Isaac Ziegler Charitable Trust 23-03177

SAN FRANCISCO, CA EIN: 24-6018144

Health Diseases and conditions Agriculture fishing and forestry Religion

Isaac Ziegler Charitable Trust 23-03177 is a private foundation focused on Health, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $299K in total assets. In 2024, it awarded 4 grants totaling $35K. Net investment income was $27K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$299K

-2.6% YoY

Annual Giving

$35K

+0.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$9K

+0.1% YoY

Under IRS private-foundation payout rules, Isaac Ziegler Charitable Trust 23-03177 reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.

About Isaac Ziegler Charitable Trust 23-03177

Based on IRS filings

Focus Areas

Health Diseases and conditions Agriculture fishing and forestry Religion

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $111K (90%)

New Mexico $12K (10%)

States

New Mexico Oregon

Cities

PortlandSanta Fe

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$298,854	$306,807	$337,615
Revenue	$32,301	$14,682	$14,405
Expenses	$40,254	$45,490	$23,174
Qualifying Distributions	$35,026	$35,000	$16,000
Net Investment Income	$27,073	$5,547	$7,231
Distributable Amount	$24,206	$23,395	$24,045

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Converge 45 ($10,026), Oregon Food Bank ($10,000), Portland Art Museum ($10,000).

Recipient	Purpose	Amount
CONVERGE 45 PORTLAND, OR	GENERAL	$10,026
MEALS ON WHEELS PORTLAND, OR	GENERAL	$5,000
OREGON FOOD BANK PORTLAND, OR	GENERAL	$10,000
PORTLAND ART MUSEUM PORTLAND, OR	GENERAL	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
NANCY ZIEGLER NODELMAN	TRUSTEE	10	—

Subject Areas

Focus areas based on grantmaking activity

Health Diseases and conditions Agriculture fishing and forestry Religion

Frequently Asked Questions

What is Isaac Ziegler Charitable Trust 23-03177?

Isaac Ziegler Charitable Trust 23-03177 is a private foundation focused on Health, based in SAN FRANCISCO, CA. It holds $299K in total assets as of 2024.

How large is Isaac Ziegler Charitable Trust 23-03177?

As of 2024, Isaac Ziegler Charitable Trust 23-03177 holds $299K in total assets with $32K in annual revenue. It awarded 4 grants totaling $35K in 2024.

Where does Isaac Ziegler Charitable Trust 23-03177 operate?

Isaac Ziegler Charitable Trust 23-03177 has awarded grants in New Mexico, Oregon.

What size grants does Isaac Ziegler Charitable Trust 23-03177 award?

In 2024, Isaac Ziegler Charitable Trust 23-03177 awarded 4 grants totaling $35K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Isaac Ziegler Charitable Trust 23-03177 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Isaac Ziegler Charitable Trust 23-03177 reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Isaac Ziegler Charitable Trust 23-03177's EIN?

Isaac Ziegler Charitable Trust 23-03177's EIN (Employer Identification Number) is 24-6018144. IRS Form 990 filing data is available on this page for 2020–2024.