Public charity
MONTICELLO, IAEIN
This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2025
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $459,052 | $476,359 | $443,225 | $3,777,873 | $3,777,438 |
| FY2024 | 990 | $863,695 | $324,445 | $279,675 | $3,572,368 | $3,571,558 |
| FY2023 | 990 | $515,849 | $400,057 | $349,150 | $2,720,793 | $2,720,793 |
| FY2022 | 990 | $506,456 | $469,799 | $445,920 | $2,446,864 | $2,446,864 |
| FY2021 | 990 | $356,487 | $235,413 | $223,451 | $3,008,507 | $3,008,507 |
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.
Recipient focus areas
Where recipients are
Based on the 33% 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.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| IOWA KIDSIGHTIOWA CITY, IA | VISION TESTING/RES | $247,225 | 2025 | |
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dale Schrad | PRESIDENT | 1.00 | $0 |
| Allen Zobel | VICE PRESIDE | 1.00 | $0 |
| Gary Fry | EXECUTIVE SE | 1.00 | $0 |
| Jenn Gravert | TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| Not available |
| $196,900 |
| 2023 |
| IOWA KIDSIGHTIOWA CITY, IA | Not available | $192,035 | 2022 |
| IOWA LIONS EYE BANKIOWA CITY, IA | VISION TESTING/RES | $168,750 | 2025 |
| IOWA KIDSIGHTIOWA CITY, IA | VISION TESTING/RES | $147,675 | 2024 |
| IOWA LIONS EYE BANKIOWA CITY, IA | Not available | $135,000 | 2023 |
| IOWA LIONS EYE BANKIOWA CITY, IA | Not available | $128,250 | 2022 |
| IOWA KIDSIGHTCORALVILLE, IA | Not available | $118,160 | 2021 |
| IOWA LIONS EYE BANKIOWA CITY, IA | VISION TESTING/RES | $116,250 | 2024 |
| UNIVERSITY OF IOWA FOUNDATIONSIOWA CITY, IA | Not available | $86,725 | 2022 |
| IOWA LIONS EYE BANKCORALVILLE, IA | Not available | $81,000 | 2021 |
| UNIVERSITY OF IOWA COCHLEARIOWA CITY, IA | HEARING TESTING/RES | $18,750 | 2025 |
| UNIVERSITY OF IOWA COCHLEARIOWA CITY, IA | Not available | $15,000 | 2023 |
| HEARING AID BANKIOWA CITY, IA | Not available | $14,250 | 2022 |
| WARREN COLEMAN AWARDAMES, IA | Not available | $13,747 | 2022 |
| UNIVERSITY OF IOWA COCHLEARIOWA CITY, IA | HEARING TESTING/RES | $11,250 | 2024 |
| UNIVERSITY OF IOWA COCHLEARIOWA CITY, IA | Not available | $10,913 | 2022 |
| WARREN COLEMAN AWARDAMES, IA | Not available | $9,048 | 2021 |
| UNIVERSITY OF IOWA COCHLEARIOWA CITY, IA | Not available | $9,000 | 2021 |
| HEARING AID BANKIOWA CITY, IA | HEARING TEST/RES | $8,500 | 2025 |
| HEARING AID BANKIOWA CITY, IA | Not available | $6,243 | 2021 |
| 1.00 |
| $0 |
| Ann Baughman | TRUSTEE | 1.00 | $0 |
| Sam Mccord | TRUSTEE | 1.00 | $0 |
| William Shutters | TRUSTEE | 1.00 | $0 |
| Steve Halstead | TRUSTEE | 1.00 | $0 |
| Darwin Meyer | TRUSTEE | 1.00 | $0 |
| Stanley Johnson | TRUSTEE | 1.00 | $0 |
| Doug Welton | TRUSTEE | 1.00 | $0 |
| Paul Smith | TRUSTEE | 1.00 | $0 |
| Julie Ford | TRUSTEE | 1.00 | $0 |
| Pat Essing | TRUSTEE | 1.00 | $0 |
| Bryan Bross | TRUSTEE | 1.00 | $0 |
| Sylvia Hain | TRUSTEE | 1.00 | $0 |
| Pat Parker | TRUSTEE | 1.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202520359349300212
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202440879349300209
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202300499349300025
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202320209349301252
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 201903199349311430
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201843399349300109
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.