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Also known as: Carl A Erickson Scholarship
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Carl Erickson Education Trust is a private corporation based in CHARITON, IA. The foundation received its IRS ruling in 1992. The principal officer is Paul M Goldsmith. It holds total assets of $165K. Annual income is reported at $4K. The foundation is governed by 3 officers and trustees. Ten 10 scholarshipd totaling 308800. Tax records are available from 2021 to 2024. Grantmaking is concentrated in Iowa. According to available records, Carl Erickson Education Trust has made 44 grants totaling $18K, with a median grant of $500. Annual giving has decreased from $5K in 2021 to $3K in 2024. Grantmaking activity was highest in 2023 with $7K distributed across 20 grants. Individual grants have ranged from N/A to $1K, with an average award of $414.75. The foundation has supported 32 unique organizations. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$500
Average Grant
$443
Largest Grant
$500
Based on 8 grants from the most recent 990-PF filing.
Ten 10 Scholarships totaling 578400
Expenses: $6K
Ten 10 scholarshipd totaling 308800. Based on available records, the foundation has funded 44 grants. Its grantmaking reaches organizations primarily in IA.
Carl Erickson Education Trust has distributed a total of $18K across 44 grants. The median grant size is $500, with an average of $414.75. Individual grants have ranged from N/A to $1K.
The application deadline is April 15. Residents of Lucas Co IA Pursue post HS education.
Carl Erickson Education Trust is headquartered in CHARITON, IA.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Brad Baker | Trustee | $0 | $0 | N/A |
| Cassandra Dehoedt | Trustee | $0 | $0 | N/A |
| Sue Curnutte | Trustee | $0 | $0 | N/A |
Total Giving
$4K
Total Assets
$165K
Fair Market Value
$165K
Net Worth
$165K
Grants Paid
$3K
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
$311
Total: $158K
Total Grants
44
Total Giving
$18K
Average Grant
$414.75
Median Grant
$500
Unique Recipients
32
Most Common Grant
$1K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Delaney CaudillCollege Scholarship | Chariton, IA | $500 | 2024 |
| Lydia ChapmanCollege Scholarship | Chariton, IA | $500 | 2024 |
| Mitchell SwarthoutCollege Scholarship | Chariton, IA | $500 | 2024 |
| Jessica MetzgerCollege Scholarship | Chariton, IA | $500 | 2024 |
| Peyton RubleCollege Scholarship | Russell, IA | $500 | 2024 |
| Kia RodgersCollege Scholarship | Lucas, IA | $412 | 2024 |
| Lexi SmyserCollege Tuition | Chariton, IA | $500 | 2023 |
| Alyssa RippelCollege tuition | Chariton, IA | $500 | 2023 |
| Avery HallCollege tuition | Lucas, IA | $500 | 2023 |
| Emma RectorCollege tuition | Chariton, IA | $250 | 2023 |
| Max AulwesCollege tuition | Chariton, IA | $250 | 2023 |
| Milana GoganCollege tuition | Chariton, IA | $250 | 2023 |
| Addison SchroederCollege tuition | Russell, IA | $250 | 2023 |
| Nadiia MiroshnikCollege Tuition | Chariton, IA | $250 | 2023 |
| Vanessa PyatakCollege tuition | Chariton, IA | $250 | 2023 |
| Alexander R BatesCollege tuition | Chariton, IA | $500 | 2022 |
| Ethan R PolingCollege tuition | Chariton, IA | $500 | 2022 |
| Mikayla MccurdyCollege tuition | Chariton, IA | $500 | 2022 |
| Tenley J WilliamsCollege tuition | Chariton, IA | $500 | 2022 |
| Bethany G FejeranCollege tuition | Chariton, IA | $500 | 2022 |
| Zy Thomas D'AttillioCollege tuition | Derby, IA | $500 | 2022 |
| Destiny DawsonCollege tuition | Chariton, IA | $500 | 2022 |
| Hallee A DavidsonCollege tuition | Russell, IA | N/A | 2022 |
| Lance K WallaceCollege tuition | Chariton, IA | $1K | 2021 |
| Ryan D EllisCollege tuition | Chariton, IA | $500 | 2021 |
| Riley R MackeyCollege tuition | Chariton, IA | $500 | 2021 |
| Will H SwarthoutCollege tuition | Chariton, IA | $500 | 2021 |
| Jackson T CurnutteCollege tuition | Chariton, IA | $500 | 2021 |
| Tayah J SpikerCollege tuition | Chariton, IA | $500 | 2021 |
| Haylee D SoniusCollege tuition | Chariton, IA | $500 | 2021 |
| Sailor E AndersonCollege tuition | Chariton, IA | $500 | 2021 |
| Jesse R Watkins-SchoenigCollege tuition | Chariton, IA | $336 | 2021 |