Vernon G Goelzer Trust XXXXX6007
Vernon G Goelzer Trust XXXXX6007 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $542K in total assets. In 2025, it awarded 3 grants totaling $31K. Net investment income was $39K.
Vernon G Goelzer Trust XXXXX6007 at a glance
In short: Vernon G Goelzer Trust XXXXX6007 gave $31K across 3 grants in 2025 (avg $10K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,552
- +4.7% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $10,184
- +4.7% vs 2024
- Median grant
- $10,184
- Total assets
- $541,942
- +0.8% vs 2024
- 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.
Who Vernon G Goelzer Trust XXXXX6007 funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Lawrence University ($10K). Together the top 3 received $31K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Vernon G Goelzer Trust XXXXX6007 gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $29K (2024) to $34K (2023). In 2025 it made 3 grants totaling $31K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lawrence University Appleton, WI | General | $10,184 |
| Cedar Crest Inc Janesville, WI | General | $10,184 |
| Uw System Trust Funds Madison, WI | General | $10,184 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $541,942 | $47,683 | $43,381 | $30,552 | 3 | $34,702 | $39,004 | $36,885 |
| 2024 | $537,637 | $13,890 | $41,655 | $29,169 | 3 | $32,995 | $11,101 | $34,378 |
| 2023 | $565,676 | $30,470 | $45,736 | $33,918 | 3 | $37,609 | $22,315 | $32,859 |
| 2022 | $580,943 | $30,318 | $45,975 | $31,707 | 3 | $36,001 | $20,993 | $38,214 |
| 2021 | $596,670 | $52,557 | $43,261 | $29,760 | 3 | — | $43,795 | $35,732 |
| 2020 | $587,472 | $37,031 | $41,473 | $29,448 | 3 | — | $28,592 | $33,562 |
Under IRS private-foundation payout rules, Vernon G Goelzer Trust XXXXX6007 reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Vernon G Goelzer Trust XXXXX6007's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$12K (2020) → $13K (2025)
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $13K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Vernon G Goelzer Trust XXXXX6007
How much does Vernon G Goelzer Trust XXXXX6007 give each year?
Vernon G Goelzer Trust XXXXX6007 gave $31K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 3 grants.
What is Vernon G Goelzer Trust XXXXX6007's typical grant size?
Vernon G Goelzer Trust XXXXX6007's median grant in 2025 was $10,184, and its average grant was $10,184, across 3 grants on its 2025 IRS Form 990-PF.
Where does Vernon G Goelzer Trust XXXXX6007 give grants?
Vernon G Goelzer Trust XXXXX6007 gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Vernon G Goelzer Trust XXXXX6007 give general operating support?
Yes: 100% of Vernon G Goelzer Trust XXXXX6007's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Vernon G Goelzer Trust XXXXX6007?
Vernon G Goelzer Trust XXXXX6007 reported $542K in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $37K (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 is Vernon G Goelzer Trust XXXXX6007's EIN?
Vernon G Goelzer Trust XXXXX6007's EIN (Employer Identification Number) is 39-6566242. IRS Form 990 filing data is available on this page for 2020–2025.
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 2020 (received by the IRS August 7, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 7, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 6, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 7, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 8, 2025)
- IRS filings on file for fiscal years 2020–2025
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