Ephraim Foundation Heritage Fund Inc
To create an endowment to provide operating funds for the ephraim historical foundation, inc.
Ephraim Foundation Heritage Fund Inc at a glance
In short: Ephraim Foundation Heritage Fund Inc gave $300K across 1 grant in 2025 (avg $300K), mostly in Wisconsin. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $299,696
- +43.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $299,696
- +43.1% vs 2024
- Median grant
- $299,696
- Total assets
- $7,507,972
- +10.3% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Ephraim Foundation Heritage Fund Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Ephraim Historical Foundation Inc ($300K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Ephraim Foundation Heritage Fund Inc gives
- Giving grew 30% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $108K (2020) to $300K (2025). In 2025 it made 1 grant totaling $300K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ephraim Historical Foundation Inc Ephraim, WI | Operations | $299,696 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $7,507,972 | $465,198 | $339,438 | $299,696 | 1 | $446,324 |
| 2024 | $6,808,091 | $2,356,267 | $240,030 | $209,413 | 1 | $296,218 |
| 2023 | $4,259,850 | $179,108 | $182,240 | $155,250 | 1 | $157,513 |
| 2022 | $3,968,198 | $572,205 | $257,846 | $230,410 | 1 | $312,974 |
| 2021 | $4,130,853 | $720,351 | $131,402 | $107,700 | 1 | $305,326 |
| 2020 | $3,220,756 | $137,635 | $133,625 | $107,700 | 1 | $130,285 |
| 2019 | $3,212,629 | $174,687 | $146,545 | $118,000 | 1 | $161,762 |
About Ephraim Foundation Heritage Fund Inc
Based on IRS filings
Ephraim Foundation Heritage Fund Inc is a public charity, based in Ephraim, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $7.5M in total assets. In 2025, it awarded 1 grant totaling $300K. Net investment income was $446K.
Focus Areas
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 2025 report compensation.
Officers on the 2025 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
Richard Volkmann
Director
On filings since 2020
2 hrs/week
No compensation reported
Larry Balistreri
Director
On filings since 2022
3 hrs/week
No compensation reported
Tom Boldt
Director
On filings since 2024
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 (2020–2023) — Former Assistant Treasurer & Secretary
- Former: James S. Reeve II (2019–2021) — Director
- Former: Emily Irwin (2020–2021) — Interim Executive Director
- Former: Thea Thompson (2019–2020) — Prior Executive Director
Data from IRS Form 990 filings, 2019–2025. "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 Ephraim Foundation Heritage Fund Inc
How much does Ephraim Foundation Heritage Fund Inc give each year?
Ephraim Foundation Heritage Fund Inc gave $300K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $209K across 1 grant.
How large is Ephraim Foundation Heritage Fund Inc?
Ephraim Foundation Heritage Fund Inc reported $7.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $465K.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS August 17, 2020)
- Updated Form 990 for fiscal year 2021 (received by the IRS February 2, 2023)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 11, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 17, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 4, 2025)
- Added Form 990 for fiscal year 2020 (received by the IRS August 23, 2021)
- Added Form 990 for fiscal year 2025 (received by the IRS August 14, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Ephraim Foundation Heritage Fund Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Ephraim Foundation Heritage Fund Inc's focus areas in our free grants database
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Ephraim Foundation Heritage Fund Inc down — hundreds of funders to go?