Zurn Foundation Inc (FKA Rexnord Foundation Inc)
Zurn Foundation Inc is a private foundation based in Milwaukee, Wisconsin. It supports community well-being through financial contributions and volunteer efforts, with giving focused on Basic Needs, Education, and Environment.
Key facts about Zurn Foundation Inc (FKA Rexnord Foundation Inc)
In short: Zurn Foundation Inc (FKA Rexnord Foundation Inc) gave $573K across 115 grants in 2025 (avg $5K), mostly in Wisconsin. 44% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 39-6042029
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $572,713
- Grants made (2025)
- 115
- Average grant
- $4,980
- Median grant
- $500
- New grantees (estimate)
- 44% first-time grantees (49 of 111, 2025)
- Total assets
- $4,455,988
- Primary geography
- Wisconsin (62% of itemized 2025 grant dollars)
- Deadline
- For the organization grant program, the stated cutoff for the January meeting is November 1; the May 1 cutoff for the…
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.5M
+1.7% YoY
Annual Giving
$573K
+11.7% YoY
Grant Count
115
-13.5% YoY
Avg Grant Size
$5K
+29.2% YoY
Under IRS private-foundation payout rules, Zurn Foundation Inc (FKA Rexnord Foundation Inc) reported a distributable amount of $109K for 2025 — the minimum it must pay out in qualifying distributions.
Is Zurn Foundation Inc (FKA Rexnord Foundation Inc) open to new grantees?
44%
first-time grantees, 2025
In 2025, 49 of 111 grantees (44%) were first-time recipients. First grants averaged $713; repeat grants $9K. How we count
Medians: $250 first-time, $1K repeat.
- 48% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 516% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation describes its work as supporting the health, wellness, and prosperity of communities where it operates. Its three stated community pillars are Basic Needs, Education, and Environment. The program description includes support for essentials, STEM education, and protecting natural resources.
Examples of supported organizations illustrate the range of recipients. Hunger Task Force says it works to prevent hunger and malnutrition by providing food and promoting policies toward a hunger-free community. United Community Center describes its work as providing education, human services, health, community development, and cultural arts services. Sojourner Family Peace Center says its mission is transforming lives impacted by domestic violence, while Next Door Foundation describes supporting children’s development in partnership with their families.
Grantmaking
In filing year 2025, the foundation reported 115 grants totaling $572,713. Grants ranged from $50 to $168,855, with a median of $500. The largest listed awards were $168,855 to United Way of Greater Milwaukee and Waukesha County, $129,708 to American Cancer Society, and $69,260 to Hunger Task Force. Other notable awards included $25,000 to United Community Center, $20,000 to Sojourner Family Peace Center, and $18,000 to Next Door Foundation. The filing also lists $6,000 scholarships to Campbell University and an individual recipient State University.
The foundation’s grant program description says applications are considered for July and January meetings. Separately, its 2023 filing lists an application form, essay activities list, and official high school transcripts for an award restricted to a child or stepchild of an active, full-time Zurn Elkay Water Solutions domestic U.S. associate with a GPA of at least 3.3. That filing lists a March 1 deadline.
Review Cycle
For the organization grant program, the stated cutoff for the January meeting is November 1; the May 1 cutoff for the July meeting has passed as of October 2, 2026. The 2023 filing’s March 1 deadline is also past.
Open Grants
1 open opportunity from Zurn Foundation Inc (FKA Rexnord Foundation Inc)
Ready to take the next step with Zurn Foundation Inc (FKA Rexnord Foundation Inc)?
Geographic Focus
Where this funder awards grants
In 2025, 62% of grant dollars went to recipients in Wisconsin and 24% to recipients in Illinois. The remaining listed shares were an individual recipient (4%), California (3%), and Pennsylvania (2%).
Grant Distribution by State
Share of 2025 grant dollars across all 115 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $513K (2024) to $660K (2021). In 2025 it made 115 grants totaling $573K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was United Way Of Greater Milwaukee and Waukesha County ($169K). Together the top 10 received $467K.
Organizations only. It also paid 2 individual scholarships ($10,000), which are not listed by name.
Grant Size Distribution
634 grants across all recorded years
The most common grant size was under $50K: 620 grants of 634 (98%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Way Of Greater Milwaukee and Waukesha County Milwaukee, WI | Grant | $168,855 |
| American Cancer Society Inc Chicago, IL | Grant | $129,708 |
| Hunger Task Force Inc West Milwaukee, WI | Grant | $69,260 |
| United Community Center Milwaukee, WI | Grant | $25,000 |
| Sojourner Family Peace Center Milwaukee, WI | Grant | $20,000 |
| Next Door Foundation Milwaukee, WI | Grant | $18,000 |
| MKE Fellows Milwaukee, WI | Grant | $10,000 |
| Campbell University Buies Creek, NC | Scholarship | $6,000 |
| 2 individual scholarships Recipients not named | — | $10,000 |
| Hunger Task Force Inc West Milwaukee, WI | Human Services | $5,200 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $4,455,988 | $243,480 | $588,589 | $572,713 | 115 |
| 2024 | $4,381,372 | $127,698 | $541,250 | $512,591 | 133 |
| 2023 | $4,146,735 | $105,169 | $606,970 | $581,833 | 126 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,455,988 | $4,381,372 | $4,146,735 |
| Revenue | $243,480 | $127,698 | $105,169 |
| Expenses | $588,589 | $541,250 | $606,970 |
| Qualifying Distributions | $561,288 | $512,591 | $581,833 |
| Net Investment Income | $116,179 | $105,039 | $85,032 |
| Distributable Amount | $108,835 | $203,407 | $158,953 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 19, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Todd Adams, Patricia Whaley, Mark Peterson, and Angela Hersil as officers, and Dan Klun and Craig Wehr as directors.
Zurn Foundation Inc (FKA Rexnord Foundation Inc)'s 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Craig Wehr
Director
On filings since 2024
8 hrs/week
No compensation reported
Dan Klun
Director
On filings since 2024
8 hrs/week
No compensation reported
Angela Hersil
Officer
Director → Officer, 2024
On filings since 2021
8 hrs/week
No compensation reported
Mark Peterson
Officer
On filings since 2021
8 hrs/week
No compensation reported
Patricia Whaley
Officer
On filings since 2021
8 hrs/week
No compensation reported
Todd Adams
Officer
On filings since 2021
8 hrs/week
No compensation reported
Former officers (1)
- Former: Charles Roy (2021–2023) — Director
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Zurn Foundation
Mailing address: 511 W Freshwater Way, Milwaukee, WI 53204
Phone: (414) 808-0100
Frequently asked questions about Zurn Foundation Inc (FKA Rexnord Foundation Inc)
How much does Zurn Foundation Inc (FKA Rexnord Foundation Inc) give each year?
Zurn Foundation Inc (FKA Rexnord Foundation Inc) gave $573K across 115 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $513K across 133 grants.
What is Zurn Foundation Inc (FKA Rexnord Foundation Inc)'s typical grant size?
Zurn Foundation Inc (FKA Rexnord Foundation Inc)'s median grant in 2025 was $500, and its average grant was $4,980, across 115 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Zurn Foundation Inc (FKA Rexnord Foundation Inc) that year got $713 on average.
Where does Zurn Foundation Inc (FKA Rexnord Foundation Inc) give grants?
Zurn Foundation Inc (FKA Rexnord Foundation Inc) gives mostly in Wisconsin: 62% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (24%). The most frequent recipient cities were Milwaukee, WI (20 grants), Chicago, IL (5 grants), Erie, PA (4 grants) and New York, NY (4 grants).
Does Zurn Foundation Inc (FKA Rexnord Foundation Inc) give general operating support?
Not in 2025: none of the 115 grants with a stated purpose on Zurn Foundation Inc (FKA Rexnord Foundation Inc)'s 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Human Services" (32 grants), "Scholarship" (19 grants) and "Grant" (18 grants).
Who are Zurn Foundation Inc (FKA Rexnord Foundation Inc)'s largest grantees?
Zurn Foundation Inc (FKA Rexnord Foundation Inc)'s largest 2025 grantees include United Way Of Greater Milwaukee and Waukesha County ($168,855), American Cancer Society Inc ($129,708) and Hunger Task Force Inc ($74,460 across 2 grants), according to its 2025 IRS Form 990-PF. It also paid 2 individual scholarships ($10,000), which are not listed by name. Together they received 65% of its itemized 2025 grant dollars.
How large is Zurn Foundation Inc (FKA Rexnord Foundation Inc)?
Zurn Foundation Inc (FKA Rexnord Foundation Inc) reported $4.5M in total assets on its 2025 IRS Form 990-PF. It paid out $561K in qualifying distributions that year, against a required minimum of $109K (roughly 5% of its investment assets).
What does Zurn Foundation Inc (FKA Rexnord Foundation Inc) fund?
The foundation describes its work as supporting the health, wellness, and prosperity of communities where it operates. Its three stated community pillars are Basic Needs, Education, and Environment. See mission & focus areas ↑
How do I apply for a grant from Zurn Foundation Inc (FKA Rexnord Foundation Inc)?
Zurn Foundation Inc (FKA Rexnord Foundation Inc) has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Zurn Foundation Inc (FKA Rexnord Foundation Inc)'s EIN?
Zurn Foundation Inc (FKA Rexnord Foundation Inc)'s EIN (Employer Identification Number) is 39-6042029. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Here's the math on researching Zurn Foundation Inc (FKA Rexnord Foundation Inc) by hand.
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