John and Elizabeth Sulzbach Memorial Tr

TAMPA, FL EIN: 99-6669601

John and Elizabeth Sulzbach Memorial Tr is a private foundation, based in TAMPA, FL. IRS filing data is available for 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 1 grants totaling $171K. Net investment income was $22K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.5M

Annual Giving

$171K

Grant Count

Avg Grant Size

$171K

Under IRS private-foundation payout rules, John and Elizabeth Sulzbach Memorial Tr reported a distributable amount of $94K for 2024 — the minimum it must pay out in qualifying distributions.

About John and Elizabeth Sulzbach Memorial Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Iowa $171K (100%)

States

Iowa

Cities

Fort Dodge

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024
Total Assets	$1,536,379
Revenue	$1,714,986
Expenses	$178,608
Qualifying Distributions	$173,994
Net Investment Income	$21,561
Distributable Amount	$93,633

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Trinity Foundation ($170,504).

Recipient	Purpose	Amount
TRINITY FOUNDATION FORT DODGE, IA	GRANT	$170,504

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is John and Elizabeth Sulzbach Memorial Tr?

As of 2024, John and Elizabeth Sulzbach Memorial Tr holds $1.5M in total assets with $1.7M in annual revenue. It awarded 1 grants totaling $171K in 2024.

Where does John and Elizabeth Sulzbach Memorial Tr operate?

John and Elizabeth Sulzbach Memorial Tr has awarded grants in Iowa.

What size grants does John and Elizabeth Sulzbach Memorial Tr award?

In 2024, John and Elizabeth Sulzbach Memorial Tr awarded 1 grants totaling $171K — an average of about $171K per grant, based on its IRS Form 990 filings.

How much is John and Elizabeth Sulzbach Memorial Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John and Elizabeth Sulzbach Memorial Tr reported a distributable amount of $94K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John and Elizabeth Sulzbach Memorial Tr's EIN?

John and Elizabeth Sulzbach Memorial Tr's EIN (Employer Identification Number) is 99-6669601. IRS Form 990 filing data is available on this page for 2024.