Marguerite Listeman Welfare Fund

Private foundation · Grantmaker Po Box Chicago, IL EIN: 36-6028440

Marguerite Listeman Welfare Fund is a private foundation located in Chicago, Illinois. Its 2025 filing reports grants to organizations in Wisconsin, with each grant designated for general support.

Marguerite Listeman Welfare Fund at a glance

In short: Marguerite Listeman Welfare Fund gave $13K across 10 grants in 2025 (avg $1K), mostly in Wisconsin. 40% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$13,200
+20.5% vs 2024
Grants made (2025)
10
+42.9% vs 2024
Average grant
$1,320
-15.6% vs 2024
Median grant
$1,000
Total assets
$288,659
+0.4% vs 2024
New grantees (estimate)
40% first-time grantees (4 of 10, 2025; small sample)
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 October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Marguerite Listeman Welfare Fund

Accepts unsolicited proposals
No
How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: The Northern Trust Company, PO Box Chicago, IL 60680
Phone: (312) 630-6000

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Marguerite Listeman Welfare Fund funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

City of Neillsville: $4KCity of Neillsville$4KClark County Assn: $2KClark County Assn$2KPeggy Erikson Thanksgiving Meals: $1KPeggy Erikson ThanksgivingMeals$1KClark Co Adrc: $1KClark Co Adrc$1KHouse of Mercy Inc: $1KHouse of Mercy Inc$1KVillage of Granton: $1KVillage of Granton$1KClark County Ecomomic Dev Corp: $1KClark County Ecomomic Dev Corp$1KNeillsville Area Players: $1KNeillsville Area Players$1KMMC Neillsville Partners Org: $1KMMC Neillsville Partners Org$1KCity of Greenwood: $500City of Greenwood$500

The largest 2025 recipient was City of Neillsville ($4K). Together the top 10 received $13K.

Grant Size Distribution

46 grants across all recorded years

46<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 46 grants of 46 (100%).

Geographic Focus

Where this funder awards grants

All reported 2025 grant dollars went to recipients in Wisconsin.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 10 itemized grants.

States

Cities

NeillsvilleGreenwoodGrantonLoyalNeilsvilleWillard

Is Marguerite Listeman Welfare Fund open to new grantees?

40%

first-time grantees, 2025

In 2025, 4 of 10 grantees (40%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $1K; repeat grants $1K. How we count

Medians: $1K first-time, $1K repeat.

  • 30% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−17%). Method
  • In 2025 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K7 grants2021 13 grants2022 9 grants2023 7 grants2024 10 grants2025

From 2021 to 2025, annual grant giving ranged from $5K (2021) to $16K (2022). In 2025 it made 10 grants totaling $13K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
City of Neillsville Neillsville, WIGeneral Support$3,500
Clark County Assn Neillsville, WIGeneral Support$2,000
Peggy Erikson Thanksgiving Meals Neillsville, WIGeneral Support$1,200
Clark Co Adrc Neilsville, WIGeneral Support$1,000
House of Mercy Inc Loyal, WIGeneral Support$1,000
Village of Granton Granton, WIGeneral Support$1,000
Clark County Ecomomic Dev Corp Loyal, WIGeneral Support$1,000
Neillsville Area Players Neillsville, WIGeneral Support$1,000
MMC Neillsville Partners Org Granton, WIGeneral Support$1,000
City of Greenwood Greenwood, WIGeneral Support$500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$288,659$18,167$17,114$13,20010$15,718$16,840$19,311
2024$287,644$10,537$16,688$10,9507$14,568$9,255$17,744
2023$293,529$14,217$24,470$15,3509$22,184$12,178$16,908
2022$304,093$21,452$21,415$15,85013$18,989$19,261$18,703
2021$304,092$18,594$9,953$4,8257—$16,553$18,661

Under IRS private-foundation payout rules, Marguerite Listeman Welfare Fund reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement is provided. The 2025 grants were all designated for general support.

Grantmaking

In 2025, the fund reported 10 grants totaling $13,200. Grant amounts ranged from $500 to $3,500, with a median of $1,000. Notable recipients included the City of Neillsville ($3,500), Clark County Assn ($2,000), Peggy Erikson Thanksgiving Meals ($1,200), and Clark Co ADRC ($1,000).

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Northern Trust Company as trustee.

Marguerite Listeman Welfare Fund's only listed officer is Northern Trust Company, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Northern Trust Company

    Trustee

    On filings since 2021

    40 hrs/week

    $2K (2021) → $3K (2025)

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Northern Trust Company — Trustee: $3KNorthern Trust CompanyTrustee$3K

The highest reported compensation on the 2025 filing was $3K, to Northern Trust Company (Trustee).

Frequently asked questions about Marguerite Listeman Welfare Fund

How much does Marguerite Listeman Welfare Fund give each year?

Marguerite Listeman Welfare Fund gave $13K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 7 grants.

What is Marguerite Listeman Welfare Fund's typical grant size?

Marguerite Listeman Welfare Fund's median grant in 2025 was $1,000, and its average grant was $1,320, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Marguerite Listeman Welfare Fund that year got $1K on average.

Where does Marguerite Listeman Welfare Fund give grants?

Marguerite Listeman Welfare Fund gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Neillsville, WI (4 grants), Loyal, WI (2 grants) and Granton, WI (2 grants).

Does Marguerite Listeman Welfare Fund give general operating support?

Yes: 100% of Marguerite Listeman Welfare Fund's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Marguerite Listeman Welfare Fund's largest grantees?

Marguerite Listeman Welfare Fund's largest 2025 grantees include City of Neillsville ($3,500), Clark County Assn ($2,000) and Peggy Erikson Thanksgiving Meals ($1,200), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.

How large is Marguerite Listeman Welfare Fund?

Marguerite Listeman Welfare Fund reported $289K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Marguerite Listeman Welfare Fund fund?

No mission statement is provided. The 2025 grants were all designated for general support. See mission & focus areas ↑

How do I apply for a grant from Marguerite Listeman Welfare Fund?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Marguerite Listeman Welfare Fund's EIN?

Marguerite Listeman Welfare Fund's EIN (Employer Identification Number) is 36-6028440. IRS Form 990 filing data is available on this page for 2021–2025.

Does Marguerite Listeman Welfare Fund accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS December 7, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 1, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 12, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 17, 2025)
  5. Added Form 990-PF for fiscal year 2025 (received by the IRS June 16, 2026)
  6. IRS filings on file for fiscal years 2021–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Marguerite Listeman Welfare Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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