Ellenbecker Investment Groupcharitable Foundation Inc

Organization Overview

Ellenbecker Investment Groupcharitable Foundation Inc is located in Pewaukee, WI. The organization was established in 2006. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ellenbecker Investment Groupcharitable Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2022, Ellenbecker Investment Groupcharitable Foundation Inc generated $98.8k in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 38.7% each year . All expenses for the organization totaled $50.7k during the year ending 12/2022. While expenses have increased by 20.9% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Since 2015, Ellenbecker Investment Groupcharitable Foundation Inc has awarded 342 individual grants totaling $189,702. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

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Board, Officers & Key Employees

Name (title)Compensation
Karen J Ellenbecker
Vice President
$0
Julie Ellenbecker-Lipsky
President
$0
Diane Byrne
Treasurer
$0
Jeff Stroud
Secretary
$0
Phil Remmers
Executive Dir.
$0
Jeff Ellenbecker
Director
$0

Financial Statements

Statement of Revenue
Contributions, Gifts, Grants & Similar $88,729
Interest on Savings $7
Dividends & Interest $9,275
Net Rental Income$0
Net Gain on Sale of Assets $803
Capital Gain Net Income $848
Net ST Capital Gain $0
Income Modifications $0
Profit on Inventory Sales $0
Other Income $0
Total Revenue $98,814

Grants Awarded

Over the last fiscal year, Ellenbecker Investment Groupcharitable Foundation Inc has awarded $49,903 in support to 70 organizations.

Grant RecipientAmount

NATIONAL MS SOCIETY

PURPOSE: GENERAL SUPPORT

$250

MILWAUKEE RESCUE MISSION

PURPOSE: GENERAL SUPPORT

$2,500

FONDY FOOD CENTER

PURPOSE: GENERAL SUPPORT

$500

CHRISTMAS CLEARING COUNCIL

PURPOSE: GENERAL SUPPORT

$1,000

STARS AND STRIPES HONOR FLIGHT

PURPOSE: GENERAL SUPPORT

$300

KLOVE

PURPOSE: GENERAL SUPPORT

$600
View Grant Profile

Peer Organizations

Organization NameAssets
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Milwaukee, WI
$11,267,783
Rockwell Automation Charitable Corporation
Milwaukee, WI
$9,253,245
Gii Charities
Grand Rapids, MI
$5,562,977
Kehe Cares Foundation Inc
Naperville, IL
$9,276,774
The Green Fern Foundation
Minneapolis, MN
$8,489,620
Northern Trust Foundation
Chicago, IL
$7,102,470
G Carl Ball Family Foundation
West Chicago, IL
$1,796,038
Andersen Corporate Foundation
Bayport, MN
-$167,780
Cla Foundation
Minneapolis, MN
$2,022,383
Penske Foundation Inc
Bloomfield Hills, MI
$10,243,924
Kazrus Foundation
Southfield, MI
$2,214,157
Telligen Community Initiative
West Des Moines, IA
$1,140,236
Stepping Stones Of Dunn County Inc
Menomonie, WI
$2,472,761
Wisconsin Public Service Foundation Inc
Green Bay, WI
$2,413,868
Remick Family Foundation
Rochester, MN
$1,145,345
Tischer Creek Duluth Buildingcompany
Duluth, MN
$1,494,579
Greenstate Foundation
North Liberty, IA
$1,603,866
The J Ferrantino Charitable Foundation
Ann Arbor, MI
$822,216
Leppien Foundation
Alma, MI
$1,401,159
Idex Foundation
Northbrook, IL
$1,650,000
Perrigo Company Charitable Foundation
Allegan, MI
$1,600,000
Gallagher Foundation
St Louis Park, MN
$936,132
Campbell Foundation
Minneapolis, MN
$420,492
Book Industry Charitable Foundation
Ann Arbor, MI
$956,355
Jacqueline G Archer Charitable Tr
Chicago, IL
$590,345

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