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Also known as: Heartland Bank and Trust Trustee
Katherine Bogadus Trust Uw is a private trust based in NORMAL, IL. The foundation received its IRS ruling in 1969. The principal officer is % Heartland Bank And Trust Co. It holds total assets of $2M. Annual income is reported at $495K. COLLEGE TUITION LOANS (GRANTS) MADE TO SIX (6) DIFFERENT STUDENTS AVERAGING $4,833.34 PER STUDENT. According to available records, Katherine Bogadus Trust Uw has made 4 grants totaling $237K, with a median grant of $57K. The foundation has distributed between $58K and $94K annually from 2020 to 2023. Individual grants have ranged from $29K to $94K, with an average award of $59K. Grant recipients are concentrated in Illinois. Contributions to this foundation are tax-deductible.
COLLEGE TUITION LOANS (GRANTS) MADE TO SIXTEEN (16) DIFFERENT STUDENTS AVERAGING $5,886.18 PER STUDENT.
Expenses: $94K
COLLEGE TUITION LOANS (GRANTS) MADE TO SIX (6) DIFFERENT STUDENTS AVERAGING $4,833.34 PER STUDENT. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in IL.
Katherine Bogadus Trust Uw has distributed a total of $237K across 4 grants. The median grant size is $57K, with an average of $59K. Individual grants have ranged from $29K to $94K.
STUDENT LOANS ARE GRANTED TO PAY TUITION AND MADE FOR ONE TERM OR ACADEMIC PERIOD TO DEWITT COUNTY, ILLINOIS RESIDENTS SO THAT THEY MAY ATTEND OR MAY CONTINUE ATTENDING EDUCATIONAL INSTITUTIONS THAT ARE DESCRIBED IN SECTION 170(B)(1)(A)(II) OF THE INTERNAL REVENUE CODE AND/OR DESCENDANTS OF THE FIRST COUSINS OF THE CREATOR OF THIS TRUST. THE TRUSTEE HAS THE DISCRETION TO CONTINUE LOANING TRUST FUNDS TO THE APPLICANT.
Katherine Bogadus Trust Uw is headquartered in NORMAL, IL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Martha Jo Orris | Wealth Advisor | $0 | $0 | $0 |
Total Giving
$234K
Total Assets
$2.1M
Fair Market Value
$2.1M
Net Worth
$2.1M
Grants Paid
$85K
Contributions
$102K
Net Investment Income
$88K
Distribution Amount
$179K
Total: $232K
Total Grants
4
Total Giving
$237K
Average Grant
$59K
Median Grant
$57K
Unique Recipients
1
Most Common Grant
$29K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See StatementEDUCATIONAL AT INSTITUTION LISTED | Dewitt County, IL | $85K | 2023 |
MARIETTA, OH
PRINCETON, IL
PARIS, IL
MATTOON, IL
PHOENIX, AZ
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
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