Wolpert Family Foundation
Wolpert Family Foundation is a private foundation, based in Sioux City, IA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $462K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $22K.
Key facts about Wolpert Family Foundation
In short: Wolpert Family Foundation gave $10K across 1 grant in 2025 (avg $10K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- EIN
- 42-1431227
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $10,000
- Grants made (2025)
- 1
- Average grant
- $10,000
- Median grant
- $10,000
- Total assets
- $462,129
- Primary geography
- Iowa (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
$462K
+7.5% YoY
Annual Giving
$10K
-69.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$10K
-69.7% YoY
Under IRS private-foundation payout rules, Wolpert Family Foundation reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
How Wolpert Family Foundation gives
- Giving fell 82% from 2022 to 2025. Method
- In 2025 it paid out 69% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $10K (2025) to $57K (2022). In 2025 it made 1 grant totaling $10K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
The largest 2025 recipient was St Gabriel Communications ($10K).
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Gabriel Communications Sioux City, IA | General Operations | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $462,129 | $429,747 | $455,065 |
| Revenue | $23,522 | $12,308 | $9,496 |
| Expenses | $11,768 | $37,626 | $45,576 |
| Qualifying Distributions | $10,000 | $33,000 | $40,000 |
| Net Investment Income | $21,754 | $7,782 | $6,248 |
| Distributable Amount | $14,468 | $22,615 | $23,523 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 11, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 11, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 8, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 7, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Wolpert Family Foundation is led by John A. Wolpert, President since 2025 (on filings since 2020); none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
John A. Wolpert
President
Trustee → President, 2025
On filings since 2020
No compensation reported
Paul W. Wolpert
Secretary & Treasurer
Trustee → Secretary & Treasurer, 2025
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.
Frequently asked questions about Wolpert Family Foundation
How much does Wolpert Family Foundation give each year?
Wolpert Family Foundation gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $33K across 1 grant.
How large is Wolpert Family Foundation?
Wolpert Family Foundation reported $462K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).
Where does Wolpert Family Foundation operate?
Wolpert Family Foundation has awarded grants in Iowa.
What is Wolpert Family Foundation's EIN?
Wolpert Family Foundation's EIN (Employer Identification Number) is 42-1431227. 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.
Here's the math on researching Wolpert Family Foundation by hand.
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