Funder DirectoryJOSEPH AND HELEN ERTL FAMILY FOUNDATION
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Private foundation (trust)EIN 203663610Est. 2006-01

JOSEPH AND HELEN ERTL FAMILY FOUNDATION

DUBUQUE, IA 52001

Total Assets

$3.1M

FY 2024

Annual Giving

$144K

FY 2024

Grants Made

51

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$250–$31K

Typical

Deadlines

Applications

Programs & Activities

Program 1

Provided support to each of the fifty-one institutions selected. Total contributions for 2024: $144,250.

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$159K

Total Expenses

$174K

Qualifying Distributions

$144K

Distributable Amount

$153K

Min. Investment Return

$154K

Undistributed Income

$21K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

51 grants

Grant sizes from minimum $250 through median $1K to maximum $31K, 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 2020 to 2024. Peak $158K in 2023. Hover bars for details.

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

Top Recipients

286 grants

ST FRANCIS XAVIER CHURCH
$176K
5 grants
BECKMAN CATHOLIC HIGH SCHOOL
$71K
5 grants
DYERSVILLE INDUSTRIES INC
$50K
2 grants
ST FRANCIS XAVIER SCHOOL
$37K
4 grants
ARCHDIOCESEONE
$32K
2 grants
ST MARY'S CHURCH
$28K
5 grants
GUTTENBERG MUNICIPAL HOSPITAL
$27K
5 grants
MERCYONE DUBUQUE
$24K
5 grants

Grant Size Distribution

286 grants

<$10K
267
grants
$10–50K
19
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

15 states

Iowa
$638K
93% of total
South Dakota
$21K
3% of total
Nebraska
$8K
1% of total
Minnesota
$8K
1% of total
Florida
$3K
0% of total
Colorado
$3K
0% of total
Arizona
$3K
0% of total
Illinois
$2K
0% of total
California
$1K
0% of total
New York
$500
0% of total

+5 more states

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JOSEPH AND HELEN ERTL FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo