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Also known as: CHARITABLE FOUNDATION INC
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Ellenbecker Investment Groupcharitable Foundation Inc. is a private corporation based in WAUKESHA, WI. The foundation received its IRS ruling in 2006. The principal officer is Karen Ellenbecker. It holds total assets of $580K. Annual income is reported at $164K. Total assets have grown from $207K in 2011 to $580K in 2023. The foundation is governed by 7 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Wisconsin. According to available records, Ellenbecker Investment Groupcharitable Foundation Inc. has made 270 grants totaling $182K, with a median grant of $500. The foundation has distributed between $39K and $54K annually from 2020 to 2023. Grantmaking activity was highest in 2021 with $54K distributed across 69 grants. Individual grants have ranged from N/A to $5K, with an average award of $675.448. The foundation has supported 174 unique organizations. The foundation primarily supports organizations in Wisconsin, New York, District of Columbia, which account for 81% of all grants. Grantmaking reaches organizations across 22 states. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$500
Average Grant
$777
Largest Grant
$5K
Based on 69 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Ellenbecker Investment Groupcharitable Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 270 grants. Its grantmaking reaches organizations primarily in WI, NY, DC.
Ellenbecker Investment Groupcharitable Foundation Inc. has distributed a total of $182K across 270 grants. The median grant size is $500, with an average of $675.448. Individual grants have ranged from N/A to $5K.
Ellenbecker Investment Groupcharitable Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Ellenbecker Investment Groupcharitable Foundation Inc. is headquartered in WAUKESHA, WI. While based in WI, the foundation distributes grants to organizations across 22 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Karen J Ellenbecker | Vice President | $0 | $0 | N/A |
| Julie Ellenbecker-Lipsky | President | $0 | $0 | N/A |
| Diane Byrne | Treasurer | $0 | $0 | N/A |
| Jeff Stroud | Secretary | $0 | $0 | N/A |
| Phil Remmers | Executive Dir. | $0 | $0 | N/A |
| Jeff Ellenbecker | Director | $0 | $0 | N/A |
| Kristen Cantrell | Liason | $0 | $0 | N/A |
Total Giving
$42K
Total Assets
$580K
Fair Market Value
N/A
Net Worth
$580K
Grants Paid
$40K
Contributions
$150K
Net Investment Income
$14K
Distribution Amount
N/A
Total Grants
270
Total Giving
$182K
Average Grant
$675.448
Median Grant
$500
Unique Recipients
174
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Midwest Australian Shepherd RescueGeneral Support | Ringwood, IL | $1K | 2023 |
| Alliance Of HopeGeneral Support | Evanston, IL | $1K | 2023 |
| HawsGeneral Support | Waukesha, WI | $3K | 2023 |
| Nativity Jesuit AcademyGeneral Support | Milwaukee, WI | $2K | 2023 |
| Resilience RacingGeneral Support | Avon, IN | $1K | 2023 |
| Compassion InternationalGeneral Support | Colorado Springs, CO | $1K | 2023 |
| Peace Lutheran ChurchGeneral Support | New Berlin, WI | $1K | 2023 |
| Blessings In A BackpackGeneral Support | Hartland, WI | $1K | 2023 |
| Redeem And RestoreGeneral Support | Pewaukee, WI | $1K | 2023 |
| Golf Fore WolfeGeneral Support | Menomonee Falls, WI | $1K | 2023 |
| Underdog Pet Rescue WiGeneral Support | Madison, WI | $1K | 2023 |
| Furever Friends SanctuaryGeneral Support | Richfield, WI | $1K | 2023 |
| Marleh Lehmann Scholarship FoundatiGeneral Support | Waukesha, WI | $1K | 2023 |
| Discover ChurchGeneral Support | Oak Creek, WI | $1K | 2023 |
| Cystic Fibrosis FoundationGeneral Support | Brookfield, WI | $1K | 2023 |
| Life'S ConnectionGeneral Support | Mukwonago, WI | $1K | 2023 |
| Macc FundGeneral Support | Milwaukee, WI | $1K | 2023 |
| Calvary Baptist SchoolGeneral Support | Menomonee Falls, WI | $1K | 2023 |
| Styles 4 KidzGeneral Support | Oak Park, IL | $1K | 2023 |
| Fondy Food CenterGeneral Support | Milwaukee, WI | $1K | 2023 |
| The Womens CenterGeneral Support | Waukesha, WI | $1K | 2023 |
| Soles For JesusGeneral Support | Milwaukee, WI | $1K | 2023 |
| Loisaba Community Conservation FounGeneral Support | Saratoga Springs, NY | $1K | 2023 |
| Variety The Children'S Charity Of WGeneral Support | Elm Grove, WI | $1K | 2023 |
| Jazz UnlimitedGeneral Support | Milwaukee, WI | $1K | 2023 |
| Adult Congenital HeartGeneral Support | Media, PA | $750 | 2023 |
| The Kipsongo ProjectGeneral Support | Hartland, WI | $750 | 2023 |
| MsoeGeneral Support | Milwaukee, WI | $750 | 2023 |
| Kimberly Joy MinistriesGeneral Support | Mukwonago, WI | $500 | 2023 |
| Bailing Out BenjiGeneral Support | Ames, IA | $500 | 2023 |
| Jacarrie Kicks4kidsGeneral Support | Milwaukee, WI | $500 | 2023 |
| Fishing For The HeartGeneral Support | Butler, WI | $500 | 2023 |
| West African Mercy MinistriesGeneral Support | Waukesha, WI | $500 | 2023 |
| Tunnel To Towers FoundationGeneral Support | Staten Island, NY | $500 | 2023 |
| A Doll Like MeGeneral Support | New Berlin, WI | $500 | 2023 |
| The Augustine AcademyGeneral Support | Delafield, WI | $500 | 2023 |
| Bombshell Bullies Pit Bull RescueGeneral Support | Vernon Hills, IL | $500 | 2023 |
| KloveGeneral Support | Omaha, NE | $500 | 2023 |
| Planned ParenthoodGeneral Support | Washington, DC | $250 | 2023 |
| Du Ottum OpenGeneral Support | Elkhorn, WI | $250 | 2023 |
| Ausa Milwaukee CenterGeneral Support | Arlington, VA | $200 | 2023 |
| HavenGeneral Support | Milwaukee, WI | $200 | 2023 |
| Stars And Stripes Honor FlightGeneral Support | Menomonee Falls, WI | $200 | 2023 |
| Center For Veterans IssuesGeneral Support | Milwaukee, WI | $200 | 2023 |
| Paralyzed VeteransGeneral Support | Washington, DC | $200 | 2023 |
| Medical College Of WiGeneral Support | Milwaukee, WI | $200 | 2023 |
| War Dogs MilwaukeeGeneral Support | Menomonee Falls, WI | $200 | 2023 |
| Bell Tower MemorialGeneral Support | Pewaukee, WI | $200 | 2023 |
| Fishing For GoodGeneral Support | Salem, WI | $200 | 2023 |
| Mental Health America Of WiGeneral Support | Milwaukee, WI | $200 | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI