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Also known as: FUND FOR THE SOUTHEAST POLK SCHOOL DIST
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Marie L & John L Carter Trust Fund Fbo Se Polk Cmty Sch Dist is a private corporation based in BOONE, IA. The foundation received its IRS ruling in 0000. The principal officer is Legacy Bank. It holds total assets of $168K. Annual income is reported at $8K. Total assets have decreased from $279K in 2011 to $177K in 2023. The foundation is governed by 1 officer or trustee. Trust fund provides scholarships for residents & graduates of southeast polk school district to attend iowa colleges & universities. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2024. Grantmaking is concentrated in Iowa. According to available records, Marie L & John L Carter Trust Fund Fbo Se Polk Cmty Sch Dist has made 29 grants totaling $30K, with a median grant of $1K. The foundation has distributed between $6K and $8K annually from 2021 to 2024. Individual grants have ranged from $1K to $2K, with an average award of $1K. The foundation has supported 15 unique organizations. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$1K
Average Grant
$1K
Largest Grant
$1K
Based on 6 grants from the most recent 990-PF filing.
Trust fund provides scholarships for residents & graduates of southeast polk school district to attend iowa colleges & universities. Provided 7 scholarships this year.
Expenses: $8K
Trust fund provides scholarships for residents & graduates of southeast polk school district to attend iowa colleges & universities. Based on available records, the foundation has funded 29 grants. Its grantmaking reaches organizations primarily in IA.
Marie L & John L Carter Trust Fund Fbo Se Polk Cmty Sch Dist has distributed a total of $30K across 29 grants. The median grant size is $1K, with an average of $1K. Individual grants have ranged from $1K to $2K.
Marie L & John L Carter Trust Fund Fbo Se Polk Cmty Sch Dist typically selects its grantees rather than accepting unsolicited proposals.
Marie L & John L Carter Trust Fund Fbo Se Polk Cmty Sch Dist is headquartered in BOONE, IA.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Visionbank Of Iowa | TRUSTEE | $2K | $0 | $2K |
Total Giving
$15K
Total Assets
$177K
Fair Market Value
$177K
Net Worth
$177K
Grants Paid
$8K
Contributions
N/A
Net Investment Income
$712
Distribution Amount
$9K
Total Grants
29
Total Giving
$30K
Average Grant
$1K
Median Grant
$1K
Unique Recipients
15
Most Common Grant
$1K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Haden HorstmanEDUCATIONAL SCHOLARSHIP | Pleasant Hill, IA | $1K | 2024 |
| Kenzie NewtonEDUCATIONAL SCHOLARSHIP | Pleasant Hill, IA | $1K | 2024 |
| Mia TooneyEDUCATIONAL SCHOLARSHIP | Runnells, IA | $1K | 2024 |
| Luke WerthmannEDUCATIONAL SCHOLARSHIP | Des Moines, IA | $1K | 2024 |
| Emma MarshallEDUCATIONAL SCHOLARSHIP | Altoona, IA | $1K | 2024 |
| Regan TrexelEDUCATIONAL SCHOLARSHIP | Altoona, IA | $1K | 2024 |
| Stephanie FritchEDUCATIONAL SCHOLARSHIP | Mitchellville, IA | $1K | 2024 |
| Emma CochranEDUCATIONAL SCHOLARSHIP | Altoona, IA | $1K | 2024 |
| Evan PerryEDUCATIONAL SCHOLARSHIP | Altoona, IA | $1K | 2023 |
| Ami PenquiteEDUCATIONAL SCHOLARSHIP | Altoona, IA | $1K | 2023 |
| Amy PenquiteEDUCATIONAL SCHOLARSHIP | Altoona, IA | $1K | 2022 |
| Tracy LeEDUCATIONAL SCHOLARSHIP | Altoona, IA | $2K | 2021 |
| Nicole MajerusEDUCATIONAL SCHOLARSHIP | Pleasant Hill, IA | $1K | 2021 |
| Regan TrexeEDUCATIONAL SCHOLARSHIP | Altoona, IA | $1K | 2021 |
| Samantha CraigEDUCATIONAL SCHOLARSHIP | Altoona, IA | $1K | 2021 |