Private foundation (trust)EIN 411796849Est. 1996-06

IV FOUNDATION

EXCELSIOR, MN 55331

Total Assets

$1.0M

FY 2024

Annual Giving

$40K

FY 2024

Grants Made

8

FY 2024

Avg Grant

$5K

FY 2024

Grant Range

$2K–$8K

Typical

Deadlines

Applications

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$66K

Total Expenses

$49K

Qualifying Distributions

$44K

Distributable Amount

$49K

Min. Investment Return

$49K

Undistributed Income

$39K

Payout rate 91%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.91%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $2K through median $5K 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

5 years

Giving over time from 2018 to 2024. Peak $46K in 2020. Hover bars for details.

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

Top Recipients

42 grants

CHILDREN'S MINNESOTA FOUNDATION
$25K
4 grants
SOLDIERS GROVE PUBLIC LIBRARY
$25K
5 grants
DOCTORS WITHOUT BORDERS
$25K
5 grants
ICA FOOD SHELF
$24K
5 grants
HABITAT FOR HUMANITY
$22K
5 grants
CHARLOTTE COUNTY HOMELESS COALITION
$21K
3 grants
CARE VICTIM SERVICES CENTER
$20K
4 grants
AMERICAN RED CROSS
$15K
2 grants

Grant Size Distribution

42 grants

<$10K
42
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Minnesota
$84K
39% of total
Florida
$49K
23% of total
Wisconsin
$26K
12% of total
District of Columbia
$20K
9% of total
New York
$20K
9% of total
Maryland
$10K
5% of total
Massachusetts
$6K
3% of total
Georgia
$2K
1% of total

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