COUNCIL BLFS, IA
Iowa West Foundation
Quick Facts
- EIN
- 421391990
- Location
- COUNCIL BLFS, IA
- Category
- General
- Total Assets
- $495.7M
- Annual Income
- $152.2M
- IRS Ruling Year
- 1994
- Organization Type
- Corporation
- Tax Deductibility
- Contributions are deductible
About This Foundation
Iowa West Foundation is a private corporation based in COUNCIL BLFS, IA. The foundation received its IRS ruling in 1994. It holds total assets of $495.7M. Annual income is reported at $152.2M. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$23.2M
2023+2%
Total Assets
$492.6M
2023+7%
Fair Market Value
$492.6M
2023
Net Worth
$460.7M
2023
Grants Paid
$14.4M
2023
Contributions
$8.6M
2023
Net Investment Income
$14.5M
2023
Distribution Amount
$19.9M
2023
Total Giving by Year
$13.9M
11$19.9M
12$23.9M
13$26.4M
14$17.9M
15$24.5M
19$23.4M
20$26.6M
21$22.8M
22$23.2M
23Asset Growth
$312.8M
11$336.8M
12$375M
13$383.3M
14$367.6M
15$429.5M
19$471.8M
20$531.8M
21$461.6M
22$492.6M
23Investment Portfolio (2023)
Total: $197M
Corporate Stock: $168.6M
Corporate Bonds: $28.4M
Other Investments: $216.6M
Cash: $1.3M
Corporate Stock (41%)
Corporate Bonds (7%)
Other Investments (52%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$14.4M
Depreciation$2.1M
Interest$674K
Pension & Benefits$376K
Occupancy$319K
Officer Compensation$316K
Printing & Publications$197K
Accounting Fees$165K
Legal Fees$44K
Travel & Conferences$35K
Revenue Sources (2023)
- Contributions
- $8.6M
- Dividends
- $6.8M
- Other Income
- $5.4M
- Capital Gains (Net)
- $5.1M
- Gross Rents
- $146K
Financial Details (2023)
- Total Revenue
- $25.9M
- Total Expenses
- $23.2M
- Exempt Purpose Expenses
- $20M
- Required Distribution
- $19.9M
- Undistributed Income
- $0
- Grants Approved (Future)
- $12.3M
- Total Liabilities
- $32M
- Excise Tax
- $201K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica