Funder DirectoryHeffel Memorial Scholarship Trust
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Private foundation (trust)EIN 746451982Est. 1997-10

Heffel Memorial Scholarship Trust

Monona, WI 53713

Total Assets

$121K

FY 2023

Annual Giving

$3K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$3K

FY 2023

Grant Range

$3K–$3K

Typical

Deadlines

Applications

Focus Areas

Education

Financial Snapshot

2023 filing

Total Revenue

$8K

Total Expenses

$6K

Qualifying Distributions

$3K

Distributable Amount

$5K

Min. Investment Return

$5K

Payout rate 47%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.47%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $13K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

20 grants

Mia Brice
$3K
1 grant
MAKENZIE HALLA
$3K
1 grant
LUKE TRUSTEM
$3K
2 grants
KEEGAN OLIN
$3K
1 grant
JASMINE ELLIOTT
$3K
1 grant
GABRIELLE DIEBOOLD
$3K
1 grant
EMILY PFEIL
$3K
1 grant
IRELYN BAUMBERGER
$3K
1 grant

Grant Size Distribution

20 grants

<$10K
20
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Wisconsin
$41K
100% of total

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Heffel Memorial Scholarship Trust — Grants, Financials & Contact | Grantivo