Vernon G Goelzer Trust Xxxxx6007
EIN 396566242Total Given 2019–2025
$156K
15 grants · $22K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$11K
typical small grants · $10K–$11K
grant size
80%
deep partner · 4/5 multi-year
repeat
$764K
Assets (2025)
5
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | $31K | $674K | $41K | 3 |
| 2021 | $30K | $792K | $53K | 3 |
| 2022 | $32K | $713K | $30K | 3 |
| 2023 | $34K | $671K | $30K | 3 |
| 2025 | $31K | $764K | $48K | 3 |
Grant Size Distribution
Based on 15 grants on record
Minimum
$9K
25th Pctl
$10K
Median
$11K
Average
$10K
75th Pctl
$11K
Maximum
$11K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
5+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
5+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
5+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
5+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
5+ yrs
Trustee
Grants Awarded (15 total)
| Purpose | ||||
|---|---|---|---|---|
| Uw System Trust Funds | Madison, WI | $11,306 | GENERAL | 2023 |
| Lawrence University of Wisconsin | Appleton, WI | $11,306 | GENERAL | 2023 |
| Cedar Crest Inc | Janesville, WI | $11,306 | GENERAL | 2023 |
| Lawrence University of Wisconsin | Appleton, WI | $11,019 | GENERAL | 2019 |
| Cedar Crest Inc | Janesville, WI | $11,019 | GENERAL | 2019 |
| The University of Wisconsin | Madison, WI | $10,569 | GENERAL | 2022 |
| Lawrence University of Wisconsin | Appleton, WI | $10,569 | GENERAL | 2022 |
| Cedar Crest Inc | Janesville, WI | $10,569 | GENERAL | 2022 |
| Lawrence University | Appleton, WI | $10,184 | GENERAL | 2025 |
| Cedar Crest Inc | Janesville, WI | $10,184 | GENERAL | 2025 |
| Uw System Trust Funds | Madison, WI | $10,184 | GENERAL | 2025 |
| The University of Wisconsin | Madison, WI | $9,920 | GENERAL | 2021 |
| Lawrence University of Wisconsin | Appleton, WI | $9,920 | GENERAL | 2021 |
| Cedar Crest Inc | Janesville, WI | $9,920 | GENERAL | 2021 |
| The University of Wisconsin | Madison, WI | $8,522 | GENERAL | 2019 |