Ephraim Foundation Heritage Fund Inc
- Assets
- $4.1m
- Revenue
- $720.4k
- Investments
- $0.0
- Employees
- 0
- Location
- Ephraim, WI
- Founding
- 03/1993
- Data as of
- 09/2021
- EIN
- 39-1743181
Organization Overview
Ephraim Foundation Heritage Fund Inc is located in Ephraim, WI. The organization was established in 1993. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., 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. Ephraim Foundation Heritage Fund 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 09/2021, Ephraim Foundation Heritage Fund Inc generated $720.4k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 17.3% each year . All expenses for the organization totaled $131.4k during the year ending 09/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO CREATE AN ENDOWMENT TO PROVIDE OPERATING FUNDS FOR THE EPHRAIM HISTORICAL FOUNDATION, INC.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION MAINTAINS AN ENDOWMENT FUND TO PROVIDE FUNDS TO THE EPHRAIM HISTORICAL FOUNDATION,INC. FOR ITS OPERATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Anthony Beadell President | OfficerTrustee | 4 | $0 |
Marjorie Glenn Vice President | OfficerTrustee | 3 | $0 |
James W Rankin Secretary | OfficerTrustee | 4 | $0 |
William F Schumann Treasurer | OfficerTrustee | 2 | $0 |
Emily Irwin Interim Executive Director | Officer | 20 | $0 |
Kelly Klobucher Executive Director | Officer | 20 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $415,025 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $415,025 |
| Total Program Service Revenue | $0 |
| Investment income | $83,634 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $221,692 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $720,351 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $107,700 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $23,702 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $131,402 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $32,559 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $4,098,294 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,130,853 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $1,496,907 |
| Net assets with donor restrictions | $2,633,946 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,130,853 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Ephraim Foundation Heritage Fund Inc has recieved totaling $200,000.
| Awarding Organization | Amount |
|---|---|
Community Foundation For The Fox Valley Region Inc Appleton, WI PURPOSE: A50: MUSEUMS | $200,000 |
Endowment Analysis
| Beg. Balance | $3,220,754 |
| Earnings | $602,772 |
| Net Contributions | $415,025 |
| Other Expense | $107,700 |
| Ending Balance | $4,130,851 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Robert R Mccormick Foundation Chicago, IL | $1,522,880,168 | $43,489,096 |
Sibley Medical Center Arlington, MN | $31,684,088 | $18,300,359 |
Be The Match Foundation Minneapolis, MN | $21,284,478 | $21,167,274 |
David F And Margaret T Grohne Family Foundation Western Springs, IL | $161,662,019 | $15,904,271 |
The Burke Foundation Inc Milwaukee, WI | $121,362,007 | $6,169,378 |
Illinois Assistive Technology Program Springfield, IL | $10,127,419 | $6,900,669 |
Stratis Health Minneapolis, MN | $5,273,023 | $5,800,389 |
Crossroads Fund Chicago, IL | $13,233,891 | $8,800,082 |
Delta Dental Fund Lansing, MI | $137,389,492 | $20,883,469 |
Saint Therese St Louis Park, MN | $14,478,951 | $6,726,617 |
Henrietta M Riley Trust 33b006006 Fbo Detroit, MI | $3,389,171 | $4,902,878 |
Vine And Branches Foundation Inc Brookfield, WI | $8,641,827 | $2,521,561 |