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EIN 42-1305184

Olberg Family Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Marion
State
Iowa
Year formed
1988
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Olberg Family Charitable Trust is a private foundation located in Marion, IA that primarily funds community betterment, educational support, community health, religious & community betterment, historical and cultural, culture & education, and cultural & historical organizations. Its purpose is solely to cover income tax and tax return preparation & bank fees and it made 22 grants last year. Among its grantees are Cedar Rapids Museum Of Art and others.
Total revenues
$9,710
2023
Total expenses
$17,457
2023
Total assets
$103,223
2023
Num. employees
0
2023

Program areas at Olberg Family Charitable Trust

N/a only expense are income tax and tax return preparation & bank fees

Grants made by Olberg Family Charitable Trust

GranteeGrant descriptionAmount
Cedar Rapids Museum of Art (CRMA)Culture & Education$3,175
First Presbyterian Church of Cedar RapidsReligious & Community Betterment$2,545
The Brown Ledge FoundationCultural and Performing Arts$500
...and 9 more grants made

Personnel at Olberg Family Charitable Trust

NameTitleCompensation
Christine O HeinsPresident$0

Financials for Olberg Family Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$7,301
Net rental income$0
Net gain from sale of non-inventory assets$2,409
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$9,710

Form 990s for Olberg Family Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-22990PFView PDF
2022-122023-08-21990PFView PDF
2021-122022-06-13990PFView PDF
2020-122021-06-22990PFView PDF
2019-122020-11-06990PFView PDF
...and 8 more Form 990s
Data update history
October 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 18, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 13, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 19, 2021
Posted financials
Added Form 990PF for fiscal year 2019
November 6, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Community improvement
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
1926 Bloomington Rd
Marion, IA 52302
Metro area
Cedar Rapids, IA
County
Linn County, IA
Phone
(319) 551-2310
IRS details
EIN
42-1305184
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1988
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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