Joan Woodman Orton McCollum Foundation Inc
Joan Woodman Orton McCollum Foundation Inc is a private foundation based in Richland Center, Wisconsin. It makes grants to qualifying nonprofit entities to benefit people in Richland County, Wisconsin, and the surrounding area.
Key facts about Joan Woodman Orton McCollum Foundation Inc
In short: Joan Woodman Orton McCollum Foundation Inc gave $167K across 11 grants in 2024 (avg $15K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- EIN
- 39-1955914
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $166,500
- Grants made (2024)
- 11
- Average grant
- $15,136
- Median grant
- $3,000
- Total assets
- $2,879,351
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- How to apply
- The filing names Joseph Halverson, President, as the contact and lists the materials above. Full details ↓
- Deadline
- September 1.
Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.9M
-1.2% YoY
Annual Giving
$167K
+5.6% YoY
Grant Count
11
-21.4% YoY
Avg Grant Size
$15K
+34.4% YoY
Under IRS private-foundation payout rules, Joan Woodman Orton McCollum Foundation Inc reported a distributable amount of $181K for 2024 — the minimum it must pay out in qualifying distributions.
How Joan Woodman Orton McCollum Foundation Inc gives
- Giving held roughly steady from 2021 to 2024 (−10%). Method
- In 2024 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Mission & Focus Areas
The foundation’s filing describes its charitable activity as making grants to qualifying nonprofits to benefit people in Richland County and the surrounding area. Its 2024 grants included support for community facilities, emergency services, animal care, youth activities, education, and health-related needs.
One 2024 grantee, Ocooch Mountain Humane Society, describes its mission as providing shelter and care to stray, unwanted, or abandoned animals; helping place animals in humane surroundings; and educating the community about responsible animal care.
Grantmaking
In 2024, the foundation made 11 grants totaling $166,500. Grants ranged from $500 to $70,000, with a median grant of $3,000. Notable awards included $70,000 to the City of Richland Center for a swimming pool, $45,000 to Richland Center Performing Arts Council for an elevator to improve handicap access, and $30,500 to Richland Center Fire Department for Jaws of Life equipment for electric vehicles and other equipment. Other awards included $8,000 to Ocooch Mountain Humane Society for a fire alarm system and $3,000 to Hornet Football Summer Camps for equipment.
Review Cycle
September 1. The filing does not specify a year; this date has passed for 2026.
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Geographic Focus
Where this funder awards grants
The foundation states that its grants benefit people in Richland County, Wisconsin, and the surrounding area. All 2024 grant dollars went to recipients in Wisconsin; the listed recipients were in Richland Center.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $119K (2019) to $185K (2021). In 2024 it made 11 grants totaling $167K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
64 grants across all recorded years
The most common grant size was under $50K: 59 grants of 64 (92%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 11 grants to individuals Recipients not named | — | $166,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grant total | Number of grants |
|---|---|---|
| 2024 | $166,500 | 11 |
| 2023 | $157,641 | 14 |
| 2022 | $148,700 | 12 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,879,351 | $2,912,867 | $3,015,808 |
| Revenue | $171,350 | $91,618 | $135,666 |
| Expenses | $205,945 | $194,164 | $188,747 |
| Qualifying Distributions | $173,882 | $164,970 | $156,170 |
| Net Investment Income | $139,228 | $62,335 | $103,032 |
| Distributable Amount | $181,441 | $160,751 | $160,375 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 23, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 13, 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 November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 4, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 24, 2025)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Joseph L. Halverson as President-Treasurer, Corey M. Davis as Vice President, and Sheila Troxel as Secretary.
Joan Woodman Orton McCollum Foundation Inc's 2024 filing lists 3 officers; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Corey M. Davis
Vice President
On filings since 2019
1 hr/week
$4K (2020) → $4K (2024)
Joseph L. Halverson
Presidenttreasurer
On filings since 2019
1 hr/week
$4K (2020) → $4K (2024)
Sheila Troxel
Secretary
On filings since 2019
1 hr/week
$4K (2020) → $4K (2024)
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $4K, to Corey M Davis (Vice President). 3 officers or directors reported compensation on that filing.
Contact
Application contact: Joseph Halverson - President
Mailing address: 242 West Court St, Richland Center, WI 53581
Phone: (608) 647-6357
Frequently asked questions about Joan Woodman Orton McCollum Foundation Inc
How much does Joan Woodman Orton McCollum Foundation Inc give each year?
Joan Woodman Orton McCollum Foundation Inc gave $167K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $158K across 14 grants.
What is Joan Woodman Orton McCollum Foundation Inc's typical grant size?
Joan Woodman Orton McCollum Foundation Inc's median grant in 2024 was $3,000, and its average grant was $15,136, across 11 grants on its 2024 IRS Form 990-PF.
Where does Joan Woodman Orton McCollum Foundation Inc give grants?
Joan Woodman Orton McCollum Foundation Inc gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Joan Woodman Orton McCollum Foundation Inc give general operating support?
Not in 2024: none of the 11 grants with a stated purpose on Joan Woodman Orton McCollum Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support.
How large is Joan Woodman Orton McCollum Foundation Inc?
Joan Woodman Orton McCollum Foundation Inc reported $2.9M in total assets on its 2024 IRS Form 990-PF. It paid out $174K in qualifying distributions that year, against a required minimum of $181K (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 Joan Woodman Orton McCollum Foundation Inc fund?
The foundation’s filing describes its charitable activity as making grants to qualifying nonprofits to benefit people in Richland County and the surrounding area. See mission & focus areas ↑
How do I apply for a grant from Joan Woodman Orton McCollum Foundation Inc?
The filing names Joseph Halverson, President, as the contact and lists the materials above. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Joan Woodman Orton McCollum Foundation Inc's EIN?
Joan Woodman Orton McCollum Foundation Inc's EIN (Employer Identification Number) is 39-1955914. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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