R & R Heritage Foundation Inc
R & R Heritage Foundation Inc is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2024. In 2024, it awarded 7 grants totaling $18K.
R & R Heritage Foundation Inc at a glance
In short: R & R Heritage Foundation Inc gave $18K across 7 grants in 2024 (avg $3K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $17,764
- +323.0% vs 2023
- Grants made (2024)
- 7
- +16.7% vs 2023
- Average grant
- $2,538
- +262.5% vs 2023
- Median grant
- $500
- Primary geography
- Wisconsin (92% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who R & R Heritage Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
The largest 2024 recipient was St Christopher's Church ($14K). Together the top 7 received $18K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 7 itemized grants.
Cities
How R & R Heritage Foundation Inc gives
- Giving grew 229% from 2021 to 2024. Method
- In 2024 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 2024, annual grant giving ranged from $4K (2023) to $36K (2022). In 2024 it made 7 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Christopher's Church River Hills, WI | General | $14,464 |
| Manito-Wish YMCA Boulder Junction, WI | General | $1,000 |
| AFS-USA New York, NY | General | $500 |
| Lifespace Foundation Des Moines, IA | General | $500 |
| Girl Scouts Manitou Council Sheboygan, WI | General | $500 |
| Northwestern University Evanston, IL | General | $500 |
| AFS Association Cedarburg, WI | General | $300 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $372 | $18,604 | $17,764 | 7 | $17,764 | — | $75 |
| 2023 | $18,174 | $7,108 | $5,227 | $4,200 | 6 | $4,200 | $6,471 | $961 |
| 2022 | $16,293 | $14,654 | $36,628 | $36,000 | 6 | $36,000 | $14,026 | $1,919 |
| 2021 | $38,267 | $3,965 | $6,502 | $5,400 | 10 | $5,400 | $2,863 | $3,161 |
| 2020 | $40,804 | $15,849 | $26,802 | $25,200 | 11 | — | $14,247 | $3,394 |
| 2019 | $51,757 | $2,404 | $6,768 | $5,900 | 17 | — | $1,536 | $3,818 |
Under IRS private-foundation payout rules, R & R Heritage Foundation Inc reported a distributable amount of $75 for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
R & R Heritage Foundation Inc's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Sue M. Wernecke
Director
On filings since 2019
No compensation reported
William A. Wernecke Jr.
Director
On filings since 2019
No compensation reported
William A. Wernecke Sr.
Director
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about R & R Heritage Foundation Inc
How much does R & R Heritage Foundation Inc give each year?
R & R Heritage Foundation Inc gave $18K across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4K across 6 grants.
What is R & R Heritage Foundation Inc's typical grant size?
R & R Heritage Foundation Inc's median grant in 2024 was $500, and its average grant was $2,538, across 7 grants on its 2024 IRS Form 990-PF.
Where does R & R Heritage Foundation Inc give grants?
R & R Heritage Foundation Inc gives mostly in Wisconsin: 92% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does R & R Heritage Foundation Inc give general operating support?
Yes: 100% of R & R Heritage Foundation Inc's 2024 grants with a stated purpose (7 of 7) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are R & R Heritage Foundation Inc's largest grantees?
R & R Heritage Foundation Inc's largest 2024 grantees include St Christopher's Church ($14,464), Manito-Wish YMCA ($1,000) and AFS-USA ($500), according to its 2024 IRS Form 990-PF. Together they received 90% of its itemized 2024 grant dollars.
How much is R & R Heritage Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, R & R Heritage Foundation Inc reported a distributable amount of $75 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is R & R Heritage Foundation Inc's EIN?
R & R Heritage Foundation Inc's EIN (Employer Identification Number) is 39-1977961. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- IRS filings on file for fiscal years 2019–2024
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