E-Plan Exam Community Foundation
E-Plan Exam Community Foundation is a private foundation focused on Education, based in Brookfield, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $873 in total assets. In 2025, it made $325 in qualifying distributions.
E-Plan Exam Community Foundation at a glance
- Total assets
- $873
- -27.1% vs 2024
- Qualifying distributions (2025)
- $325
- -71.1% vs 2024
- Expenses (2025)
- $325
- -71.1% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who E-Plan Exam Community Foundation funds
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How E-Plan Exam Community Foundation gives
- In 2025 it paid out 625% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $250 (2020) to $2K (2022). In 2024 it reported $1K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $1,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $873 | — | $325 | — | — | $325 | — | $52 |
| 2024 | $1,198 | — | $1,123 | $1,048 | Total only | $1,123 | — | $110 |
| 2023 | $2,321 | — | $1,275 | $1,000 | Total only | $1,275 | — | $146 |
| 2022 | $3,596 | $1,500 | $1,699 | $1,500 | 2 | $1,699 | — | $177 |
| 2021 | $3,795 | $2,850 | $1,033 | $1,000 | 1 | $1,000 | — | $101 |
| 2020 | $1,978 | $2,252 | $274 | $250 | 1 | — | $252 | $13 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
Under IRS private-foundation payout rules, E-Plan Exam Community Foundation reported a distributable amount of $52 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
E-Plan Exam Community Foundation is led by David Adam Mattox, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
David Adam Mattox
President
On filings since 2020
No compensation reported
Lindsay Larsen
Secretary
On filings since 2020
No compensation reported
Former officers (1)
- Former: Edward Lisinski (2020–2022) — Treasurer
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about E-Plan Exam Community Foundation
How large is E-Plan Exam Community Foundation?
E-Plan Exam Community Foundation reported $873 in total assets on its 2025 IRS Form 990-PF. It paid out $325 in qualifying distributions that year, against a required minimum of $52 (roughly 5% of its investment assets).
What is E-Plan Exam Community Foundation?
E-Plan Exam Community Foundation is a private foundation focused on Education, based in Brookfield, WI. It holds $873 in total assets as of 2025.
Where does E-Plan Exam Community Foundation operate?
E-Plan Exam Community Foundation has awarded grants in Wisconsin.
What is E-Plan Exam Community Foundation's EIN?
E-Plan Exam Community Foundation's EIN (Employer Identification Number) is 85-2249918. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS December 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Live grants for the work E-Plan Exam Community Foundation funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in E-Plan Exam Community Foundation's focus areas in our free grants database
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Figures come from E-Plan Exam Community Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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