV OF WISCONSIN WHITEW…$18KCROSSROADS AT BIG CREEK$15KNORTHERN SKY THEATER$12KDOOR COUNTY AUDITORIUM$9KFRIENDS OF PENINSULA PARK$6KSOUTHERN NEW HAMPSHIRE U…$4KBIRCH CREEK MUSIC PERFOR…$4KFIRST BAPTIST CHURCH$3KPENINSULA PLAYERS THEATRE$3K

Grant Size Distribution

75 grants across all recorded years

75<$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
HELEN CORDON TRUSTEETRUSTEE10

Subject Areas

Focus areas based on grantmaking activity

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

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