Jd Olson Memorial Foundation Trust

SPARTA, WI EIN: 92-6649420

Jd Olson Memorial Foundation Trust is a private foundation, based in SPARTA, WI. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $85K in total assets. In 2024, it awarded 6 grants totaling $12K. Net investment income was $3K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$85K

+7.6% YoY

Annual Giving

$12K

+301.7% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$2K

+100.8% YoY

Under IRS private-foundation payout rules, Jd Olson Memorial Foundation Trust reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

About Jd Olson Memorial Foundation Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $15K (100%)

States

Wisconsin

Cities

MaustonSparta

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$84,932	$78,923
Revenue	$40,961	$130,840
Expenses	$34,952	$51,917
Qualifying Distributions	$12,912	$4,588
Net Investment Income	$3,385	$520
Distributable Amount	$2,878	$1,371

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sparta Youth Baseball ($4,226), Sparta Education Foundation ($3,500), Sparta Legion Baseball ($1,225).

Recipient	Purpose	Amount
SPARTA BASKETBALL ASSOCIATION SPARTA, WI	EQUIPMENT	$1,000
SPARTA EDUCATION FOUNDATION SPARTA, WI	SCHOLARSHIP	$3,500
SPARTA LEGION BASEBALL SPARTA, WI	OPERATING EXPENSES	$1,225
SPARTA YOUTH BASEBALL SPARTA, WI	EQUIPMENT	$4,226
SPARTA HIGH SCHOOL SPARTA, WI	OPERATING EXPENSES	$1,000
SPARTA GRIDIRON BOOSTER CLUB SPARTA, WI	EQUIPMENT	$1,100

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JAMES OLSON	TRUSTEE	—	—
JULIE OLSON	TRUSTEE	—	—
CAROLINE OLSON	TRUSTEE	—	—

Frequently Asked Questions

How large is Jd Olson Memorial Foundation Trust?

As of 2024, Jd Olson Memorial Foundation Trust holds $85K in total assets with $41K in annual revenue. It awarded 6 grants totaling $12K in 2024.

Where does Jd Olson Memorial Foundation Trust operate?

Jd Olson Memorial Foundation Trust has awarded grants in Wisconsin.

What size grants does Jd Olson Memorial Foundation Trust award?

In 2024, Jd Olson Memorial Foundation Trust awarded 6 grants totaling $12K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Jd Olson Memorial Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jd Olson Memorial Foundation Trust reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2023–2024.