Charles a Gundelach Memorial Fund
Charles a Gundelach Memorial Fund is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.8M in total assets. In 2025, it awarded 4 grants totaling $97K. Net investment income was $421K.
Charles a Gundelach Memorial Fund at a glance
In short: Charles a Gundelach Memorial Fund gave $97K across 4 grants in 2025 (avg $24K), top state Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $96,840
- -78.9% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $24,210
- -78.9% vs 2024
- Median grant
- $22,274
- Total assets
- $5,810,752
- +4.6% vs 2024
- Primary geography
- Florida (43% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Charles a Gundelach Memorial Fund funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Rollins College ($42K). Together the top 4 received $97K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 10 grants of 20 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Charles a Gundelach Memorial Fund gives
- Giving held roughly steady from 2022 to 2025 (+18%). Method
- In 2025 it paid out 41% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $82K (2022) to $672K (2023). In 2025 it made 4 grants totaling $97K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rollins College Winter Park, FL | General Operating | $41,544 |
| Stanford University Stanford, CA | General Operating | $32,248 |
| We Raise Foundation Itasca, IL | General Operating | $12,299 |
| American Heart Association Dallas, TX | General Operating | $10,749 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,810,752 | $494,591 | $241,735 | $96,840 | 4 | $156,132 | $421,491 | $384,737 |
| 2024 | $5,557,329 | $666,791 | $581,391 | $458,097 | 4 | $515,018 | $574,452 | $359,022 |
| 2023 | $5,467,708 | $255,337 | $854,186 | $671,537 | 4 | $727,030 | $186,583 | $344,623 |
| 2022 | $6,066,568 | $2,266,896 | $214,092 | $81,779 | 4 | $140,555 | $2,187,700 | $371,379 |
| 2021 | $4,013,771 | $187,205 | $459,839 | $345,324 | 4 | — | $112,669 | $355,747 |
Under IRS private-foundation payout rules, Charles a Gundelach Memorial Fund reported a distributable amount of $385K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles a Gundelach Memorial Fund's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$87K (2023) → $95K (2025)
Former officers (1)
- Former: US Bank NA (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $95K, to US Bank N a (Trustee).
Frequently asked questions about Charles a Gundelach Memorial Fund
How much does Charles a Gundelach Memorial Fund give each year?
Charles a Gundelach Memorial Fund gave $97K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $458K across 4 grants.
What is Charles a Gundelach Memorial Fund's typical grant size?
Charles a Gundelach Memorial Fund's median grant in 2025 was $22,274, and its average grant was $24,210, across 4 grants on its 2025 IRS Form 990-PF.
Where does Charles a Gundelach Memorial Fund give grants?
Charles a Gundelach Memorial Fund's top state is Florida, with 43% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (33%) and Illinois (13%).
Does Charles a Gundelach Memorial Fund give general operating support?
Yes: 100% of Charles a Gundelach Memorial Fund's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Charles a Gundelach Memorial Fund?
Charles a Gundelach Memorial Fund reported $5.8M in total assets on its 2025 IRS Form 990-PF. It paid out $156K in qualifying distributions that year, against a required minimum of $385K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Charles a Gundelach Memorial Fund's EIN?
Charles a Gundelach Memorial Fund's EIN (Employer Identification Number) is 43-6395177. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 8, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 29, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 17, 2025)
- IRS filings on file for fiscal years 2021–2025
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