Wolpert Family Foundation

Private foundation · Grantmaker Sioux City, IA EIN: 42-1431227

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

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Sioux City

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grants20201 grants20212 grants20222 grants20231 grants20241 grants2025

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

St Gabriel Communications: $10KSt Gabriel Communications$10K

The largest 2025 recipient was St Gabriel Communications ($10K).

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 7 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Gabriel Communications Sioux City, IAGeneral Operations$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K202020212022202320242025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 11, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 11, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 8, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 7, 2024)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  7. 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.

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