Pelz Family Foundation Inc

Private foundation · Grantmaker Mequon, WI EIN: 39-1837448

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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

7states

Share of 2025 grant dollars across all 20 itemized grants.

Cities

MilwaukeeMadisonMequonGlendaleWauwatosaHometownNew YorkPhoenixBrookfieldLos AngelesMenomonee FallsDeer BeachDowners GroveHales CornersHartlandIndianapolisPalm Beach GardensRye BrookTarzanaWhitefish Bay

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K28 grants2019 35 grants2020 19 grants2021 15 grants2022 20 grants2023 25 grants2024 20 grants2025

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

Congregation Beth Isreal NER Tamid: $19KCongregation Beth Isreal NERTamid$19KMilwaukee College Prep: $5KMilwaukee College Prep$5KChabad on Campus - Milwaukee: $5KChabad on Campus - Milwaukee$5KJewish Museum Milwaukee: $4KJewish Museum Milwaukee$4KCongregation Shalom: $3KCongregation Shalom$3KSt Thomas More High School: $500St Thomas More High School$500Rohr Chabad House: $500Rohr Chabad House$500Mim: $500Mim$500Congregation Agudas Achim Chabad: $400Congregation Agudas AchimChabad$400Stand up to Cancer: $400Stand up to Cancer$400

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

93<$50K6$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 93 grants of 99 (94%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Congregation Beth Isreal NER Tamid Glendale, WIProgram Support$18,681
Milwaukee College Prep Milwaukee, WIProgram Support$5,000
Chabad on Campus - Milwaukee Milwaukee, WIProgram Support$5,000
Jewish Museum Milwaukee Milwaukee, WIProgram Support$4,300
Congregation Shalom Milwaukee, WIProgram Support$3,365
St Thomas More High School Milwaukee, WIProgram Support$500
Rohr Chabad House Madison, WIProgram Support$500
Mim Phoenix, AZProgram Support$500
Congregation Agudas Achim Chabad Mequon, WIProgram Support$400
Stand up to Cancer Los Angeles, CAProgram 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)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 22, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 9, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 18, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 27, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 26, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 5, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 28, 2026)
  8. 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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