Pelz Family Foundation Inc
- Assets
- $985.4k
- Revenue
- $30.9k
- Investments
- $846.2k
- Employees
- 0
- Location
- Mequon, WI
- Founding
- 06/1996
- Data as of
- 12/2023
- EIN
- 39-1837448
Organization Overview
Pelz Family Foundation Inc is located in Mequon, WI. The organization was established in 1996. 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. Pelz Family 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 12/2023, Pelz Family Foundation Inc generated $30.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (19.0%) each year. All expenses for the organization totaled $130.3k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Pelz Family Foundation Inc has awarded 166 individual grants totaling $813,606. 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) | Role | Hours | Compensation |
|---|---|---|---|
Harry Pelz President | 1 | $0 | |
Marilyn Pelz Secretary | 1 | $0 | |
Jason Pelz Director | 0.2 | $0 | |
David Pelz Director | 0.2 | $0 | |
Mara Lappin Director | 0.2 | $0 | |
Daniel Pelz Director | 0.2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $30,478 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $461 |
| Capital Gain Net Income | $461 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $30,939 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $395 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $10,078 |
| Contributions, gifts, grants paid | $120,262 |
| Total expenses and disbursements | $130,340 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $139,197 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $130,147 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $985,434 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Pelz Family Foundation Inc has awarded $120,262 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
CONGREGATION BETH ISREAL NER TAMID PURPOSE: PROGRAM SUPPORT | $17,809 |
CONGREGATION AGUDAS ACHIM CHABAD PURPOSE: PROGRAM SUPPORT | $15,200 |
HOLOCAUST EDUCATION RESOURCE CENTER PURPOSE: PROGRAM SUPPORT | $60,653 |
CONGREGATION SHALOM PURPOSE: PROGRAM SUPPORT | $8,110 |
JEWISH COMMUNITY CENTER PURPOSE: PROGRAM SUPPORT | $440 |
MILWAUKEE JEWISH FEDERATION PURPOSE: PROGRAM SUPPORT | $1,965 |