Private Foundation

WESTBURY BANK CHARITABLE FOUNDATION

WESTBURY BANK CHARITABLE FOUNDATION is a Private Foundation headquartered in WEST BEND, WI. Financial data from the 2024 filing: $34K revenue, $64K expenses, $1.2M total assets. IRS filings disclose 149 grants awarded by this foundation, totaling roughly $527K.

EIN: 461739056 WEST BEND, WI Latest filing: 2024
Total Revenue$34K
Total Expenses$64K
Total Assets$1.2M
Grants Given149
Grant Total$527K
Filing Years2020–2024

Sample Grants Given

UNITED WAY OF WASHINGTON COUNTY
WEST BEND, WI · 2024
DONATION
$10,000
FRIENDS OF SLINGER PARKS
SLINGER, WI · 2024
DONATIONS
$8,333
UNITED WAY OF GREATER MILWAUKEE &
MILWAUKEE, WI · 2024
DONATION
$5,000
FRIENDS OF WEST BEND PARKS & REC
WEST BEND, WI · 2024
DONATION
$5,000
OCONOMOWOC ROTARY FOUNDATION
OCONOMOWOC, WI · 2024
DONATIONS
$5,000

Showing up to 5 of 149 total records — full history available with membership.

Officers & Directors

DIRECTOR Craig Schmutzer
PRESIDENT David Jorgensen
TREASURER/SE Kirk Emerich
DIRECTOR Sara Remus

Officer compensation and complete director data available with membership.

Top Grant Purposes

DONATION
$497,379 140 grants
DONATIONS
$29,833 9 grants

Financial Trends

Year Revenue Expenses Assets
2024 $34K $64K $1.2M
2023 $43K $62K $1.1M
2022 $21K $71K $1.2M
2021 $38K $62K $1.4M
2020 $20K $77K $1.2M

Between 2020 and 2024, reported annual revenue grew from $20K to $34K (+70%), with total assets most recently reported at $1.2M.

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.

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