Private foundation · Waukesha, WI

Ellenbecker Investment Group

View org profile →Find similar funders →Invitation only
Typical grant size
$200 $500 $1K
25th · median · 75th percentile

Application procedures · from 2023 990-PF

Leadership · from 2023 990-PF

Karen J Ellenbecker
Vice President
Julie Ellenbecker-lipsky
President
Diane Byrne
Treasurer
Jeff Stroud
Secretary
Phil Remmers
Director
Jeff Ellenbecker
Director
Kristen Cantrell
Liason
Heather Hipke
Liason
Jill Economou
Director
Wendy Bitter
Liason
Barbara Horack
DIRECTOR
Ray Horack
DIRECTOR

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2023
6.8%
grants paid ÷ assets · ~5% IRS minimum
'16
'17
'18
'19
'20
'21
'22
'23
412
Total grants awarded
$303K
Total amount
$736
Average grant
$63K
Largest grant

Giving by year

2023
$40K
62 grants
2022
$50K
70 grants
2021
$54K
69 grants
2020
$39K
69 grants
2019
$13K
34 grants
2018
$11K
40 grants
2017
$8K
27 grants
2016
$8K
26 grants
2015
$8K
7 grants
2014
$63K
1 grants
2013
$11K
7 grants

Top recipients

412 grants · WY
$303K

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

General Support
WI · TY 2023
$3K
General Support
WI · TY 2023
$2K
General Support
IN · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
CO · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
NY · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
IL · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
IL · TY 2023
$1K
General Support
WI · TY 2023
$1K
General Support
IL · TY 2023
$1K
General Support
WI · TY 2023
$750
General Support
WI · TY 2023
$750
General Support
PA · TY 2023
$750
General Support
WI · TY 2023
$500
General Support
WI · TY 2023
$500
General Support
NE · TY 2023
$500
General Support
NY · TY 2023
$500
General Support
WI · TY 2023
$500
General Support
WI · TY 2023
$500
General Support
WI · TY 2023
$500
General Support
IL · TY 2023
$500
General Support
IA · TY 2023
$500
General Support
WI · TY 2023
$500
General Support
DC · TY 2023
$250
General Support
WI · TY 2023
$250
General Support
WI · TY 2023
$200
General Support
WI · TY 2023
$200
General Support
WI · TY 2023
$200
General Support
WI · TY 2023
$200
General Support
WI · TY 2023
$200
General Support
WI · TY 2023
$200
General Support
WI · TY 2023
$200
General Support
VA · TY 2023
$200
General Support
DC · TY 2023
$200
General Support
WI · TY 2023
$200

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.