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National Exch Bank Foundation Inc. is a private association based in FOND DU LAC, WI. The foundation received its IRS ruling in 1988. The principal officer is % National Exchage Bk & Trust Dept. It holds total assets of $20.3M. Annual income is reported at $661K. According to available records, National Exch Bank Foundation Inc. has made 3 grants totaling $6.8M, with a median grant of $2.5M. Annual giving has grown from $1.8M in 2021 to $2.5M in 2023. Grantmaking activity was highest in 2022 with $2.6M distributed across 1 grants. Individual grants have ranged from $1.8M to $2.6M, with an average award of $2.3M. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
National Exch Bank Foundation Inc. is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in WI.
National Exch Bank Foundation Inc. has distributed a total of $6.8M across 3 grants. The median grant size is $2.5M, with an average of $2.3M. Individual grants have ranged from $1.8M to $2.6M.
The application deadline is ANYTIME. AS DETERMINED.
National Exch Bank Foundation Inc. is headquartered in FOND DU LAC, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Peter Stone | DIRECTOR, PR | $0 | $0 | $0 |
| Barbara S Stone | DIRECTOR | $0 | $0 | $0 |
| S Adam Stone | DIRECTOR, TR | $0 | $0 | $0 |
| Eric P Stone | DIRECTOR, VI | $0 | $0 | $0 |
| James R Chatterton | DIRECTOR | $0 | $0 | $0 |
Total Giving
$2.7M
Total Assets
$22.2M
Fair Market Value
$56.2M
Net Worth
$22.2M
Grants Paid
$2.5M
Contributions
$0
Net Investment Income
$7.5M
Distribution Amount
$2.5M
Total: $75K
Total Grants
3
Total Giving
$6.8M
Average Grant
$2.3M
Median Grant
$2.5M
Unique Recipients
1
Most Common Grant
$1.8M
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached ScheduleSEE ATTACHED SCHEDULE | See Attached Schedule, WI | $2.5M | 2023 |
| Isaac Mueller |
| DIRECTOR, SE |
| $0 |
| $0 |
| $0 |
| Nicole Wiese | DIRECTOR | $0 | $0 | $0 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
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