JOHN & DOROTHY ZWIEBEL TRUST

BURLINGTON, WI 531051230 EIN 436921282

https://N/A
$724K Total Assets (2018)
$19K Total Giving (2018)
3 Grants on File (2018–2023)
$19K Avg Grant Size

Focus Areas

Education

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person JOHN DOROTHY ZWIEBEL TRUST
Phone 2627673230
Deadlines AUGUST 1ST OF THE APPLICATION YEAR.
How to Apply CONTACT TRUSTEE FOR SPECIFIC GUIDELINES AND A COMPLETE COPY OF THE SUBMISSION MATERIALS.
Restrictions MUST BE A GRADUATE OF BURLINGTON HIGH SCHOOL OR CATHOLIC CENTRAL HIGH SCHOOL, BURLINGTON AND PURSUING FULLTIME EDUCATION BEYOND HIGH SCHOOL.

Financial Trends 2022 data appears limited (dashed line) because the IRS transitioned its e-filing system that year and only published 2 months of XML archives.

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 $19K $724K $32K 1
2020 $29K $776K $7K 1
2023 $23K $677K $26K 1

Grant Size Distribution

Based on 3 grants on record

Minimum
$19K
25th Pctl
$19K
Median
$23K
Average
$24K
75th Pctl
$29K
Maximum
$29K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
WINSTRUST WEALTH MANAGEMENT TRUSTEE $6K
AMY LEVONIAN COMM MEMBER
PASTOR JAMES VOLKERT COMM MEMBER
BRIAN SHIMON COMM MEMBER
JULIE O'NIELL COMM MEMBER
REV MARY DAVIS COMM MEMBER
JOHN SMITH COMM MEMBER
COMMANDER ROBERT BROWN COMM MEMBER
ERIC BURLING COMM MEMBER
DENNIS TULLY COMM MEMBER
JAN LUDTKE COMM MEMBER
PATRICIA HOFFMAN COMM MEMBER
JANE GABRIELSON COMM MEMBER

Grants Awarded (3 total)

RecipientLocationAmountPurposeYear
SCHOLARSHIPS BURLINGTON, WI $29,100 SCHOLARSHIPS 2020
SCHOLARSHIPS BURLINGTON, WI $22,993 SCHOLARSHIPS 2023
SCHOLARSHIPS BURLINGTON, WI $19,000 SCHOLARSHIPS 2018