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Wipfli Foundation Inc

Foundation · Grantmaker Wausau, WI EIN: 20-2901635 Website

Wipfli Foundation Inc is a private foundation based in Wausau, Wisconsin, established as a corporate foundation affiliated with Wipfli, a professional services firm. The foundation operates as a 501(c)(3) organization and has been tax-exempt since December 2006.

Key facts about Wipfli Foundation Inc

EIN
20-2901635
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$476,600
Grants made (2025)
75
Average grant
$6,355
Median grant
$3,000
New grantees (estimate)
51% first-time grantees (35 of 69, 2025)
Primary geography
Illinois (24% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Wipfli Foundation Inc funds

By grant dollars, the top recipient states for Wipfli Foundation Inc's 75 itemized 2025 grants were Illinois (24%), Wisconsin (16%) and Colorado (8%). The most frequent recipient cities were St Louis, MO (5 grants), Chicago, IL (4 grants), Minneapolis, MN (3 grants) and Carol Stream, IL (2 grants). 24% of grants with a stated purpose were for general or operating support. Recurring purposes include "Accounting Scholarship" (4 grants) and "Spring 2025 Dei Champion Scholarship" (3 grants).

Is Wipfli Foundation Inc open to new grantees?

51%

first-time grantees, 2025

In 2025, 35 of 69 grantees (51%) were first-time recipients. First grants averaged $9K; repeat grants $5K. How we count

Medians: $4K first-time, $4K repeat.

  • 45% of 2025 grantees were also funded in 2024. Method
  • Giving grew 36% from 2022 to 2025. Method

Estimate from itemized IRS Form 990-PF grant lists (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$477K

+83.7% YoY

Grant Count

75

+47.1% YoY

Avg Grant Size

$6K

+24.9% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Wipfli Foundation supports its parent firm's mission to create lasting, positive impact in communities through three primary programs:

University Support — The foundation's original focus, established in 2005 to support colleges and universities through scholarships, textbooks, capital campaigns, and endowed professorships. In 2020, the foundation expanded this program to include diversity, equity, and inclusion (DEI) initiatives, offering scholarships to interns demonstrating dedication to fostering inclusivity. The foundation also supports the Mary T. Wylie Scholarship for women in accounting and the National Association of Black Accountants leadership program.

Community Support — Launched in 2021, this program includes an associate matching program for charitable organizations. In 2023, a corporate social responsibility platform was implemented to facilitate employee giving, with over 75% of associates participating in philanthropy. The foundation frequently gifts funds to the platform for associates to direct to meaningful charitable organizations. This program expanded to international locations in 2024.

Grantmaking — A competitive grants program supporting nonprofits across various sectors, including education, health, and community development.

Grantmaking

The foundation accepts grant applications and has demonstrated significant growth in its grantmaking activity.

Grant Range

$10,000 to $25,000

Review Cycle

**

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Geographic Focus

Where this funder awards grants

The foundation funds organizations across the United States, with recent grant recipients located in Wisconsin, Illinois, Connecticut, California, Montana, and Maine. The foundation also supports international locations through its community support program as of 2024.

Grant Distribution by State

31states

Share of all 75 itemized 2025 grant dollars.

Cities

ChicagoMinneapolisWaukeshaMilwaukeeBozemanGreen BaySaint LouisEau ClaireNew YorkPocatelloSaint PaulMadisonLacrosseMissoulaDurhamPhiladelphiaWashingtonWhitewaterAthensBillings

Financial History

Multi-year comparison from IRS filings

Assets & Giving (Most Recent Data):

  • Total assets (2023): $2,217,307
  • Total assets (2024): $2,300,000
  • Total giving (2023): $195,855
  • Total giving (2024): $259,000
  • Revenue (2023): $1,150,000
  • Total liabilities (2023): $0
  • Giving rate (2024): 11.4% of assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.12019202020212022202320242025
Metric202520242023
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$119K$238K$357K$477K24 grants201932 grants202021 grants2021117 grants202278 grants202351 grants202475 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Marquette College of Business Administration: $35K across 2 grantsMarquette College of BusinessAdministration$35K · 2 grantsCancer Wellness Center: $25KCancer Wellness Center$25KCenter for Work Education and Employment: $25KCenter for Work Education andEmployment$25KValley Packaging Industries Inc: $25KValley Packaging IndustriesInc$25KBranford Food Pantry: $20KBranford Food Pantry$20KCommunity and Economic Development Association of Cook County Inc: $20KCommunity and EconomicDevelopment Association of…$20KMaya's Music Therapy Fund: $20KMaya's Music Therapy Fund$20KArtistyear: $15KArtistyear$15KLife House Inc: $15KLife House Inc$15KUniversity of Wisconsin - Eau Claire Foundation: $15K across 2 grantsUniversity of Wisconsin - EauClaire Foundation$15K · 2 grants

Grant Size Distribution

342 grants across all recorded years

341<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Marquette College of Business Administration ($35,000 across 2 grants), Cancer Wellness Center ($25,000), Center for Work Education and Employment ($25,000).

RecipientPurposeAmount
CANCER WELLNESS CENTER Northbrook, ILGENERAL FUNDING$25,000
CENTER FOR WORK EDUCATION AND EMPLOYMENT Denver, COGENERAL FUNDING$25,000
MARQUETTE COLLEGE OF BUSINESS ADMINISTRATION Carol Stream, ILWIPFLI FELLOWS CURRENT USE FUND - FELLOWSHIP PROGRAM$25,000
VALLEY PACKAGING INDUSTRIES INC Appleton, WIGENERAL FUNDING$25,000
BRANFORD FOOD PANTRY Branford, CTGENERAL FUNDING$20,000
COMMUNITY AND ECONOMIC DEVELOPMENT ASSOCIATION OF COOK COUNTY INC Chicago, ILSTRONGER TO SERVE INNOVATION AWARD$20,000
MAYA'S MUSIC THERAPY FUND Berkeley, CAFY25 GRANT$20,000
ARTISTYEAR Philadelphia, PAGENERAL FUNDING$15,000
LIFE HOUSE INC Duluth, MNGENERAL FUNDING$15,000
WEST CHESTER UNIVERSITY FOUNDATION West Chester, PAWEST CHESTER CASE COMPETITION$13,500

Leadership & Key People

Leadership team and compensation from IRS filings

Kurt Gresens serves as Managing Partner at Wipfli and has been quoted as a spokesperson for the foundation regarding its mission and grant announcements.

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

NameTitleHoursCompensation
Durward FerlandPresident/Director0.2—
Marypat DavitzVice President/Director0.2—
Stephanie CavadeasSecretary/Treasurer/Director0.2—
Jessica MacklinDirector0.2—
Shereen MahoneyDirector0.2—
Audra MoncurDirector0.2—
Shelly WorrelDirector0.2—

Recent News & Activity

Recent developments and announcements

2025

**20th Anniversary (2025):**

2025

The Wipfli Foundation celebrated its 20th anniversary in May 2025, reflecting on significant milestones achieved since its establishment in May 2005. The foundation announced that its three programs will provide $1.1 million in community support in 2025, with total contributions exceeding $4.1 million since inception.

Wipfli Foundation announces 2025 grants and 20th anniversary | Wipfli
2025

**2025 Grant Announcements:**

2025

In May 2025, the foundation announced its 2025 grant cycle, awarding $110,000 to six nonprofit organizations. The cycle received 139 applications with 74 different Wipfli associates nominating organizations.

Wipfli Foundation announces 2025 grants and 20th anniversary | Wipfli
2024

**2024 Inaugural Grantmaking:**

2024

In July 2024, the foundation approved its first round of competitive grants, awarding $10,000 to $25,000 to six diverse nonprofits. This inaugural cycle received 324 applications with 93 different Wipfli associates nominating organizations.

Wipfli Foundation announces 2025 grants and 20th anniversary | Wipfli

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Wipfli Foundation Inc fund?

The Wipfli Foundation supports its parent firm's mission to create lasting, positive impact in communities through three primary programs: **University Support** — The foundation's original focus, established in 2005 to support colleges and universities through scholarships, textbooks, capital campaigns, and endowed professorships. In 2020, the foundation expanded this program to include diversity, equity, and inclusion (DEI) initiatives, offering scholarships to interns demonstrating dedicatio…

How do I apply for a grant from Wipfli Foundation Inc?

The foundation accepts grant applications and has demonstrated significant growth in its grantmaking activity. **2025 Grant Cycle:** • Total awarded: $110,000 to six organizations • Applications received: 139 • Nominating associates: 74 • Recipients: Valley Packaging Industries, Inc. (Appleton, Wisconsin); Cancer Wellness Center (Northbrook, Illinois); Branford Food Pantry (Branford, Connecticut); Maya's Music Therapy Fund (Berkeley, California); Center for Warriors Foundation (East Helena, Mon…

Where does Wipfli Foundation Inc make grants?

The foundation funds organizations across the United States, with recent grant recipients located in Wisconsin, Illinois, Connecticut, California, Montana, and Maine. The foundation also supports international locations through its community support program as of 2024.

What size grants does Wipfli Foundation Inc award?

In 2025, Wipfli Foundation Inc awarded 75 grants totaling $477K — an average of about $6K per grant, based on its IRS Form 990 filings.

What is Wipfli Foundation Inc's EIN?

Wipfli Foundation Inc's EIN (Employer Identification Number) is 20-2901635. IRS Form 990 filing data is available on this page for 2019–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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