1. Directory
  2. Iowa
  3. Waterloo
  4. R J Mcelroy Trust
EIN 42-6173496

R J Mcelroy Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Waterloo
State
Iowa
Year formed
1989
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The R J Mcelroy Trust is a private foundation located in Waterloo, IA that made one grant last year. The trustees are Raleigh D Buckmaster, Richard C Young, James B Waterbury.
Total revenues
$1,686,954
2023
Total expenses
$3,497,048
2023
Total assets
$40,090,693
2023
Num. employees
0
2023

Grants made by R J Mcelroy Trust

GranteeGrant descriptionAmount
SuccesslinkProgram Support$190,000
Boys and Girls Clubs of the Cedar ValleyOperating Support$100,000
Friends of the Waterloo Public LibraryProgram Support$91,100
...and 28 more grants made totalling $930,310

Personnel at R J Mcelroy Trust

NameTitleCompensation
Megan McKenzieExecutive Director$71,269
James B WaterburyTrustee$6,000
Stacy VangorpPast Executive Director$67,136

Financials for R J Mcelroy Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$819,361
Net rental income$0
Net gain from sale of non-inventory assets$657,244
Gross sales of inventory$0
Miscellaneous revenues$210,349
Total revenues$1,686,954

Form 990s for R J Mcelroy Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-14990PFView PDF
2022-122024-03-26990PFView PDF
2021-122022-10-25990PFView PDF
2020-122021-11-04990PFView PDF
2019-122021-06-14990PFView PDF
...and 8 more Form 990s

Organizations like R J Mcelroy Trust

OrganizationLocationRevenue
High FoundationLancaster, PA$8,308,510
James B Chambers MemorialWheeling, WV$814,568
Gimprich Family FoundationNew York, NY$1,006,533
Clements FoundationDallas, TX$1,661,060
Alden and Vada Dow FundMidland, MI$600,196
Dwane L and Velma Lunt Wallace Charitable FoundationWichita, KS$3,071,474
Pharos FoundationJackson, WY$1,163,661
Friesen FoundationRedding, CA$1,070,892
Wasserman FoundationLos Angeles, CA$5,528,272
Schulte Roth and ZabelNew York, NY$4,773,879
Data update history
November 18, 2024
Updated personnel
Identified 1 new personnel
May 19, 2024
Posted financials
Added Form 990PF for fiscal year 2022
July 30, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 27, 2023
Posted financials
Added Form 990PF for fiscal year 2020
July 9, 2022
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
114 E 4th St Ste 300
Waterloo, IA 50703
Metro area
Waterloo-Cedar Falls, IA
County
Black Hawk County, IA
Website URL
mcelroytrust.org/ 
Phone
(319) 287-9102
IRS details
EIN
42-6173496
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1989
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
Free account sign-up

Want updates when R J Mcelroy Trust has new information, or want to find more organizations like R J Mcelroy Trust?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2025 Nonprofit Metrics LLC
Terms of Service and Privacy Policy