Ag & Rosalee Ireland Trust

Foundation · Grantmaker Sioux City, IA EIN: 42-6346940

Ag & Rosalee Ireland Trust is a private foundation, based in Sioux City, IA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $126K in total assets. In 2025, it awarded 1 grant totaling $11K. Net investment income was $5K.

Key facts about Ag & Rosalee Ireland Trust

In short: Ag & Rosalee Ireland Trust gave $11K across 1 grant in 2025 (avg $11K), mostly in Iowa. Source: 2025 IRS Form 990-PF.

EIN
42-6346940
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$11,000
Grants made (2025)
1
Average grant
$11,000
Median grant
$11,000
Total assets
$125,539
Primary geography
Iowa (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$126K

-4.7% YoY

Annual Giving

$11K

+10.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$11K

+10.0% YoY

Under IRS private-foundation payout rules, Ag & Rosalee Ireland Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.

How Ag & Rosalee Ireland Trust gives

  • Giving held roughly steady from 2022 to 2025 (−19%). Method
  • In 2025 it paid out 157% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 1 itemized 2025 grant dollars.

Cities

Sioux CityNorfolkOmahaVermillionWayne

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K1 grants20196 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

See Attached: $11KSee Attached$11K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
SEE ATTACHED Sioux City, IASCHOLARSHIPS$11,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K201920212022202320242025
Metric202520242023
Total Assets$125,539$131,690$139,241
Revenue$8,969$7,595$8,134
Expenses$15,077$15,133$12,402
Qualifying Distributions$11,010$10,010$9,010
Net Investment Income$4,902$2,552$4,699
Distributable Amount$7,016$7,065$7,044

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS February 14, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 14, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 27, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 7, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 3, 2026)
  7. IRS filings on file for fiscal years 2019–2025

Frequently asked questions about Ag & Rosalee Ireland Trust

How much does Ag & Rosalee Ireland Trust give each year?

Ag & Rosalee Ireland Trust gave $11K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 1 grant.

How large is Ag & Rosalee Ireland Trust?

Ag & Rosalee Ireland Trust reported $126K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).

Where does Ag & Rosalee Ireland Trust operate?

Ag & Rosalee Ireland Trust has awarded grants in Iowa, Nebraska, South Dakota.

What is Ag & Rosalee Ireland Trust's EIN?

Ag & Rosalee Ireland Trust's EIN (Employer Identification Number) is 42-6346940. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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