Ag & Rosalee Ireland Trust
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.
Ag & Rosalee Ireland Trust at a glance
In short: Ag & Rosalee Ireland Trust gave $11K across 1 grant in 2025 (avg $11K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,000
- +10.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $11,000
- +10.0% vs 2024
- Median grant
- $11,000
- Total assets
- $125,539
- -4.7% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Ag & Rosalee Ireland Trust funds
How this funder distributes its grants
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $7K (2021) to $14K (2022). In 2025 it made 1 grant totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Sioux City, IA | Scholarships | $11,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $125,539 | $8,969 | $15,077 | $11,000 | 1 | $11,010 | $4,902 | $7,016 |
| 2024 | $131,690 | $7,595 | $15,133 | $10,000 | 1 | $10,010 | $2,552 | $7,065 |
| 2023 | $139,241 | $8,134 | $12,402 | $9,000 | 1 | $9,010 | $4,699 | $7,044 |
| 2022 | $143,590 | $7,500 | $18,019 | $13,500 | 1 | $13,510 | $2,682 | $8,361 |
| 2021 | $154,353 | $13,789 | $11,153 | $7,000 | 6 | — | $9,723 | $8,883 |
| 2019 | $154,811 | $8,837 | $14,482 | $10,500 | 1 | — | $4,923 | $8,359 |
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.
Leadership & Key People
Officers and directors from IRS filings
Ag & Rosalee Ireland Trust's only listed officer is Security National Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Security National Bank
Trustee
On filings since 2019
1 hr/week
$421 (2019) → $356 (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $356, to Security National Bank (Trustee).
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 October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 14, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 27, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 3, 2026)
- IRS filings on file for fiscal years 2019–2025
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