Funder DirectoryOLBERG FAMILY CHARITABLE TRUST
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Private foundation (trust)EIN 421305184Est. 1988-03

OLBERG FAMILY CHARITABLE TRUST

MARION, IA 52302

Accepts unsolicited proposals

Total 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 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

26 grants

Grant sizes from minimum $25 through median $500 to maximum $3K, 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

7 years

Giving over time from 2018 to 2024. Peak $21K in 2020. Hover bars for details.

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

Top Recipients

138 grants

PLANNED PARENTHOOD
$28K
7 grants
CEDAR RAPIDS MUSEUM OF ART
$21K
7 grants
FIRST PRESBYTERIAN CHURCH
$15K
7 grants
INDIAN CREEK NATURE CENTER
$5K
6 grants
ACLU FOUNDATION INC
$4K
7 grants
VASSAR COLLEGE
$4K
7 grants
MADEIRA SCHOOL FUND
$4K
7 grants
BROWN LEDGE FOUNDATION
$4K
7 grants

Grant Size Distribution

138 grants

<$10K
138
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Iowa
$92K
79% of total
New York
$9K
8% of total
Maine
$6K
5% of total
Virginia
$4K
3% of total
Vermont
$4K
3% of total
Connecticut
$2K
1% of total
District of Columbia
$1K
1% of total

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