Private foundation (trust)EIN 421305184Est. 1988-03
OLBERG FAMILY CHARITABLE TRUST
MARION, IA 52302
Accepts unsolicited proposalsTotal Assets
$247K
FY 2024
Annual Giving
$16K
FY 2024
Grants Made
26
FY 2024
Avg Grant
$626
FY 2024
Grant Range
$25–$3K
Typical
Deadlines
Open / rolling
Applications
Programs & Activities
Program 1
N/a only expense are income tax and tax return preparation & bank fees
Financial Snapshot
2024 filing
Total Revenue
$17K
Total Expenses
$18K
Qualifying Distributions
$16K
Distributable Amount
$12K
Min. Investment Return
$12K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
26 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
7 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
138 grants
Grant Size Distribution
138 grants
Geographic Focus
7 states
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