Funder DirectoryLOUIS J ELBERT TRUST
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Private foundation (trust)EIN 421301198Est. 1988-03

LOUIS J ELBERT TRUST

ALGONA, IA 50511

Accepts unsolicited proposals

Total Assets

$192K

FY 2023

Annual Giving

$8K

FY 2023

Grants Made

17

FY 2023

Avg Grant

$445

FY 2023

Grant Range

$270–$1K

Typical

Deadlines

Form attached

Applications

Programs & Activities

Program 1

The foundation provides scholarships to pocahontas area high school district graduates for post-secondary education.

Financial Snapshot

2023 filing

Total Revenue

$4K

Total Expenses

$10K

Qualifying Distributions

$9K

Distributable Amount

$9K

Min. Investment Return

$9K

Payout rate 98%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.98%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

17 grants

Grant sizes from minimum $270 through median $270 to maximum $1K, 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 2023. Peak $13K in 2020. Hover bars for details.

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

Top Recipients

33 grants

CLASS OF 2020
$13K
1 grant
CLASS OF 2018
$10K
1 grant
CLASS OF 2021
$6K
1 grant
IOWA CENTRAL COMMUNITY COLLEGE
$3K
2 grants
IOWA STATE UNIVERSITY
$2K
2 grants
UNIVERSITY OF IOWA
$2K
2 grants
BUENA VISTA UNIVERSITY
$1K
2 grants
NWICC
$1K
2 grants

Grant Size Distribution

33 grants

<$10K
31
grants
$10–50K
2
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Iowa
$44K
98% of total
Nebraska
$270
1% of total
South Dakota
$270
1% of total
Tennessee
$225
0% of total

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