The Egerter Family Foundation
The Egerter Family Foundation is a private independent foundation designated as a 501(c)(3) organization. The foundation was granted tax-exempt status in April 2022 and is located in Fairfield, Connecticut. It operates as a grantmaking foundation focused on philanthropic giving across multiple cause areas.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.9M
+17.0% YoY
Annual Giving
$541K
+23.3% YoY
Grant Count
53
-25.4% YoY
Avg Grant Size
$10K
+65.2% YoY
Under IRS private-foundation payout rules, The Egerter Family Foundation reported a distributable amount of $629K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation primarily funds general and unrestricted efforts. Its grantmaking encompasses several key areas:
- Affordable Housing: Supporting the building of affordable housing in Teton County, Wyoming
- Veterans Support: Funding housing-related initiatives for veterans
- Education: Supporting educational organizations and student-focused programs
- Animal Rescue: Supporting animal rescue efforts
- Community Development: General charitable and community-focused initiatives
Grantmaking
The foundation is an active grantmaker with a demonstrated commitment to supporting multiple organizations annually.
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Geographic Focus
Where this funder awards grants
The foundation supports organizations across multiple regions, with documented grantmaking in:
- Wyoming (Teton County)
- Ohio (Lakewood and Rocky River)
- Illinois (Chicago area)
- Connecticut (home state)
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $13,859,243
- Total Revenues: $2,843,139
- Total Expenses: $831,763
- Number of Employees: 0
Historical Assets:
- 2023: $11,847,867
- 2022: $12,143,880
- 2021: $12,990,854
- 2020: $13,143,149
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $13,859,243 | $11,847,867 | $12,143,880 |
| Revenue | $2,843,139 | $421,734 | $-54,114 |
| Expenses | $831,763 | $717,747 | $793,110 |
| Qualifying Distributions | $695,935 | $592,381 | $520,461 |
| Net Investment Income | $2,711,511 | $449,034 | $232,559 |
| Distributable Amount | $629,179 | $599,005 | $579,980 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
197 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Foundation of Jackson Hole ($38,000), Boys & Girls Clubs of Chicago Inc ($20,000), Breakthrough Urban Ministries Inc ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLIES FOR COMMUNITY BUSINESS INC CHICAGO, IL | General & Unrestricted | $15,000 |
| AMERICAN CANCER SOCIETY INC CHICAGO, IL | General & Unrestricted | $2,000 |
| AMERICAN NATIONAL RED CROSS CHICAGO, IL | General & Unrestricted | $5,000 |
| BERNARD P FLORIANI FOUNDATION INC LAKE BLUFF, IL | General & Unrestricted | $15,000 |
| BETWEEN FRIENDS CHICAGO, IL | General & Unrestricted | $5,000 |
| BIG BROTHERS-BIG SISTERS OF METROPOLITAN CHICAGO CHICAGO, IL | General & Unrestricted | $15,000 |
| BOYS & GIRLS CLUBS OF CHICAGO INC CHICAGO, IL | General & Unrestricted | $20,000 |
| BREAKTHROUGH URBAN MINISTRIES INC CHICAGO, IL | General & Unrestricted | $20,000 |
| BUILD INCORPORATED CHICAGO, IL | General & Unrestricted | $20,000 |
| CARA PROGRAM CHICAGO, IL | General & Unrestricted | $15,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation was created in memory of Scott Egert, a U.S. military supporter. Steve Egert is identified as a key figure in the foundation's direction and decision-making. The foundation honors the legacy of Howard Egert, whose investment expertise and generosity enabled the foundation's work.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Dean Andrew Egerter | Dir, Pres, Sec, Treas | 10 | $60,000 |
| Laura A Egerter | Dir, VP | 10 | $40,000 |
Recent News & Activity
Recent developments and announcements
In June 2025, the foundation made a transformative $1.2 million gift to Purple Heart Homes to support veterans in Ohio. This inaugural donation was designated to support Purple Heart Homes' mission to serve wounded military veterans and their families through future housing-related initiatives in Lakewood and Rocky River, Ohio. The gift was made in honor of Scott Egert's memory and reflects the foundation's commitment to supporting veterans with affordable housing needs.
Purple Heart Homes Receives $1.2 Million Gift from the Scott and Steve EgertSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Egerter Family Foundation fund?
The foundation primarily funds general and unrestricted efforts. Its grantmaking encompasses several key areas: • **Affordable Housing**: Supporting the building of affordable housing in Teton County, Wyoming • **Veterans Support**: Funding housing-related initiatives for veterans • **Education**: Supporting educational organizations and student-focused programs • **Animal Rescue**: Supporting animal rescue efforts • **Community Development**: General charitable and community-focused initiatives
How do I apply for a grant from The Egerter Family Foundation?
The foundation is an active grantmaker with a demonstrated commitment to supporting multiple organizations annually. **Recent Grant Activity:** • Made 47 grants in 2024 • Total giving of approximately $439,025 to $503,760 in recent years • Grant recipients have included: • Community Foundation of Jackson Hole ($38,000 for Jackson Hole Community Housing, Doug Coombs Foundation, Hole Food Rescue, First in Family Jackson Hole, and Jackson Hole Land Trust) • Auxiliary of the Infant Welfare Society …
Where does The Egerter Family Foundation make grants?
The foundation supports organizations across multiple regions, with documented grantmaking in: • Wyoming (Teton County) • Ohio (Lakewood and Rocky River) • Illinois (Chicago area) • Connecticut (home state)
What size grants does The Egerter Family Foundation award?
In 2024, The Egerter Family Foundation awarded 53 grants totaling $541K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is The Egerter Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Egerter Family Foundation reported a distributable amount of $629K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Egerter Family Foundation's EIN?
The Egerter Family Foundation's EIN (Employer Identification Number) is 85-3751463. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Egerter Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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