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Also known as: C/O WANDA JANE FARRELL
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Juli Ann Farrell Charitable Trust Declaration is a private trust based in HUDSON, IA. The foundation received its IRS ruling in 2000. The principal officer is Wanda Jane Farrell. It holds total assets of $269K. Annual income is reported at $21K. Total assets have grown from $192K in 2011 to $269K in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of education. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Iowa. According to available records, Juli Ann Farrell Charitable Trust Declaration has made 30 grants totaling $49K, with a median grant of $1K. Annual giving has grown from $8K in 2020 to $13K in 2023. Grantmaking activity was highest in 2022 with $18K distributed across 9 grants. Individual grants have ranged from $500 to $6K, with an average award of $2K. The foundation has supported 14 unique organizations. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$1K
Average Grant
$1K
Largest Grant
$4K
Based on 6 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.
Juli Ann Farrell Charitable Trust Declaration primarily funds organizations in the area of education. Based on available records, the foundation has funded 30 grants. Its grantmaking reaches organizations primarily in IA.
Juli Ann Farrell Charitable Trust Declaration has distributed a total of $49K across 30 grants. The median grant size is $1K, with an average of $2K. Individual grants have ranged from $500 to $6K.
Juli Ann Farrell Charitable Trust Declaration typically selects its grantees rather than accepting unsolicited proposals.
Juli Ann Farrell Charitable Trust Declaration is headquartered in HUDSON, IA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wanda J Farrell | TRUSTEE | $0 | $0 | N/A |
Total Giving
$17K
Total Assets
$269K
Fair Market Value
$313K
Net Worth
$269K
Grants Paid
$13K
Contributions
N/A
Net Investment Income
$8K
Distribution Amount
$14K
Total: $265K
Total Grants
30
Total Giving
$49K
Average Grant
$2K
Median Grant
$1K
Unique Recipients
14
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Northeast Iowa Food BankDONATION | Waterloo, IA | $4K | 2023 |
| Kylee SalleeSCHOLARSHIP | Hudson, IA | $2K | 2023 |
| Madeline HansenSCHOLARSHIP | Hudson, IA | $2K | 2023 |
| Isabella JorgensenSCHOLARSHIP | Hudson, IA | $2K | 2023 |
| Rachel BaulerSCHOLARSHIP | Hudson, IA | $2K | 2023 |
| Tara JochumsenSCHOLARSHIP | Hudson, IA | $2K | 2023 |
| Lane RogersSCHOLARSHIP | Hudson, IA | $1K | 2023 |
| Buchanan County Historical SocietySCHOLARSHIP | Independence, IA | $2K | 2022 |
| St James Episcopal ChurchSCHOLARSHIP | Independence, IA | $2K | 2022 |
| Jared KingSCHOLARSHIP | Hudson, IA | $2K | 2022 |
| Jayden EngelSCHOLARSHIP | Cedar Falls, IA | $1K | 2021 |
| Harley SchleySCHOLARSHIP | Hudson, IA | $1K | 2021 |
| Emma YoderSCHOLARSHIP | Cedar Falls, IA | $1K | 2021 |
| Nina DemuthSCHOLARSHIP | Iowa City, IA | $1K | 2020 |