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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.
(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.
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| 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 |