Charitable Foundation for Academic and Social Excellence

Private foundation · Grantmaker Dubuque, IA EIN: 20-7467278

Charitable Foundation for Academic and Social Excellence is a private foundation focused on Education, based in Dubuque, IA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $30K. Net investment income was $11K.

Charitable Foundation for Academic and Social Excellence at a glance

In short: Charitable Foundation for Academic and Social Excellence gave $30K across 1 grant in 2023 (avg $30K), mostly in Iowa. Source: 2023 IRS Form 990-PF.

Annual giving (2023)
$30,000
-9.1% vs 2022
Grants made (2023)
1
-83.3% vs 2022
Average grant
$30,000
+445.5% vs 2022
Median grant
$30,000
Primary geography
Iowa (100% of itemized 2023 grant dollars)
Latest 990 filing
Form 990-PF, 2023 View filing

Data from IRS Form 990-PF, 2023; updated September 2026.

Who Charitable Foundation for Academic and Social Excellence funds

How this funder distributes its grants

Grant Size Distribution

24 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 24 grants of 24 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of the 2023 grant dollars on its one itemized grant.

States

Cities

DubuqueChicagoGalena

How Charitable Foundation for Academic and Social Excellence gives

  • Giving grew 36% from 2020 to 2023. Method
  • In 2023 it paid out 770% of its IRS minimum distribution (the 5% rule). 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

$0$10K$20K$30K$40K9 grants2020 8 grants2021 6 grants2022 1 grant2023

From 2020 to 2023, annual grant giving ranged from $22K (2020) to $35K (2021). In 2023 it made 1 grant totaling $30K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
1 grant to individuals Recipients not named —$30,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023—$10,749$30,203$30,0001$30,000$10,749$3,895
2022$503,969$138,135$33,296$33,0006$33,296$14,582$984
2021$399,130$21,482$35,198$35,0008$35,198$21,284$514
2020$412,845$14,337$22,126$22,0009—$14,211$20,271

Under IRS private-foundation payout rules, Charitable Foundation for Academic and Social Excellence reported a distributable amount of $4K for 2023 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Charitable Foundation for Academic and Social Excellence's 2023 filing lists 2 officers; none of the 2 officers listed in 2023 report compensation.

Officers on the 2023 filing

  • David O Becker

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Donald J Ruden

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2023. "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 Charitable Foundation for Academic and Social Excellence

How much does Charitable Foundation for Academic and Social Excellence give each year?

Charitable Foundation for Academic and Social Excellence gave $30K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $33K across 6 grants.

What is Charitable Foundation for Academic and Social Excellence?

Charitable Foundation for Academic and Social Excellence is a private foundation focused on Education, based in Dubuque, IA.

Where does Charitable Foundation for Academic and Social Excellence operate?

Charitable Foundation for Academic and Social Excellence has awarded grants in Iowa, Illinois.

How much is Charitable Foundation for Academic and Social Excellence required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Charitable Foundation for Academic and Social Excellence reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charitable Foundation for Academic and Social Excellence's EIN?

Charitable Foundation for Academic and Social Excellence's EIN (Employer Identification Number) is 20-7467278. IRS Form 990 filing data is available on this page for 2020–2023.

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

Data update history

(5)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 27, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 26, 2024)
  5. IRS filings on file for fiscal years 2020–2023

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Charitable Foundation for Academic and Social Excellence's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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