Zurn Foundation Inc (FKA Rexnord Foundation Inc)

Private foundation · Grantmaker Milwaukee, WI EIN: 39-6042029

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.

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

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)

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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

29states

Share of 2025 grant dollars across all 115 itemized grants.

Cities

MilwaukeeErieChicagoKenoshaWashingtonNew YorkPittsburghSan Luis ObispoDallasMadisonNew York CityWest MilwaukeeBuffaloGlendaleBrookfieldCollege StationPaso RoblesWhitewaterAppletonAthens

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K163 grants2021 97 grants2022 126 grants2023 133 grants2024 115 grants2025

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

United Way Of Greater Milwaukee and Waukesha County: $169KUnited Way Of GreaterMilwaukee and Waukesha County$169KAmerican Cancer Society Inc: $130KAmerican Cancer Society Inc$130KHunger Task Force Inc: $74K across 2 grantsHunger Task Force Inc$74K · 2 grantsUnited Community Center Inc: $25K across 2 grantsUnited Community Center Inc$25K · 2 grantsSojourner Family Peace Center: $25K across 2 grantsSojourner Family Peace Center$25K · 2 grantsNext Door Foundation: $18KNext Door Foundation$18KMKE Fellows: $10KMKE Fellows$10KCampbell University: $6KCampbell University$6KBig Brothers Big Sisters: $5KBig Brothers Big Sisters$5KCall in the Cavalry Inc: $5KCall in the Cavalry Inc$5K

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

620<$50K6$50–100K8$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 620 grants of 634 (98%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
United Way Of Greater Milwaukee and Waukesha County Milwaukee, WIGrant$168,855
American Cancer Society Inc Chicago, ILGrant$129,708
Hunger Task Force Inc West Milwaukee, WIGrant$69,260
United Community Center Milwaukee, WIGrant$25,000
Sojourner Family Peace Center Milwaukee, WIGrant$20,000
Next Door Foundation Milwaukee, WIGrant$18,000
MKE Fellows Milwaukee, WIGrant$10,000
Campbell University Buies Creek, NCScholarship$6,000
2 individual scholarships Recipients not named —$10,000
Hunger Task Force Inc West Milwaukee, WIHuman 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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 14, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 15, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 5, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 11, 2025)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 19, 2026)
  6. 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.

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