Ellenbecker Investment Group Charitable Foundation Inc
Ellenbecker Investment Group is a private foundation based in Waukesha, Wisconsin. It supports charitable organizations through grants, with 2023 awards including organizations working in food access, education, animal welfare, and community services.
Ellenbecker Investment Group Charitable Foundation Inc at a glance
In short: Ellenbecker Investment Group Charitable Foundation Inc gave $40K across 62 grants in 2023 (avg $640.726), mostly in Wisconsin. 38% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $39,725
- -20.4% vs 2022
- Grants made (2023)
- 62
- -11.4% vs 2022
- Average grant
- $641
- -10.1% vs 2022
- Median grant
- $500
- Total assets
- $580,308
- +22.6% vs 2022
- New grantees (estimate)
- 38% first-time grantees (23 of 61, 2023)
- Primary geography
- Wisconsin (75% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Ellenbecker Investment Group Charitable Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds. It states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: N21 W23350 Ridgeview Pkwy, Waukesha, WI 53188
Phone: (262) 691-3200
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Ellenbecker Investment Group Charitable Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
The largest 2023 recipient was Haws ($3K). Together the top 10 received $13K.
Organizations only. It also paid 2 grants to individuals ($550), which are not listed by name.
Grant Size Distribution
304 grants across all recorded years
The most common grant size was under $50K: 304 grants of 304 (100%).
Geographic Focus
Where this funder awards grants
In 2023, Wisconsin organizations received 75% of grant dollars, followed by organizations in Illinois (9%), New York (4%), Indiana (3%), and Colorado (3%).
Grant Distribution by State
Share of 2023 grant dollars across all 62 itemized grants.
States
Cities
Is Ellenbecker Investment Group Charitable Foundation Inc open to new grantees?
38%
first-time grantees, 2023
In 2023, 23 of 61 grantees (38%) were first-time recipients. First grants averaged $575; repeat grants $697. How we count
Medians: $500 first-time, $500 repeat.
- 51% of 2023 grantees were also funded in 2022. Method
- Giving held roughly steady from 2020 to 2023 (+2%). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $13K (2019) to $54K (2021). In 2023 it made 62 grants totaling $40K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Haws Waukesha, WI | General Support | $3,000 |
| Nativity Jesuit Academy Milwaukee, WI | General Support | $2,000 |
| Resilience Racing Avon, IN | General Support | $1,200 |
| Fondy Food Center Milwaukee, WI | General Support | $1,000 |
| Soles For Jesus Milwaukee, WI | General Support | $1,000 |
| Loisaba Community Conservation Foun Saratoga Springs, NY | General Support | $1,000 |
| Redeem and Restore Pewaukee, WI | General Support | $1,000 |
| Blessings in a Backpack Hartland, WI | General Support | $1,000 |
| Jazz Unlimited Milwaukee, WI | General Support | $1,000 |
| Cystic Fibrosis Foundation Brookfield, WI | General Support | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|
| 2023 | $580,308 | $148,874 | $42,035 | $39,725 | 62 | $39,725 | $13,953 |
| 2022 | $473,469 | $98,814 | $50,698 | $49,903 | 70 | $49,903 | $10,130 |
| 2021 | $425,353 | $112,998 | $56,273 | $53,623 | 69 | $53,623 | $19,578 |
| 2020 | $368,628 | $137,050 | $41,472 | $39,120 | 69 | — | $8,035 |
| 2019 | $273,050 | $56,868 | $15,418 | $12,550 | 34 | — | $9,806 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s mission is not stated in the available information. Its grants went to organizations with varied missions. For example, The Women’s Center says it provides safety, shelter, and support to people impacted by domestic abuse, sexual violence, child abuse, and trafficking. Fondy Food Center says it connects Greater Milwaukee to local, fresh food, while Blessings in a Backpack says it provides weekend food for school-aged children who might otherwise go hungry. Soles For Jesus says it distributes shoes to underserved people in Sub-Saharan Africa.
Grantmaking
In 2023, the foundation gave $39,725 through 62 grants. Grants ranged from $50 to $3,000, with a median award of $500. The largest listed award was $3,000 to HAWS in Waukesha, Wisconsin, for general support. Other notable grants included $2,000 to Nativity Jesuit Academy in Milwaukee, and $1,200 to Resilience Racing in Avon, Indiana, each for general support. Fondy Food Center, Soles For Jesus, and Life’s Connection each received $1,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists Julie Ellenbecker-Lipsky as president; Karen J Ellenbecker as vice president; Diane Byrne as treasurer; Jeff Stroud as secretary; and Phil Remmers, Jeff Ellenbecker, and Jill Economou as directors. Kristen Cantrell and Heather Hipke are listed as liaisons.
Ellenbecker Investment Group Charitable Foundation Inc is led by Julie Ellenbecker-Lipsky, President on every filing since 2019; none of the 9 officers listed in 2023 report compensation.
Officers on the 2023 filing
Julie Ellenbecker-Lipsky
President
On filings since 2019
No compensation reported
Jeff Ellenbecker
Director
On filings since 2019
No compensation reported
Phil Remmers
Director
Executive Director → Director, 2023
On filings since 2019
No compensation reported
Jill Economou
Director
New on the 2023 filing
No compensation reported
Diane Byrne
Treasurer
On filings since 2019
No compensation reported
Jeff Stroud
Secretary
On filings since 2019
No compensation reported
Karen J. Ellenbecker
Vice President
On filings since 2019
No compensation reported
Kristen Cantrell
Liason
On filings since 2019
No compensation reported
Heather Hipke
Liason
New on the 2023 filing
No compensation reported
Former officers (1)
- Former: Wendy Bitter (2019–2021) — Liason
Data from IRS Form 990 filings, 2019–2023. "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 Ellenbecker Investment Group Charitable Foundation Inc
How much does Ellenbecker Investment Group Charitable Foundation Inc give each year?
Ellenbecker Investment Group Charitable Foundation Inc gave $40K across 62 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $50K across 70 grants.
What is Ellenbecker Investment Group Charitable Foundation Inc's typical grant size?
Ellenbecker Investment Group Charitable Foundation Inc's median grant in 2023 was $500, and its average grant was $641, across 62 grants on its 2023 IRS Form 990-PF. Organizations receiving their first grant from Ellenbecker Investment Group Charitable Foundation Inc that year got $575 on average.
Where does Ellenbecker Investment Group Charitable Foundation Inc give grants?
Ellenbecker Investment Group Charitable Foundation Inc gives mostly in Wisconsin: 75% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest state was Illinois (9%). The most frequent recipient cities were Milwaukee, WI (15 grants), Waukesha, WI (4 grants), Menomonee Falls, WI (4 grants) and Pewaukee, WI (3 grants).
Does Ellenbecker Investment Group Charitable Foundation Inc give general operating support?
Yes: 100% of Ellenbecker Investment Group Charitable Foundation Inc's 2023 grants with a stated purpose (62 of 62) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are Ellenbecker Investment Group Charitable Foundation Inc's largest grantees?
Ellenbecker Investment Group Charitable Foundation Inc's largest 2023 grantees include Haws ($3,000), Nativity Jesuit Academy ($2,000) and Resilience Racing ($1,200), according to its 2023 IRS Form 990-PF. It also paid 2 grants to individuals ($550), which are not listed by name. Together they received 16% of its itemized 2023 grant dollars.
How large is Ellenbecker Investment Group Charitable Foundation Inc?
Ellenbecker Investment Group Charitable Foundation Inc reported $580K in total assets on its 2023 IRS Form 990-PF. Its revenue that year was $149K.
What does Ellenbecker Investment Group Charitable Foundation Inc fund?
The foundation’s mission is not stated in the available information. Its grants went to organizations with varied missions. For example, The Women’s Center says it provides safety, shelter, and support to people impacted by domestic abuse, sexual violence, child abuse, and trafficking. See mission & focus areas ↑
How do I apply for a grant from Ellenbecker Investment Group Charitable Foundation Inc?
The foundation 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 Ellenbecker Investment Group Charitable Foundation Inc's EIN?
Ellenbecker Investment Group Charitable Foundation Inc's EIN (Employer Identification Number) is 20-4909038. IRS Form 990 filing data is available on this page for 2019–2023.
Does Ellenbecker Investment Group Charitable Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- IRS filings on file for fiscal years 2020–2023
Live grants for the work Ellenbecker Investment Group Charitable Foundation Inc funds
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