Herbert H & Fern Elliott Family
The Herbert H & Fern Elliott Family Foundation is a private family foundation based in Fox Point, Wisconsin. Established in July 1963, it operates as a 501(c)(3) tax-exempt organization dedicated to philanthropic giving across the United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$82K
+0.1% YoY
Grant Count
20
+25.0% YoY
Avg Grant Size
$4K
-19.9% YoY
Grantmaking
The foundation maintains modest grant-making activity with the following characteristics:
Grant Range
** $150–$21,500
Average Grant
** Approximately $5,000
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Geographic Focus
Where this funder awards grants
The foundation supports initiatives across multiple states, with primary focus areas including:
- Wisconsin
- Washington
- Tennessee
- Georgia
- Additional support in various U.S. cities including Atlanta, Milwaukee, and Seattle
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $1,636,740
- Annual revenue: $233,000
- Annual expenses: $88,000
- Total liabilities: $0
- Expense ratio: 63.8% of total revenue spent on programs
The foundation maintains a healthy financial position with no outstanding liabilities.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| 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 2024
Grant Size Distribution
117 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Friendship Circle ($21,500), The Shul ($17,200), Milwaukee Jewish Federation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS MILWAUKEE, WI | SUPPORT FOR OPERATIONS | $500 |
| BADER HILLEL ACADEMY MILWAUKEE, WI | SUPPORT FOR OPERATIONS | $1,800 |
| CHABAD DTU ATLANTA, GA | SUPPORT FOR OPERATIONS | $3,600 |
| FIRST STAGE MILWAUKEE MILWAUKEE, WI | SUPPORT FOR OPERATIONS | $1,500 |
| FRIENDSHIP CIRCLE BAYSIDE, WI | SUPPORT FOR OPERATIONS | $21,500 |
| HOLOCAUST EDUCATION RESOURCE CENTER MILWAUKEE, WI | SUPPORT FOR OPERATIONS | $1,000 |
| JEWISH COMMUNITY PANTRY MILWAUKEE, WI | SUPPORT FOR OPERATIONS | $1,000 |
| JEWISH YOUTH FOUNDATION MILWAUKEE, WI | SUPPORT FOR OPERATIONS | $7,600 |
| LEUKEMIA & LYMPHOMA SOCIETY RYE BROOK, NY | SUPPORT FOR OPERATIONS | $540 |
| MILWAUKEE JEWISH FEDERATION MILWAUKEE, WI | SUPPORT FOR OPERATIONS | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is managed by a volunteer leadership team:
- President: William Elliott
- Vice President: Claudia Martin
- Secretary/Treasurer: Karen Elliott
All officers serve without compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM ELLIOTT | PRESIDENT | 1 | — |
| CLAUDIA MARTIN | VICE PRESIDENT | 1 | — |
| KAREN ELLIOTT | SECRETARY/TREASURER | 1 | — |
Frequently Asked Questions
How do I apply for a grant from Herbert H & Fern Elliott Family?
The foundation maintains modest grant-making activity with the following characteristics: • **Total giving (2024):** $81,980 • **Number of grants (2024):** 16 grants awarded • **Typical grant range:** $150–$21,500 • **Average grant size:** Approximately $5,000 • **Primary funding areas:** Education, Philanthropy & Voluntarism, and Human Services • **Open to new applicants:** Yes
Where does Herbert H & Fern Elliott Family make grants?
The foundation supports initiatives across multiple states, with primary focus areas including: • Wisconsin • Washington • Tennessee • Georgia • Additional support in various U.S. cities including Atlanta, Milwaukee, and Seattle
What size grants does Herbert H & Fern Elliott Family award?
In 2024, Herbert H & Fern Elliott Family awarded 20 grants totaling $82K — an average of about $4K per grant, based on its IRS Form 990 filings.
What is Herbert H & Fern Elliott Family's EIN?
Herbert H & Fern Elliott Family's EIN (Employer Identification Number) is 39-6042920. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.