Funder DirectoryHERBERT H & FERN ELLIOTT FAMILY
Back to directory

Private foundation (trust)EIN 396042920Est. 1963-07

HERBERT H & FERN ELLIOTT FAMILY

FOX POINT, WI 53217

Total Assets

$1.8M

FY 2024

Annual Giving

$82K

FY 2024

Grants Made

20

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$500–$22K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$233K

Total Expenses

$88K

Qualifying Distributions

$82K

Distributable Amount

$85K

Min. Investment Return

$86K

Undistributed Income

$84K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

20 grants

Grant sizes from minimum $500 through median $2K to maximum $22K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $103K in 2020. Hover bars for details.

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

Top Recipients

150 grants

THE SHUL
$104K
6 grants
FRIENDSHIP CIRCLE
$100K
6 grants
JEWISH YOUTH FOUNDATION
$66K
6 grants
MILWAUKEE JEWISH FEDERATION
$49K
6 grants
TEMPLE JEREMIAH
$21K
6 grants
OVATION JEWISH HOME
$21K
6 grants
CHABAD DTU
$17K
5 grants
WASHINGTON STATE COALITION AGAINST DOMESTIC VIOLENCE
$15K
6 grants

Grant Size Distribution

150 grants

<$10K
135
grants
$10–50K
15
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

Wisconsin
$446K
82% of total
Georgia
$36K
7% of total
Illinois
$23K
4% of total
Washington
$16K
3% of total
Michigan
$8K
1% of total
South Carolina
$6K
1% of total
Tennessee
$6K
1% of total
New York
$2K
0% of total
California
$500
0% of total
District of Columbia
$350
0% of total

Ready to work on a proposal for HERBERT H & FERN ELLIOTT FAMILY?

Open a draft with this funder pre-selected. Add guidelines when you have them.

Draft an application for HERBERT H & FERN ELLIOTT FAMILY
Funder alerts

Track HERBERT H & FERN ELLIOTT FAMILY

Get an email when Grantivo has new data for HERBERT H & FERN ELLIOTT FAMILY, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.

Free. Unsubscribe anytime. Or create an account to draft an application.

HERBERT H & FERN ELLIOTT FAMILY — Grants, Financials & Contact | Grantivo