Funder DirectoryPHYLLIS PERRY HULTON EDUCATIONAL TRUST
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Private foundation (trust)EIN 426526655Est. 1995-02

PHYLLIS PERRY HULTON EDUCATIONAL TRUST

MARSHALLTOWN, IA 50158

Accepts unsolicited proposals

Total Assets

$3.4M

FY 2023

Annual Giving

$139K

FY 2023

Grants Made

107

FY 2023

Avg Grant

$1K

FY 2023

Grant Range

$700–$1K

Typical

Deadlines

April 1st of school year commencing in…

Applications

Programs & Activities

Program 1

Scholarship grants - a minimum of 40 awards given each year.

Focus Areas

Education

Financial Snapshot

2023 filing

Total Revenue

$174K

Total Expenses

$144K

Qualifying Distributions

$139K

Distributable Amount

$153K

Min. Investment Return

$156K

Payout rate 90%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.90%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

107 grants

Grant sizes from minimum $700 through median $1K 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 2019 to 2023. Peak $139K in 2023. Hover bars for details.

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

Top Recipients

500 grants

AMANDA CARABALLO
$4K
3 grants
JULIANA IBARRA LEMUS
$4K
3 grants
PABLO MONTES
$4K
3 grants
FATIMA PEREZ NEGRETE
$4K
3 grants
JOCELIN SHARFNEJDA
$4K
3 grants
JAKE TOLLEFSON
$4K
3 grants
KACI UHDE
$4K
3 grants
ASHLY WIEGAND
$4K
3 grants

Grant Size Distribution

500 grants

<$10K
500
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Iowa
$568K
100% of total
Nebraska
$1K
0% of total

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