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Private foundation (trust)EIN 476033634Est. 1953-10

IOTA BENEFIT ASSOCIATION

OMAHA, NE 68114

Total Assets

$401K

FY 2024

Annual Giving

$22K

FY 2024

Grants Made

13

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$500–$8K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$6K

Iota chapter - funds medical seminars and programs

Program 2

$5K

University of nebraska medical center - fund heritage

Program 3

$5K

Individual scholarships to university of nebraska students in the amount of five hundred dollars each

Financial Snapshot

2024 filing

Total Revenue

$33K

Total Expenses

$23K

Qualifying Distributions

$20K

Distributable Amount

$19K

Min. Investment Return

$20K

Undistributed Income

$17K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $500 through median $500 to maximum $8K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $22K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

59 grants

IOTA BENEFIT-PHI RHO SIGM
$28K
3 grants
UNIVERSITY OF NEBRASKA FOUNDATION
$25K
5 grants
IOTA BENEFIT - PHI RHO SIGMA
$21K
3 grants
ROBYN SYMON PRODUCTIONS
$8K
1 grant
MUNROE MEYER FOUNDATION
$7K
2 grants
MUNROE-MEYER FOUNDATION
$3K
1 grant
LARRY SKINNER FUND
$2K
1 grant
ALZHEIMERS ASSOCIATION
$1K
1 grant

Grant Size Distribution

59 grants

<$10K
58
grants
$10–50K
1
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Nebraska
$110K
100% of total

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IOTA BENEFIT ASSOCIATION — Grants, Financials & Contact | Grantivo