Herbert H & Fern Elliott Family
The Herbert H & Fern Elliott Family is a private foundation based in Fox Point, Wisconsin. Its 2025 filing reports grants to charitable organizations, most of them in Wisconsin, with listed purposes of supporting operations.
Herbert H & Fern Elliott Family at a glance
In short: Herbert H & Fern Elliott Family gave $84K across 20 grants in 2025 (avg $4K), mostly in Wisconsin. 5% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $84,130
- +2.6% vs 2024
- Grants made (2025)
- 20
- +0.0% vs 2024
- Average grant
- $4,207
- +2.6% vs 2024
- Median grant
- $1,375
- Total assets
- $1,878,408
- +14.8% vs 2024
- New grantees (estimate)
- 5% first-time grantees (1 of 20, 2025; small sample)
- Primary geography
- Wisconsin (89% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Herbert H & Fern Elliott Family
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 555 W Brown Deer Rd 200, Fox Point, WI 53217
Phone: (414) 617-0058
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Herbert H & Fern Elliott Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Shul ($32K). Together the top 10 received $76K.
Grant Size Distribution
108 grants across all recorded years
The most common grant size was under $50K: 108 grants of 108 (100%).
Geographic Focus
Where this funder awards grants
In 2025, Wisconsin recipients received 89% of grant dollars. Recipients in Illinois received 5%, Washington 3%, Tennessee 1%, and Georgia 1%.
Grant Distribution by State
Share of 2025 grant dollars across all 20 itemized grants.
States
Cities
Is Herbert H & Fern Elliott Family open to new grantees?
5%
first-time grantees, 2025
In 2025, 1 of 20 grantees (5%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $1K; repeat grants $4K. How we count
Medians: $1K first-time, $2K repeat.
- 90% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $82K (2023) to $103K (2019). In 2025 it made 20 grants totaling $84K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Shul Bayside, WI | Support for Operations | $31,800 |
| Friendship Circle Bayside, WI | Support for Operations | $17,140 |
| Milwaukee Jewish Federation Milwaukee, WI | Support for Operations | $10,000 |
| Jewish Youth Foundation Bayside, WI | Support for Operations | $5,400 |
| Temple Jeremiah Northfield, IL | Support for Operations | $2,500 |
| Washington State Coalition Against Domestic Violence Seattle, WA | Support for Operations | $2,500 |
| Milwaukee Jewish Free Loan Association Whitefish Bay, WI | Support for Operations | $1,800 |
| Upaf Milwaukee, WI | Support for Operations | $1,500 |
| Zoological Society of Milwaukee Milwaukee, WI | Support for Operations | $1,500 |
| First Stage Milwaukee Milwaukee, WI | Support for Operations | $1,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,878,408 | $329,575 | $87,907 | $84,130 | 20 | $84,659 | $318,140 | $91,933 |
| 2024 | $1,636,740 | $232,626 | $88,005 | $81,980 | 20 | $82,445 | $75,931 | $84,652 |
| 2023 | $1,492,119 | $131,628 | $83,987 | $81,885 | 16 | $82,306 | $129,946 | $82,537 |
| 2022 | $1,444,478 | $28,603 | $97,049 | $93,790 | 27 | $94,147 | $27,244 | $82,071 |
| 2021 | $1,512,924 | $67,660 | $89,804 | $88,031 | 25 | $88,351 | $66,346 | $94,284 |
| 2020 | $1,535,068 | $26,011 | $104,882 | $102,740 | 29 | — | $24,798 | $88,176 |
| 2019 | $1,613,939 | $109,634 | $105,626 | $103,395 | 17 | — | $56,076 | $103,544 |
Under IRS private-foundation payout rules, Herbert H & Fern Elliott Family reported a distributable amount of $92K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations including Jewish communal organizations, a domestic violence coalition, a children’s research hospital, arts organizations, and a zoo.
Some grantees describe their own missions as follows: the Milwaukee Jewish Free Loan Association makes interest-free loans to people with temporary financial needs; First Stage says it enriches the lives of children and families through theater; and the Zoological Society of Milwaukee says it supports the mission of the Society and the Milwaukee County Zoo.
Grantmaking
In 2025, the foundation reported 20 grants totaling $84,130. Grant amounts ranged from $360 to $31,800, with a median of $1,375. The largest grants included $31,800 to The Shul and $17,140 to Friendship Circle, both in Bayside, Wisconsin, and $10,000 to the Milwaukee Jewish Federation in Milwaukee. Each was listed as support for operations.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists William Elliott as president, Claudia Martin as vice president, and Karen Elliott as secretary/treasurer.
Herbert H & Fern Elliott Family is led by William Elliott, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
William Elliott
President
On filings since 2019
1 hr/week
No compensation reported
Claudia Martin
Vice President
On filings since 2019
1 hr/week
No compensation reported
Karen Elliott
Secretary & Treasurer
On filings since 2019
1 hr/week
No compensation reported
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 Herbert H & Fern Elliott Family
How much does Herbert H & Fern Elliott Family give each year?
Herbert H & Fern Elliott Family gave $84K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $82K across 20 grants.
What is Herbert H & Fern Elliott Family's typical grant size?
Herbert H & Fern Elliott Family's median grant in 2025 was $1,375, and its average grant was $4,207, across 20 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Herbert H & Fern Elliott Family that year got $1K on average.
Where does Herbert H & Fern Elliott Family give grants?
Herbert H & Fern Elliott Family gives mostly in Wisconsin: 89% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (9 grants) and Bayside, WI (3 grants).
Does Herbert H & Fern Elliott Family give general operating support?
Not in 2025: none of the 20 grants with a stated purpose on Herbert H & Fern Elliott Family's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support for Operations" (20 grants).
Who are Herbert H & Fern Elliott Family's largest grantees?
Herbert H & Fern Elliott Family's largest 2025 grantees include The Shul ($31,800), Friendship Circle ($17,140) and Milwaukee Jewish Federation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Herbert H & Fern Elliott Family?
Herbert H & Fern Elliott Family reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $85K in qualifying distributions that year, against a required minimum of $92K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Herbert H & Fern Elliott Family fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations including Jewish communal organizations, a domestic violence coalition, a children’s research hospital, arts organizations, and a zoo. See mission & focus areas ↑
How do I apply for a grant from Herbert H & Fern Elliott Family?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Herbert H & Fern Elliott Family accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 25, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2019–2024
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Cite this profile
Grantable. (2026). Herbert H & Fern Elliott Family funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/herbert-h-and-fern-elliott-family-morg_8e17c8b50c6b4f209f0bcb7edb0f51c3
BibTeX
@misc{grantable_396042920_2026,
author = {{Grantable}},
title = {{Herbert H \& Fern Elliott Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/herbert-h-and-fern-elliott-family-morg_8e17c8b50c6b4f209f0bcb7edb0f51c3},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Herbert H & Fern Elliott Family's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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