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Ottumwa Regional Legacy Foundation Inc. is a private corporation based in OTTUMWA, IA. The foundation received its IRS ruling in 2016. It holds total assets of $73.8M. Annual income is reported at $15.2M. REVITALIZATION - DOWNTOWN IS A SYMBOL OF THE HISTORIC HEART OF THE CITY. WE ARE WORKING TO REVITALIZE DOWNTOWN OTTUMWA AND THE SURROUNDING AREAS TO MAKE IT AN ATTRACTIVE PLACE TO LIVE AND WORK. OUR CURRENT PROJECTS FALL UNDER 4 THEMES: RECLAIMING MAIN STREET, RIVERFRONT RENAISSANCE, OTTUMWA SPORTS CAMPUS & EXTENDING CENTRAL PARK TO THE RIVER. According to available records, Ottumwa Regional Legacy Foundation Inc. has made 383 grants totaling $5.6M, with a median grant of $4K. Annual giving has decreased from $1.5M in 2020 to $820K in 2023. Grantmaking activity was highest in 2022 with $1.8M distributed across 89 grants. Individual grants have ranged from $100 to $500K, with an average award of $15K. The foundation has supported 135 unique organizations. The foundation primarily supports organizations in Iowa, Missouri, Ohio, which account for 96% of all grants. Grantmaking reaches organizations across 11 states. Contributions to this foundation are tax-deductible.
REVITALIZATION - DOWNTOWN IS A SYMBOL OF THE HISTORIC HEART OF THE CITY. WE ARE WORKING TO REVITALIZE DOWNTOWN OTTUMWA AND THE SURROUNDING AREAS TO MAKE IT AN ATTRACTIVE PLACE TO LIVE AND WORK. OUR CURRENT PROJECTS FALL UNDER 4 THEMES: RECLAIMING MAIN STREET, RIVERFRONT RENAISSANCE, OTTUMWA SPORTS CAMPUS & EXTENDING CENTRAL PARK TO THE RIVER.
Expenses: $40K
LEADERSHIP ACADEMY - TO CARRY OUT OUR INITIATIVES WE NEED SUPPORTIVE LEADERSHIP AT ALL LEVELS. WE HAVE ESTABLISHED THE OTTUMWA LEADERSHIP ACADEMY WHICH IS A 10 MONTH PROGRAM THAT STRIVES TO EDUCATE, EMPOWER, ENCOURAGE AND ENGAGE FUTURE LEADERS TO CREATE POSITIVE CHANGE IN OUR COMMUNITY, GOVERNMENT AND BUSINESSES.
Expenses: $242K
NEWCOMER RELATIONS: THIS PROGRAM HOSTS A SERIES OF FREE, INTERACTIVE SESSIONS DESIGNED TO CONNECT NEWCOMERS TO THE ATTRIBUTES AND AMENITIES OF THE COMMUNITY OF OTTUMWA. BUSINESSES ARE PROVIDED ASSISTANCE WITH THEIR RECRUITMENT OF STAFF BY OFFERING COMMUNITY TOURS FOR NEW APPLICANTS.
Expenses: $123K
OTHER CHARITABLE ACTIVITIES:JOBS: THE LEGACY FOUNDATION WORKS WITH THE OTTUMWA ECONOMIC DEVELOPMENT CORPORATION, THE CITY OF OTTUMWA AND VARIOUS OTHER ORGANIZATIONS TO ATTRACT BUSINESSES TO OUR COMMUNITY. EDUCATION: THE LEGACY FOUNDATION COLLABORATES WITH THE SCHOOLS IN WAPELLO COUNTY TO IMPROVE THE EDUCATION THROUGH TECHNOLOGY AS WELL AS MENTORING PROGRAMS, DAYCARE AND PRESCHOOL PROGRAMS AND ADULT LEARNING OPPORTUNITIES. HOUSING: THE LEGACY FOUNDATION HAS BEEN A KEY PARTNER WITH SEVERAL ORGANIZATIONS IN THE COMMUNITY IN CONDUCTING VARIOUS HOUSING STUDIES AND EXPLORING OPPORTUNITIES FOR ADDITIONAL HOUSING IN THE OTTUMWA AREA.
Expenses: $229K
REVITALIZATION - DOWNTOWN IS A SYMBOL OF THE HISTORIC HEART OF THE CITY. WE ARE WORKING TO REVITALIZE DOWNTOWN OTTUMWA AND THE SURROUNDING AREAS TO MAKE IT AN ATTRACTIVE PLACE TO LIVE AND WORK. OUR CURRENT PROJECTS FALL UNDER 4 THEMES: RECLAIMING MAIN STREET, RIVERFRONT RENAISSANCE, OTTUMWA SPORTS CAMPUS & EXTENDING CENTRAL PARK TO THE RIVER. Based on available records, the foundation has funded 383 grants. Its grantmaking reaches organizations primarily in IA, MO, OH.
Ottumwa Regional Legacy Foundation Inc. has distributed a total of $5.6M across 383 grants. The median grant size is $4K, with an average of $15K. Individual grants have ranged from $100 to $500K.
The application deadline is APPLICATIONS ARE ACCEPTED 3 TIMES PER YEAR. SUBMISSION DEADLINES ARE AVAILABLE ONLINE.. GEOGRAPHICAL AREA SERVED IS THE CITY OF OTTUMWA AND WAPELLO COUNTY.
Ottumwa Regional Legacy Foundation Inc. is headquartered in OTTUMWA, IA. While based in IA, the foundation distributes grants to organizations across 11 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Kelly Genners | PRESIDENT/CEO | $225K | $13K | $237K |
| Mike Spieler | VP OF FINANCE | $163K | $10K | $173K |
| Himar Hernandez | CHAIR | $0 | $0 | $0 |
| Mark Clark | DIRECTOR | $0 | $0 | $0 |
| Ashley Noreuil | DIRECTOR | $0 | $0 | $0 |
Total Giving
$3.2M
Total Assets
$70.1M
Fair Market Value
$70.1M
Net Worth
$69.5M
Grants Paid
$820K
Contributions
$111K
Net Investment Income
$550K
Distribution Amount
$3.3M
Total: $16.2M
Total Grants
383
Total Giving
$5.6M
Average Grant
$15K
Median Grant
$4K
Unique Recipients
135
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| City Of OttumwaWEST END IGNITED | Ottumwa, IA | $29K | 2023 |
| Drake University2023 LCL SCHOLARSHIP | Des Moines, IA | $2K | 2023 |
| Indian Hills Community CollegeCOLLEGE & CAREER TECHNICAL COACH | Ottumwa, IA | $150K | 2023 |
| South Central Iowa Local Workforce DevelopmentYOUTH COMMUNITY CO-DESIGNER PRE-APPRENTICESHIP PROGRAM | Ottumwa, IA | $33K | 2023 |
| Midwest Little League Dba Ottumwa Little League |
| Jill Budde |
| VICE CHAIR |
| $0 |
| $0 |
| $0 |
| Taren Ferguson | DIRECTOR | $0 | $0 | $0 |
| Jessica Mccullen | DIRECTOR | $0 | $0 | $0 |
| Natalie Bolin | PAST CHAIR | $0 | $0 | $0 |
| David Bradford | DIRECTOR | $0 | $0 | $0 |
| Brian Mcwilliams | TREASURER | $0 | $0 | $0 |
| Russ Sporer | DIRECTOR | $0 | $0 | $0 |
| Sandra Hendred | DIRECTOR | $0 | $0 | $0 |
| Jean Dell | DIRECTOR | $0 | $0 | $0 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| 2015 | 990PF | View |
| Ottumwa, IA |
| $30K |
| 2023 |
| Iowa Legal AidWAPELLO COUNTY HOUSING STABILITY PROJECT | Ottumwa, IA | $30K | 2023 |
| Heartland Humane Society LtdBUILDING A NEW ANIMAL SHELTER FOR WAPELLO COUNTY | Ottumwa, IA | $30K | 2023 |
| American Home Finding AssociationWINDOWS FOR AMERICAN HOME FINDING ASSOCIATION'S AGENCY SHELTER | Ottumwa, IA | $30K | 2023 |
| Rippling WatersIMPROVING ACCESS TO AFFORDABLE HOUSING WITH A NEIGHBORHOOD REVITALIZATION APPROACH | Ottumwa, IA | $30K | 2023 |
| Ottumwa Park And Recreation Foundation IncOTTUMWA PARK EQUIPMENT REQUEST | Ottumwa, IA | $30K | 2023 |
| First Resources CorporationRESIDENTIAL TREATMENT RENOVATIONS | Sigourney, IA | $30K | 2023 |
| Pleasant Valley Manor IncPLEASANT VALLEY MANOR ACCESSIBILITY PROJECT PHASE III - WALK IN SHOWERS | Eddyville, IA | $24K | 2023 |
| Wapello County Trails CouncilWABASH PEDESTRIAN BRIDGE | Ottumwa, IA | $21K | 2023 |
| Greater Ottumwa Partners In Progress2023 GENERAL OPERATING GRANT | Ottumwa, IA | $20K | 2023 |
| Food Bank Of IowaDISTRIBUTION CENTER ADA RENOVATIONS TO IMPROVE ACCESSIBILITY AND EFFICIENCY | Des Moines, IA | $13K | 2023 |
| Ottumwa High School Music Boosters IncOTTUMWA VOCAL MUSIC PROGRAM | Ottumwa, IA | $12K | 2023 |
| Cardinal Community School DistrictCARDINAL IJAG SPECIALIST | Eldon, IA | $11K | 2023 |
| Greater Ottumwa Development FoundationALTA VISTA LAND ACQUISITION | Ottumwa, IA | $11K | 2023 |
| Four Oaks Family And Children'S ServicesFOUR OAKS FAMILY VISIT HOUSE: CREATING A SAFE, NURTURING PLACE FOR FAMILIES TO SPEND TIME TOGETHER | Cedar Rapids, IA | $10K | 2023 |
| Wapello County 4-H Exposition IncKITCHEN UPGRADE FOR WAPELLO COUNTY 4-H EXPO GROUNDS. | Ottumwa, IA | $10K | 2023 |
| Indian Hills Community College Development CorporationWARRIOR EDGE: DEVELOPING ROBUST DIVERSITY, EQUITY AND INCLUSION PROGRAMMING IN WAPELLO COUNTY | Ottumwa, IA | $10K | 2023 |
| Southern Iowa Mental Health CenterTRANSLATING CHANGE IN RURAL MENTAL HEALTH | Ottumwa, IA | $10K | 2023 |
| Bridge View Center IncBVC - HARMONY PARK SUNSHADE | Ottumwa, IA | $10K | 2023 |
| Eldon UptowndowntownELDON AVENUE OF FLAGS FLAG POLE REPLACEMENT | Eldon, IA | $10K | 2023 |
| Greater Ottumwa Vocal Arts Project IncBI-LINGUAL PRODUCTION (SPANISH/ENGLISH) OF "DON QUIXOTE" FOR CHILDREN | Ottumwa, IA | $9K | 2023 |
| Grace FellowshipGRACE GARDEN | Ottumwa, IA | $9K | 2023 |
| Ottumwa Area Arts CouncilEXPANDING PUBLIC ART MURAL OPPORTUNITIES IN OTTUMWA | Ottumwa, IA | $8K | 2023 |
| Ottumwa Public Library Friends IncOTTUMWA PUBLIC LIBRARY MICROFILM DIGITIZATION PROJECT | Ottumwa, IA | $8K | 2023 |
| Wapello County Council For The Prevention Of Child Abuse-Neglect (Dba WapelPARENT CAF WAPELLO COUNTY | Ottumwa, IA | $7K | 2023 |
| Ottumwa Community Children'S PlayhouseMICROPHONE PURCHASES | Ottumwa, IA | $7K | 2023 |
| Camp Invention OttumwaCAMP INVENTION: K-6 SUMMER ENRICHMENT PROGRAM FOR WAPELLO COUNTY CHILDREN | North Canton, OH | $7K | 2023 |
| Southeast Iowa Symphony OrchestraSOUTHEAST IOWA SYMPHONY ORCHESTRA (SEISO) SCHOOL TOURS | Mt Pleasant, IA | $5K | 2023 |
| Rocket Rampage #8737 - At Ebf SchoolsROBOTICS CLASS/TEAM 2023 SEASON | Eddyville, IA | $5K | 2023 |
| Ecumenical Lord'S CupboardTHE ECUMENICAL LORD'S CUPBOARD | Ottumwa, IA | $5K | 2023 |
| University Of Iowa2023 LCL SCHOLARSHIP | Iowa City, IA | $4K | 2023 |
| At Still University Kirksville2023 LCL SCHOLARSHIP | Kirksville, MO | $4K | 2023 |
| Greater Ottumwa Convention And Visitors Bureau IncMEET OTTUMWA WEBSITE ENHANCEMENTS - GOOGLE PLACES AND INTERACTIVE MAP | Ottumwa, IA | $4K | 2023 |
| Bio Girls IncBIO GIRLS - OTTUMWA, IA - 2024 | Fargo, ND | $3K | 2023 |
| Wapello County Historical Society Dba Iowa Heartland History ConnectionVIETNAM WAR VETERAN REMEMBRANCE PROJECT | Ottumwa, IA | $3K | 2023 |
| Pekin Community School DistrictPEKIN PANTHER FIRST ROBOTICS | Packwood, IA | $3K | 2023 |
| Mount Mercy University2023 LCL SCHOLARSHIP | Cedar Rapids, IA | $3K | 2023 |
| Wapello Family Treatment Court FoundationCHRISTMAS CELEBRATION FOR WAPELLO FAMILY TREATMENT COURT CHILDREN | Ottumwa, IA | $2K | 2023 |
| Bellevue University2023 LCL SCHOLARSHIP | Bellevue, NE | $2K | 2023 |
| Ottumwa Community School FoundationTMHFA TRAINING COLLABORATION | Ottumwa, IA | $2K | 2023 |
| Cardinal Community School District-Teacher Mini GrantsELEVATE IN NASHVILLE | Eldon, IA | $2K | 2023 |
| Iowa Jobs For Americas Graduates (Ijag) IncIJAG OTTUMWA LEADS! | Des Moines, IA | $1K | 2023 |
| Wartburg College2023 LCL SCHOLARSHIP | Waverly, IA | $1K | 2023 |
| Sparky Claus Inc2023 SPARKY CLAUS CHRISTMAS SHOPPING | Ottumwa, IA | $1K | 2023 |
| Seton Catholic SchoolK-1 EARLY PHONICS INTERVENTION RESOURCES | Ottumwa, IA | $759 | 2023 |
| Eddyville Blakesburg Fremont Csd-Teacher Mini GrantsGREENHOUSE LABEL PRINTER & LABELS | Eddyville, IA | $750 | 2023 |
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