Private foundation (trust)EIN 426507733Est. 1994-12

JEPSEN TRUST

STORM LAKE, IA 50588

Accepts unsolicited proposals

Total Assets

$647K

FY 2024

Annual Giving

$24K

FY 2024

Grants Made

5

FY 2024

Avg Grant

$5K

FY 2024

Grant Range

$2K–$10K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2024 filing

Total Revenue

$41K

Total Expenses

$31K

Qualifying Distributions

$26K

Distributable Amount

$30K

Min. Investment Return

$31K

Undistributed Income

$29K

Payout rate 84%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.84%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $2K through median $3K to maximum $10K, 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 $35K in 2018. Hover bars for details.

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

Top Recipients

25 grants

CITY OF HOLSTEIN - POOL PROJECT
$80K
4 grants
KINDERFEST
$26K
6 grants
RIDGE VIEW HIGH SCHOOL
$25K
1 grant
CITY OF HOLSTEIN - PARK
$10K
1 grant
STUBBS MEM LIBRARY GRANT
$9K
6 grants
RIDGE VIEW SCHOOLS
$6K
1 grant
CITY OF HOLSTEIN - LOHFF SCHUM
$5K
1 grant
CITY OF HOLSTEIN - BALLFIELDS
$4K
1 grant

Grant Size Distribution

25 grants

<$10K
20
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Iowa
$172K
100% of total

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JEPSEN TRUST — Grants, Financials & Contact | Grantivo