Funders › Wisconsin

Merganser Fund Inc

Hartland, WI · EIN 39-1868940. Reported 57 grants totalling $80,560 to 27 recipients across tax years 2019-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$1,000median grant
$80,560granted, 2019-2024
27recipients, as named on its returns
57%of grantees funded again the next year
$10,987assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Merganser Fund Inc did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $1,000. Half of everything it gave fell between $100 and $2,000; the smallest was $60 and the largest $6,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
28 grants
$1,000 - $5,000
27 grants
$5,000 - $10,000
2 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Fellow MortalsLake Geneva, WI$15,165662024
Lake Area Free ClinicHartland, WI$12,320662024
Versiti Bri FoundationMilwaukee, WI$12,000222024
St Teresa of Calcutta ParishHartland, WI$10,735332024
Malaika Early Learning CenterMilwaukee, WI$10,050442024
Tall Pines ConservancyNashotah, WI$8,900552024
Relationship CenterWauconda, IL$5,100552023
St Theresa of Calcutta ParishHartland, WI$1,930112020
St Vincent De PaulWaukesha, WI$600222023
All Hands BoatworksMilwaukee, WI$500112023
Chenequa FoundationHartland, WI$500112019
FseeeEugene, OR$400112023
The Womens CenterWaukesha, WI$400332024
Christmas Clearing CouncilPewaukee, WI$300222023
Hebron HouseWaukesha, WI$300332024
St Vincent DepaulMaryland Hgts, MO$300112019
Alzheimers AssociationMilwaukee, WI$100112022
Fellwide Humane SocietyMilwaukee, WI$100112022
Friends of Town Hall LibraryNorth Lake, WI$100112023
Little SistersPaltine, IL$100112022
PeerSilver Spring, MD$100112020
Pewaukee Lake SailingPewaukee, WI$100112023
Tunnel to Towers FoundationStaten Island, NY$100112023
Waukesha County Land ConservancyWaukesha, WI$100112019
Wisconsin Public RadioRacine, WI$100112020
Zacharriahs AcresBrookfield, WI$100112022
Milwaukee PBSMilwaukee, WI$60112024

11 of 27 (41%) received money in more than one year over the 6 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 57%, across 5 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 22 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Animal Welfare
6 grants
Human Services
5 grants
Environment
5 grants
Education
4 grants
Recreation & Sports
1 grant
Arts & Culture
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
20196$5,565$750
20207$5,530$300
20215$10,000$2,000
202215$24,780$300
202315$15,875$300
20249$18,810$2,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

92% of its giving went to organizations in Wisconsin. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.

Wisconsin
$74K
Illinois
$5K
Oregon
$400
Missouri
$300
New York
$100
Maryland
$100

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Donor Advised Charitable Giving Inc5 shared recipientsFidelity Investments Charitable Gift Fund5 shared recipientsGreater Milwaukee Foundation Inc5 shared recipientsAmerican Online Giving Foundation Inc4 shared recipientsWaukesha County Community Foundation4 shared recipientsGe Aerospace Foundation4 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $1,000. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in Wisconsin.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from Merganser Fund Inc's own Form 990-PF filings, which the IRS publishes in bulk. We used 6 returns (tax years 2019-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: 1115 Sweetbriar Ln, Hartland, WI, 53029. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 39-1868940 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email [email protected] and we will correct it.