Jolita L Arzbaecher Charitable

Private foundation · Grantmaker Chicago, IL EIN: 32-0034496

Jolita L Arzbaecher Charitable is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $96K in total assets. In 2025, it awarded 1 grant totaling $200K. Net investment income was $151K.

Key facts about Jolita L Arzbaecher Charitable

In short: Jolita L Arzbaecher Charitable gave $200K across 1 grant in 2025 (avg $200K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.

EIN
32-0034496
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$200,000
Grants made (2025)
1
Average grant
$200,000
Median grant
$200,000
Total assets
$95,576
Primary geography
Minnesota (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$96K

-38.2% YoY

Annual Giving

$200K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$200K

+0.0% YoY

Under IRS private-foundation payout rules, Jolita L Arzbaecher Charitable reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.

How Jolita L Arzbaecher Charitable gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 638% of 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 the 2025 grant dollars on its one itemized grant.

Cities

ChicagoRochesterTucsonDetroit

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K1 grant2019 1 grant2020 2 grants2021 3 grants2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $100K (2020) to $250K (2019). In 2025 it made 1 grant totaling $200K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Mayo Clinic: $200KMayo Clinic$200K

The largest 2025 recipient was Mayo Clinic ($200K).

Grant Size Distribution

8 grants across all recorded years

1<$50K$50–100K7$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 7 grants of 8 (88%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mayo Clinic Rochester, MNAdvancement of Healthcare- Integrative Medicine$200,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$95,576$154,531$210,297
Revenue$156,749$171,058$166,765
Expenses$215,704$226,824$212,186
Qualifying Distributions$200,000$200,007$200,000
Net Investment Income$151,389$164,147$166,765
Distributable Amount$31,340$40,203$40,025

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS February 28, 2020)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 1, 2021)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 28, 2022)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 13, 2023)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 6, 2024)
  7. Updated Form 990-PF for fiscal year 2024 (received by the IRS September 26, 2025)

Leadership & Key People

Officers and directors from IRS filings

Jolita L Arzbaecher Charitable is led by Jolita Arzbaecher, Trustee since 2023 (on filings since 2019) — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Jolita Arzbaecher

    Trustee

    Sole Trustee → Trustee, 2023

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 Jolita L Arzbaecher Charitable

How much does Jolita L Arzbaecher Charitable give each year?

Jolita L Arzbaecher Charitable gave $200K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 1 grant.

How large is Jolita L Arzbaecher Charitable?

Jolita L Arzbaecher Charitable reported $96K in total assets on its 2025 IRS Form 990-PF. It paid out $200K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).

Where does Jolita L Arzbaecher Charitable operate?

Jolita L Arzbaecher Charitable has awarded grants in Arizona, Illinois, Michigan, Minnesota.

What is Jolita L Arzbaecher Charitable's EIN?

Jolita L Arzbaecher Charitable's EIN (Employer Identification Number) is 32-0034496. IRS Form 990 filing data is available on this page for 2019–2025.

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

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