Carl A Erickson Education Trust Carl A Erickson Scholarship
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.
Key facts about Carl A Erickson Education Trust Carl A Erickson Scholarship
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.
- EIN
- 42-6480641
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $2,912
- Grants made (2024)
- 6
- Average grant
- $485
- Median grant
- $500
- Total assets
- $164,502
- Primary geography
- Iowa (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$165K
+6.3% YoY
Annual Giving
$3K
-10.4% YoY
Grant Count
6
-40.0% YoY
Avg Grant Size
$485.333
+49.3% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $3K (2024) to $5K (2021). In 2024 it made 6 grants totaling $3K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 34 grants of 34 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 6 individual scholarships Recipients not named | — | $2,912 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $164,502 | $154,777 | $322,829 |
| Revenue | $4,085 | $3,883 | $3,790 |
| Expenses | $3,800 | $3,883 | $4,589 |
| Qualifying Distributions | — | — | $4,589 |
| Distributable Amount | $311 | $301 | $297 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2024)
- IRS filings on file for fiscal years 2021–2024
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.
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