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· Private foundation

Ellenbecker Investment Group Charitable Foundation Inc

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$40k
Granted FY2023
62
Grants FY2023
11
States reached
$3k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 70% of Ellenbecker Investment Group Charitable Foundation Inc’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2023 · 62 grants

Where the money goes

Your grants by size, and where they go.

$500
Median grant
11
States reached
$580k
Total assets
Largest grants
RecipientAmount
HAWS$3,000
Nativity Jesuit Academy$2,000
Individual grant recipient$1,200
Marleh Lehmann Scholarship Foundati$1,000
Life's Connection$1,000
The Womens Center$1,000
Calvary Baptist School$1,000
Blessings in a Backpack$1,000
Soles For Jesus$1,000
Loisaba Community Conservation Foun$1,000
Discover Church$1,000
Midwest Australian Shepherd Rescue$1,000
MACC Fund$1,000
Individual grant recipient$1,000
Underdog Pet Rescue WI$1,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–23, $14k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 53% of those dollars go to grantees based in above-average-need neighborhoods. Your grants spread fairly evenly across need levels.

area typical 11%National Diaper Bank Network: $500 → 12%222 Corps Ministries Inc: $50 → 6%Joyful Journeys: $500 → 6%The Womens Center: $2k → 5%The Womens Center: $1k → 5%Pillows With Wings: $453 → 5%Christ Child Society: $500 → 17%The Womens Center: $235 → 5%The Jewish Home and Care Center Fou: $100 → 17%United Community Center: $500 → 17%United Community Center: $150 → 17%Elmbrook Senior Taxi: $245 → 5%Life's Connection: $1k → 5%Life's Connection: $1k → 5%Life's Connection: $490 → 5%Life's Connection: $250 → 5%Secure Futures: $500 → 17%Next 18: $500 → 17%Next 18: $300 → 17%Secure Futures: $225 → 17%Sojourner Truth House: $1k → 17%Kids Matter Inc: $1k → 17%Soles For Jesus: $1k → 17%Soles For Jesus: $500 → 17%Soles For Jesus: $500 → 17%Soles For Jesus: $290 → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

WA
ND
IL
WI
MI
NY
WY
IA
IN
PA
NJ
CT
CA
CO
NE
KY
VA
MD
AZ
TN
NC
DC
TX
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

70%of every dollar goes to organizations you’ve funded before.
$149k · 86 repeat orgs$63k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +37% since the first grant, against +30% for the ones you funded once.

86 repeat relationships — 38 still active in FY2023, 48 since wound down; 24 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

86
101

Total granted

$149k
$49k

Median revenue growth · since first grant

+37%
+30%

Still filing today

43%
43%

New vs renewed · share of each year

In FY2023, 67% of grant dollars renewed an existing relationship; $13k went to new ones.

50%100%’17’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23
HealthHuman ServicesEducationInternationalArts & CultureAnimalsOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • Center for Veterans Issues Inc
    4× · 2020–2023 · $6k · revenue +20%
  • NP
    NATIONAL PARK FOUNDATION
    4× · 2019–2022 · $4k · revenue +288%
  • STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
    4× · 2020–2023 · $4k · revenue +392%

Funded once

  • I1
    Impact 100
    one grant, 2021 · $3k
  • SF
    Secure Futures
    one grant, 2022 · $3k
  • PEWAUKEE LAKE SAILING SCHOOL INCgraduated
    one grant, 2021 · $2k · revenue +88%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Milwaukee County War Memorial Inc

The war memorial center's mission is to honor the dead and serve the living. we commemorate the courageous men and women who made the ultimate sacrifice in defense of freedom while preserving and sharing the stories, experiences, and…

Arts & Culture
2
Wisconsin Policy Forum Inc

We conduct impartial public policy research and analysis to drive informed debate and effective decision-making in the state of wisconsin.

Public Benefit
3
My Choice Wisconsin Inc

We inspire people to experience life at its fullest by encouraging ownership of health, fostering independence, and serving the whole person; and do so with an unwavering commitment as stewards of medicaid funding.

Health
4
Milwaukee Women Inc

Milwaukee women inc is an organization of executives determined to change the quality and composition of corporate boards to maximize the performance of public and private companies with a focus on women and women of color.

Education
5
Wisconsin Lutheran Home Ministries Inc

To share christ's love as we serve the spiritual, physical, intellectual and emotional needs of people entrusted to our care and others whose lives we touch.

6
Wisconsin Medical Society Inc

To improve the health of the people of wisconsin by supporting and strengthening physicians' ability to practice high quality patient care in a changing environment.

7
Wisconsin Family Ties Inc

Wisconsin family ties changes lives by improving children's mental health. it accomplishes this mission through a set of interrelated activities that support and educate parents, and inform practitioners, policy makers and the public about…

8
Disability Rights Wisconsin Inc

Legal protection and advocacy to protect the rights of people with disabilities in wisconsin.

9
The Medical College of Wisconsin Inc

The medical college of wisconsin (mcw) is a distinguished leader and innovator in the education and development of the next generation of physicians, (continued in schedule o)

Education
10
Wisconsin Waterfowl Association Inc

The purpose of the association shall be to restore and conserve wisconsin's waterfowl and wetland resources; to educate state waterfowlers during their progression from natural resource consumer to steward; and to promote governmental…

Environment
11
Pro-Life Wisconsin Inc

Defend the right to life of all citizens of our state, whether born or preborn, young, old, disabled, or terminally ill. we affirm that the right to life exists at the moment of fertilization and extends until natural death.

12
Care Wisconsin First Inc

Our mission is to promote the quality of life of our communities by empowering others and working together to creatively solve unique health and long term care needs. to carry out this mission, we: 1. operate on a sustainable financial…

For reference, the grantee most central to the portfolio’s shape is Make-a-Wish Foundation of Wisconsin Inc and the most unlike its peers is Midwest Australian Shepherd Rescue Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyMilitary Veterans SupportEnvironmental Conservation …Youth Sports ProgramsCommunity FoundationsCancer Support ServicesIndependent K-12 SchoolsAnimal Rescue and ShelterDomestic Violence ServicesWomen & Girls Leadership De…Senior Support ServicesCommunity Arts CentersFaith-Based Liberal Arts Co…Orchestra and Ensemble Perf…Addiction Recovery ServicesFood Banks and Pantries
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 34 years old; the field is 20. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number17%3%<5yr12%11%5–10yr20%22%10–20yr16%16%20–35yr16%25%35–55yr19%25%55yr+
THE FIELDby orgYOUR MONEYby value17%4%<5yr12%8%5–10yr20%18%10–20yr16%22%20–35yr16%24%35–55yr19%24%55yr+

The field is 17% startups (under 5 years old) — 3% of your grantees by number, and just 4% of your money.

Closures · last 5 years

The orgs you fund almost never close 2% lost their exemption, against 8% of the field you don’t fund.

orgs you fund
2%2/118
the rest of the field
8%
3,022/36,408

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

99 grantees tracked through their own filings, 2017–2026.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172026, not grant rows in a single year — so this will not match the grant count on the cover. 99 of the 214 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
25
Early backer (in before they grew)
93/99
Grantees still filing
69/99
Grew since you first funded

Where your money sits — by cause, then by grantee

HAWS — $9,653 · OtherHAWSLoisaba Community Conservation Foun — $7,500 · OtherIndividual grant recipient — $6,000 · Other+147 more — $134,417 · Other+147 moreWAUKESHA COUNTY CHRISTMAS CLEARING COUNCIL INC — $3,410 · Human ServicesWAUKESHA …LIFE'S CONNECTION INC — $2,740 · Human ServicesLIFE'S CO…THE WOMEN'S CENTER INC — $2,735 · Human ServicesTHE WOMEN…SOLES FOR JESUS — $2,290 · Human ServicesSOLES FOR…KIDS MATTER INC — $1,000 · Human ServicesKIDS MATT…SOJOURNER FAMILY PEACE CENTER INC — $1,000 · Human ServicesSOJOURNER…NEXT 18 INC — $800 · Human ServicesSECUREFUTURES FOUNDATION INC — $725 · Human ServicesUNITED COMMUNITY CENTER INC — $650 · Human Services+7 more — $2,498 · Human Services+7 moreROGERS MEMORIAL HOSPITAL INC — $3,082 · HealthFISHER HOUSE WISCONSIN INC — $2,000 · HealthCELIAC DISEASE FOUNDATION — $2,000 · HealthA Doll Like Me INC — $1,500 · HealthNATIONAL MULTIPLE SCLEROSIS SOCIETY — $1,467 · HealthMAKE-A-WISH FOUNDATION OF WISCONSIN INC — $1,295 · HealthST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $1,050 · HealthISLANDS OF BRILLIANCE INC — $825 · Health+6 more — $1,942 · HealthCenter for Veterans Issues Inc — $6,300 · Housing & ShelterFAMILY PROMISE OF WAUKESHA COUNTY INC — $500 · Housing & Shelter+1 more — $100 · Housing & ShelterWEST AFRICAN MERCY MINISTRIES INC — $2,955 · InternationalFOOD FOR THE POOR INC — $1,000 · InternationalCompassion International Incorporated — $1,000 · InternationalThe Kipsongo Project Inc — $750 · InternationalWORLD VISION INC — $250 · International+2 more — $285 · InternationalSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION — $3,500 · EducationMARLEH LEHMANN SCHOLARSHIP FOUNDATION — $1,000 · EducationCOLLEGE POSSIBLE INC — $1,000 · EducationTHE AUGUSTINE ACADEMY INC — $500 · Education+2 more — $200 · EducationWAUKESHA COUNTY COMMUNITY FOUNDATION — $1,000 · PhilanthropyGREATER MILWAUKEE FOUNDATION INC — $1,000 · PhilanthropySHEPHERDS FOUNDATION INC — $825 · PhilanthropyADEL B KORKOR MD FOUNDATION FOR MENTAL — $250 · Philanthropy
Other$157,570Human Services$17,848Health$15,161Housing & Shelter$6,900International$6,240Education$6,200Philanthropy$3,075

Showing your 200 largest grantees by grant value.

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetCenter for Veterans Issues Inc — $6,300 over 4y, 0.1% of budgetNATIONAL PARK FOUNDATION — $4,130 over 4y, 0.0% of budgetSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION — $3,500 over 4y, 0.0% of budgetWAUKESHA COUNTY CHRISTMAS CLEARING COUNCIL INC — $3,410 over 6y, 0.4% of budgetROGERS MEMORIAL HOSPITAL INC — $3,082 over 3y, 0.0% of budgetWEST AFRICAN MERCY MINISTRIES INC — $2,955 over 5y, 0.3% of budgetLIFE'S CONNECTION INC — $2,740 over 4y, 0.1% of budgetTHE WOMEN'S CENTER INC — $2,735 over 3y, 0.1% of budgetFONDY FOOD CENTER INC — $2,725 over 5y, 0.2% of budgetSOLES FOR JESUS — $2,290 over 4y, 0.1% of budgetPEWAUKEE LAKE SAILING SCHOOL INC — $2,000 over 1y, 0.9% of budgetFISHER HOUSE WISCONSIN INC — $2,000 over 4y, 0.1% of budgetCELIAC DISEASE FOUNDATION — $2,000 over 2y, 0.1% of budgetWISCONSIN HERO OUTDOORS INC — $1,650 over 3y, 0.4% of budgetA Doll Like Me INC — $1,500 over 2y, 1.1% of budgetEVERYTOWN FOR GUN SAFETY SUPPORT FUND INC — $1,500 over 2y, 0.0% of budgetNATIONAL MULTIPLE SCLEROSIS SOCIETY — $1,467 over 6y, 0.0% of budgetMAKE-A-WISH FOUNDATION OF WISCONSIN INC — $1,295 over 3y, 0.0% of budgetGOLF FORE AFRICA INC — $1,155 over 2y, 0.0% of budgetMASTERS TOUCH MINISTRIES — $1,100 over 1y, 1.9% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $1,050 over 2y, 0.0% of budgetKIDS MATTER INC — $1,000 over 1y, 0.1% of budgetBLACK LIVES MATTER FOUNDATION — $1,000 over 1y, 0.4% of budgetFOOD FOR THE POOR INC — $1,000 over 1y, 0.0% of budgetBADGER HONOR FLIGHT INC — $1,000 over 1y, 0.1% of budgetCONSERVANCY FOR HEALING & — $1,000 over 1y, 0.4% of budgetVARIETY - THE CHILDREN'S CHARITY OF WISCONSIN INC — $1,000 over 1y, 0.2% of budgetWAUKESHA COUNTY COMMUNITY FOUNDATION — $1,000 over 1y, 0.0% of budgetHUNGER TASK FORCE INC — $1,000 over 1y, 0.0% of budgetWAUKESHA COUNTY YOUTH HOCKEY ASSOCIATION — $1,000 over 1y, 0.2% of budgetDOOR COUNTY LAND TRUST INC — $1,000 over 1y, 0.0% of budgetMARLEH LEHMANN SCHOLARSHIP FOUNDATION — $1,000 over 1y, 4.8% of budgetA SECOND U FOUNDATION — $1,000 over 1y, 0.4% of budgetCOLLEGE POSSIBLE INC — $1,000 over 1y, 0.0% of budgetMidwest Australian Shepherd Rescue Inc — $1,000 over 1y, 0.8% of budgetGIVE KIDS THE WORLD INC — $1,000 over 2y, 0.0% of budgetGREATER MILWAUKEE FOUNDATION INC — $1,000 over 1y, 0.0% of budgetSOJOURNER FAMILY PEACE CENTER INC — $1,000 over 1y, 0.0% of budgetSHEPHERDS FOUNDATION INC — $825 over 3y, 0.0% of budgetISLANDS OF BRILLIANCE INC — $825 over 3y, 0.1% of budgetNAMI GREATER MILWAUKEE INC — $815 over 2y, 0.1% of budgetNEXT 18 INC — $800 over 2y, 0.3% of budgetSTARS AND STRIPES HONOR FLIGHT INC — $779 over 4y, 0.0% of budgetThe Kipsongo Project Inc — $750 over 1y, 1.3% of budgetWAUKESHA COUNTY HISTORICAL SOCIETY & MUSEUM INC — $750 over 3y, 0.1% of budgetSECUREFUTURES FOUNDATION INC — $725 over 2y, 0.1% of budgetUNITED COMMUNITY CENTER INC — $650 over 2y, 0.0% of budgetTHE FETCH FOUNDATION INC — $600 over 2y, 0.4% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds Center for Veterans Issues Inc
  • Who funds NATIONAL PARK FOUNDATION
  • Who funds STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
  • Who funds WAUKESHA COUNTY CHRISTMAS CLEARING COUNCIL INC
  • Who funds ROGERS MEMORIAL HOSPITAL INC
  • Who funds WEST AFRICAN MERCY MINISTRIES INC
  • Who funds LIFE'S CONNECTION INC
  • Who funds THE WOMEN'S CENTER INC
  • Who funds FONDY FOOD CENTER INC
  • Who funds SOLES FOR JESUS
  • Who funds PEWAUKEE LAKE SAILING SCHOOL INC
  • Who funds FISHER HOUSE WISCONSIN INC
  • Who funds CELIAC DISEASE FOUNDATION
  • Who funds WISCONSIN HERO OUTDOORS INC
  • Who funds A Doll Like Me INC

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Greater Milwaukee Foundation IncWI51.3× affinity27 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Greater Milwaukee Foundation Inc · United Way of Greater Milwaukee & Waukesha County Inc · Waukesha County Community Foundation · Herbert H Kohl Charities Inc · Baird Foundation Inc · Evan & Marion Helfaer Foundation · Generac Foundation Inc · Ge Aerospace Foundation · Green Bay Packers Foundation · Emil Ewald Family Foundation Inc · Youth Foundation Inc · Harley-Davidson Foundation Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Ellenbecker Investment Group Charitable Foundation Inc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 20%0%1%3%5%your share of their income ↑0%25%50%75%100%share of the org’s income from governmentmedian 0%
  • Food for the Poor Inc0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
13report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Ellenbecker Investment Group Charitable Foundation Inc?

Find your warmest path to Ellenbecker Investment Group Charitable Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 214 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph