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Phyllis Perry Hulton Educational Trust is a private trust based in MARSHALLTOWN, IA. The foundation received its IRS ruling in 1995. The principal officer is Bowman & Miller Pc. It holds total assets of $2.3M. Annual income is reported at $184K. Total assets have grown from $1.4M in 2010 to $2.3M in 2022. The foundation is governed by 5 officers and trustees. Scholarship grants - a minimum of 40 awards given each year. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Iowa. According to available records, Phyllis Perry Hulton Educational Trust has made 556 grants totaling $615K, with a median grant of $1K. The foundation has distributed between $120K and $245K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $245K distributed across 196 grants. Individual grants have ranged from $500 to $1K, with an average award of $1K. The foundation has supported 349 unique organizations. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$1K
Average Grant
$984
Largest Grant
$1K
Based on 122 grants from the most recent 990-PF filing.
Scholarship grants - a minimum of 40 awards given each year.
Expenses: $120K
Scholarship grants - a minimum of 40 awards given each year. Based on available records, the foundation has funded 556 grants. Its grantmaking reaches organizations primarily in IA.
Phyllis Perry Hulton Educational Trust has distributed a total of $615K across 556 grants. The median grant size is $1K, with an average of $1K. Individual grants have ranged from $500 to $1K.
Phyllis Perry Hulton Educational Trust typically selects its grantees rather than accepting unsolicited proposals. The application deadline is APRIL 1ST OF SCHOOL YEAR COMMENCING IN SEPTEMBER. APPLICATIONS AVAILABLE IN JANUARY..
Phyllis Perry Hulton Educational Trust is headquartered in MARSHALLTOWN, IA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Chris Jones | TRUSTEE | $0 | $0 | N/A |
| Nan Benson | TRUSTEE | $0 | $0 | N/A |
| H Victor Hellberg | TRUSTEE | $0 | $0 | N/A |
| Cathy Underhill | TRUSTEE | $0 | $0 | N/A |
| Ann Heying | TRUSTEE | $0 | $0 | N/A |
Total Giving
$135K
Total Assets
$2.3M
Fair Market Value
$3.1M
Net Worth
$2.3M
Grants Paid
$130K
Contributions
N/A
Net Investment Income
$172K
Distribution Amount
$52K
Total: N/A
Total Grants
556
Total Giving
$615K
Average Grant
$1K
Median Grant
$1K
Unique Recipients
349
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ford RachelEDUCATIONAL | State Center, IA | $1K | 2023 |
| King JordanEDUCATIONAL | Gilman, IA | $1K | 2023 |
| Butler BayleeEDUCATIONAL | State Center, IA | $1K | 2023 |
| Eirikson GabbyEDUCATIONAL | State Center, IA | $1K | 2023 |
| Hull EllieEDUCATIONAL | Le Grand, IA | $1K | 2023 |
| Keigan CalebEDUCATIONAL | State Center, IA | $1K | 2023 |
| Avalos RochelleEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Breja KathrynEDUCATIONAL | State Center, IA | $1K | 2023 |
| Dee ClaraEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Edler EmmettEDUCATIONAL | State Center, IA | $1K | 2023 |
| Gould HannahEDUCATIONAL | Rhodes, IA | $1K | 2023 |
| Herrera MarcoEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Jones TaylorEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Jorgenson ReynaEDUCATIONAL | Cedar Falls, IA | $1K | 2023 |
| Walker MollyEDUCATIONAL | State Center, IA | $1K | 2023 |
| Augustine MargaretEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Barker MarcusEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Bradley SamanthaEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Case AveryEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Curphy CallynEDUCATIONAL | Gilman, IA | $1K | 2023 |
| Dobson AddisonEDUCATIONAL | Le Grand, IA | $1K | 2023 |
| Duncan ArianaEDUCATIONAL | State Center, IA | $1K | 2023 |
| Foster KincaidEDUCATIONAL | Gilman, IA | $1K | 2023 |
| Geil ZacharyEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Stone RebekahEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Halverson PaytonEDUCATIONAL | State Center, IA | $1K | 2023 |
| Tejada JadeEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Siegert KyahEDUCATIONAL | Melbourne, IA | $1K | 2023 |
| Tiernan KaitlynEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Jordan AlyssaEDUCATIONAL | Le Grand, IA | $1K | 2023 |
| Tollefson GraceEDUCATIONAL | State Center, IA | $1K | 2023 |
| Snider KarlynEDUCATIONAL | Rhodes, IA | $1K | 2023 |
| Tollefson JosephEDUCATIONAL | State Center, IA | $1K | 2023 |
| Anderson SethEDUCATIONAL | Ames, IA | $1K | 2023 |
| Snyder SamanthaEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Wengert GretaEDUCATIONAL | State Center, IA | $1K | 2023 |
| Wiegand AshlyEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Batterson AdamEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Sogge ClaytonEDUCATIONAL | State Center, IA | $1K | 2023 |
| Campbell CarrieEDUCATIONAL | Newton, IA | $1K | 2023 |
| Wittkop TaylorEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Case HannahEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Stanley EmmaEDUCATIONAL | Melbourne, IA | $1K | 2023 |
| Dickey BrandtEDUCATIONAL | State Center, IA | $1K | 2023 |
| Drummer JayEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Duff LillyEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Santana JolceyEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Wheater KennedyEDUCATIONAL | Le Grand, IA | $1K | 2023 |
| Seberger AaronEDUCATIONAL | Marshalltown, IA | $1K | 2023 |
| Kline CaelEDUCATIONAL | State Center, IA | $1K | 2023 |