Mission
TO CREATE AN ENDOWMENT TO PROVIDE OPERATING FUNDS FOR THE EPHRAIM HISTORICAL FOUNDATION, INC.
Public Charity
EPHRAIM FOUNDATION HERITAGE FUND INC
EPHRAIM FOUNDATION HERITAGE FUND INC is a Public Charity headquartered in EPHRAIM, WI. Financial data from the 2025 filing: $465K revenue, $339K expenses, $7.5M total assets. IRS filings disclose 9 grants awarded by this foundation, totaling roughly $1.4M.
EIN: 391743181
EPHRAIM, WI
Philanthropy, Voluntarism & Grantmaking Foundations N.E.C.
NTEE: T99
Latest filing: 2025
Total Revenue$465K
Total Expenses$339K
Total Assets$7.5M
Grants Given9
Grant Total$1.4M
Filing Years2021–2025
Where $100 goes at Ephraim Foundation Heritage Fund Inc
How Ephraim Foundation Heritage Fund Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$88
Programs
the work itself
$11
Management
running the organization
$1
Fundraising
raising the next dollar
Inside the $88 for programs
$88
The organization maintains an endowment fund to provide funds to the Ephraim historical foundation,inc
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Given
OPERATIONS
$299,696
OPERATIONS
$209,413
OPERATIONS
$155,250
OPERATIONS
$230,410
OPERATIONS
$107,700
Showing up to 5 of 9 total records — full history available with membership.
Officers & Directors
PRESIDENT
Anthony Beadell
ASSISTANT TREASURER/SECRETARY
Cody Schreck
DIRECTOR
George Drost
SECRETARY
James W Rankin
DIRECTOR
Larry Balistreri
DIRECTOR
Marilyn Cushing
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $465K | $339K | $7.5M |
| 2024 | $2.4M | $240K | $6.8M |
| 2023 | $179K | $182K | $4.3M |
| 2022 | $572K | $258K | $4.0M |
| 2021 | $720K | $131K | $4.1M |
Between 2021 and 2025, reported annual revenue declined from $720K to $465K (-35%), with total assets most recently reported at $7.5M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in WI.
WI
Full geographic grant map with state-by-state breakdown available with membership.