Puelicher Foundation Inc Agy

Private foundation · Grantmaker Milwaukee, WI EIN: 39-6055461

Puelicher Foundation Inc Agy is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2023. In 2023, it awarded 3 grants totaling $2.2M. Net investment income was $235K.

Key facts about Puelicher Foundation Inc Agy

In short: Puelicher Foundation Inc Agy gave $2.2M across 3 grants in 2023 (avg $743K), mostly in Wisconsin. Source: 2023 IRS Form 990-PF.

EIN
39-6055461
Latest 990 filing
Form 990-PF, 2023
Annual giving (2023)
$2,228,000
Grants made (2023)
3
Average grant
$742,667
Median grant
$100,000
Primary geography
Wisconsin (100% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$2.2M

+890.2% YoY

Grant Count

3

+50.0% YoY

Avg Grant Size

$743K

+560.1% YoY

Under IRS private-foundation payout rules, Puelicher Foundation Inc Agy reported a distributable amount of $106K for 2023 — the minimum it must pay out in qualifying distributions.

How Puelicher Foundation Inc Agy gives

  • Giving grew 819% from 2020 to 2023. Method
  • In 2023 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

2states

Share of 2023 grant dollars across all 3 itemized grants.

Cities

MilwaukeeMilwuakeeWindsor

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M1 grant2019 1 grant2020 1 grant2021 2 grants2022 3 grants2023

From 2019 to 2023, annual grant giving ranged from $225K (2022) to $2.2M (2023). In 2023 it made 3 grants totaling $2.2M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2023

Historic Haymarket Milwuakee: $2.1MHistoric Haymarket Milwuakee$2.1MDr Howard Fuller Collegiate Academy: $100KDr Howard Fuller CollegiateAcademy$100KBear Trust International: $10KBear Trust International$10K

The largest 2023 recipient was Historic Haymarket Milwuakee ($2.1M). Together the top 3 received $2.2M.

Grant Size Distribution

8 grants across all recorded years

2<$50K$50–100K3$100–250K2$250–500K$500K–1M1$1–5M$5M+

The most common grant size was in the $100–250K range: 3 grants of 8 (38%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Historic Haymarket Milwuakee Milwuakee, WIGeneral Operating$2,118,000
Dr Howard Fuller Collegiate Academy Milwaukee, WIGeneral Operating$100,000
Bear Trust International Windsor, COGeneral Operating$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2019 2020 2021 2022 2023
Metric202320222021
Total Assets—$2,209,900$2,265,554
Revenue$241,974$73,141$354,955
Expenses$2,248,573$238,330$310,039
Qualifying Distributions$2,241,138$455,208$294,312
Net Investment Income$234,603$67,054$343,531
Distributable Amount$106,026$119,698$139,750

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 April 28, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 31, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS June 27, 2024)
  6. IRS filings on file for fiscal years 2019–2023

Leadership & Key People

Officers and directors from IRS filings

Puelicher Foundation Inc Agy is led by Judith C. Murphy, President & CFO since 2022 (on filings since 2019); 1 of 5 officers listed in 2023 is compensated.

Officers on the 2023 filing

  • Judith C. Murphy

    President & CFO

    Director & CFO → President & CFO, 2022

    On filings since 2019

    1 hr/week

    No compensation reported

  • Diane L. Sebion

    Director & Secretary

    Secretary & Treasurer → Director & Secretary, 2023

    On filings since 2019

    1 hr/week

    No compensation reported

  • Melissa D. Smid

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Patricia M. Cadorin

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Nancy Gerfin

    Assistant Treasurer

    On filings since 2019

    1 hr/week

    $5K (2023)

Former officers (1)
  • Former: James B. Wigdale (2019–2021) — President

Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2023 IRS filing

Nancy Gerfin — Asst. Treas: $5KNancy GerfinAsst. Treas$5K

The highest reported compensation on the 2023 filing was $5K, to Nancy Gerfin (Asst. Treas).

Frequently asked questions about Puelicher Foundation Inc Agy

How much does Puelicher Foundation Inc Agy give each year?

Puelicher Foundation Inc Agy gave $2.2M across 3 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $225K across 2 grants.

What is Puelicher Foundation Inc Agy's typical grant size?

Puelicher Foundation Inc Agy's median grant in 2023 was $100,000, and its average grant was $742,667, across 3 grants on its 2023 IRS Form 990-PF.

Where does Puelicher Foundation Inc Agy give grants?

Puelicher Foundation Inc Agy gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there.

Does Puelicher Foundation Inc Agy give general operating support?

Yes: 100% of Puelicher Foundation Inc Agy's 2023 grants with a stated purpose (3 of 3) were for general or operating support, per its 2023 IRS Form 990-PF.

How much is Puelicher Foundation Inc Agy required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Puelicher Foundation Inc Agy reported a distributable amount of $106K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Puelicher Foundation Inc Agy's EIN?

Puelicher Foundation Inc Agy's EIN (Employer Identification Number) is 39-6055461. IRS Form 990 filing data is available on this page for 2019–2023.

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

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