TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE - SPECIFICALLY, THE BURLINGTON COMMUNITY YMCA/YWCA.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$4.1M
+7.2% YoY
Annual Giving
$179K
+298.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$179K
+298.0% YoY
About Burlington Area Ymca Endowment
Based on IRS filings
Burlington Area Ymca Endowment is a nonprofit organization focused on Human Services, based in BURLINGTON, IA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $4.1M in total assets. In 2023, it awarded 1 grants totaling $179K. Net investment income was $161K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $4,128,987 | $3,849,939 | $4,409,123 |
| Revenue | $160,883 | $176,280 | $312,190 |
| Expenses | $213,585 | $76,157 | $48,267 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $160,883 | $176,280 | $312,190 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2023
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN WAGNER | PRESIDENT | 1 | — |
| BRETT BESSINE | VICE PRESIDE | 1 | — |
| TERRI DOWELL | TREASURER | 1 | — |
| GENE ANDERSON | DIRECTOR | 1 | — |
| FRANK DELANEY | DIRECTOR | 1 | — |
| BRIAN HELLING | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Main Street Fort Dodge Inc
FORT DODGE, IA
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$315K
Grants
1
Total Given
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John & Beverly Anderson Charitable Trust
VINTON, IA
Assets
—
Grants
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Total Given
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Barbara Jean Couturier Charitable T
DAVENPORT, IA
Assets
—
Grants
0
Total Given
—
The Joseph Andres Family Foundation
OKOBOJI, IA
Assets
—
Grants
6
Total Given
$7K
Lohse Family Foundation
BONDURANT, IA
Assets
—
Grants
2
Total Given
$400K
Vande Brake Family Foundation
ORANGE CITY, IA
Assets
$172K
Grants
6
Total Given
$47K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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