AUMdb

Ephraim Foundation Heritage Fund Inc

EIN 391743181 · 501(c)(3) · Public charity · Ephraim, WI · recognized 1993

Assets
$6.8M
Revenue
$2.4M
Expenses
$240K
Investment income
$296K

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Cody Schreck Assistant treasurer/secretary $61,208 $0
Anthony Beadell President $0 $0
Marjorie Glenn Vice president $0 $0
William F Schumann Treasurer $0 $0
James W Rankin Secretary $0 $0
Larry Balistreri Director $0 $0
Tom Boldt Director $0 $0
Richard L Christensen Director $0 $0
Marilyn Cushing Director $0 $0
George Drost Director $0 $0
Sally Jacobson Director $0 $0
Richard Volkmann Director $0 $0