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· Private foundation

Robert W Goltermann and Marcia M Goltermann Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$166k
Granted FY2025still arriving
7
Grants FY2025still arriving
1
States reached
$50k
Largest
01What you fund
0189% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20192025.

Arts & Culture$458kReligion$419kEducation$248kHealth$127kPhilanthropy$30kRecreation & Sports$2kHuman Services$1kOther$0
02FY2025 · 7 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k2 grants · $6k
  • $10k–50k3 grants · $60k
  • $50k–250k2 grants · $100k
$10,000
Median grant
1
States reached
$153k
Total assets
Largest grants
RecipientAmount
ELMHURST ART MUSUEM$50,000
ST PETER'S UNITED CHURCH OF CHRIST$50,000
ELMHURST UNIVERSITY$40,000
DUPAGE FOUNDATION$10,000
Individual grant recipient$10,000
CHICAGO SYMPHONY ORCHESTRA$4,500
ELMHURST WALK IN MINISTRY$1,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY20–20, $1k) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%BETHSHAN ASSOCIATION: $1k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

93%of every dollar goes to organizations you’ve funded before.
$1.4M · 14 repeat orgs$109k to everyone else

14 repeat relationships — 6 still active in FY2025, 8 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

14
6

Total granted

$1.4M
$109k

Median revenue growth · since first grant

+23%
+55%

Still filing today

50%
50%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23’24’25
Arts & CultureEducationHealthHuman ServicesOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • EU
    ELMHURST UNIVERSITY
    5× · 2019–2025 · $245k · revenue +35%
  • RU
    Rush University Medical Center
    2× · 2019–2020 · $20k · revenue +30%
  • CS
    Chicago Symphony Orchestra
    4× · 2020–2025 · $16k · revenue +71%

Funded once

  • EM
    ELMHURST MEMORIAL HEALTHCARE
    one grant, 2022 · $100k
  • AC
    AMERICAN CANCER SOCIETY
    one grant, 2024 · $5k
  • DC
    DYNASTY CHEERABILITIES
    one grant, 2019 · $2k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Columbia College Chicago

The organization's mission is to educate students for creative occupations in diverse fields of arts and media.

Education
2
Auditorium Theatre of Roosevelt University Inc

The Auditorium Theatre of Roosevelt University ("The Auditorium"), an Illinois not-for-profit corporation, is committed to presenting the finest in international, cultural, community and educational programming to Chicago and to the…

Arts & Culture
3
Roosevelt University

Roosevelt university is an independent, non-profit, metropolitan university and national leader in educating socially conscious citizens for active and dedicated lives as leaders in their professions and their communities. the university's…

4
Elmhurst Memorial Healthcare Group

The elmhurst memorial healthcare group follows the mission of endeavor health (f/k/a ns-ee holdings). the mission of endeavor health is to "help everyone in our communities be their best." central to this mission is a commitment to…

5
Illinois College

Illinois college is a co-educational institution of higher education learning providing a four-year educational program leading to the baccalaureate degree. illinois college is a community committed to the highest standards of scholarship…

Education
6
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
7
Edward-Elmhurst Healthcare

Edward-Elmhurst Healthcare follows the mission of Endeavor Health to "help everyone in our communities be their best."

Health
8
Point Park University

Provides innovative education in a dynamic urban setting. dedicated to academic excellence and community engagement,we prepare students of diverse backgrounds with the knowledge, skill,and experience to lead meaningful lives as informed…

9
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
10
Dominican University

Dominican University provides instruction to students seeking an Associates, Undergraduate or Graduate degree (some doctorate and certificates), and administers all of its programs without discrimination of race, color, gender, religion,…

Education
11
The Richard H Driehaus Museum

The driehaus museum engages and inspires the global community through exploration and ongoing conversations in art, architecture, and design of the late nineteenth and early twentieth centuries. its permanent collection and temporary…

Arts & Culture
12
Lake Forest College

Provide post-secondary education leading to a baccalaureate degree. Program service expenditures are made in conjunction with the operation of a liberal arts college spread over 107 acres with approximately 63 educational and support…

Education

For reference, the grantee most central to the portfolio’s shape is Elmhurst University and the most unlike its peers is Rush University Medical Center. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

11 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 11 of the 21 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
11/11
Grantees still filing
8/11
Grew since you first funded

Where your money sits — by cause, then by grantee

Individual grant recipient — $291,000 · OtherIndividual grant recipientST PETER'S UNITED CHURCH OF CHRIST — $287,000 · OtherST PETER'S UNITED CHURCH OF CHRISTELMHURST UNIVERSITY — $245,000 · OtherELMHURST UNIVERSITYST PETER'S UC OF CHRIST CHURCH — $122,000 · OtherST PETER'S UC OF CHRIST CHURCHELMHURST MEMORIAL HEALTHCARE — $100,000 · OtherELMHURST MEMORIAL HEALTHCARE+6 more — $18,500 · OtherELMHURST ART MUSEUM — $427,000 · Arts & CultureELMHURST ART MUSEUMChicago Symphony Orchestra — $16,000 · Arts & Culture+2 more — $2,100 · Arts & CultureTHE DUPAGE COMMUNITY FOUNDATION — $30,000 · PhilanthropyRush University Medical Center — $20,000 · HealthTHE ART INSTITUTE OF CHICAGO — $12,500 · EducationMILLIKIN UNIVERSITY — $1,701 · EducationUniversity of Illinois Foundation — $1,000 · EducationBETHSHAN ASSOCIATION — $1,000 · Human Services
Other$1,063,500Arts & Culture$445,100Philanthropy$30,000Health$20,000Education$15,201Human Services$1,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ your share of their budgetELMHURST ART MUSEUM — $427,000 over 7y, 6.5% of budgetELMHURST UNIVERSITY — $245,000 over 5y, 0.1% of budgetTHE DUPAGE COMMUNITY FOUNDATION — $30,000 over 3y, 0.1% of budgetRush University Medical Center — $20,000 over 2y, 0.0% of budgetChicago Symphony Orchestra — $16,000 over 4y, 0.0% of budgetTHE ART INSTITUTE OF CHICAGO — $12,500 over 5y, 0.0% of budgetLyric Opera of Chicago — $2,000 over 2y, 0.0% of budgetMILLIKIN UNIVERSITY — $1,701 over 2y, 0.0% of budgetBETHSHAN ASSOCIATION — $1,000 over 1y, 0.0% of budgetUniversity of Illinois Foundation — $1,000 over 1y, 0.0% of budgetWINDOW TO THE WORLD COMMUNICATIONS INC — $100 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds ELMHURST ART MUSEUM
  • Who funds ELMHURST UNIVERSITY
  • Who funds THE DUPAGE COMMUNITY FOUNDATION
  • Who funds Rush University Medical Center
  • Who funds Chicago Symphony Orchestra
  • Who funds THE ART INSTITUTE OF CHICAGO
  • Who funds Lyric Opera of Chicago
  • Who funds MILLIKIN UNIVERSITY
  • Who funds BETHSHAN ASSOCIATION
  • Who funds University of Illinois Foundation
  • Who funds WINDOW TO THE WORLD COMMUNICATIONS INC

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

National Philanthropic TrustPA9.7× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: National Philanthropic Trust · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Robert W Goltermann and Marcia M Goltermann Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2025
202122232425
no gov · 00%1%3%6%10%your share of their income ↑0%4%8%11%15%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY2025

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Robert W Goltermann and Marcia M Goltermann Charitable Trust?

    Find your warmest path to Robert W Goltermann and Marcia M Goltermann Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 21 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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