Harry R & Gertrude Zweifel Trust
The Harry R & Gertrude Zweifel Trust is a private foundation based in Freeport, Illinois. Its 2025 filing describes awards for students who graduated from Orangeville High School in Orangeville, Illinois, and meet specified academic and community-service requirements.
Key facts about Harry R & Gertrude Zweifel Trust
In short: Harry R & Gertrude Zweifel Trust gave $13K across 13 grants in 2025 (avg $1K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- EIN
- 36-6063248
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $13,000
- Grants made (2025)
- 13
- Average grant
- $1,000
- Median grant
- $1,000
- Total assets
- $227,095
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
- How to apply
- The filing says to write to the Trust for inquiries. Full details ↓
- Deadline
- May 1 of the expected graduation year.
Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$227K
+1.2% YoY
Annual Giving
$13K
-18.8% YoY
Grant Count
13
+62.5% YoY
Avg Grant Size
$1K
-50.0% YoY
Under IRS private-foundation payout rules, Harry R & Gertrude Zweifel Trust reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
How Harry R & Gertrude Zweifel Trust gives
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 78% 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.
Grantmaking
In 2025, the Trust reported 13 grants totaling $13,000. Each grant was $1,000. The 2025 filing lists awards to students, including an individual recipientConnell, Alyse Cahoon and Delaney Cahoon of Orangeville, and Kaitlyn Farmer of Freeport, each for $1,000.
Review Cycle
May 1 of the expected graduation year.
How to Apply
The filing says to write to the Trust for inquiries. Awards are available to students who graduated from Orangeville High School and had a final GPA of at least 3.5 and at least 45 hours of community service during high school.
Ready to take the next step with Harry R & Gertrude Zweifel Trust?
Geographic Focus
Where this funder awards grants
All 2025 grant dollars went to recipients in Illinois. The filing’s eligibility requirements specify graduation from Orangeville High School in Orangeville, Illinois.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $10K (2019) to $16K (2024). In 2025 it made 13 grants totaling $13K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
56 grants across all recorded years
The most common grant size was under $50K: 56 grants of 56 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 13 grants to individuals Recipients not named | — | $13,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $227,095 | $26,803 | $23,999 | $13,000 (13 grants) |
| 2024 | $224,500 | $21,662 | $27,059 | $16,000 (8 grants) |
| 2023 | $230,085 | $17,477 | $20,953 | $12,000 (8 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $227,095 | $224,500 | $230,085 |
| Revenue | $26,803 | $21,662 | $17,477 |
| Expenses | $23,999 | $27,059 | $20,953 |
| Qualifying Distributions | $17,420 | $20,419 | $17,165 |
| Net Investment Income | $20,224 | $15,022 | $13,689 |
| Distributable Amount | $22,461 | $21,333 | $18,895 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists James R Setterstrom, Tonya Barr, and Teresa Gahm as trustees.
Harry R & Gertrude Zweifel Trust's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
James R Setterstrom
Trustee
On filings since 2019
$500 (2019) → $500 (2025)
Teresa Gahm
Trustee
On filings since 2019
$500 (2019) → $500 (2025)
Tonya Barr
Trustee
On filings since 2019
$500 (2019) → $500 (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $500, to James R Setterstrom (Trustee). 3 officers or directors reported compensation on that filing.
Contact
Application contact: Harry R And Gertrude Zweifel Trust
Mailing address: Post Office Box 584, Freeport, IL 61032
Phone: (815) 235-1212
Frequently asked questions about Harry R & Gertrude Zweifel Trust
How much does Harry R & Gertrude Zweifel Trust give each year?
Harry R & Gertrude Zweifel Trust gave $13K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 8 grants.
What is Harry R & Gertrude Zweifel Trust's typical grant size?
Harry R & Gertrude Zweifel Trust's median grant in 2025 was $1,000, and its average grant was $1,000, across 13 grants on its 2025 IRS Form 990-PF.
Where does Harry R & Gertrude Zweifel Trust give grants?
Harry R & Gertrude Zweifel Trust gives mostly in Illinois: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Harry R & Gertrude Zweifel Trust give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on Harry R & Gertrude Zweifel Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Award" (13 grants).
How large is Harry R & Gertrude Zweifel Trust?
Harry R & Gertrude Zweifel Trust reported $227K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $22K (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.
How do I apply for a grant from Harry R & Gertrude Zweifel Trust?
The filing says to write to the Trust for inquiries. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Harry R & Gertrude Zweifel Trust's EIN?
Harry R & Gertrude Zweifel Trust's EIN (Employer Identification Number) is 36-6063248. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Harry R & Gertrude Zweifel Trust by hand.
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