George K Tallman Trust XXXXX0004

Private foundation · Grantmaker Chicago, IL EIN: 39-0800033

George K Tallman Trust XXXXX0004 is a private foundation focused on Education, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 8 grants totaling $122K. Net investment income was $193K.

George K Tallman Trust XXXXX0004 at a glance

In short: George K Tallman Trust XXXXX0004 gave $122K across 8 grants in 2025 (avg $15K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$121,877
+13.9% vs 2024
Grants made (2025)
8
+14.3% vs 2024
Average grant
$15,235
-0.4% vs 2024
Median grant
$11,639
Total assets
$1,871,034
+2.6% vs 2024
Primary geography
Wisconsin (88% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

How to apply to George K Tallman Trust XXXXX0004

Who George K Tallman Trust XXXXX0004 funds

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Rock County Historical Society: $45KRock County Historical Society$45KJanesville Performing Arts Center: $25KJanesville Performing ArtsCenter$25KBoys and Girls Club of Janesville: $15KBoys and Girls Club ofJanesville$15KBeloit College: $15KBeloit College$15KJunior Achievement-Wisconsin: $8KJunior Achievement-Wisconsin$8KMilwaukee Area Technical College Foundation Inc: $5KMilwaukee Area TechnicalCollege Foundation Inc$5KJanesville Community Day Care Center: $5KJanesville Community Day CareCenter$5KBeloit Janesville Symphony Orchestra: $4KBeloit Janesville SymphonyOrchestra$4K

The largest 2025 recipient was Rock County Historical Society ($45K). Together the top 8 received $122K.

Grant Size Distribution

34 grants across all recorded years

34<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 34 grants of 34 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

JanesvilleBeloitMilwaukeeDallasMadisonSussex

How George K Tallman Trust XXXXX0004 gives

  • Giving held roughly steady from 2022 to 2025 (+2%). Method
  • In 2025 it paid out 94% 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

$0$50K$100K$150K5 grants2020 4 grants2021 8 grants2022 7 grants2023 7 grants2024 8 grants2025

From 2020 to 2025, annual grant giving ranged from $102K (2021) to $122K (2025). In 2025 it made 8 grants totaling $122K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Rock County Historical Society Janesville, WIGeneral$45,000
Janesville Performing Arts Center Janesville, WIGeneral$25,000
Boys and Girls Club of Janesville Dallas, TXGeneral$15,000
Beloit College Beloit, WIGeneral$15,000
Junior Achievement-Wisconsin Milwaukee, WIGeneral$8,277
Milwaukee Area Technical College Foundation Inc Milwaukee, WIGeneral$5,000
Janesville Community Day Care Center Janesville, WIGeneral$5,000
Beloit Janesville Symphony Orchestra Beloit, WIGeneral$3,600
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,871,034$218,044$170,457$121,8778$144,990$193,348$154,063
2024$1,823,169$118,287$155,189$107,0397$128,804$95,045$143,642
2023$1,863,049$159,164$150,065$110,1267$129,232$134,285$126,145
2022$1,853,623$53,480$163,218$119,1718$138,817$42,355$129,772
2021$1,963,544$186,463$147,859$101,5004$123,067$163,387$141,067
2020$1,925,010$123,512$141,002$103,5005—$103,913$119,312

Under IRS private-foundation payout rules, George K Tallman Trust XXXXX0004 reported a distributable amount of $154K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

George K Tallman Trust XXXXX0004's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2021

    2 hrs/week

    $43K (2021) → $46K (2025)

Former officers (1)
  • Former: JP Morgan Chase Bank N A (2020) — Trustee

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.

Compensation Overview

From 2025 IRS filing

JP Morgan Chase Bank NA — Trustee: $46KJP Morgan Chase Bank NATrustee$46K

The highest reported compensation on the 2025 filing was $46K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about George K Tallman Trust XXXXX0004

How much does George K Tallman Trust XXXXX0004 give each year?

George K Tallman Trust XXXXX0004 gave $122K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $107K across 7 grants.

What is George K Tallman Trust XXXXX0004's typical grant size?

George K Tallman Trust XXXXX0004's median grant in 2025 was $11,639, and its average grant was $15,235, across 8 grants on its 2025 IRS Form 990-PF.

Where does George K Tallman Trust XXXXX0004 give grants?

George K Tallman Trust XXXXX0004 gives mostly in Wisconsin: 88% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Texas (12%). The most frequent recipient cities were Janesville, WI (3 grants), Beloit, WI (2 grants) and Milwaukee, WI (2 grants).

Does George K Tallman Trust XXXXX0004 give general operating support?

Yes: 100% of George K Tallman Trust XXXXX0004's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are George K Tallman Trust XXXXX0004's largest grantees?

George K Tallman Trust XXXXX0004's largest 2025 grantees include Rock County Historical Society ($45,000), Janesville Performing Arts Center ($25,000) and Boys and Girls Club of Janesville ($15,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.

How large is George K Tallman Trust XXXXX0004?

George K Tallman Trust XXXXX0004 reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $145K in qualifying distributions that year, against a required minimum of $154K (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 George K Tallman Trust XXXXX0004?

George K Tallman Trust XXXXX0004 is a private foundation focused on Education, based in Chicago, IL. It holds $1.9M in total assets as of 2025.

What is George K Tallman Trust XXXXX0004's EIN?

George K Tallman Trust XXXXX0004's EIN (Employer Identification Number) is 39-0800033. IRS Form 990 filing data is available on this page for 2020–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  3. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  7. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from George K Tallman Trust XXXXX0004's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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