George K Tallman Trust XXXXX0004
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.
Key facts about George K Tallman Trust XXXXX0004
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.
- EIN
- 39-0800033
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $121,877
- Grants made (2025)
- 8
- Average grant
- $15,235
- Median grant
- $11,639
- Total assets
- $1,871,034
- Primary geography
- Wisconsin (88% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.9M
+2.6% YoY
Annual Giving
$122K
+13.9% YoY
Grant Count
8
+14.3% YoY
Avg Grant Size
$15K
-0.4% YoY
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.
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.
Open Grants
1 open opportunity from George K Tallman Trust XXXXX0004
Ready to take the next step with George K Tallman Trust XXXXX0004?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $102K (2021) to $122K (2025). In 2025 it made 8 grants totaling $122K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
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
The most common grant size was under $50K: 34 grants of 34 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rock County Historical Society Janesville, WI | General | $45,000 |
| Janesville Performing Arts Center Janesville, WI | General | $25,000 |
| Boys and Girls Club of Janesville Dallas, TX | General | $15,000 |
| Beloit College Beloit, WI | General | $15,000 |
| Junior Achievement-Wisconsin Milwaukee, WI | General | $8,277 |
| Milwaukee Area Technical College Foundation Inc Milwaukee, WI | General | $5,000 |
| Janesville Community Day Care Center Janesville, WI | General | $5,000 |
| Beloit Janesville Symphony Orchestra Beloit, WI | General | $3,600 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,871,034 | $1,823,169 | $1,863,049 |
| Revenue | $218,044 | $118,287 | $159,164 |
| Expenses | $170,457 | $155,189 | $150,065 |
| Qualifying Distributions | $144,990 | $128,804 | $129,232 |
| Net Investment Income | $193,348 | $95,045 | $134,285 |
| Distributable Amount | $154,063 | $143,642 | $126,145 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- IRS filings on file for fiscal years 2020–2024
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
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.
Here's the math on researching George K Tallman Trust XXXXX0004 by hand.
Explore Open Grants
Browse active grant opportunities in George K Tallman Trust XXXXX0004's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Claremont S Jackman Foundation XXX-XX-XXXX
Madison, WI
The Claremont S Jackman Foundation supports Wisconsin nonprofits in areas including youth programs, health and human services, arts and culture, older-adult services, and disability programs. Its 2025 grants ranged from $1,000 to $10,000, with a median of $2,250, and it gives only to preselected organizations, not accepting unsolicited requests.
Assets
$2.2M
Grants
46
Total Given
$124K
Alliant Energy Foundation Inc
Madison, WI
Assets
$28.5M
Grants
929
Total Given
$2.4M
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds nonprofits addressing economic mobility, wealth gaps, and urgent community needs, with priorities including homeownership, small businesses, education, quality jobs, and investment in underinvested communities. Its 2025 itemized grants had a median of $26,500, though awards vary widely; grants generally benefit Chicago-region residents, and the Trust directs applicants to open opportunities but does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
Janesville Foundation Inc
Janesville, WI
Assets
$8.9M
Grants
7
Total Given
$499K
Community Foundation of Southern Wisconsin Inc
Janesville, WI
The foundation funds nonprofits, schools, and some local government projects in education, community development, health and human services, arts, the environment, and other areas across nine southern Wisconsin counties. Its 2025 grants ranged from $5,012 to $795,429, with a median of $11,368; it accepts applications for competitive grant programs, most of which open annually.
Assets
$105.5M
Grants
96
Total Given
$3.2M
JPC Foundation
Janesville, WI
JPC Foundation supports education, healthcare, and community organizations, primarily in Wisconsin. Its 2025 grants ranged from $200 to $100,000, with a median of $2,500. It gives only to preselected charitable organizations and does not accept unsolicited requests.
Assets
$7.0M
Grants
81
Total Given
$523K
William J Cronin Foundation
Janesville, WI
The William J Cronin Foundation supports civic, charitable, health, and welfare activities in the greater Janesville, Wisconsin area, including services for people experiencing homelessness, families, and community health needs. In 2025, it awarded 25 grants of $1,000 to $15,600, with a median of $5,500. It accepts a general request letter; the stated deadline is September 30.
Assets
$2.2M
Grants
25
Total Given
$156K
Elizabeth Woodruff Charitable Trust
Monona, WI
Assets
$321K
Grants
14
Total Given
$14K
John J Frautschi Family Foundation Inc
Madison, WI
The foundation supports public charities in areas including arts and music, community services, history, food assistance, and waterfront planning, with most funding going to Wisconsin organizations. Its 2025 grants ranged from $1,000 to $100,000, with a median of $1,000; it funds preselected organizations and does not accept unsolicited requests.
Assets
$8.4M
Grants
99
Total Given
$573K
The Allstate Foundation
Northbrook, IL
The Allstate Foundation funds youth empowerment, efforts to prevent and address relationship abuse, nonprofit leadership, and related economic opportunity and equity work. Its 2024 grants ranged from $250 to $2 million, with a median of $1,000, and awards must support work in the United States. It accepts proposals from organizations beyond a preselected list; proposals are reviewed as received.
Assets
$89.3M
Grants
2,010
Total Given
$38.0M
Elks National Foundation Inc
Chicago, IL
The Elks National Foundation funds scholarships, youth programs, veterans services, disaster relief, and community projects, primarily through Elks Lodges and state associations in communities across the United States where Elks live and work. Its 2025 grants had a median of $8,500, though amounts varied widely; the listed Beacon and Freedom Grants are limited to Elks Lodges. The profile does not state whether it accepts unsolicited requests.
Assets
$954.1M
Grants
1,536
Total Given
$36.5M
More Funders in Illinois
George K Tallman Trust XXXXX0004 down — hundreds of funders to go?