Puelicher Foundation Inc Agy
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.
Puelicher Foundation Inc Agy at a glance
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.
- Annual giving (2023)
- $2,228,000
- +890.2% vs 2022
- Grants made (2023)
- 3
- +50.0% vs 2022
- Average grant
- $742,667
- +560.1% vs 2022
- Median grant
- $100,000
- Primary geography
- Wisconsin (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Puelicher Foundation Inc Agy funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2023
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
The most common grant size was in the $100–250K range: 3 grants of 8 (38%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 3 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $225K (2022) to $2.2M (2023). In 2023 it made 3 grants totaling $2.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Historic Haymarket Milwuakee Milwuakee, WI | General Operating | $2,118,000 |
| Dr Howard Fuller Collegiate Academy Milwaukee, WI | General Operating | $100,000 |
| Bear Trust International Windsor, CO | General Operating | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $241,974 | $2,248,573 | $2,228,000 | 3 | $2,241,138 | $234,603 | $106,026 |
| 2022 | $2,209,900 | $73,141 | $238,330 | $225,000 | 2 | $455,208 | $67,054 | $119,698 |
| 2021 | $2,265,554 | $354,955 | $310,039 | $294,000 | 1 | $294,312 | $343,531 | $139,750 |
| 2020 | $2,197,138 | $202,636 | $252,004 | $242,500 | 1 | — | $190,720 | $113,544 |
| 2019 | $2,281,038 | $89,126 | $321,047 | $301,000 | 1 | — | $81,811 | $63,384 |
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.
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
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 27, 2024)
- IRS filings on file for fiscal years 2019–2023
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