Ephraim Foundation Heritage Fund Inc

Analysis

Ephraim Foundation Heritage Fund Inc is a registered charity in United States, based in Ephraim, WI. It received its IRS tax-exemption ruling in March 1993, 33 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending September 2023, Ephraim Foundation Heritage Fund Inc reported income of $179k and spending of $182k, spending 102% of its income. Across the 5 years on record, from September 2019 to September 2023, income grew from $175k to $179k (+2.5%), an average of +0.6% a year. The sharpest change came in the year to September 2021, when income rose by 423%. Over the whole period it spent 48% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Ephraim Foundation Heritage Fund Inc sits at the 56th percentile: it is larger than about 56% of them. Against every charity in United States with reported income it ranks in the 51st percentile, and in the 51st percentile within WI. Charities of a similar size with the same main cause include Osterman Community Foundation ($179k), Mann Charitable Foundation ($179k) and Sagerstrong Foundation ($179k).

On its Form 990 for the period ending September 2023, revenue came from contributions and grants 12% of the total. At year end it held assets of $4.3m against liabilities of $0, net assets of $4.3m.