Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom

Private foundation · Grantmaker Scottsdale, AZ EIN: 46-1184621

Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom is a private foundation, based in Scottsdale, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 4 grants totaling $151K.

Key facts about Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom

In short: Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom gave $151K across 4 grants in 2024 (avg $38K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.

EIN
46-1184621
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$151,000
Grants made (2024)
4
Average grant
$37,750
Median grant
$12,500
Total assets
$1,200,823
Primary geography
Wisconsin (93% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+23950.1% YoY

Annual Giving

$151K

-32.6% YoY

Grant Count

4

-50.0% YoY

Avg Grant Size

$38K

+34.8% YoY

Under IRS private-foundation payout rules, Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom reported a distributable amount of $236 for 2024 — the minimum it must pay out in qualifying distributions.

How Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom gives

  • Giving grew 120% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

AshlandWashburnOlympiaRochesterDuluthHoustonMadisonMenomonieMilwaukeeMinneapolis

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K3 grants2020 6 grants2021 7 grants2022 8 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $40K (2020) to $224K (2023). In 2024 it made 4 grants totaling $151K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Northland College: $125KNorthland College$125KBig Top Chautauqua Annual Fund: $15KBig Top Chautauqua Annual Fund$15KGenetic Support Foundation: $10KGenetic Support Foundation$10KAshland Historical Society: $1KAshland Historical Society$1K

The largest 2024 recipient was Northland College ($125K). Together the top 4 received $151K.

Grant Size Distribution

28 grants across all recorded years

24<$50K1$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 24 grants of 28 (86%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Northland College Ashland, WIEducational Program Sponsor$125,000
Big Top Chautauqua Annual Fund Washburn, WIProgram Sponsor$15,000
Genetic Support Foundation Olympia, WAProgram Sponsor$10,000
Ashland Historical Society Ashland, WISponsor Program$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
$0$500K$1M$1.5M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,200,823$4,993$16,018
Revenue$1,350,000$215,000$175,000
Expenses$154,170$226,025$169,345
Qualifying Distributions$151,000$224,000$167,600
Distributable Amount$236$981$238

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS October 17, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 12, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 15, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom is led by James E. Hagstrom, Director, President & Treasurer on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • James E. Hagstrom

    Director, President & Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Brian J. Hagstrom

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Elizabeth A. Hagstrom

    Director, Vice President & Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom

How much does Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom give each year?

Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom gave $151K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $224K across 8 grants.

What is Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom's typical grant size?

Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom's median grant in 2024 was $12,500, and its average grant was $37,750, across 4 grants on its 2024 IRS Form 990-PF.

Where does Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom give grants?

Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom gives mostly in Wisconsin: 93% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Washington (7%). The most frequent recipient cities were Ashland, WI (2 grants).

Does Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom give general operating support?

Not in 2024: none of the 4 grants with a stated purpose on Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom's 2024 IRS Form 990-PF were described as general or operating support.

How large is Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom?

Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom reported $1.2M in total assets on its 2024 IRS Form 990-PF. It paid out $151K in qualifying distributions that year, against a required minimum of $236 (roughly 5% of its investment assets).

What is Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom's EIN?

Jim and Beth Hagstrom Family Foundation Inc C/O James E Hagstrom's EIN (Employer Identification Number) is 46-1184621. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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