Ephraim Foundation Heritage Fund Inc

EPHRAIM, WI EIN: 39-1743181 Website

Philanthropy, Voluntarism & Grantmaking

TO CREATE AN ENDOWMENT TO PROVIDE OPERATING FUNDS FOR THE EPHRAIM HISTORICAL FOUNDATION, INC.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.8M

+59.8% YoY

Annual Giving

$209K

+34.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$209K

+34.9% YoY

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 grants totaling $209K. Net investment income was $296K.

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $821K (100%)

States

Wisconsin

Cities

EPHRAIM

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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	—	—	—

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

Among its reported 2024 grants, the largest include Ephraim Historical Foundation Inc ($209,413).

Recipient	Purpose	Amount
EPHRAIM HISTORICAL FOUNDATION INC EPHRAIM, WI	OPERATIONS	$209,413

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CODY SCHRECK	ASSISTANT TREASURER/SECRETARY	22	—
ANTHONY BEADELL	PRESIDENT	4	—
MARJORIE GLENN	VICE PRESIDENT	3	—
WILLIAM F SCHUMANN	TREASURER	2	—
JAMES W RANKIN	SECRETARY	4	—
LARRY BALISTRERI	DIRECTOR	3	—
TOM BOLDT	DIRECTOR	4	—
RICHARD L CHRISTENSEN	DIRECTOR	2	—
MARILYN CUSHING	DIRECTOR	2	—
GEORGE DROST	DIRECTOR	2	—
SALLY JACOBSON	DIRECTOR	4	—
RICHARD VOLKMANN	DIRECTOR	2	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

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.

How large is Ephraim Foundation Heritage Fund Inc?

As of 2024, Ephraim Foundation Heritage Fund Inc holds $6.8M in total assets with $2.4M in annual revenue. It awarded 1 grants totaling $209K in 2024.

Where does Ephraim Foundation Heritage Fund Inc operate?

Ephraim Foundation Heritage Fund Inc has awarded grants in Wisconsin.

What size grants does Ephraim Foundation Heritage Fund Inc award?

In 2024, Ephraim Foundation Heritage Fund Inc awarded 1 grants totaling $209K — an average of about $209K per grant, based on its IRS Form 990 filings.

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.