B D Charitable Trust
B D Charitable Trust is a private foundation based in Newton, Iowa. Its 2025 filing reports grants to charitable organizations, primarily in Iowa, for purposes including community support, student advancement, wildlife conservation, and support for people with disabilities.
B D Charitable Trust at a glance
In short: B D Charitable Trust gave $145K across 13 grants in 2025 (avg $11K), mostly in Iowa. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $145,375
- +70.0% vs 2024
- Grants made (2025)
- 13
- +0.0% vs 2024
- Average grant
- $11,183
- +70.0% vs 2024
- Median grant
- $5,000
- Total assets
- $1,907,961
- +3.5% vs 2024
- New grantees (estimate)
- 38% first-time grantees (5 of 13, 2025; small sample)
- Primary geography
- Iowa (95% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to B D Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
- Contact
Mailing address: 915 South 5Th Avenue W, Newton, IA 50208
Phone: (641) 792-5151
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who B D Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was ISF-Blue Ribbon Foundation ($77K). Together the top 10 received $140K.
Grant Size Distribution
64 grants across all recorded years
The most common grant size was under $50K: 62 grants of 64 (97%).
Geographic Focus
Where this funder awards grants
In 2025, 95% of grant dollars went to recipients in Iowa, 3% to Minnesota, and 2% to Illinois.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Is B D Charitable Trust open to new grantees?
38%
first-time grantees, 2025
In 2025, 5 of 13 grantees (38%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $4K; repeat grants $16K. How we count
Medians: $5K first-time, $5K repeat.
- 46% of 2025 grantees were also funded in 2024. Method
- Giving grew 84% from 2022 to 2025. Method
- In 2025 it paid out 141% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $26K (2020) to $258K (2023). In 2025 it made 13 grants totaling $145K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ISF-Blue Ribbon Foundation Des Moines, IA | Community Support | $77,425 |
| Jasper Community Foundation Newton, IA | Community Support | $25,000 |
| First Presbyterian Church Newton, IA | Community Support | $7,500 |
| Central College Pella, IA | Supporting the Advancement of Students | $5,000 |
| Newton Development Corp Newton, IA | Community Support | $5,000 |
| Open Arms Jasper County Newton, IA | Community Support | $5,000 |
| Project Awake Newton, IA | Community Support | $5,000 |
| Pheasants Forever Saint Paul, MN | Conservation of Pheasants Quail & Other Wildlife | $4,700 |
| Outdoors Without Boundaries Newton, IA | Support for Persons with Disabilities | $3,000 |
| Rotary International Evanston, IL | Community Support | $2,500 |
Ready to take the next step with B D Charitable Trust?
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 | $1,907,961 | $216,510 | $151,275 | $145,375 | 13 | $145,375 | $210,610 | $103,387 |
| 2024 | $1,842,726 | $177,280 | $88,501 | $85,525 | 13 | $85,525 | $170,953 | $99,836 |
| 2023 | $1,753,845 | $65,128 | $261,866 | $258,304 | 11 | $258,304 | $54,466 | $100,826 |
| 2022 | $1,950,847 | $11,207 | $87,168 | $79,116 | 13 | $79,116 | $17,918 | $102,870 |
| 2021 | $2,026,945 | $246,613 | $92,005 | $89,125 | 14 | $89,125 | $242,866 | $109,962 |
| 2020 | $1,872,738 | $106,007 | $31,099 | $25,825 | 11 | — | $99,392 | $92,399 |
| 2019 | $1,797,562 | $74,526 | $78,938 | $74,475 | 14 | — | $67,911 | $90,324 |
Under IRS private-foundation payout rules, B D Charitable Trust reported a distributable amount of $103K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included support for community organizations, a college, wildlife conservation, and services for people with disabilities. Among its grantees, Jasper Community Foundation says its mission is to improve quality of life for Jasper County residents; Central College describes itself as a residential liberal arts college focused on students’ development; Newton Development Corporation says it works to improve Newton’s economic well-being; and Pheasants Forever says its mission is to conserve wildlife through habitat improvements, public access, education, and conservation advocacy. These are the grantees’ stated missions, not the trust’s.
Grantmaking
In filing year 2025, the trust reported 13 grants totaling $145,375. Grant amounts ranged from $1,250 to $77,425, with a median grant of $5,000.
The largest reported grants were $77,425 to ISF-Blue Ribbon Foundation and $25,000 to Jasper Community Foundation, both for community support. Other grants included $7,500 to First Presbyterian Church; $5,000 each to Central College, Newton Development Corporation, Open Arms Jasper County, and Project Awake; and $4,700 to Pheasants Forever for wildlife conservation.
Leadership & Key People
Leadership team and compensation from IRS filings
Bret Doerring is listed as trustee on the 2025 filing.
B D Charitable Trust is led by Bret Doerring, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Bret Doerring
Trustee
On filings since 2019
1 hr/week
No compensation reported
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.
Frequently asked questions about B D Charitable Trust
How much does B D Charitable Trust give each year?
B D Charitable Trust gave $145K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $86K across 13 grants.
What is B D Charitable Trust's typical grant size?
B D Charitable Trust's median grant in 2025 was $5,000, and its average grant was $11,183, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from B D Charitable Trust that year got $4K on average.
Where does B D Charitable Trust give grants?
B D Charitable Trust gives mostly in Iowa: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Newton, IA (9 grants).
Does B D Charitable Trust give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on B D Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Support" (10 grants).
Who are B D Charitable Trust's largest grantees?
B D Charitable Trust's largest 2025 grantees include ISF-Blue Ribbon Foundation ($77,425), Jasper Community Foundation ($25,000) and First Presbyterian Church ($7,500), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.
How large is B D Charitable Trust?
B D Charitable Trust reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $145K in qualifying distributions that year, against a required minimum of $103K (roughly 5% of its investment assets).
What does B D Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included support for community organizations, a college, wildlife conservation, and services for people with disabilities. See mission & focus areas ↑
How do I apply for a grant from B D Charitable Trust?
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is B D Charitable Trust's EIN?
B D Charitable Trust's EIN (Employer Identification Number) is 45-6921240. IRS Form 990 filing data is available on this page for 2019–2025.
Does B D Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 27, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in B D Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). B D Charitable Trust funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/b-d-charitable-trust-morg_e108c15bfe8b42d7ad20648fc8919ac8
BibTeX
@misc{grantable_456921240_2026,
author = {{Grantable}},
title = {{B D Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/b-d-charitable-trust-morg_e108c15bfe8b42d7ad20648fc8919ac8},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from B D Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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