Alma G Goppert Memorial Fund Trust

CHICAGO, IL EIN: 83-6040410

Alma G Goppert Memorial Fund Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $567K in total assets. In 2025, it awarded 3 grants totaling $37K. Net investment income was $56K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$567K

+2.0% YoY

Annual Giving

$37K

+3.4% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$12K

+3.4% YoY

Under IRS private-foundation payout rules, Alma G Goppert Memorial Fund Trust reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.

About Alma G Goppert Memorial Fund Trust

Based on IRS filings

Alma G Goppert Memorial Fund Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $567K in total assets. In 2025, it awarded 3 grants totaling $37K. Net investment income was $56K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

CodyMonterey

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$21K$42K$63K$84K20212022202320242025
Metric202520242023
Total Assets$567,094$556,245$539,816
Revenue$63,335$65,139$-3,686
Expenses$52,415$47,905$51,017
Qualifying Distributions$43,200$39,316$41,859
Net Investment Income$56,445$56,589$5,445
Distributable Amount$35,359$32,534$32,584

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$19K$29K$39K3 grants20213 grants20223 grants20233 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

WILLIAM J GOULD ASSOCIAT…$12KCODY METHODIST CHURCH$12KCODY MEDICAL FOUNDATION$12K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include William J Gould Associates Inc ($12,179), Cody Methodist Church ($12,179), Cody Medical Foundation ($12,179).

RecipientPurposeAmount
WILLIAM J GOULD ASSOCIATES INC MONTEREY, MAGENERAL SUPPORT$12,179
CODY METHODIST CHURCH CODY, WYGENERAL SUPPORT$12,179
CODY MEDICAL FOUNDATION CODY, WYGENERAL SUPPORT$12,179

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BMO BANK N ATRUSTEE$12K

From 2025 filing

NameTitleHoursCompensation
BMO BANK N ATRUSTEE5$12,127

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Alma G Goppert Memorial Fund Trust?

Alma G Goppert Memorial Fund Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $567K in total assets as of 2025.

How large is Alma G Goppert Memorial Fund Trust?

As of 2025, Alma G Goppert Memorial Fund Trust holds $567K in total assets with $63K in annual revenue. It awarded 3 grants totaling $37K in 2025.

Where does Alma G Goppert Memorial Fund Trust operate?

Alma G Goppert Memorial Fund Trust has awarded grants in Massachusetts, Wyoming.

What size grants does Alma G Goppert Memorial Fund Trust award?

In 2025, Alma G Goppert Memorial Fund Trust awarded 3 grants totaling $37K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Alma G Goppert Memorial Fund Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Alma G Goppert Memorial Fund Trust reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alma G Goppert Memorial Fund Trust's EIN?

Alma G Goppert Memorial Fund Trust's EIN (Employer Identification Number) is 83-6040410. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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