Alma G Goppert Memorial Fund Trust

Foundation · Grantmaker 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 2026. As of 2026, the organization holds $583K in total assets. In 2026, it awarded 3 grants totaling $37K. Net investment income was $58K.

Key facts about Alma G Goppert Memorial Fund Trust

In short: Alma G Goppert Memorial Fund Trust gave $37K across 3 grants in 2026 (avg $12K), mostly in Wyoming. Source: 2026 IRS Form 990-PF.

EIN
83-6040410
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$36,537
Grants made (2026)
3
Average grant
$12,179
Median grant
$12,179
Total assets
$583,228
Primary geography
Wyoming (67% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$583K

+2.8% YoY

Annual Giving

$37K

+0.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$12K

+0.0% YoY

Under IRS private-foundation payout rules, Alma G Goppert Memorial Fund Trust reported a distributable amount of $37K for 2026 — the minimum it must pay out in qualifying distributions.

How Alma G Goppert Memorial Fund Trust gives

  • Giving held roughly steady from 2023 to 2026 (−3%). Method
  • In 2026 it paid out 113% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 3 itemized 2026 grant dollars.

Cities

CodyMonterey

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K3 grants20213 grants20223 grants20233 grants20243 grants20253 grants2026

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2026

William J Gould Associates Inc: $12KWilliam J Gould Associates Inc$12KCody Methodist Church: $12KCody Methodist Church$12KCody Medical Foundation: $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

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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K202120222023202420252026
Metric202620252024
Total Assets$583,228$567,094$556,245
Revenue$64,451$63,335$65,139
Expenses$48,385$52,415$47,905
Qualifying Distributions$41,974$43,200$39,316
Net Investment Income$58,481$56,445$56,589
Distributable Amount$37,115$35,359$32,534

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS May 21, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Alma G Goppert Memorial Fund Trust's only listed officer is BMO Bank N A, Trustee on every filing since 2024 (compensated).

Officers on the 2026 filing

  • BMO Bank N A

    Trustee

    On filings since 2024

    5 hrs/week

    $11K (2024) → $10K (2026)

Former officers (1)
  • Former: Bank Of The West (2023) — Trustee

Data from IRS Form 990 filings, 2023–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Bmo Bank N a — Trustee: $10KBmo Bank N aTrustee$10K

Frequently asked questions about Alma G Goppert Memorial Fund Trust

How much does Alma G Goppert Memorial Fund Trust give each year?

Alma G Goppert Memorial Fund Trust gave $37K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $37K across 3 grants.

What is Alma G Goppert Memorial Fund Trust's typical grant size?

Alma G Goppert Memorial Fund Trust's median grant in 2026 was $12,179, and its average grant was $12,179, across 3 grants on its 2026 IRS Form 990-PF.

Where does Alma G Goppert Memorial Fund Trust give grants?

Alma G Goppert Memorial Fund Trust gives mostly in Wyoming: 67% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (33%). The most frequent recipient cities were Cody, WY (2 grants).

Does Alma G Goppert Memorial Fund Trust give general operating support?

Yes: 100% of Alma G Goppert Memorial Fund Trust's 2026 grants with a stated purpose (3 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.

How large is Alma G Goppert Memorial Fund Trust?

Alma G Goppert Memorial Fund Trust reported $583K in total assets on its 2026 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).

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 $583K in total assets as of 2026.

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 2021–2026.

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

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