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.
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.
Ready to take the next step with Puelicher Foundation Inc Agy?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 3 itemized grants.
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| 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
- 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
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.
Here's the math on researching Puelicher Foundation Inc Agy by hand.
Explore Open Grants
Browse active grant opportunities in Puelicher Foundation Inc Agy's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
West Bend Community Foundation Inc
Milwaukee, WI
The West Bend Community Foundation funds operating, special-project, and capital grants in areas including arts and culture, scholarship organizations, the environment, family and youth services, health, and community development. Its 2024 median grant was $22,000, with awards generally focused on improving lives in the greater West Bend, Wisconsin area; the profile does not state whether it accepts unsolicited requests.
Assets
$83.4M
Grants
99
Total Given
$4.5M
Anon Charitable Trust
Milwaukee, WI
The trust supports organizations in youth development, education, housing, community services, and historic preservation, with nearly all of its giving going to Wisconsin. It made 130 grants in 2024, ranging from $1,000 to $125,000, with a median of $10,000. The profile does not state whether it accepts unsolicited requests.
Assets
—
Grants
130
Total Given
$2.0M
Johansen T H Family Fdn
Saint Louis, MO
The foundation supports a broad range of charitable services, including youth programs, housing, health care, animal welfare, and outdoor activities. In 2025, it awarded 33 grants of $500–$8,000, with a median grant of $1,000; most funding went to organizations in Wisconsin, Washington, and Maine. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$795K
Grants
33
Total Given
$45K
Olive & Eunice Toussaint Fdn INV Agy
Milwaukee, WI
The foundation supported organizations in education, museums and cultural preservation, and youth development, making 24 grants in 2024 ranging from $2,000 to $60,000, with a median of $8,750. Most funding went to Wisconsin (81%), with grants also in Texas and California. It accepts requests by letter to David A. Affeldt describing the proposed use of the grant; no deadline is listed.
Assets
$2.2M
Grants
24
Total Given
$318K
The Bouncer Foundation Inc
Oklahoma City, OK
Assets
$4.3M
Grants
2
Total Given
$750K
Darren and Terry Jackson Foundation Inc
Naples, FL
The foundation supports charitable organizations, including education, housing, and youth-serving groups, with most of its giving in Wisconsin. In 2024, it made eight grants totaling $206,316; awards ranged from $2,000 to $110,000, with a median of $8,046. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$8.9M
Grants
22
Total Given
$135K
Direct Supply Foundation Inc
Milwaukee, WI
The foundation supports organizations serving seniors, advancing racial and social justice, and addressing health, youth, hunger, and neighborhood needs, primarily in Wisconsin. Its 2024 grants ranged from $30 to $39,000, with a median of $2,000. It accepts applications from IRS-qualified 501(c)(3) organizations in good standing; applications are available on its website, with a January deadline.
Assets
—
Grants
55
Total Given
$284K
Emil Ewald Family Foundation Inc
Oconomowoc, WI
The Emil Ewald Family Foundation supports faith, education, community service, wellness and recreation, and conservation, with most 2025 grant dollars going to Wisconsin organizations. Its 141 grants ranged from $1,000 to $85,000, with a median of $3,000. Although its website mentions an application form, its 2025 filing says it funds only preselected organizations and does not accept unsolicited requests.
Assets
$22.3M
Grants
141
Total Given
$672K
Fellowship Open Inc
Milwaukee, WI
Fellowship Open supports organizations making a demonstrable difference for low-income youth in the Milwaukee area, with interests including mentoring, technology, arts, job skills, and job readiness. Available records show two 2020 awards of $8,070 and $12,500, but do not establish a typical giving level; no application process or acceptance of unsolicited requests is stated.
Assets
$1.7M
Grants
0
Total Given
$316K
Elizabeth B and Philip J Hendrickson
Green Bay, WI
The foundation supports Wisconsin charitable organizations in areas including health, disability services, education, family support, and community resources. Its 2025 grants ranged from $1,000 to $50,000, with a median of $5,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$4.3M
Grants
24
Total Given
$341K
K C Stock Foundation Inc
Green Bay, WI
K C Stock Foundation supports health, recreation, youth services, domestic-abuse support, and community development, including capital projects and operating costs. Its 2024 grants ranged from $750 to $250,000, with a median of $10,000; nearly all funding went to Wisconsin, with a small share going to Minnesota. The profile does not state whether it accepts unsolicited requests.
Assets
$18.4M
Grants
63
Total Given
$1.3M
Cousins Subs Make It Better Foundation
Menomonee Falls, WI
The Cousins Subs Make It Better Foundation funds 501(c)(3) organizations working in health and wellness, hunger, and youth education, with most recent giving in Wisconsin and additional grants in Minnesota, Missouri, Iowa, and Florida. Its current program offers grants of up to $5,000; 2025 awards ranged from $586 to $15,152, with a $3,000 median. It accepts online applications and does not limit giving to preselected organizations.
Assets
$269K
Grants
23
Total Given
$91K
More Funders in Wisconsin
Puelicher Foundation Inc Agy down — hundreds of funders to go?