Cordon Family Foundation Charitable Trust

Private foundation · Grantmaker New Berlin, WI EIN: 20-6774372

Cordon Family Foundation Charitable Trust is a private foundation, based in New Berlin, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $54K in total assets. In 2025, it awarded 9 grants totaling $20K. Net investment income was $17K.

Key facts about Cordon Family Foundation Charitable Trust

In short: Cordon Family Foundation Charitable Trust gave $20K across 9 grants in 2025 (avg $2K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
20-6774372
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$19,700
Grants made (2025)
9
Average grant
$2,189
Median grant
$2,500
Total assets
$53,659
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$54K

+141.3% YoY

Annual Giving

$20K

-80.4% YoY

Grant Count

9

-30.8% YoY

Avg Grant Size

$2K

-71.6% YoY

Under IRS private-foundation payout rules, Cordon Family Foundation Charitable Trust reported a distributable amount of $908 for 2025 — the minimum it must pay out in qualifying distributions.

How Cordon Family Foundation Charitable Trust gives

  • Giving fell 80% from 2022 to 2025. 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

5states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

Sturgeon BayFish CreekMilwaukeeSister BayHooksettMadisonEgg HarborEphraimScottsdaleWaukeshaWhitewaterBaileys HarborCincinnatiErlanger

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K22 grants2020 14 grants2021 14 grants2022 12 grants2023 13 grants2024 9 grants2025

From 2020 to 2025, annual grant giving ranged from $20K (2025) to $106K (2023). In 2025 it made 9 grants totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Door County Auditorium: $5KDoor County Auditorium$5KNorthern Sky Theater: $4KNorthern Sky Theater$4KGirl Scout Troop 4356: $3KGirl Scout Troop 4356$3KPeninsula Players Theater: $3KPeninsula Players Theater$3KMiller Art Museum: $3KMiller Art Museum$3KBirch Creek: $2KBirch Creek$2KCrossroads at Big Creek: $2KCrossroads at Big Creek$2KNorthern Door Childrens Center: $200Northern Door Childrens Center$200Diabled American Vets: $50Diabled American Vets$50

The largest 2025 recipient was Door County Auditorium ($5K). Together the top 9 received $20K.

Grant Size Distribution

62 grants across all recorded years

62<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 62 grants of 62 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Door County Auditorium Fish Creek, WIEducational$4,650
Northern Sky Theater Fish Creek, WICharitable$4,000
Girl Scout Troop 4356 Milwaukee, WICharity$2,600
Peninsula Players Theater Fish Creek, WIEducational$2,500
Miller Art Museum Sturgeon Bay, WIEducational$2,500
Birch Creek Fish Creek, WIEducational$1,700
Crossroads at Big Creek Sturgeon Bay, WIEducational$1,500
Northern Door Childrens Center Sister Bay, WIEducational$200
Diabled American Vets Erlanger, KYCharitable$50

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$53,659$22,237$20,232
Revenue$22,787$39,725$55,178
Expenses$21,106$101,873$107,776
Net Investment Income$16,625$34,636$46,003
Distributable Amount$908$565$462

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 13, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Cordon Family Foundation Charitable Trust is led by Helen Cordon Trustee, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Helen Cordon Trustee

    Trustee

    On filings since 2020

    10 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Cordon Family Foundation Charitable Trust

How much does Cordon Family Foundation Charitable Trust give each year?

Cordon Family Foundation Charitable Trust gave $20K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 13 grants.

What is Cordon Family Foundation Charitable Trust's typical grant size?

Cordon Family Foundation Charitable Trust's median grant in 2025 was $2,500, and its average grant was $2,189, across 9 grants on its 2025 IRS Form 990-PF.

Where does Cordon Family Foundation Charitable Trust give grants?

Cordon Family Foundation Charitable Trust gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fish Creek, WI (4 grants) and Sturgeon Bay, WI (2 grants).

Does Cordon Family Foundation Charitable Trust give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on Cordon Family Foundation Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational" (6 grants).

Who are Cordon Family Foundation Charitable Trust's largest grantees?

Cordon Family Foundation Charitable Trust's largest 2025 grantees include Door County Auditorium ($4,650), Northern Sky Theater ($4,000) and Girl Scout Troop 4356 ($2,600), according to its 2025 IRS Form 990-PF. Together they received 57% of its itemized 2025 grant dollars.

How large is Cordon Family Foundation Charitable Trust?

Cordon Family Foundation Charitable Trust reported $54K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $23K.

How much is Cordon Family Foundation Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Cordon Family Foundation Charitable Trust reported a distributable amount of $908 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Cordon Family Foundation Charitable Trust's EIN?

Cordon Family Foundation Charitable Trust's EIN (Employer Identification Number) is 20-6774372. IRS Form 990 filing data is available on this page for 2020–2025.

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

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