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
Latest filing: 2024
Total Revenue$168K
Total Expenses$163K
Total Assets$3.0M
Grants Given5
Grant Total$377K
Filing Years2019–2024
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.