Private foundation
ELM GROVE, WIEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $2,729,204 | $1,353,022 | $1,209,738 | $16,253,799 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 24% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| HISTORIC HAYMARKET MILWAUKEE INCMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2023 to 2025. Counted Oct 9, 2026.MILWAUKEE, WI | PROGRAM SUPPORT | $1,000,000 | 2024 |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephanie Lockwood | TRUSTEE | 1 | $75,000 |
| Sharon Smallwood | TRUSTEE | 30 | $12,000 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $16,253,799 |
| FY2024 | 990-PF | $2,072,936 | $2,131,232 | $1,934,525 | $14,879,708 | $14,879,708 |
| FY2023 | 990-PF | $1,298,458 | $1,268,345 | $1,104,355 | $14,941,960 | $14,941,960 |
| FY2022 | 990-PF | $1,007,226 | $1,677,124 | $1,491,446 | $14,923,116 | $14,923,116 |
| FY2021 | 990-PF | $1,406,136 | $1,291,835 | $1,117,358 | $15,570,136 | $15,570,136 |
| FY2020 | 990-PF | $1,053,876 | $1,283,341 | $1,093,943 | $15,453,742 | $15,453,742 |
| FY2019 | 990-PF | $1,304,744 | $1,312,977 | $1,133,708 | $15,674,657 | $15,674,657 |
| VARIOUS CHARITABLE ORGANIZATIONSElm Grove, WI | ATTACHED | $927,332 | 2019 |
| MARQUETTE UNIVERSITY FOR HELFAER TENNIMILWAUKEE, WI | PROGRAM SUPPORT | $400,000 | 2023 |
| MARQUETTE UNIVERSITY FOR HELFAER TENNIMILWAUKEE, WI | PROGRAM SUPPORT | $400,000 | 2022 |
| MARQUETTE UNIVERSITYMILWAUKEE, WI | PROGRAM SUPPORT | $400,000 | 2025 |
| MARQUETTE UNIVERSITY FOR HELFAER TENNIMILWAUKEE, WI | PROGRAM SUPPORT | $400,000 | 2024 |
| FROEDTERT HOSPITAL FOUNDATIONMILWAUKEE, WI | PROGRAM SUPPORT | $240,000 | 2025 |
| WISCONSIN PRESERVATION FUND INCMilwaukee, WI | PROGRAM SUPPORT | $200,000 | 2021 |
| WISCONSIN PRESERVATION FUND INCMilwaukee, WI | PROGRAM SUPPORT | $200,000 | 2020 |
| WISCONSIN PRESERVATION FUND INCMilwaukee, WI | PROGRAM SUPPORT | $200,000 | 2022 |
| MEDICAL COLLEGE OF WISCONSINMILWAUKEE, WI | PROGRAM SUPPORT | $200,000 | 2025 |
| FROEDTERT AND THE MEDICALMilwaukee, WI | PROGRAM SUPPORT | $110,000 | 2021 |
| FROEDTERT AND THE MEDICAL COLLEGEMilwaukee, WI | PROGRAM SUPPORT | $102,500 | 2022 |
| FROEDTERT AND THE MEDICALMilwaukee, WI | PROGRAM SUPPORT | $100,000 | 2020 |
| MILWAUKEE SYMPHONY ORCHESTRAMilwaukee, WI | PROGRAM SUPPORT | $100,000 | 2020 |
| ZOOLOGICAL SOCIETY OF MILWAUKEEMilwaukee, WI | PROGRAM SUPPORT | $56,500 | 2021 |
| ZOOLOGICAL SOCIETY OF MILWAUKEEMilwaukee, WI | PROGRAM SUPPORT | $56,000 | 2020 |
| BOYS & GIRLS CLUB OF GREATER MILWAUKEEMatched to this organization because 5 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Milwaukee, WI | PROGRAM SUPPORT | $50,000 | 2022 |
| ZOOLOGICAL SOCIETY OF MILWAUKEEPLATYPUSMilwaukee, WI | PROGRAM SUPPORT | $45,000 | 2023 |
| ZOOLOGICAL SOCIETY OF MILWAUKEEPLATYPUSMilwaukee, WI | PROGRAM SUPPORT | $35,500 | 2024 |
| HERITAGE CHRISTIAN SCHOOLNew Berlin, WI | PROGRAM SUPPORT | $25,000 | 2022 |
| ELM GROVE POLICE DEPARTMENTELM GROVE, WI | PROGRAM SUPPORT | $25,000 | 2022 |
| UNITED WAY OF GREATER MILWAUKEEMatched to this organization because 9 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Milwaukee, WI | PROGRAM SUPPORT | $25,000 | 2021 |
| UNITED WAY OF GREATER MILWAUKEEMatched to this organization because 9 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Milwaukee, WI | PROGRAM SUPPORT | $25,000 | 2020 |
| BOYS & GIRLS CLUB OF GREATER MILWAUKEEMatched to this organization because 5 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Milwaukee, WI | PROGRAM SUPPORT | $25,000 | 2021 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Jul 31, 2024IRS bulk XML
Filing id 202442849349100409
Form 990-PF · FY2023 · period ending Jul 31, 2023
Filing id 202302799349100100
Form 990-PF · FY2022 · period ending Jul 31, 2022
Filing id 202203439349100900
Form 990-PF · FY2021 · period ending Jul 31, 2021
Filing id 202113579349100311
Form 990-PF · FY2020 · period ending Jul 31, 2020
Filing id 202121669349100112
Form 990-PF · FY2019 · period ending Jul 31, 2019
Filing id 201902979349100800
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.