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Private foundation (trust)EIN 420681060Est. 2016-08

OTTUMWA REGIONAL LEGACY FOUNDATION INC

OTTUMWA, IA 52501

Accepts unsolicited proposals

Total Assets

$70.1M

FY 2023

Annual Giving

$820K

FY 2023

Grants Made

107

FY 2023

Avg Grant

$8K

FY 2023

Grant Range

$100–$150K

Typical

Deadlines

Applications are accepted 3 times per …

Applications

Programs & Activities

Program 1

$571K

Revitalization - downtown is a symbol of the historic heart of the city. We are working to revitalize downtown ottumwa and the surrounding areas to make it an attractive place to live and work. Our current projects fall under 4 themes: reclaiming main street, riverfront renaissance, ottumwa sports campus & extending central park to the river.

Program 2

$232K

Leadership academy - to carry out our initiatives we need supportive leadership at all levels. We have established the ottumwa leadership academy which is a 10 month program that strives to educate, empower, encourage and engage future leaders to create positive change in our community, government and businesses.

Program 3

$162K

Newcomer relations: this program hosts a series of free, interactive sessions designed to connect newcomers to the attributes and amenities of the community of ottumwa. Businesses are provided assistance with their recruitment of staff by offering community tours for new applicants.

Program 4

$281K

Other charitable activities: housing: the legacy foundation has been a key partner with several organizations in the community in conducting various housing studies and exploring opportunities for additional housing in the ottumwa area.theatre: the legacy foundation is working with the community to rehabilitate two local theatre buildings.bookin innovation center: the legacy foundation helped to renovate a space to serve as an area to network and collaborate with other area nonprofits.

Focus Areas

Health Care

Financial Snapshot

2023 filing

Total Revenue

$1.6M

Total Expenses

$3.2M

Qualifying Distributions

$3.8M

Distributable Amount

$3.3M

Min. Investment Return

$3.3M

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

107 grants

Grant sizes from minimum $100 through median $2K to maximum $150K, 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

3 years

Giving over time from 2020 to 2023. Peak $1.8M in 2022. Hover bars for details.

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

Top Recipients

282 grants

CITY OF OTTUMWA
$1.2M
17 grants
INDIAN HILLS COMMUNITY COLLEGE
$623K
10 grants
OTTUMWA COMMUNITY SCHOOL DISTRICT
$481K
4 grants
AMERICAN HOME FINDING ASSOCIATION
$120K
7 grants
FOOD BANK OF IOWA
$96K
5 grants
OTTUMWA PARK AND RECREATION FOUNDATION INC
$76K
4 grants
GREATER OTTUMWA PARTNERS IN PROGRESS INC
$58K
4 grants
IOWA LEGAL AID
$55K
3 grants

Grant Size Distribution

282 grants

<$10K
198
grants
$10–50K
74
grants
$50–250K
8
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

11 states

Iowa
$4.0M
98% of total
Missouri
$14K
0% of total
Ohio
$13K
0% of total
New Jersey
$13K
0% of total
Nebraska
$8K
0% of total
Oklahoma
$8K
0% of total
Utah
$5K
0% of total
Kansas
$4K
0% of total
North Dakota
$3K
0% of total
Illinois
$2K
0% of total

+1 more states

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