Funder DirectoryJULI ANN FARRELL CHARITABLE TRUST
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Private foundation (trust)EIN 426591048Est. 2000-01

JULI ANN FARRELL CHARITABLE TRUST

HUDSON, IA 50643

Accepts unsolicited proposals

Total Assets

$313K

FY 2023

Annual Giving

$13K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$1K–$4K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Education

Financial Snapshot

2023 filing

Total Revenue

$13K

Total Expenses

$17K

Qualifying Distributions

$13K

Distributable Amount

$14K

Min. Investment Return

$15K

Undistributed Income

$14K

Payout rate 87%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.87%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $1K through median $2K to maximum $4K, 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

4 years

Giving over time from 2020 to 2023. Peak $18K in 2022. Hover bars for details.

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

Top Recipients

30 grants

NORTHEAST IOWA FOOD BANK
$17K
4 grants
KYLEE SALLEE
$5K
3 grants
TARA JOCHUMSEN
$5K
4 grants
RACHEL BAULER
$4K
4 grants
ISABELLA JORGENSEN
$3K
2 grants
JARED KING
$3K
2 grants
MADELINE HANSEN
$2K
2 grants
ST JAMES EPISCOPAL CHURCH
$2K
1 grant

Grant Size Distribution

30 grants

<$10K
30
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Iowa
$49K
100% of total

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JULI ANN FARRELL CHARITABLE TRUST — Grants, Financials & Contact | Grantivo