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.
Application policy: Funds preselected organizations only, as stated on the FY2025 return.
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.
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.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $59,055 | $67,657 | $58,840 | $1,231,206 |
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
No public data foundWhere recipients are
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.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| SEE ATTACHED LISTCHARLES CITY, IA | TO FUND HIGHER EDUCATION | $134,944 | 2024 | |
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 |
|---|---|---|---|
| LAUREN HEUBERGER | TRUST OFFICER | 10.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $1,231,206 |
| FY2024 | 990-PF | $55,713 | $154,656 | $144,923 | $1,389,725 | $1,389,725 |
| FY2023 | 990-PF | $54,853 | $141,574 | $132,450 | $1,389,725 | $1,389,725 |
| FY2022 | 990-PF | $57,365 | $67,484 | $63,485 | $1,482,958 | $1,482,958 |
| TO FUND HIGHER EDUCATION |
| $122,940 |
| 2023 |
| SEE ATTACHED LISTCHARLES CITY, IA | TO FUND HIGHER EDUCATION | $59,000 | 2022 |
| SEE ATTACHED LISTCHARLES CITY, IA | TO FUND HIGHER EDUCATION | $49,787 | 2025 |
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-PF · FY2024 · period ending Aug 31, 2024IRS bulk XML
Filing id 202403519349100210
Form 990-PF · FY2023 · period ending Aug 31, 2023
Filing id 202333489349100513
Form 990-PF · FY2022 · period ending Aug 31, 2022
Filing id 202223499349100722
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.