Carroll C Mongan Trust

CHEROKEE, IA EIN: 42-6550538

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

Annual Giving

$12K

+0.0% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$2K

+0.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
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$7K$13K$20K$26K1 grants202015 grants202110 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Allison Shea$2KElspeth Hogg$2KNicole De Vos$2KCarlynn Fuhrmann$2KMargaret Bloom$2KLogan Allender$2K

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Carroll C Mongan Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Brian LockinTrustee1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

AureliaCherokeeMarcus

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

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