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  4. Heartland Charitable Trust
EIN 42-6549922

Heartland Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Dubuque
State
Iowa
Year formed
1996
Most recent tax filings
2022-12-01
NTEE code, primary
T31: Community Foundations
Description
The Heartland Charitable Trust gathers contributions from individual organizations, holds these funds until disbursed to Sec. 501 (C)(3) organizations and provides donor advised grants to charitable organizations through programs listed in the schedule attached.
Also known as...
Alexander D Larson Gift Fund 00670000
Total revenues
$2,277,429
2022
Total expenses
$1,742,828
2022
Total assets
$8,065,160
2022
Num. employees
0
2022

Program areas at Heartland Charitable Trust

To provide donor advised grants to Charitable organizations schedule attached.

Grants made by Heartland Charitable Trust

GranteeGrant descriptionAmount
Colorado State University FoundationEducation$100,000
Truang Buddhist InstituteReligious$56,000
The East Dubuque Library FoundationSocial Services/ Social Benefits$50,000
...and 15 more grants made

Who funds Heartland Charitable Trust

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Rebel Family FoundationGrants To Charitable Organizations$25,000

Personnel at Heartland Charitable Trust

NameTitleCompensation
Julia ParkerBank Officer
Lynn B FullerVice President$0

Financials for Heartland Charitable Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$1,876,646
Program services$0
Investment income and dividends$164,307
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$236,476
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,277,429

Form 990s for Heartland Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-15990View PDF
2020-122021-11-05990View PDF
2019-122021-03-01990View PDF
2018-122020-01-14990View PDF
...and 10 more Form 990s

Organizations like Heartland Charitable Trust

OrganizationLocationRevenue
Spur Community FoundationKetchum, ID$4,990,175
Black River Falls Area FoundationBlack River Falls, WI$572,364
Community Foundation of Greater RomeRome, GA$2,246,853
Fort Recovery Ohio Community FoundationFort Recovery, OH$2,221,010
The Donor Advised Fund of The VBFRichmond, VA$1,445,760
West Bend Community Foundation (WBCF)Milwaukee, WI$6,633,490
Community Foundation TrustFort Collins, CO$789,853
Greene GivingXenia, OH$2,278,070
Goldstein FoundationManhattan, KS$582,901
First Midwest Charitable Trust XXX-XX-XXXXEvansville, IN$639,589
Data update history
January 6, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 5, 2024
Updated personnel
Identified 2 new personnel
December 26, 2023
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 12, 2023
Received grants
Identified 1 new grant, including a grant for $25,000 from Rebel Family Foundation
Nonprofit Types
Grantmaking organizationsCommunity foundationsCharitiesDonor Advised Funds (DAFs)
Issues
Community improvement
Characteristics
Operates donor advised fundsProvides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 747
Dubuque, IA 52004
Metro area
Dubuque, IA
County
Dubuque County, IA
Phone
(563) 589-2133
IRS details
EIN
42-6549922
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1996
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T31: Community Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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