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Anna Beal Trust Waterloo Savings Bank Trustee is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1976. The principal officer is Us Bank. It holds total assets of $490K. Annual income is reported at $123K. The foundation is governed by 1 officer or trustee. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Iowa. According to available records, Anna Beal Trust Waterloo Savings Bank Trustee has made 17 grants totaling $116K, with a median grant of $5K. The foundation has distributed between $24K and $62K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $62K distributed across 8 grants. Individual grants have ranged from $1K to $12K, with an average award of $7K. The foundation has supported 10 unique organizations. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$10K
Average Grant
$9K
Largest Grant
$10K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Anna Beal Trust Waterloo Savings Bank Trustee is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 17 grants. Its grantmaking reaches organizations primarily in IA.
Anna Beal Trust Waterloo Savings Bank Trustee has distributed a total of $116K across 17 grants. The median grant size is $5K, with an average of $7K. Individual grants have ranged from $1K to $12K.
Scholarships will be awarded by selection committee and granted to high school graduates who could not attend colleges & universities without this aid.
Anna Beal Trust Waterloo Savings Bank Trustee is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $8K | $0 | $8K |
Total Giving
$35K
Total Assets
$508K
Fair Market Value
$533K
Net Worth
$508K
Grants Paid
$24K
Contributions
N/A
Net Investment Income
$9K
Distribution Amount
$25K
Total Grants
17
Total Giving
$116K
Average Grant
$7K
Median Grant
$5K
Unique Recipients
10
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Drake UniversitySCHOLARSHIP | Des Moines, IA | $5K | 2022 |
| Iowa State UniversitySCHOLARSHIP | Ames, IA | $12K | 2023 |
| Morningside UniversitySCHOLARSHIP | Sioux City, IA | $6K | 2023 |
| Dordt UniversitySCHOLARSHIP | Sioux Center, IA | $6K | 2023 |
| Grinnell CollegeSCHOLARSHIP | Grinnell, IA | $10K | 2022 |
| Cornell CollegeSCHOLARSHIP | Mount Vernon, IA | $5K | 2022 |
| University Of IowaSCHOLARSHIPS | Iowa City, IA | $5K | 2021 |
| University Of Northern IowaGENERAL OPERATING | Cedar Falls, IA | $5K | 2021 |
| Simpson CollegeSCHOLARSHIP | Indianola, IA | $5K | 2021 |
| Muscatine Community CollegeSCHOLARSHIPS | Muscatine, IA | $1K | 2021 |