Pelz Family Foundation Inc
PELZ FAMILY FOUNDATION INC is a private foundation based in Mequon, Wisconsin. Its 2025 filing lists grants to charitable organizations, primarily in Wisconsin.
Key facts about Pelz Family Foundation Inc
In short: Pelz Family Foundation Inc gave $40K across 20 grants in 2025 (avg $2K), mostly in Wisconsin. 40% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 39-1837448
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $40,151
- Grants made (2025)
- 20
- Average grant
- $2,008
- Median grant
- $325
- New grantees (estimate)
- 40% first-time grantees (8 of 20, 2025)
- Total assets
- $832,240
- Primary geography
- Wisconsin (97% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$832K
-0.1% YoY
Annual Giving
$40K
-79.9% YoY
Grant Count
20
-20.0% YoY
Avg Grant Size
$2K
-74.9% YoY
Under IRS private-foundation payout rules, Pelz Family Foundation Inc reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.
Is Pelz Family Foundation Inc open to new grantees?
40%
first-time grantees, 2025
In 2025, 8 of 20 grantees (40%) were first-time recipients. First grants averaged $847; repeat grants $3K. How we count
Medians: $225 first-time, $400 repeat.
- 45% of 2025 grantees were also funded in 2024. Method
- Giving fell 76% from 2022 to 2025. Method
- In 2025 it paid out 87% 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.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants include support for organizations with varied missions. For example, grantee Stand Up To Cancer describes its mission as raising awareness and funding research to detect and treat cancers, with the aspiration to cure all patients. Jewish Family Services Inc describes its mission as providing supportive services to families, children, and individuals throughout the life cycle, in the context of their needs and traditions.
Grantmaking
In filing year 2025, the foundation reported 20 grants totaling $40,151. Grants ranged from $100 to $18,681, with a median grant of $325. Larger grants included $18,681 to Congregation Beth Israel Ner Tamid, $5,000 each to Milwaukee College Prep and Chabad on Campus - Milwaukee, $4,300 to Jewish Museum Milwaukee, and $3,365 to Congregation Shalom. All were listed as program support.
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Geographic Focus
Where this funder awards grants
In 2025, 97% of grant dollars went to recipients in Wisconsin; 1% each went to recipients in Arizona, California, and New York.
Grant Distribution by State
Share of 2025 grant dollars across all 20 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $40K (2025) to $200K (2024). In 2025 it made 20 grants totaling $40K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Congregation Beth Isreal NER Tamid ($19K). Together the top 10 received $39K.
Grant Size Distribution
99 grants across all recorded years
The most common grant size was under $50K: 93 grants of 99 (94%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Congregation Beth Isreal NER Tamid Glendale, WI | Program Support | $18,681 |
| Milwaukee College Prep Milwaukee, WI | Program Support | $5,000 |
| Chabad on Campus - Milwaukee Milwaukee, WI | Program Support | $5,000 |
| Jewish Museum Milwaukee Milwaukee, WI | Program Support | $4,300 |
| Congregation Shalom Milwaukee, WI | Program Support | $3,365 |
| St Thomas More High School Milwaukee, WI | Program Support | $500 |
| Rohr Chabad House Madison, WI | Program Support | $500 |
| Mim Phoenix, AZ | Program Support | $500 |
| Congregation Agudas Achim Chabad Mequon, WI | Program Support | $400 |
| Stand up to Cancer Los Angeles, CA | Program Support | $400 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $832,240 | $48,238 | $48,985 | $40,151 (20 grants) |
| 2024 | $832,987 | $56,910 | $209,087 | $200,187 (25 grants) |
| 2023 | $985,434 | $30,939 | $130,340 | $120,262 (20 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $832,240 | $832,987 | $985,434 |
| Revenue | $48,238 | $56,910 | $30,939 |
| Expenses | $48,985 | $209,087 | $130,340 |
| Qualifying Distributions | $41,501 | $201,437 | $121,512 |
| Net Investment Income | $44,334 | $49,260 | $22,506 |
| Distributable Amount | $47,831 | $46,580 | $48,236 |
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 June 22, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 28, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Harry Pelz as president; Marilyn Pelz as secretary; and Jason Pelz, David Pelz, Mara Lappin, and Daniel Pelz as directors.
Pelz Family Foundation Inc is led by Harry Pelz, President since 2022 (on filings since 2019); none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Harry Pelz
President
President, Treasurer & Director → President, 2022
On filings since 2019
1 hr/week
No compensation reported
Daniel Pelz
Director
On filings since 2019
0.2 hrs/week
No compensation reported
David Pelz
Director
On filings since 2019
0.2 hrs/week
No compensation reported
Jason Pelz
Director
On filings since 2019
0.2 hrs/week
No compensation reported
Mara Lappin
Director
On filings since 2019
0.2 hrs/week
No compensation reported
Marilyn Pelz
Secretary
Secretary & Director → Secretary, 2022
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.
Contact
Mailing address: 318 W Seacroft Ct, Mequon, WI 53092
Phone: (414) 861-9744
Frequently asked questions about Pelz Family Foundation Inc
How much does Pelz Family Foundation Inc give each year?
Pelz Family Foundation Inc gave $40K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 25 grants.
What is Pelz Family Foundation Inc's typical grant size?
Pelz Family Foundation Inc's median grant in 2025 was $325, and its average grant was $2,008, across 20 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Pelz Family Foundation Inc that year got $847 on average.
Where does Pelz Family Foundation Inc give grants?
Pelz Family Foundation Inc gives mostly in Wisconsin: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (10 grants), Mequon, WI (2 grants) and Madison, WI (2 grants).
Does Pelz Family Foundation Inc give general operating support?
Not in 2025: none of the 20 grants with a stated purpose on Pelz Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (20 grants).
Who are Pelz Family Foundation Inc's largest grantees?
Pelz Family Foundation Inc's largest 2025 grantees include Congregation Beth Isreal NER Tamid ($18,681), Milwaukee College Prep ($5,000) and Chabad on Campus - Milwaukee ($5,000), according to its 2025 IRS Form 990-PF. Together they received 71% of its itemized 2025 grant dollars.
How large is Pelz Family Foundation Inc?
Pelz Family Foundation Inc reported $832K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $48K (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 Pelz Family Foundation Inc fund?
No mission statement for the foundation is provided. Its grants include support for organizations with varied missions. For example, grantee Stand Up To Cancer describes its mission as raising awareness and funding research to detect and treat cancers, with the aspiration to cure all patients. See mission & focus areas ↑
How do I apply for a grant from Pelz Family Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Pelz Family Foundation Inc's EIN?
Pelz Family Foundation Inc's EIN (Employer Identification Number) is 39-1837448. IRS Form 990 filing data is available on this page for 2019–2025.
Does Pelz Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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