The funder's latest Form 990-PF says it gives only to organizations it has already chosen and does not accept unsolicited requests. An introduction is usually the only route.
How to apply
Deadlines
Restrictions
Send applications to
SPENCER, IA, 51301a phone number for applications is on the filing. On the filing, not published; see “How to reach them” for any published channel.
Application policy: Funds preselected organizations only, as stated on the FY2024 return.
What its returns show
Stated the same way on all 9 Form 990-PF returns on record (FY2016 to FY2024).
On its FY2024 Form 990-PF return this foundation listed grants to 6 named recipients.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Financials
Giving
$41.5K
FY2024 · qualifying distributions
Total assets
$780K
FY2024 · end of year
Revenue
$81.2K
FY2024
Expenses
$52.6K
FY2024
Giving by year
Total assets by year
Year
Form
Revenue
Expenses
Giving
Assets
Net assets
FY2024
990-PF
$81,246
$52,633
$41,500
$780,240
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
What they fund
Recipient focus areas
No public data found
Where recipients are
IA$378K · 58
Based on the 0% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
Grants paid
58 on file
Recipient
Purpose
Amount
Year
Source
OKOBOJI COMMUNITY SCHOOLSMILFORD, IA
SCHOLARSHIPS
$7,000
2017
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
Officers and directors
Name
Title
Hours / week
Compensation
Alison Simpson
TRUSTEE
0.50
$0
Levi Morris
TRUSTEE
0.50
$0
Sherry Titterington
TRUSTEE
0.50
$0
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
$780,240
FY2023
990-PF
$22,872
$50,396
$40,800
$751,627
$751,627
FY2022
990-PF
$48,114
$59,288
$47,400
$779,151
$779,151
FY2021
990-PF
$122,577
$52,829
$42,500
$790,325
$790,325
FY2020
990-PF
$36,087
$50,680
$41,000
$720,577
$720,577
FY2019
990-PF
$40,422
$50,971
$41,100
$735,170
$735,170
FY2018
990-PF
$89,870
$51,098
$41,300
$745,719
$745,719
FY2017
990-PF
$30,529
$48,405
$39,800
$706,947
$706,947
FY2016
990-PF
$3,075
$50,715
$42,550
$737,373
$724,823
OKOBOJI COMMUNITY SCHOOLS
MILFORD, IA
SCHOLARSHIPS
$7,000
2018
HARRIS-LAKE PARK COMMUNITY SCHOOLSLAKE PARK, IA
SCHOLARSHIPS
$4,100
2020
CLAY CENTRAL-EVERLY COMMUNITYEVERLY, IA
SCHOLARSHIPS
$2,600
2016
SIOUX CENTRAL COMMUNITY SCHOOLSSIOUX RAPIDS, IA
SCHOLARSHIPS
$2,200
2021
HARRIS-LAKE PARK COMMUNITY SCHOOLSLAKE PARK, IA
SCHOLARSHIPS
$2,200
2016
HARRIS-LAKE PARK COMMUNITY SCHOOLSLAKE PARK, IA
SCHOLARSHIPS
$2,200
2022
HARRIS-LAKE PARK COMMUNITY SCHOOLSLAKE PARK, IA
SCHOLARSHIPS
$2,200
2019
HARRIS-LAKE PARK COMMUNITY SCHOOLSLAKE PARK, IA
SCHOLARSHIPS
$2,200
2017
HARRIS-LAKE PARK COMMUNITY SCHOOLSLAKE PARK, IA
SCHOLARSHIPS
$2,100
2021
SIOUX CENTRAL COMMUNITY SCHOOLSSIOUX RAPIDS, IA
SCHOLARSHIPS
$2,100
2023
HARRIS-LAKE PARK COMMUNITY SCHOOLSLAKE PARK, IA
SCHOLARSHIPS
$2,100
2018
CLAY CENTRAL-EVERLY COMMUNITYEVERLY, IA
SCHOLARSHIPS
$2,100
2017
SIOUX CENTRAL COMMUNITY SCHOOLSSIOUX RAPIDS, IA
SCHOLARSHIPS
$2,050
2022
CLAY CENTRAL-EVERLY COMMUNITYEVERLY, IA
SCHOLARSHIPS
$2,000
2018
SIOUX CENTRAL COMMUNITY SCHOOLSSIOUX RAPIDS, IA
SCHOLARSHIPS
$1,900
2020
HARRIS-LAKE PARK COMMUNITY SCHOOLSLAKE PARK, IA
SCHOLARSHIPS
$1,850
2024
SIOUX CENTRAL COMMUNITY SCHOOLSSIOUX RAPIDS, IA
SCHOLARSHIPS
$1,800
2019
CLAY CENTRAL-EVERLY COMMUNITYEVERLY, IA
SCHOLARSHIPS
$1,800
2019
SIOUX CENTRAL COMMUNITY SCHOOLSSIOUX RAPIDS, IA
SCHOLARSHIPS
$1,800
2016
SIOUX CENTRAL COMMUNITY SCHOOLSSIOUX RAPIDS, IA
SCHOLARSHIPS
$1,800
2024
SIOUX CENTRAL COMMUNITY SCHOOLSSIOUX RAPIDS, IA
SCHOLARSHIPS
$1,700
2018
SIOUX CENTRAL COMMUNITY SCHOOLSSIOUX RAPIDS, IA
SCHOLARSHIPS
$1,600
2017
HARRIS-LAKE PARK COMMUNITY SCHOOLSLAKE PARK, IA
SCHOLARSHIPS
$1,550
2023
GRAETTINGER - TERRIL COMMUNITY SCHOGRAETTINGER, IA