John & Dorothy Zwiebel Trust Wintrust Private Trust Company
John & Dorothy Zwiebel Trust Wintrust Private Trust Company is a private foundation focused on Education, based in Milwaukee, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $660K in total assets. In 2024, it awarded 1 grant totaling $25K. Net investment income was $38K.
John & Dorothy Zwiebel Trust Wintrust Private Trust Company at a glance
In short: John & Dorothy Zwiebel Trust Wintrust Private Trust Company gave $25K across 1 grant in 2024 (avg $25K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $25,075
- +9.1% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $25,075
- +9.1% vs 2023
- Median grant
- $25,075
- Total assets
- $660,322
- -3.7% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who John & Dorothy Zwiebel Trust Wintrust Private Trust Company funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How John & Dorothy Zwiebel Trust Wintrust Private Trust Company gives
- Giving held roughly steady from 2021 to 2024 (−15%). Method
- In 2024 it paid out 106% 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 2019 to 2024, annual grant giving ranged from $23K (2023) to $46K (2019). In 2024 it made 1 grant totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $25,075 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $660,322 | $10,184 | $36,296 | $25,075 | 1 | $36,296 | $38,133 | $34,231 |
| 2023 | $686,009 | $25,545 | $33,010 | $22,993 | 1 | $33,010 | $27,649 | $32,855 |
| 2022 | $696,466 | $-17,945 | $36,261 | $26,492 | 1 | $36,261 | $23,136 | $33,692 |
| 2021 | $751,489 | $61,067 | $38,659 | $29,500 | 1 | $38,659 | $61,067 | $37,771 |
| 2020 | $728,370 | $6,748 | $36,476 | $29,100 | 1 | — | $19,912 | $36,087 |
| 2019 | $757,270 | $28,456 | $53,772 | $46,320 | 1 | — | $28,401 | $37,401 |
Under IRS private-foundation payout rules, John & Dorothy Zwiebel Trust Wintrust Private Trust Company reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John & Dorothy Zwiebel Trust Wintrust Private Trust Company's 2024 filing lists 5 officers; 1 of 5 officers listed in 2024 is compensated.
Officers on the 2024 filing
Wintrust Private Trust Company
Trustee
New on the 2024 filing
$9K (2024)
John Smith
Committee Member
On filings since 2019
No compensation reported
Julie O'Niell
Committee Member
On filings since 2023
No compensation reported
Mary Davis
Committee Member
On filings since 2023
No compensation reported
Commander Dennis Busch
Committee Member
New on the 2024 filing
No compensation reported
Former officers (10)
- Former: Winstrust Wealth Management The Chicago Trust Company (2019–2023) — Trustee
- Former: Amy Levonian (2023) — Committee Member
- Former: Brian Shimon (2023) — Committee Member
- Former: Commander Robert Brown (2023) — Committee Member
- Former: Pastor James Volkert (2023) — Committee Member
- Former: Dennis Tully (2019–2022) — Committee Member
- Former: Eric Burling (2019–2022) — Committee Member
- Former: Jan Ludtke (2019–2022) — Committee Member
- Former: Jane Gabrielson (2019–2022) — Committee Member
- Former: Patricia Hoffman (2019–2022) — Committee Member
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $9K, to Wintrust Private Trust Company (Trustee).
Frequently asked questions about John & Dorothy Zwiebel Trust Wintrust Private Trust Company
How much does John & Dorothy Zwiebel Trust Wintrust Private Trust Company give each year?
John & Dorothy Zwiebel Trust Wintrust Private Trust Company gave $25K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $23K across 1 grant.
How large is John & Dorothy Zwiebel Trust Wintrust Private Trust Company?
John & Dorothy Zwiebel Trust Wintrust Private Trust Company reported $660K in total assets on its 2024 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).
What is John & Dorothy Zwiebel Trust Wintrust Private Trust Company?
John & Dorothy Zwiebel Trust Wintrust Private Trust Company is a private foundation focused on Education, based in Milwaukee, WI. It holds $660K in total assets as of 2024.
Where does John & Dorothy Zwiebel Trust Wintrust Private Trust Company operate?
John & Dorothy Zwiebel Trust Wintrust Private Trust Company has awarded grants in Wisconsin.
What is John & Dorothy Zwiebel Trust Wintrust Private Trust Company's EIN?
John & Dorothy Zwiebel Trust Wintrust Private Trust Company's EIN (Employer Identification Number) is 43-6921282. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 20, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Added Form 990-PF for fiscal year 2022 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 12, 2025)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work John & Dorothy Zwiebel Trust Wintrust Private Trust Company funds
Education Open opportunities, soonest deadline first.
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