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Also known as: CHARITABLE TRUST
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Edward J And Agnes Kurtz Hose Charitable Trust is a private association based in OTTUMWA, IA. The foundation received its IRS ruling in 2004. The principal officer is South Ottumwa Savings Bank. It holds total assets of $807K. Annual income is reported at $53K. Total assets have grown from $676K in 2011 to $816K in 2023. The foundation is governed by 7 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. According to available records, Edward J And Agnes Kurtz Hose Charitable Trust has made 4 grants totaling $155K, with a median grant of $38K. The foundation has distributed between $36K and $43K annually from 2020 to 2023. Individual grants have ranged from $36K to $43K, with an average award of $39K. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
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.
Edward J And Agnes Kurtz Hose Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in IA.
Edward J And Agnes Kurtz Hose Charitable Trust has distributed a total of $155K across 4 grants. The median grant size is $38K, with an average of $39K. Individual grants have ranged from $36K to $43K.
For the use of residents of wapello county, iowa under the age of 18 who have health care expenses not covered by insurance.
Edward J And Agnes Kurtz Hose Charitable Trust is headquartered in OTTUMWA, IA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| South Ottumwa Savings Bank | TRUSTEE | $13K | $0 | $13K |
| Cheryl Jones | AGENT FEE | $3K | $0 | $3K |
| Dr Eric Dodson | ADVISORY COM | $0 | $0 | N/A |
| Dr Ted Haas | ADVISORY COM | $0 | $0 | N/A |
| Richard Gaumer | ADVISORY COM | $0 | $0 | N/A |
| Fr James Betzen | ADVISORY COM | $0 | $0 | N/A |
| Dr Tom Williamson | ADVISORY COM | $0 | $0 | N/A |
Total Giving
$62K
Total Assets
$816K
Fair Market Value
$1M
Net Worth
$816K
Grants Paid
$43K
Contributions
N/A
Net Investment Income
$28K
Distribution Amount
$41K
Total Grants
4
Total Giving
$155K
Average Grant
$39K
Median Grant
$38K
Unique Recipients
1
Most Common Grant
$43K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Various Minor ChildrenPAY HEALTH CARE COSTS OF MINOR CHILD | Ottumwa, IA | $43K | 2023 |
COUNCIL BLFS, IA
MUSCATINE, IA
CEDAR RAPIDS, IA