Carl A Erickson Education Trust Carl A Erickson Scholarship

Private foundation · Grantmaker Chariton, IA EIN: 42-6480641

Carl A Erickson Education Trust Carl A Erickson Scholarship is a private foundation, based in Chariton, IA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $165K in total assets. In 2024, it awarded 6 grants totaling $3K.

Carl A Erickson Education Trust Carl A Erickson Scholarship at a glance

In short: Carl A Erickson Education Trust Carl A Erickson Scholarship gave $3K across 6 grants in 2024 (avg $485.333), mostly in Iowa. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$2,912
-10.4% vs 2023
Grants made (2024)
6
-40.0% vs 2023
Average grant
$485
+49.3% vs 2023
Median grant
$500
Total assets
$164,502
+6.3% vs 2023
Primary geography
Iowa (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026.

Who Carl A Erickson Education Trust Carl A Erickson Scholarship funds

How this funder distributes its grants

Grant Size Distribution

34 grants across all recorded years

34<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 34 grants of 34 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 6 itemized grants.

States

Cities

CharitonDerbyLucasRussell

How Carl A Erickson Education Trust Carl A Erickson Scholarship gives

  • Giving fell 45% from 2021 to 2024. Method
  • In 2022 it paid out well above 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

$0$2K$4K$6K10 grants2021 8 grants2022 10 grants2023 6 grants2024

From 2021 to 2024, annual grant giving ranged from $3K (2024) to $5K (2021). In 2024 it made 6 grants totaling $3K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
6 individual scholarships Recipients not named —$2,912
Your AI grants department

Ready to take the next step with Carl A Erickson Education Trust Carl A Erickson Scholarship?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsDistributable Amount
2024$164,502$4,085$3,800$2,9126—$311
2023$154,777$3,883$3,883$3,25010—$301
2022$322,829$3,790$4,589$3,5438$4,589$297
2021$179,951$6,546$6,546$5,29410—$432

Under IRS private-foundation payout rules, Carl A Erickson Education Trust Carl A Erickson Scholarship reported a distributable amount of $311 for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Carl A Erickson Education Trust Carl A Erickson Scholarship's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Sue Curnutte

    Trustee

    On filings since 2021

    No compensation reported

  • Brad Baker

    Trustee

    On filings since 2022

    No compensation reported

  • Dustin Shivvers

    Trustee

    New on the 2024 filing

    No compensation reported

Former officers (3)
  • Former: Cassandra Dehoedt (2022–2023) — Trustee
  • Former: Dustin L. Cain (2021) — Trustee
  • Former: Larry Achenbach (2021) — Trustee

Data from IRS Form 990 filings, 2021–2024. "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 Carl A Erickson Education Trust Carl A Erickson Scholarship

How much does Carl A Erickson Education Trust Carl A Erickson Scholarship give each year?

Carl A Erickson Education Trust Carl A Erickson Scholarship gave $3K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3K across 10 grants.

What is Carl A Erickson Education Trust Carl A Erickson Scholarship's typical grant size?

Carl A Erickson Education Trust Carl A Erickson Scholarship's median grant in 2024 was $500, and its average grant was $485, across 6 grants on its 2024 IRS Form 990-PF.

Where does Carl A Erickson Education Trust Carl A Erickson Scholarship give grants?

Carl A Erickson Education Trust Carl A Erickson Scholarship gives mostly in Iowa: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.

Does Carl A Erickson Education Trust Carl A Erickson Scholarship give general operating support?

Not in 2024: none of the 6 grants with a stated purpose on Carl A Erickson Education Trust Carl A Erickson Scholarship's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "College Scholarship" (6 grants).

How large is Carl A Erickson Education Trust Carl A Erickson Scholarship?

Carl A Erickson Education Trust Carl A Erickson Scholarship reported $165K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $4K.

How much is Carl A Erickson Education Trust Carl A Erickson Scholarship required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carl A Erickson Education Trust Carl A Erickson Scholarship reported a distributable amount of $311 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carl A Erickson Education Trust Carl A Erickson Scholarship's EIN?

Carl A Erickson Education Trust Carl A Erickson Scholarship's EIN (Employer Identification Number) is 42-6480641. IRS Form 990 filing data is available on this page for 2021–2024.

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

Data update history

(5)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 12, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2024)
  5. IRS filings on file for fiscal years 2021–2024

Explore Open Grants

Browse active grant opportunities in Carl A Erickson Education Trust Carl A Erickson Scholarship's focus areas in our free grants database

Similar Funders

Similar funders in Iowa

Community Fdn of Greater Des Moines F/K/a Greater Des Moines Community Fdn

Des Moines, IA

The Community Foundation of Greater Des Moines supports projects that improve quality of life in Greater Des Moines, including housing and transportation access, health, economic opportunity, inclusive communities, and nonprofit capacity-building. Its 2024 itemized grants had a median of about $12,900, though awards ranged from roughly $5,000 to $7.34 million.

Assets

$918.7M

Grants

1,259

Total Given

$55.7M

Pella Rolscreen Foundation

Pella, IA

The Pella Rolscreen Foundation supports charitable organizations working in education and community betterment, including civic, cultural, social, and physical-environment programs in communities where Pella Corporation employees live. Large grants generally range from $10,000 to $50,000 and typically cover no more than 25% of project costs; its 2024 grants had a median of $1,029. It accepts unsolicited requests from eligible 501(c)(3) nonprofits and government entities in communities where Pella has manufacturing plants.

Assets

$22.4M

Grants

433

Total Given

$1.9M

Prairie Meadows Race Track and Casino Inc

Altoona, IA

Prairie Meadows supports Iowa nonprofits in arts and culture, education, economic development, human services, and youth sports and recreation; Legacy grants focus on large-scale projects in central Iowa. Its programs offer $100–$1 million for Legacy, $100–$99,999 for Community Betterment, and $1,000–$50,000 for Youth Sports and Recreation. It accepts applications through its online system; the 2026 deadline was February 27, 2026, and has passed.

Assets

$327.6M

Grants

409

Total Given

$33.0M

Iowa Health Care Association Foundation

West Des Moines, IA

The Iowa Health Care Association Foundation funds scholarships and career-education resources for employees of member long-term-care organizations and Iowa high school students pursuing long-term-care careers. Its typical giving level varies: it awarded 287 grants totaling about $4.1 million in 2024, and the listed high school scholarship is $2,000. Its programs focus on Iowa; the profile does not state whether it accepts unsolicited requests.

Assets

$329K

Grants

287

Total Given

$4.1M

Quad Cities Community Foundation

Bettendorf, IA

Quad Cities Community Foundation funds nonprofit operations and programs across areas including education, health, arts and culture, community development, youth, and the environment, primarily in Rock Island County, Illinois, and Scott County, Iowa, with some service to surrounding counties. Its 2024 grants had a median of $15,000; its Operations and Programs Grants program lists requests of $5,000–$20,000.

Assets

$209.7M

Grants

263

Total Given

$7.5M

Dupaco RW Hoefer Foundation

Dubuque, IA

The Dupaco RW Hoefer Foundation supports education, charitable work, and organizations or causes that enhance quality of life, with most 2025 grant dollars going to Iowa, followed by Florida, Wisconsin, and Illinois. Grants ranged from $100 to $100,000, with a median of $1,000. It directs applicants to a grant application form and says it does not restrict giving to preselected organizations.

Assets

$10.2M

Grants

141

Total Given

$440K

More similar funders

More Funders in Iowa

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Carl A Erickson Education Trust Carl A Erickson Scholarship'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.

Carl A Erickson Education Trust Carl A Erickson Scholarship down — hundreds of funders to go?

Want AI to do this for you?