Mission
SUPPORT OF THE UNIVERSITY OF IOWA, IOWA CITY, IA FOR THE JACK R. VOLLERTSEN SCHOLARSHIP PROGRAM.
Public Charity
VOLLERTSEN JACK R ANNUITY TRUST
Based in MILWAUKEE, WI, VOLLERTSEN JACK R ANNUITY TRUST operates as a Public Charity. The organization reported $168K in revenue, $163K in expenses, $3.0M in total assets for fiscal year 2024. Imperigo tracks 5 reported grants from this foundation totaling approximately $377K.
EIN: 421284566
MILWAUKEE, WI
Family Services
NTEE: P40
Latest filing: 2024
Total Revenue$168K
Total Expenses$163K
Total Assets$3.0M
Grants Given5
Grant Total$377K
Filing Years2019–2024
Where $100 goes at Vollertsen Jack R Annuity Trust
How Vollertsen Jack R Annuity Trust divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.
$66
Programs
the work itself
$34
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $66 for programs
$66
To award scholarships to students enrolled in the college of law at the university of iowa
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Given
TO SUPPORT THE JACK R. VOLLERTSEN SCHOLARSHIP PROGRAM WHICH GIVES SCHOLARSHIPS TO STUDENTS ENROLLED IN THE COLLEGE OF LAW AT THE UNIVERSITY OF IOWA.
$115,642
TO SUPPORT THE JACK R. VOLLERTSEN SCHOLARSHIP PROGRAM WHICH GIVES SCHOLARSHIPS TO STUDENTS ENROLLED IN THE COLLEGE OF LAW AT THE UNIVERSITY OF IOWA.
$32,501
TO SUPPORT THE JACK R. VOLLERTSEN SCHOLARSHIP PROGRAM WHICH GIVES SCHOLARSHIPS TO STUDENTS ENROLLED IN THE COLLEGE OF LAW AT THE UNIVERSITY OF IOWA.
$81,204
TO SUPPORT THE JACK R. VOLLERTSEN SCHOLARSHIP PROGRAM WHICH GIVES SCHOLARSHIPS TO STUDENTS ENROLLED IN THE COLLEGE OF LAW AT THE UNIVERSITY OF IOWA.
$65,318
TO SUPPORT THE JACK R. VOLLERTSEN SCHOLARSHIP PROGRAM WHICH GIVES SCHOLARSHIPS TO STUDENTS ENROLLED IN THE COLLEGE OF LAW AT THE UNIVERSITY OF IOWA.
$81,873
Showing up to 5 of 5 total records — full history available with membership.
Officers & Directors
SECRETARY
Diane K Brownlee
CHAIR
Janice Ellig
VICE CHAIR
Kathy Dore
PRESIDENT
Lynette L Marshall
CFO & TREASURER
Sherri P Furman
VICE PRESIDENT & ASSISTANT SECRETARY
Tiffani K Shaw
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $168K | $163K | $3.0M |
| 2023 | $118K | $73K | $2.9M |
| 2022 | $130K | $122K | $2.9M |
| 2020 | $104K | $100K | $2.8M |
| 2019 | $104K | $116K | $2.8M |
Between 2019 and 2024, reported annual revenue grew from $104K to $168K (+62%), with total assets most recently reported at $3.0M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in IA.
IA
Full geographic grant map with state-by-state breakdown available with membership.