Wilfred R Yetzer Charitable Trust
Wilfred R Yetzer Charitable Trust is a private foundation, based in Glencoe, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $428K in total assets. In 2025, it awarded 1 grant totaling $24K. Net investment income was $21K.
Wilfred R Yetzer Charitable Trust at a glance
In short: Wilfred R Yetzer Charitable Trust gave $24K across 1 grant in 2025 (avg $24K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,670
- +3.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $23,670
- +3.0% vs 2024
- Median grant
- $23,670
- Total assets
- $428,420
- -1.3% vs 2024
- Primary geography
- Minnesota (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Wilfred R Yetzer Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was St Joseph Catholic School ($24K).
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 2025 grant dollars on its one itemized grant.
States
Cities
How Wilfred R Yetzer Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 108% 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 2020 to 2025, annual grant giving ranged from $22K (2023) to $27K (2021). In 2025 it made 1 grant totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Joseph Catholic School Waconia, MN | Educational | $23,670 |
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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 | $428,420 | $25,514 | $31,002 | $23,670 | 1 | $25,225 | $21,043 | $23,457 |
| 2024 | $433,908 | $38,227 | $29,317 | $22,976 | 1 | $24,461 | $33,909 | $22,800 |
| 2023 | $424,998 | $11,412 | $28,098 | $22,200 | 1 | $23,550 | $7,858 | $22,054 |
| 2022 | $441,684 | $12,567 | $32,737 | $26,765 | 1 | $27,995 | $8,203 | $23,172 |
| 2021 | $461,854 | $36,689 | $33,466 | $26,879 | 1 | $28,109 | $31,707 | $25,947 |
| 2020 | $458,631 | $20,802 | $33,596 | $25,342 | 1 | — | $15,956 | $25,047 |
Under IRS private-foundation payout rules, Wilfred R Yetzer Charitable Trust reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wilfred R Yetzer Charitable Trust's 2025 filing lists 5 officers; 1 of 5 officers listed in 2025 is compensated.
Officers on the 2025 filing
Security Bank Trust CO
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $5K (2025)
Dawn Perrel
Trustee
On filings since 2020
No compensation reported
Jill Flood
Trustee
On filings since 2020
No compensation reported
Kelly Kohls
Trustee
On filings since 2020
No compensation reported
Steve Yetzer
Trustee
On filings since 2020
No compensation reported
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 $5K, to Security Bank Trust CO (Trustee).
Frequently asked questions about Wilfred R Yetzer Charitable Trust
How much does Wilfred R Yetzer Charitable Trust give each year?
Wilfred R Yetzer Charitable Trust gave $24K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 1 grant.
How large is Wilfred R Yetzer Charitable Trust?
Wilfred R Yetzer Charitable Trust reported $428K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets).
Where does Wilfred R Yetzer Charitable Trust operate?
Wilfred R Yetzer Charitable Trust has awarded grants in Minnesota.
What is Wilfred R Yetzer Charitable Trust's EIN?
Wilfred R Yetzer Charitable Trust's EIN (Employer Identification Number) is 20-3684438. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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