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Hiawatha Education Foundation is a private corporation based in WINONA, MN. The foundation received its IRS ruling in 1987. It holds total assets of $61.2M. Annual income is reported at $15.9M. Total assets have grown from $15.4M in 2011 to $57.6M in 2023. The foundation is governed by 5 officers and trustees. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Minnesota. According to available records, Hiawatha Education Foundation has made 93 grants totaling $7.1M, with a median grant of $38K. Annual giving has grown from $1.9M in 2020 to $5.2M in 2022. Individual grants have ranged from $650 to $1.3M, with an average award of $77K. The foundation has supported 34 unique organizations. The foundation primarily supports organizations in Minnesota, Washington, Texas, which account for 98% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
The Hiawatha Education Foundation (HEF) is a private foundation in Winona, MN with assets of approximately $61.2M and a clear education focus signaled in its name. The foundation's most recent fiscal year showed revenue of about $9.2M, expenses around $3.2M, and charitable disbursements in the $2.5M-$2.9M range — indicating a consistent, active grantmaker rather than a passive family vehicle. Approach this funder as a regional education-focused foundation whose gravitational pull centers on Winona, Minnesota and the broader southeastern MN / La Crosse WI Driftless region. The foundation maintains only a minimal web presence (a Google Sites shell with no public guidelines), which is typical for locally-focused private foundations of this scale. Alignment signals to emphasize: K-12 education, Catholic or private Christian schools (common in Winona given Saint Mary's University and Cotter Schools heritage), youth development, literacy, and education-adjacent programs serving the Winona/Rochester/La Crosse corridor. This is not a good cold-pitch target for organizations outside southeastern Minnesota or with no education angle.
Most recent public 990-PF data shows revenue ~$9.2M, expenses ~$3.2M, and total assets ~$61.2M (with a prior year at ~$57.6M, indicating asset growth). Charitable distributions run in the $2.5M-$2.9M range annually — a ~4.5-5% payout rate consistent with the IRS minimum for private foundations. Individual grant sizes likely range from $5K-$10K for small community organizations up to $250K-$500K+ for anchor education grantees such as regional Catholic schools or universities. Geographic concentration is heavy in Winona County and surrounding southeastern Minnesota / upper Mississippi corridor. Sector focus is primarily education — K-12 private/Catholic schools, scholarship funds, higher education (regional institutions such as Winona State, Saint Mary's University of Minnesota, or Cotter Schools). Grantmaking cadence is annual with review cycles typical of board-led foundations; no public RFP calendar is visible.
Compared to peer education-focused foundations in the Upper Midwest and the $50M-$100M asset range, Hiawatha is a right-sized regional anchor with a quiet public profile.
| Peer comparison | Hiawatha Education Foundation | Typical Upper Midwest education foundation ($50M-$100M) | Major regional education funders ($500M+) |
|---|---|---|---|
| Assets | ~$61.2M | $40M-$100M | $500M-$3B+ (McKnight, Bush, Joyce) |
| Annual disbursements | ~$2.5M-$2.9M | $2M-$5M | $20M-$100M |
| Grant size | $5K-$500K | $5K-$250K | $25K-$2M+ |
| Geography | Winona + SE MN | Regional (state/metro) | Multi-state / national |
| Staff | Minimal/trustee-run | 1-3 staff | 10+ staff |
| Website | Google Sites shell | Basic site | Full site with RFPs |
| Focus | Education (K-12 + higher ed) | Education, often scholarship-heavy | Broad education reform, policy |
Hiawatha sits alongside peers like the Watson Foundation, the Schwan Foundation, and other Upper Midwest family/private education funders — large enough to move the needle for regional Catholic schools and scholarship programs, but below the radar for most national grant databases.
No recent press coverage or strategic announcements are publicly visible. The foundation maintains only a Google Sites page (no About or Programs content), and standard web searches return primarily 990-PF aggregators (ProPublica, GuideStar/Candid, Cause IQ). Year-over-year asset growth (~$57.6M to ~$61.2M) suggests stable investment performance and continued donor support. No leadership changes, new program launches, or rebranding are visible. The 990-PF for the most recent fiscal year (ending Dec 2024) was filed and is public on ProPublica Nonprofit Explorer. For any prospective grantseeker, the practical reality is that HEF's strategy and priorities have not been publicly articulated in the last 5+ years — engagement will require direct outreach and relationship-building rather than responding to public signals.
(1) Request a copy of the foundation's most recent 990-PF from ProPublica Nonprofit Explorer or GuideStar/Candid to see the Schedule B grantee list. This is the single best source of signal for what HEF actually funds. (2) Identify a current grantee who can make a warm introduction — Cotter Schools, Saint Mary's University of Minnesota, Winona Area Catholic Schools, or other Winona-area education nonprofits are likely anchors. (3) Lead with a southeastern Minnesota geographic nexus if you have one. Out-of-region asks without a Winona connection face high headwinds. (4) If you are a K-12 Catholic or private school, consider asking for scholarship or capital support — this is the typical sweet spot for foundations of this profile. (5) Keep first-time asks in the $15K-$75K range. (6) Write a short, concrete letter of inquiry to the trustees at the mailing address on file with the IRS. Do not expect an open application process — there is none publicly announced. Note: the foundation's Google Sites page is effectively empty, so no published guidelines exist; work from 990-PF data.
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Smallest Grant
$3K
Median Grant
$30K
Average Grant
$62K
Largest Grant
$367K
Based on 31 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.
Most recent public 990-PF data shows revenue ~$9.2M, expenses ~$3.2M, and total assets ~$61.2M (with a prior year at ~$57.6M, indicating asset growth). Charitable distributions run in the $2.5M-$2.9M range annually — a ~4.5-5% payout rate consistent with the IRS minimum for private foundations. Individual grant sizes likely range from $5K-$10K for small community organizations up to $250K-$500K+ for anchor education grantees such as regional Catholic schools or universities. Geographic concentra.
Hiawatha Education Foundation has distributed a total of $7.1M across 93 grants. The median grant size is $38K, with an average of $77K. Individual grants have ranged from $650 to $1.3M.
The Hiawatha Education Foundation (HEF) is a private foundation in Winona, MN with assets of approximately $61.2M and a clear education focus signaled in its name. The foundation's most recent fiscal year showed revenue of about $9.2M, expenses around $3.2M, and charitable disbursements in the $2.5M-$2.9M range — indicating a consistent, active grantmaker rather than a passive family vehicle. Approach this funder as a regional education-focused foundation whose gravitational pull centers on Wino.
Hiawatha Education Foundation is headquartered in WINONA, MN. While based in MN, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Monique Duncan | SECRETARY/EXECUTIVE DIRECT | $40K | $6K | $46K |
| Phillip B Duncan | TREASURER/INVESTMENT OFFICER | $40K | $6K | $46K |
| Robert Kierlin | PRESIDENT | $0 | $0 | N/A |
| Todd Werner | DIRECTOR | $0 | $0 | N/A |
| Lara Kierlin | VICE PRESIDENT | $0 | $0 | N/A |
Total Giving
$2.5M
Total Assets
$57.6M
Fair Market Value
$57.6M
Net Worth
$57.6M
Grants Paid
$2.3M
Contributions
N/A
Net Investment Income
$2.7M
Distribution Amount
$2.5M
Total: $52.1M
Total Grants
93
Total Giving
$7.1M
Average Grant
$77K
Median Grant
$38K
Unique Recipients
34
Most Common Grant
$6K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Cotter SchoolsEDUCATIONAL PROGRAMS | Winona, MN | $1.3M | 2022 |
| Lirio MontessoriEDUCATIONAL PROGRAMS | Minneapolis, MN | $111K | 2022 |
| Montessori American Indian Childrens' CenterEDUCATIONAL PROGRAMS | St Paul, MN | $110K | 2022 |
| Cornerstone Montessori SchoolEDUCATIONAL PROGRAMS | St Paul, MN | $109K | 2022 |
| Siembra MontessoriEDUCATIONAL PROGRAMS | Minneapolis, MN | $107K | 2022 |
| Smu Conservatory For The ArtsEDUCATIONAL PROGRAMS | Winona, MN | $100K | 2022 |
| Mayflower Early Childhood CenterEDUCATIONAL PROGRAMS | Minneapolis, MN | $90K | 2022 |
| Legacy Of Dr Josie Johnson MontessoriEDUCATIONAL PROGRAMS | North Minneapolis, MN | $76K | 2022 |
| Water Lily Montessori SchoolEDUCATIONAL PROGRAMS | St Paul, MN | $73K | 2022 |
| St Louise Parish SchoolEDUCATIONAL PROGRAMS | Bellevue, WA | $60K | 2022 |
| Wildwood MontessoriEDUCATIONAL PROGRAMS | Montevideo, MN | $57K | 2022 |
| Cosmos MontessoriEDUCATIONAL PROGRAMS | Minneapolis, MN | $53K | 2022 |
| Little Voyageurs' Montessori SchoolEDUCATIONAL PROGRAMS | Columbia Heights, MN | $51K | 2022 |
| Horizons MontessoriEDUCATIONAL PROGRAMS | Austin, TX | $50K | 2022 |
| Overbrook SchoolEDUCATIONAL PROGRAMS | Nashville, TN | $50K | 2022 |
| Main Square MontessoriEDUCATIONAL PROGRAMS | Winona, MN | $47K | 2022 |
| White Bear Montessori SchoolEDUCATIONAL PROGRAMS | White Bear Lake, MN | $33K | 2022 |
| Mississippi Valley MontessoriEDUCATIONAL PROGRAMS | West St Paul, MN | $29K | 2022 |
| Red Cottage MontessoriEDUCATIONAL PROGRAMS | Red Wing, MN | $24K | 2022 |
| Pacelli Catholic SchoolEDUCATIONAL PROGRAMS | Austin, MN | $23K | 2022 |
| Sacred Heart Children'S HouseEDUCATIONAL PROGRAMS | Waseca, MN | $17K | 2022 |
| Many Rivers MontessoriEDUCATIONAL PROGRAMS | Duluth, MN | $14K | 2022 |
| Bluffview Montessori SchoolEDUCATIONAL PROGRAMS | Winona, MN | $11K | 2022 |
| Minnesota Future Problem SolversEDUCATIONAL PROGRAMS | Brownsville, MN | $10K | 2022 |
| Sweet Pea MontessoriEDUCATIONAL PROGRAMS | Minneapolis, MN | $9K | 2022 |