R & R Heritage Foundation Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like R & R Heritage Foundation Inc. Data shown is extracted from Form 990-PF filings.

EIN: 39-1977961

Foundation Overview

Based in Milwaukee, WI, R & R Heritage Foundation Inc has awarded 84 grants totaling $407,950 to organizations in Wisconsin, Illinois and 5 other states across the US. Individual grants range from $25 to $200,000, with a median award of $500.

Latest Tax Year
2023
Total Giving (all years)
$407,950
Total Assets
$18,174
Median Grant (all grants)
$500

Latest Form 990-PF Snapshot

Total Grants
6
Median Grant
$600
% Median Grant Decline
-20% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 50%

3 of 6 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Wisconsin

65% of grants are awarded in Wisconsin, with additional funding distributed across 6 other locations. The foundation balances regional focus with broader geographic diversity. Within Wisconsin, funding concentrates in Cedarburg (31%), Milwaukee (16%), Boulder Junction (15%).

Funding Trajectory
-92%

Declining funding trend with 92% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into R & R Heritage Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Afs Association $700 Cedarburg, WI, US General 2023
Evans Scholar Foundation $500 Golf, IL, US General 2023
Girl Scouts Manitou Council $500 Sheboygan, WI, US General 2023
Manito-wish Ymca $1,000 Boulder Junction, WI, US General 2023
Northwestern University $500 Evanston, IL, US General 2023
New Castle Trustalzheimer's Fund $1,000 Mequon, WI, US General 2023
Afs Association $300 Germantown, WI, US General 2022
Evans Scholar Foundation $400 Golf, IL, US General 2022
Girl Scouts Manitow Council $500 Sheboygan, WI, US General 2022
Manitowish Ymca $1,000 Boulder Junction, WI, US General 2022
Northwestern University $3,800 Evanston, IL, US General 2022
St Christophers Episcopal Church $30,000 Milwaukee, WI, US General 2022
Afs Association $300 Germantown, WI, US General 2022
Evans Scholar Foundation $400 Golf, IL, US General 2022
Girl Scouts Manitow Council $500 Sheboygan, WI, US General 2022
Manitowish Ymca $1,000 Boulder Junction, WI, US General 2022
Northwestern University $3,800 Evanston, IL, US General 2022
St Christophers Episcopal Church $30,000 Milwaukee, WI, US General 2022
Afs Association $300 Germantown, WI, US General 2022
Evans Scholar Foundation $400 Golf, IL, US General 2022
Girl Scouts Manitow Council $500 Sheboygan, WI, US General 2022
Manitowish Ymca $1,000 Boulder Junction, WI, US General 2022
Northwestern University $3,800 Evanston, IL, US General 2022
St Christophers Episcopal Church $30,000 Milwaukee, WI, US General 2022
Afs Association $700 Germantown, WI, US General 2021
Afs-usa Inc $300 New York, NY, US General 2021
Cedarburg Cultural Center $100 Cedarburg, WI, US General 2021
Evans Scholar Foundation $400 Golf, IL, US General 2021
First Lutheran School Cedarburg $100 Cedarburg, WI, US General 2021
Girl Scouts Manitow Council $500 Sheboygan, WI, US General 2021
Manitowish Ymca $1,000 Boulder Junction, WI, US General 2021
Newcastle Place - Residents App Fun $1,000 Mequon, WI, US Genearl 2021
Northwestern University $300 Evanston, IL, US General 2021
Rotary Foundation $1,000 Cedarburg, WI, US General 2021
Afs Association $150 Germantown, WI, US General 2020
Afs-usa Inc $200 New York, NY, US General 2020
Cedarburg Cultural Center $100 Cedarburg, WI, US General 2020
Columbia St Mary's Foundation $1,500 Milwaukee, WI, US General 2020
Evans Scholar Foundation $400 Golf, IL, US General 2020
Manitowish Ymca $1,000 Boulder Junction, WI, US General 2020
Northwestern University $300 Evanston, IL, US General 2020
St Christopher $200 Milwaukee, WI, US General 2020
Cedarburg United Methodist Church $50 Cedarburg, WI, US General 2020
Gault School $21,000 Austin, TX, US General 2020
Rotary Foundation $300 Cedarburg, WI, US General 2020
Afs Association $400 Germantown, WI, US General 2018
Afs-usa Inc $300 New York, NY, US General 2018
Ascension Hospital $1,000 St Louis, MO, US General 2018
Cedarburg Cultural Center $100 Cedarburg, WI, US General 2018
Cedarburg Library $200 Cedarburg, WI, US General 2018
Cedarburg Women's Club Foundation $50 Cedarburg, WI, US General 2018
Evans Scholar Foundation $2,550 Golf, IL, US General 2018
Friends Of The Presque Isle Communi $25 Presque Isle, WI, US General 2018
Manitowish Ymca $200 Boulder Junction, WI, US General 2018
Northwestern University $700 Evanston, IL, US General 2018
Door County Land Trust $100 Sturgeon Bay, WI, US General 2018
St Christopher $100 Milwaukee, WI, US General 2018
Afs Association $500 Germantown, WI, US General 2017
Afs-usa Inc $100 New York, NY, US General 2017
Alzheimer's Association $300 Milwaukee, WI, US General 2017
Cedarburg Cultural Center $100 Cedarburg, WI, US General 2017
Cedarburg Library $50 Cedarburg, WI, US General 2017
Cedarburg Women's Club Foundation $50 Cedarburg, WI, US General 2017
Columbia St Mary's Foundation $2,000 Milwaukee, WI, US General 2017
Evans Scholar Foundation $500 Golf, IL, US General 2017
Friends Of The Presque Isle Communi $25 Presque Isle, WI, US General 2017
Gamma Phi Beta Foundation $200 Centennial, CO, US General 2017
Gamma Phi Beta Foundation - Buildin $250 Centennial, CO, US General 2017
Manitowish Ymca $200,000 Boulder Junction, WI, US Genearl 2017
Manitowoc Girl Scouts $500 Sheboygan, WI, US General 2017
Northwestern University $500 Evanston, IL, US General 2017
Afs-usa Inc $850 New York, NY, US General 2016
Cedarburg Cultural Center $100 Cedarburg, WI, US General 2016
Cedarburg Women's Club Foundation $50 Cedarburg, WI, US Genearl 2016
Columbia St Mary's Foundation $1,500 Milwaukee, WI, US General 2016
Evans Scholar Foundation $10,025 Golf, IL, US General 2016
Gault School Of Archaeological Rese $15,000 Florence, TX, US General 2016
Manitowoc Girl Scouts $600 Sheboygan, WI, US General 2016
Northwestern University $500 Evanston, IL, US General 2016
Presque Isle Chamber Of Commerce $25 Presque Isle, WI, US General 2016
St Christopher's Episcopal Church $25,000 River Hills, WI, US General 2016
Cedarburg Library $150 Cedarburg, WI, US General 2016
Cedarburg Fire Department $50 Cedarburg, WI, US General 2016
Treasure Cay Community Foundation $500 Lake Park, FL, US General 2016

Foundations Similar to R & R Heritage Foundation Inc

Discover 5 foundations with comparable assets ($16,777-$19,531), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 84-2977850 | 7 grants awarded
$18,669
(≈ Similar)
$1,000
median grant
Wausau, WI
Same state
99%
Excellent match

EIN: 39-6584791 | 7 grants awarded
$17,458
(≈ Similar)
$1,000
median grant
Richfield, WI
Same state
98%
Excellent match

EIN: 99-4067493 | 5 grants awarded
$19,209
(≈ Similar)
$1,000
median grant
Waupun, WI
Same state
97%
Excellent match

EIN: 47-5518780 | 75 grants awarded
$19,531
(≈ Similar)
$1,000
median grant
Aniwa, WI
Same state
96%
Excellent match

EIN: 26-0047433 | 6 grants awarded
$16,777
(≈ Similar)
$500
median grant
Madison, WI
Same state
96%
Excellent match

Contact Information

Official contact details for R & R Heritage Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 39-1977961
Website N/A
Address 111 E WISCONSIN AVE STE 1800 Milwaukee, WI 53202-4809

Key People (3)

Board members, trustees, and key staff who oversee R & R Heritage Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Director William A Wernecke Sr
Director Sue M Wernecke
Director William A Wernecke Jr

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for R & R Heritage Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.