JD Olson Memorial Foundation Trust
JD Olson Memorial Foundation Trust is a private foundation, based in Sparta, WI. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $96K in total assets. In 2025, it awarded 2 grants totaling $14K. Net investment income was $7K.
JD Olson Memorial Foundation Trust at a glance
In short: JD Olson Memorial Foundation Trust gave $14K across 2 grants in 2025 (avg $7K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $14,220
- +18.0% vs 2024
- Grants made (2025)
- 2
- -66.7% vs 2024
- Average grant
- $7,110
- +254.0% vs 2024
- Median grant
- $7,110
- Total assets
- $96,140
- +13.2% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who JD Olson Memorial Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Sparta High School ($14K). Together the top 2 received $14K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How JD Olson Memorial Foundation Trust gives
- In 2025 it paid out 496% of its IRS minimum distribution (the 5% rule). 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
From 2023 to 2025, annual grant giving ranged from $3K (2023) to $14K (2025). In 2025 it made 2 grants totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sparta High School Sparta, WI | Scholarships and Sports Equipment | $13,720 |
| Leon Gatorfest Leon, WI | Festival Expenses | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $96,140 | $68,773 | $57,565 | $14,220 | 2 | $15,161 | $7,170 | $3,059 |
| 2024 | $84,932 | $40,961 | $34,952 | $12,051 | 6 | $12,912 | $3,385 | $2,878 |
| 2023 | $78,923 | $130,840 | $51,917 | $3,000 | 3 | $4,588 | $520 | $1,371 |
Under IRS private-foundation payout rules, JD Olson Memorial Foundation Trust reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
JD Olson Memorial Foundation Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Caroline Olson
Trustee
On filings since 2023
No compensation reported
James Olson
Trustee
On filings since 2023
No compensation reported
Julie Olson
Trustee
On filings since 2023
No compensation reported
Data from IRS Form 990 filings, 2023–2025. "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 JD Olson Memorial Foundation Trust
How much does JD Olson Memorial Foundation Trust give each year?
JD Olson Memorial Foundation Trust gave $14K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 6 grants.
How large is JD Olson Memorial Foundation Trust?
JD Olson Memorial Foundation Trust reported $96K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets).
Where does JD Olson Memorial Foundation Trust operate?
JD Olson Memorial Foundation Trust has awarded grants in Wisconsin.
What is JD Olson Memorial Foundation Trust's EIN?
JD Olson Memorial Foundation Trust's EIN (Employer Identification Number) is 92-6649420. IRS Form 990 filing data is available on this page for 2023–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 17, 2026)
- IRS filings on file for fiscal years 2023–2025
Explore Open Grants
Browse active grant opportunities in JD Olson Memorial Foundation Trust's focus areas in our free grants database
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