Carl A Erickson Education Trust

Grantmaker Chariton, IA EIN: 42-6480641

Carl A Erickson Education Trust is a nonprofit organization, based in Chariton, IA. IRS filing data is available from 2021 through 2024. In 2024, it awarded 6 grants totaling $3K.

Key facts about Carl A Erickson Education Trust

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

EIN
42-6480641
Latest 990 filing
Form 990 filing, 2024
Annual giving (2024)
$2,912
Grants made (2024)
6
Average grant
$485
Median grant
$500
Primary geography
Iowa (100% of itemized 2024 grant dollars)

Data from IRS Form 990 filing, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 filing · View filing

Total Assets

—

Annual Giving

$3K

-10.4% YoY

Grant Count

6

-40.0% YoY

Avg Grant Size

$485.333

+49.3% YoY

How Carl A Erickson Education Trust gives

  • Giving fell 45% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 6 itemized grants.

States

Cities

CharitonRussellLucasDerby

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.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Delaney Caudill: $500Delaney Caudill$500Mitchell Swarthout: $500Mitchell Swarthout$500Lydia Chapman: $500Lydia Chapman$500Jessica Metzger: $500Jessica Metzger$500Peyton Ruble: $500Peyton Ruble$500KIA Rodgers: $412KIA Rodgers$412

The largest 2024 recipient was Delaney Caudill ($500). Together the top 6 received $3K.

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%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Delaney Caudill Chariton, IACollege Scholarship$500
Mitchell Swarthout Chariton, IACollege Scholarship$500
Lydia Chapman Chariton, IACollege Scholarship$500
Jessica Metzger Chariton, IACollege Scholarship$500
Peyton Ruble Russell, IACollege Scholarship$500
KIA Rodgers Lucas, IACollege Scholarship$412

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

Carl A Erickson Education Trust'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

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

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

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

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

Where does Carl A Erickson Education Trust give grants?

Carl A Erickson Education Trust gives mostly in Iowa: 100% of the grant dollars itemized on its 2024 IRS Form 990 filing went to recipients there. The most frequent recipient cities were Chariton, IA (4 grants).

Does Carl A Erickson Education Trust give general operating support?

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

Who are Carl A Erickson Education Trust's largest grantees?

Carl A Erickson Education Trust's largest 2024 grantees include Delaney Caudill ($500), Mitchell Swarthout ($500) and Lydia Chapman ($500), according to its 2024 IRS Form 990 filing. Together they received 52% of its itemized 2024 grant dollars.

What is Carl A Erickson Education Trust's EIN?

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

Data last updated September 2026. Sourced from IRS Form 990 filings.

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