Ephraim Foundation Heritage Fund Inc
To create an endowment to provide operating funds for the ephraim historical foundation, inc.
Key facts about Ephraim Foundation Heritage Fund Inc
In short: Ephraim Foundation Heritage Fund Inc gave $209K across 1 grant in 2024 (avg $209K), mostly in Wisconsin. Source: 2024 IRS Form 990 filing.
- EIN
- 39-1743181
- Latest 990 filing
- Form 990 filing, 2024
- Annual giving (2024)
- $209,413
- Grants made (2024)
- 1
- Average grant
- $209,413
- Median grant
- $209,413
- Total assets
- $6,808,091
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
Data from IRS Form 990 filing, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 filing · View filing
Total Assets
$6.8M
+59.8% YoY
Annual Giving
$209K
+34.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$209K
+34.9% YoY
How Ephraim Foundation Heritage Fund Inc gives
- Giving grew 94% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
About Ephraim Foundation Heritage Fund Inc
Based on IRS filings
Ephraim Foundation Heritage Fund Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Ephraim, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $6.8M in total assets. In 2024, it awarded 1 grant totaling $209K. Net investment income was $296K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| EPHRAIM HISTORICAL FOUNDATION INC Ephraim, WI | OPERATIONS | $209,413 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,808,091 | $4,259,850 | $3,968,198 |
| Revenue | $2,356,267 | $179,108 | $572,205 |
| Expenses | $240,030 | $182,240 | $257,846 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $296,218 | $157,513 | $312,974 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Ephraim Foundation Heritage Fund Inc is led by Anthony Beadell, President on every filing since 2019; none of the 12 officers listed in 2024 report compensation.
Officers on the 2024 filing
Anthony Beadell
President
On filings since 2019
4 hrs/week
No compensation reported
George Drost
Director
On filings since 2019
2 hrs/week
No compensation reported
Marilyn Cushing
Director
On filings since 2019
2 hrs/week
No compensation reported
Richard L. Christensen
Director
On filings since 2019
2 hrs/week
No compensation reported
Sally Jacobson
Director
On filings since 2019
4 hrs/week
No compensation reported
Larry Balistreri
Director
On filings since 2022
3 hrs/week
No compensation reported
Richard Volkmann
Director
On filings since 2022
2 hrs/week
No compensation reported
Tom Boldt
Director
New on the 2024 filing
4 hrs/week
No compensation reported
James W. Rankin
Secretary
On filings since 2019
4 hrs/week
No compensation reported
Marjorie Glenn
Vice President
On filings since 2019
3 hrs/week
No compensation reported
William F. Schumann
Treasurer
On filings since 2019
2 hrs/week
No compensation reported
Cody Schreck
Assistant Treasurer & Secretary
Executive Director → Assistant Treasurer & Secretary, 2024
On filings since 2022
22 hrs/week
No compensation reported
Former officers (5)
- Former: Nancy Evanson (2019–2023) — Director
- Former: Kelly Klobucher (2021–2023) — Former Assistant Treasurer & Secretary
- Former: James S. Reeve II (2019–2021) — Director
- Former: Emily Irwin (2021) — Interim Executive Director
- Former: Thea Thompson (2019) — Executive Director
Data from IRS Form 990 filings, 2019–2024. "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 Ephraim Foundation Heritage Fund Inc
How much does Ephraim Foundation Heritage Fund Inc give each year?
Ephraim Foundation Heritage Fund Inc gave $209K across 1 grant in 2024, according to its 2024 IRS Form 990 filing. In 2023 it gave $155K across 1 grant.
How large is Ephraim Foundation Heritage Fund Inc?
Ephraim Foundation Heritage Fund Inc reported $6.8M in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $2.4M.
What is Ephraim Foundation Heritage Fund Inc?
Ephraim Foundation Heritage Fund Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Ephraim, WI. It holds $6.8M in total assets as of 2024.
Where does Ephraim Foundation Heritage Fund Inc operate?
Ephraim Foundation Heritage Fund Inc has awarded grants in Wisconsin.
What is Ephraim Foundation Heritage Fund Inc's EIN?
Ephraim Foundation Heritage Fund Inc's EIN (Employer Identification Number) is 39-1743181. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Ephraim Foundation Heritage Fund Inc by hand.
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