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. 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
Share of all 3 itemized 2026 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| WILLIAM J GOULD ASSOCIATES INC Monterey, MA | GENERAL SUPPORT | $12,179 |
| CODY METHODIST CHURCH Cody, WY | GENERAL SUPPORT | $12,179 |
| CODY MEDICAL FOUNDATION Cody, WY | GENERAL SUPPORT | $12,179 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 21, 2026)
- 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
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.
Here's the math on researching Alma G Goppert Memorial Fund Trust by hand.
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