James and Yvonne Ziemer Family Foundation

Private foundation · Grantmaker Waukesha, WI EIN: 39-6744914

James and Yvonne Ziemer Family Foundation is a private foundation, based in Waukesha, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $234 in total assets. In 2024, it awarded 4 grants totaling $1.6M. Net investment income was $4K.

Key facts about James and Yvonne Ziemer Family Foundation

In short: James and Yvonne Ziemer Family Foundation gave $1.6M across 4 grants in 2024 (avg $396K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.

EIN
39-6744914
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,585,274
Grants made (2024)
4
Average grant
$396,319
Median grant
$7,500
Total assets
$234
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$234

-100.0% YoY

Annual Giving

$1.6M

+7105.8% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$396K

+8907.2% YoY

Under IRS private-foundation payout rules, James and Yvonne Ziemer Family Foundation reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

How James and Yvonne Ziemer Family Foundation gives

  • Giving grew 1407% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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

4states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

MilwaukeeLa CrosseNew YorkSedaliaSun PrairieChicago

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M9 grants2020 9 grants2021 8 grants2022 5 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $22K (2023) to $1.6M (2024). In 2024 it made 4 grants totaling $1.6M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Cedar Street Charitable Foundation Inc: $1.6MCedar Street CharitableFoundation Inc$1.6MUw-Lacrosse Foundation: $10KUw-Lacrosse Foundation$10KJunior Achievement of Wisconsin: $5KJunior Achievement ofWisconsin$5KAlzheimers Association: $200Alzheimers Association$200

The largest 2024 recipient was Cedar Street Charitable Foundation Inc ($1.6M). Together the top 4 received $1.6M.

Grant Size Distribution

35 grants across all recorded years

31<$50K3$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 31 grants of 35 (89%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cedar Street Charitable Foundation Inc Milwaukee, WIDonor-Advised Fund for Grantmaking to Public Charities$1,570,074
Uw-Lacrosse Foundation La Crosse, WISupport to Provide Education to Students$10,000
Junior Achievement of Wisconsin Milwaukee, WISupport of Economic Education to Youth$5,000
Alzheimers Association Chicago, ILGeneral Operations$200

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$234$1,340,944$1,320,921
Revenue$10,177$49,958$92,613
Expenses$1,350,887$30,133$50,063
Qualifying Distributions$1,342,463$22,212$38,900
Net Investment Income$3,506$42,338$81,418
Distributable Amount$28,810$67,528$67,584

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  3. Added Form 990-PF for fiscal year 2022 (received by the IRS September 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 28, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 18, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

James and Yvonne Ziemer Family Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • James Ziemer

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Yvonne Ziemer

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 James and Yvonne Ziemer Family Foundation

How much does James and Yvonne Ziemer Family Foundation give each year?

James and Yvonne Ziemer Family Foundation gave $1.6M across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $22K across 5 grants.

What is James and Yvonne Ziemer Family Foundation's typical grant size?

James and Yvonne Ziemer Family Foundation's median grant in 2024 was $7,500, and its average grant was $396,319, across 4 grants on its 2024 IRS Form 990-PF.

Where does James and Yvonne Ziemer Family Foundation give grants?

James and Yvonne Ziemer Family Foundation gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (2 grants).

Does James and Yvonne Ziemer Family Foundation give general operating support?

Yes: 25% of James and Yvonne Ziemer Family Foundation's 2024 grants with a stated purpose (1 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is James and Yvonne Ziemer Family Foundation?

James and Yvonne Ziemer Family Foundation reported $234 in total assets on its 2024 IRS Form 990-PF. It paid out $1.3M in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).

What is James and Yvonne Ziemer Family Foundation's EIN?

James and Yvonne Ziemer Family Foundation's EIN (Employer Identification Number) is 39-6744914. IRS Form 990 filing data is available on this page for 2020–2024.

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

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