Carl A Erickson Education Trust

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$3K

-10.4% YoY

Grant Count

6

-40.0% YoY

Avg Grant Size

$485.333

+49.3% YoY

About Carl A Erickson Education Trust

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

CharitonDerbyLucasRussell

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.12021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$3K$4K$5K10 grants20218 grants202210 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

DELANEY CAUDILL$500MITCHELL SWARTHOUT$500LYDIA CHAPMAN$500JESSICA METZGER$500PEYTON RUBLE$500KIA RODGERS$412

Grant Size Distribution

34 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Delaney Caudill ($500), Mitchell Swarthout ($500), Lydia Chapman ($500).

RecipientPurposeAmount
DELANEY CAUDILL Chariton, IACollege Scholarship$500
MITCHELL SWARTHOUT Chariton, IACollege Scholarship$500
LYDIA CHAPMAN Chariton, IACollege Scholarship$500
KIA RODGERS Lucas, IACollege Scholarship$412
JESSICA METZGER Chariton, IACollege Scholarship$500
PEYTON RUBLE Russell, IACollege Scholarship$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BRAD BAKERTrustee
DUSTIN SHIVVERSTrustee
SUE CURNUTTETrustee

Frequently Asked Questions

Where does Carl A Erickson Education Trust operate?

Carl A Erickson Education Trust has awarded grants in Iowa.

What size grants does Carl A Erickson Education Trust award?

In 2024, Carl A Erickson Education Trust awarded 6 grants totaling $3K — an average of about $485.333 per grant, based on its IRS Form 990 filings.

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.

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

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