Catherine Birzle Education Trust
Catherine Birzle Education Trust is a private foundation, based in Sioux City, IA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $499K in total assets. In 2025, it awarded 1 grant totaling $25K. Net investment income was $51K.
Catherine Birzle Education Trust at a glance
In short: Catherine Birzle Education Trust gave $25K across 1 grant in 2025 (avg $25K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,990
- -14.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $24,990
- -14.0% vs 2024
- Median grant
- $24,990
- Total assets
- $498,907
- +5.4% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Catherine Birzle Education Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was See ($25K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Catherine Birzle Education Trust gives
- Giving fell 22% from 2022 to 2025. Method
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
From 2019 to 2025, annual grant giving ranged from $20K (2023) to $32K (2022). In 2025 it made 1 grant totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Sioux City, IA | Scholarship | $24,990 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $498,907 | $60,510 | $34,904 | $24,990 | 1 | $24,990 | $51,035 | $29,673 |
| 2024 | $473,249 | $38,814 | $38,766 | $29,055 | 1 | $29,055 | $28,724 | $29,785 |
| 2023 | $473,242 | $32,089 | $28,981 | $20,115 | 1 | $20,115 | $23,175 | $29,148 |
| 2022 | $470,115 | $32,328 | $42,121 | $32,035 | 1 | $32,035 | $22,763 | $27,799 |
| 2021 | $479,873 | $56,844 | $35,398 | $25,245 | 1 | $25,245 | $47,310 | $32,229 |
| 2020 | $458,718 | $42,118 | $33,347 | $25,245 | 1 | — | $32,880 | $26,428 |
| 2019 | $449,649 | $28,834 | $41,271 | $25,296 | 1 | — | $14,749 | $26,417 |
Under IRS private-foundation payout rules, Catherine Birzle Education Trust reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Catherine Birzle Education Trust's only listed officer is Security National Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Security National Bank
Trustee
On filings since 2019
1 hr/week
$13K (2019) → $8K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Security National Bank (Trustee).
Frequently asked questions about Catherine Birzle Education Trust
How much does Catherine Birzle Education Trust give each year?
Catherine Birzle Education Trust gave $25K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 1 grant.
How large is Catherine Birzle Education Trust?
Catherine Birzle Education Trust reported $499K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Catherine Birzle Education Trust operate?
Catherine Birzle Education Trust has awarded grants in Iowa.
What is Catherine Birzle Education Trust's EIN?
Catherine Birzle Education Trust's EIN (Employer Identification Number) is 39-6782796. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2019–2024
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