Wilfred R Yetzer Charitable Trust
Wilfred R Yetzer Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLENCOE, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $434K in total assets. In 2024, it awarded 1 grants totaling $23K. Net investment income was $34K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$434K
+2.1% YoY
Annual Giving
$23K
+3.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$23K
+3.5% YoY
About Wilfred R Yetzer Charitable Trust
Based on IRS filings
Wilfred R Yetzer Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLENCOE, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $434K in total assets. In 2024, it awarded 1 grants totaling $23K. Net investment income was $34K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $433,908 | $424,998 | $441,684 |
| Revenue | $38,227 | $11,412 | $12,567 |
| Expenses | $29,317 | $28,098 | $32,737 |
| Qualifying Distributions | $24,461 | $23,550 | $27,995 |
| Net Investment Income | $33,909 | $7,858 | $8,203 |
| Distributable Amount | $22,800 | $22,054 | $23,172 |
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
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAWN PERREL | TRUSTEE | — | — |
| KELLY KOHLS | TRUSTEE | — | — |
| JILL FLOOD | TRUSTEE | — | — |
| STEVE YETZER | TRUSTEE | — | — |
| SECURITY BANK TRUST CO | TRUSTEE | 1 | $4,758 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Clearway Minnesota (sm)
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Assets
—
Grants
6
Total Given
$442K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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