Ellenbecker Investment Group is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $580K in total assets. In 2023, it awarded 62 grants totaling $40K. Net investment income was $14K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$580K
+22.6% YoY
Annual Giving
$40K
-20.4% YoY
Grant Count
62
-11.4% YoY
Avg Grant Size
$640.726
-10.1% YoY
About Ellenbecker Investment Group
Based on IRS filings
Ellenbecker Investment Group is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $580K in total assets. In 2023, it awarded 62 grants totaling $40K. Net investment income was $14K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $580,308 | $473,469 | $425,353 |
| Revenue | $148,874 | $98,814 | $112,998 |
| Expenses | $42,035 | $50,698 | $56,273 |
| Qualifying Distributions | $39,725 | $49,903 | $53,623 |
| Net Investment Income | $13,953 | $10,130 | $19,578 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
Grant Size Distribution
200 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Haws ($3,000), Nativity Jesuit Academy ($2,000), Resilience Racing ($1,200).
| Recipient | Purpose | Amount |
|---|---|---|
| Fondy Food Center Milwaukee, WI | General Support | $1,000 |
| West African Mercy Ministries Waukesha, WI | General Support | $500 |
| Stars and Stripes Honor Flight Menomonee Falls, WI | General Support | $200 |
| Soles For Jesus Milwaukee, WI | General Support | $1,000 |
| KLove Omaha, NE | General Support | $500 |
| Loisaba Community Conservation Foun Saratoga Springs, NY | General Support | $1,000 |
| HAWS Waukesha, WI | General Support | $3,000 |
| Redeem and Restore Pewaukee, WI | General Support | $1,000 |
| Blessings in a Backpack Hartland, WI | General Support | $1,000 |
| Fisher House Wisconsin Milwaukee, WI | General Support | $200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KAREN J ELLENBECKER | Vice President | — | — |
| JULIE ELLENBECKER-LIPSKY | President | — | — |
| Diane Byrne | Treasurer | — | — |
| Jeff Stroud | Secretary | — | — |
| Phil Remmers | Director | — | — |
| Jeff Ellenbecker | Director | — | — |
| Kristen Cantrell | Liason | — | — |
| Heather Hipke | Liason | — | — |
| Jill Economou | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ellenbecker Investment Group?
Ellenbecker Investment Group is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. It holds $580K in total assets as of 2023.
How large is Ellenbecker Investment Group?
As of 2023, Ellenbecker Investment Group holds $580K in total assets with $149K in annual revenue. It awarded 62 grants totaling $40K in 2023.
Where does Ellenbecker Investment Group operate?
Ellenbecker Investment Group has awarded grants in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Iowa, Illinois, Indiana, Kentucky, Maryland, Michigan, North Carolina, North Dakota, Nebraska, New York, Pennsylvania, Tennessee, Texas, Virginia, Wisconsin, Wyoming.
What size grants does Ellenbecker Investment Group award?
In 2023, Ellenbecker Investment Group awarded 62 grants totaling $40K — an average of about $640.726 per grant, based on its IRS Form 990 filings.
What is Ellenbecker Investment Group's EIN?
Ellenbecker Investment Group's EIN (Employer Identification Number) is 20-4909038. IRS Form 990 filing data is available on this page for 2020–2023.
Explore Open Grants
Browse active grant opportunities in Ellenbecker Investment Group's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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