E-plan Exam Community Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like E-plan Exam Community Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 85-2249918
Foundation Overview
Based in Brookfield, WI, E-plan Exam Community Foundation has awarded 8 grants totaling $5,750 to organizations in Wisconsin. Individual grants range from $250 to $1,000, with a median award of $750.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
6 of 6 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
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 Waukesha (100%).
Funding Trajectory
Strong 500% growth in annual giving over 2 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on education (67%) and general purposes, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into E-plan Exam Community Foundation'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 |
|---|---|---|---|---|
| Harsha Gaddipati | $500 | Waukesha, WI, US | Scholarship | 2022 |
| Katlyn Mccaskey | $1,000 | Waukesha, WI, US | Scholarship | 2022 |
| Harsha Gaddipati | $500 | Waukesha, WI, US | Scholarship | 2022 |
| Katlyn Mccaskey | $1,000 | Waukesha, WI, US | Scholarship | 2022 |
| Harsha Gaddipati | $500 | Waukesha, WI, US | Scholarship | 2022 |
| Katlyn Mccaskey | $1,000 | Waukesha, WI, US | Scholarship | 2022 |
| Allison Rataczak | $1,000 | Waukesha, WI, US | Scholarship | 2021 |
| Habitat For Humanity | $250 | Waukesha, WI, US | General Grant | 2020 |
Foundations Similar to E-plan Exam Community Foundation
Discover 5 foundations with comparable assets ($1,985-$2,700), 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 |
|---|---|---|---|---|
|
David A And Agatha T Ulrich Foundation Inc
EIN: 39-1688631 | 8 grants awarded |
$2,229
(≈ Similar) |
$500
median grant |
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Same state |
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|
Waukesha Rotary Club Charitable Fund Inc
EIN: 39-6076427 | 179 grants awarded |
$2,029
(≈ Similar) |
$1,500
median grant |
Waukesha, WI
Same state |
|
|
Flannel Open
EIN: 92-0705977 | 3 grants awarded |
$2,014
(≈ Similar) |
$1,400
median grant |
Sheboygan, WI
Same state |
|
|
John D Clifford Scholarship Trust
EIN: 39-1590728 | 2 grants awarded |
$1,985
(≈ Similar) |
$1,125
median grant |
Watertown, WI
Same state |
|
|
Burkwald Family Foundation Inc
EIN: 87-0790648 | 77 grants awarded |
$2,700
(≈ Similar) |
$500
median grant |
Hartland, WI
Same state |
|
Related Foundation Resources in WI:
Contact Information
Official contact details for E-plan Exam Community Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 85-2249918 |
| Website | N/A |
| Address | 12605 W NORTH AVE STE 189 Brookfield, WI 53005-4629 |
Key People (2)
Board members, trustees, and key staff who oversee E-plan Exam Community Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | David Adam Mattox |
|---|---|
| Secretary | Lindsay Larsen |
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 E-plan Exam Community Foundation 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.