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EIN 20-4909038

Ellenbecker Investment Group Charitable Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Waukesha
State
Wisconsin
Year formed
2006
Most recent tax filings
2023-12-01
NTEE code, primary
T21: Corporate foundations
Description
The Ellenbecker Investment Group Charitable Foundation primarily funds general support for various organizations, including the Milwaukee Rescue Mission and others. Last year, it made 70 grants and operates as a family foundation of the Ellenbecker family in Pewaukee, WI.
Total revenues
$148,874
2023
Total expenses
$42,035
2023
Total assets
$580,308
2023
Num. employees
0
2023

Grants made by Ellenbecker Investment Group Charitable Foundation

GranteeGrant descriptionAmount
Nativity Jesuit AcademyGeneral Support$2,000
Life's Connection - Mukwonago CenterGeneral Support$1,000
Soles for JesusGeneral Support$1,000
...and 36 more grants made totalling $22,975

Personnel at Ellenbecker Investment Group Charitable Foundation

NameTitleCompensation
Julie Ellenbecker-LipskyVice President and Secretary$0

Financials for Ellenbecker Investment Group Charitable Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$150,040
Investment income and dividends$13,953
Net rental income$0
Net gain from sale of non-inventory assets$-15,119
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$148,874

Form 990s for Ellenbecker Investment Group Charitable Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-13990PFView PDF
2022-122023-11-14990PFView PDF
2021-122022-11-15990PFView PDF
2020-122021-06-24990PFView PDF
2019-122020-11-19990PFView PDF
...and 8 more Form 990s
Data update history
January 23, 2025
Posted financials
Added Form 990PF for fiscal year 2023
January 11, 2025
Used new vendors
Identified 1 new vendor, including
January 24, 2024
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
November 2, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
N21 W23350 Ridgeview Pkwy
Waukesha, WI 53188
Metro area
Milwaukee-Waukesha, WI
County
Waukesha County, WI
Phone
(262) 691-3200
IRS details
EIN
20-4909038
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2006
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T21: Corporate foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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