Funders › Iowa

Olberg Family Charitable Trust

Marion, IA · EIN 42-1305184. Reported 88 grants totalling $65,358 to 37 recipients across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$500median grant
$65,358granted, 2021-2024
37recipients, as named on its returns
77%of grantees funded again the next year
$246,574assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Olberg Family Charitable Trust did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $500. Half of everything it gave fell between $500 and $500; the smallest was $25 and the largest $5,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
72 grants
$1,000 - $5,000
15 grants
$5,000 - $10,000
1 grant

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Planned Parenthood Planned ParenthoodCedar Rapids, IA$13,050442024
Cedar Rapids Museum of Art Cedar Rapids Museum of ArtCedar Rapids, IA$12,185442024
First Presbyterian Church First Presbyterian ChurchCedar Rapids, IA$8,298442024
Hoover Presidential Library Associ Hoover Presidential Library AssociationWest Branch, IA$3,150442024
Kids First Law Center Kids First Law CenterCedar Rapids, IA$2,700442024
Trees Forever Trees ForeverMarion, IA$2,050442024
ACLU Foundation Inc ACLU Foundation IncNew York City, NY$2,000442024
Bates College Bates CollegeLewiston, ME$2,000442024
Brown Ledge Foundation Brown Ledge FoundationBurlington, VT$2,000442024
Green Lake Association Green Lake AssociationEllsworth, ME$2,000442024
Indian Creek Nature Center Indian Creek Nature CendterCedar Rapids, IA$2,000442024
Linn County Historical Society Linn County Historical SocietyCedar Rapids, IA$2,000442024
Madeira School Fund Madeira School FundMclean, VA$2,000442024
Vassar College Vassar CollegePoughkeepsie, NY$2,000442024
Waypoint Services Waypoint ServicesCedar Rapids, IA$2,000442024
Area Substance Abuse Council Area Substance Abuse CouncilCedar Rapids, IA$1,000112021
Foundation 2 Foundation 2Cedar Rapids, IA$1,000112023
Lyme Land Conservation Trust Lyme Land Conservation TrustOld Lyme, CT$1,000222022
Prospect Park Alliance Prospect Park AllianceBrooklyn, NY$1,000222024
Juvenile Diabetes Research Foundati Juvenile Diabetes Research FoundationCedar Rapids, IA$275442024
Cedar Rapids New Bo District Cedar Rapids New Bo DistrictCedar Rapids, IA$200112022
Cedar Rapids Opera Cedar Rapids OperaCedar Rapids, IA$200222024
Salisbury Volunteer Ambulance Salisbury Bolunteer AmbulanceSalisbury, CT$200112024
Wild Prairie Woods Wild Prairie WoodsHiawatha, IA$150112022
Camp Courageous Camp CourageousMonticello, IA$100112022
Cedar Rapids Garden Club Cedar Rapids Garden ClubCedar Rapids, IA$100112021
First Congregational Chruch First Congregational ChurchCedar Rapids, IA$100112021
Mothers Against Media Addiction Mothers Against Media AddictionNew York City, NY$100112024
Nat'l Mississippi River Museum Nat'l Mississippi River MuseumDubuque, IA$100112024
Oak Hill Cemetery Association Oak Hill Cemetery AssociationCedar Rapids, IA$75112021
Camp Courageous of Iowa Camp Courageous of IowaMonticello, IA$50112024
Cedar Rapids Parks Foundation Cedar Rapids Parks FoundationCedar Rapids, IA$50112022
Community Health Initiative Community Health IniativeCedar Rapids, IA$50112022
Eastern Iowa Arts Academy Eastern Iowa Arts AcademyCedar Rapids, IA$50112024
Revieval Theatre of Cedar Rapids Revival Theatre of Cedar RapidsCedar Rapids, IA$50112024
Special Olympics of Iowa Special Olympics of IowaGrimes, IA$50112024
National Law Enforcement Fund National Law Enforcement FundWashington, DC$25112024

19 of 37 (51%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 77%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 24 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Environment
10 grants
Arts & Culture
4 grants
Crime & Legal
4 grants
Recreation & Sports
3 grants
Education
2 grants
Human Services
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202122$17,713$500
202222$15,290$500
202318$16,070$500
202426$16,285$500

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

78% of its giving went to organizations in Iowa. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.

Iowa
$51K
New York
$5K
Maine
$4K
Virginia
$2K
Vermont
$2K
Connecticut
$1K
District of Columbia
$25

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Donor Advised Charitable Giving Inc10 shared recipientsAmerican Online Giving Foundation Inc10 shared recipientsFidelity Investments Charitable Gift Fund8 shared recipientsAlliant Energy Foundation Inc7 shared recipientsGreater Cedar Rapids Community6 shared recipientsThe Bank of America Charitable Foundation Inc5 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $500. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in Iowa.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from Olberg Family Charitable Trust's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: 1926 Bloomington Road, Marion, IA, 52302. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 42-1305184 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email [email protected] and we will correct it.