ORC Sheltered Friends Foundation is a private foundation focused on Employment, based in LA CROSSE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $19.5M in total assets. In 2024, it awarded 9 grants totaling $658K. Net investment income was $627K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$19.5M
+8.7% YoY
Annual Giving
$658K
+37.8% YoY
Grant Count
9
+50.0% YoY
Avg Grant Size
$73K
-8.1% YoY
Under IRS private-foundation payout rules, ORC Sheltered Friends Foundation reported a distributable amount of $730K for 2024 — the minimum it must pay out in qualifying distributions.
About ORC Sheltered Friends Foundation
Based on IRS filings
ORC Sheltered Friends Foundation is a private foundation focused on Employment, based in LA CROSSE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $19.5M in total assets. In 2024, it awarded 9 grants totaling $658K. Net investment income was $627K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $19,483,445 | $17,931,338 | $16,017,930 |
| Revenue | $656,362 | $-2,808,632 | $160,115 |
| Expenses | $710,242 | $526,608 | $505,255 |
| Qualifying Distributions | $666,636 | $520,412 | $483,850 |
| Net Investment Income | $626,611 | $370,163 | $302,000 |
| Distributable Amount | $730,103 | $498,514 | $353,053 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Big Heroes ($243,760), Western Technical College Fdtn ($100,000), Boys Girls Club ($76,980).
| Recipient | Purpose | Amount |
|---|---|---|
| Ability Building Community La Crescent, MN | Disability services | $50,000 |
| Western Technical College Fdtn La Crosse, WI | Education | $100,000 |
| La Crosse Area Development Corp La Crosse, WI | Economic development | $50,000 |
| Paws With A Cause Wayland, MI | Disability services | $32,738 |
| Big Heroes Brownsville, TX | Disability services | $243,760 |
| Disability Chamber of Commerce RGV Pharr, TX | Disability Services | $30,000 |
| Boys Girls Club La Crosse, WI | Community Services | $76,980 |
| Outdoor Recreation Alliance La Crosse, WI | Community Services | $25,000 |
| CouleeCap Westby, WI | Community Services | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Robert Burg | Treasurer | 1 | — |
| Kelly Iverson | Chair | 1 | — |
| Joseph Connell | VP | 1 | — |
| Darla Krzoska | Secretary | 1 | — |
| Larry Vangen | Director | 1 | — |
| Richard Record | VP | 1 | — |
| Shirley Holman | VP | 1 | — |
| Brenda Stuhr | President | 1 | — |
| Chad Hill | Director | 1 | — |
| Julie Schroeder | Director | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is ORC Sheltered Friends Foundation?
ORC Sheltered Friends Foundation is a private foundation focused on Employment, based in LA CROSSE, WI. It holds $19.5M in total assets as of 2024.
How large is ORC Sheltered Friends Foundation?
As of 2024, ORC Sheltered Friends Foundation holds $19.5M in total assets with $656K in annual revenue. It awarded 9 grants totaling $658K in 2024.
Where does ORC Sheltered Friends Foundation operate?
ORC Sheltered Friends Foundation has awarded grants in Michigan, Minnesota, Texas, Wisconsin.
What size grants does ORC Sheltered Friends Foundation award?
In 2024, ORC Sheltered Friends Foundation awarded 9 grants totaling $658K — an average of about $73K per grant, based on its IRS Form 990 filings.
How much is ORC Sheltered Friends Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, ORC Sheltered Friends Foundation reported a distributable amount of $730K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is ORC Sheltered Friends Foundation's EIN?
ORC Sheltered Friends Foundation's EIN (Employer Identification Number) is 87-2711393. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in ORC Sheltered Friends Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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