Private Foundation · WI · Corporate Foundations
Ellenbecker Investment Groupcharitable Foundation Inc
Waukesha, WI · EIN 204909038 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$580K
Total Giving
$182K
Grants on File
270
Average Grant
$675
Giving Radius
Where Ellenbecker Investment Groupcharitable Foundation Inc Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Racine, WI | $1K | 2020 |
| Scottsdale, AZ | $100 | 2020 |
| New Berlin, WI | $25 | 2020 |
| Menomonee Falls, WI | $50 | 2020 |
| Washinton, DC | $1K | 2020 |
| Waukesha, WI | $3K | 2020 |
| Milwaukee, WI | $25 | 2020 |
| Milwaukee, WI | $25 | 2020 |
| Waukesha, WI | $1K | 2020 |
| Waukesha, WI | $2K | 2020 |
| Omaha, NE | $500 | 2020 |
| Saratoga Springs, NY | $2K | 2020 |
| Milwaukee, WI | $500 | 2020 |
| Brookfield, WI | $500 | 2020 |
| Wauwatosa, WI | $50 | 2020 |
| Grand Rapids, MI | $25 | 2020 |
| Waukesha, WI | $25 | 2020 |
| Union Grove, WI | $550 | 2020 |
| Wauwatosa, WI | $1K | 2020 |
| Milwaukee, WI | $315 | 2020 |
| Oconomowoc, WI | $1K | 2020 |
| Milwaukee, WI | $25 | 2020 |
| Denver, CO | $250 | 2020 |
| Milwaukee, WI | $500 | 2020 |
| Kenosha, WI | $50 | 2020 |
Page 1 of 11 · 270 total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $580K | — | $149K | $42K |
| 2022 | $473K | — | $99K | $51K |
| 2021 | $425K | — | $113K | $56K |
| 2020 | $369K | — | $137K | $41K |
| 2019 | $273K | — | $57K | $15K |
| 2015 | $157K | — | $7K | $11K |
| 2014 | $161K | — | $17K | $69K |
| 2013 | $213K | — | $17K | $11K |
| 2012 | $207K | — | $11K | $10K |
| 2011 | $207K | — | $210K | $4K |
Section VII
Foundations Like This One
Similar in focus area, location, and asset size. Worth researching as part of the same campaign.