Heffel Memorial Scholarship Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Heffel Memorial Scholarship Trust. Data shown is extracted from Form 990-PF filings.

EIN: 74-6451982

Foundation Overview

Based in Monona, WI, Heffel Memorial Scholarship Trust has awarded 35 grants totaling $73,750 to organizations in Wisconsin. Individual grants range from $1,250 to $2,500, with a median award of $2,500.

Latest Tax Year
2023
Total Giving (all years)
$73,750
Total Assets
$120,547
Median Grant (all grants)
$2,500

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$2,500
% Median Grant Growth
+100% (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
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Wisconsin

100% of all grants are concentrated in Wisconsin, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Wisconsin, funding concentrates in Evansville (89%), Janesville (6%), Orfordville (3%).

Funding Trajectory
-75%

Declining funding trend with 75% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Education

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

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Heffel Memorial Scholarship Trust'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
Mia Brice $2,500 Evansville, WI, US Scholarship 2023 2023
Mia Brice $2,500 Evansville, WI, US Scholarship 2023 2023
Makenzie Halla $2,500 Evansville, WI, US Scholarship 2021 2022
Lilia J Tregoning $1,250 Evansville, WI, US Scholarship 2021 2022
Luke Trustem $1,250 Evansville, WI, US Scholarship 2020 2022
Makenzie Halla $2,500 Evansville, WI, US Scholarship 2021 2022
Lilia J Tregoning $1,250 Evansville, WI, US Scholarship 2021 2022
Luke Trustem $1,250 Evansville, WI, US Scholarship 2020 2022
Makenzie Halla $2,500 Evansville, WI, US Scholarship 2021 2022
Lilia J Tregoning $1,250 Evansville, WI, US Scholarship 2021 2022
Luke Trustem $1,250 Evansville, WI, US Scholarship 2020 2022
Emily Pfeil $2,500 Evansville, WI, US Scholarship 2021
Jasmine Elliott $2,500 Evansville, WI, US Scholarship 2021
Gabrielle Dieboold $2,500 Evansville, WI, US Scholarship 2021
Jared Christopher $1,250 Evansville, WI, US Scholarship 2021 2021
Luke Trustem $1,250 Evansville, WI, US Scholarship 2020 2021
Keegan Olin $2,500 Janesville, WI, US Scholarship 2019 2021
Irelyn Baumberger $2,500 Evansville, WI, US Scholarship 2020
Lindsey Oberdorf $2,500 Evansville, WI, US Scholarship 2020
Sydney Cornwell $1,250 Evansville, WI, US Scholarship 2020
Teresa Klopp $1,250 Evansville, WI, US Scholarship 2020
Madeline Stoker $1,250 Evansville, WI, US Scholarship 2020
Ila Tregoning $2,500 Evansville, WI, US Scholarship 2020
Sophia Pincus-kazmar $2,500 Evansville, WI, US Scholarship 2018
Jonathon Vickery $2,500 Evansville, WI, US Scholarship 2018
Heather Novak $2,500 Evansville, WI, US Scholarship 2018
Sophia Krainyk $2,500 Evansville, WI, US Scholarship 2018
Heather Messling $2,500 Janesville, WI, US Scholarship 2017
Alexander Diebold $2,500 Evansville, WI, US Scholarship 2017
Zachary Kumm $2,500 Evansville, WI, US Scholarship 2017
Noah Schiller $2,500 Evansville, WI, US Scholarship 2017
Aliye Gallagher $2,500 Evansville, WI, US Scholarship 2016
Riley Miller $2,500 Orfordville, WI, US Scholarship 2016
Chase Pinnow $2,500 Albany, WI, US Scholarship 2016
Karen Wethal $2,500 Evansville, WI, US Scholarship 2016

Foundations Similar to Heffel Memorial Scholarship Trust

Discover 5 foundations with comparable assets ($120,678-$124,016), 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: 42-6453795 | 18 grants awarded
$120,678
(≈ Similar)
$3,476.5
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 81-1465995 | 357 grants awarded
$121,037
(≈ Similar)
$3,500
median grant
Wausau, WI
Same state
100%
Excellent match

EIN: 42-6144737 | 30 grants awarded
$121,084
(≈ Similar)
$1,500
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 91-6288112 | 18 grants awarded
$123,371
(≈ Similar)
$2,300
median grant
Milwaukee, WI
Same state
99%
Excellent match

EIN: 51-0153468 | 35 grants awarded
$124,016
(≈ Similar)
$1,537
median grant
Milwaukee, WI
Same state
99%
Excellent match

Contact Information

Official contact details for Heffel Memorial Scholarship Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 74-6451982
Website N/A
Address 455 S JUNCTION RD Madison, WI 53719-3823

Key People (6)

Board members, trustees, and key staff who oversee Heffel Memorial Scholarship Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Nhs Representat Dana Allen
Ehs Guidance Co Aimee Swartwout
School Bd Presi Kathi Swanson
Committee Membe Steve Eager
Committee Membe Brooke Hintze Ehs School

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 Heffel Memorial Scholarship Trust 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.