City of Ottumwa Iowa Trust
City of Ottumwa Iowa Trust is a private foundation, based in Eagan, MN. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $350K in total assets. In 2026, it awarded 3 grants totaling $19K. Net investment income was $31K.
City of Ottumwa Iowa Trust at a glance
In short: City of Ottumwa Iowa Trust gave $19K across 3 grants in 2026 (avg $6K), mostly in Iowa. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $18,819
- +11.9% vs 2025
- Grants made (2026)
- 3
- +0.0% vs 2025
- Average grant
- $6,273
- +11.9% vs 2025
- Median grant
- $2,772
- Total assets
- $349,792
- +3.4% vs 2025
- Primary geography
- Iowa (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who City of Ottumwa Iowa Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was Bridge View Center Inc ($14K). Together the top 3 received $19K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
States
Cities
How City of Ottumwa Iowa Trust gives
- Giving held roughly steady from 2023 to 2026 (−6%). Method
- In 2026 it paid out 90% 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 2021 to 2026, annual grant giving ranged from $16K (2024) to $20K (2023). In 2026 it made 3 grants totaling $19K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bridge View Center Inc Ottumwa, IA | General Operating | $14,039 |
| Ottumwa Area Arts Council Ottumwa, IA | General Operating | $2,772 |
| City of Ottumwa Ottumwa, IA | General Operating | $2,008 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $349,792 | $37,400 | $25,709 | $18,819 | 3 | $19,467 | $31,189 | $21,703 |
| 2025 | $338,169 | $23,018 | $24,787 | $16,811 | 3 | $18,936 | $17,038 | $20,944 |
| 2024 | $339,936 | $25,703 | $25,024 | $16,382 | 2 | $18,445 | $20,292 | $18,874 |
| 2023 | $339,254 | $54,490 | $27,636 | $20,100 | 3 | $22,168 | $49,188 | $18,450 |
| 2022 | $312,399 | $16,903 | $26,275 | $18,092 | 2 | $20,246 | $10,785 | $22,254 |
| 2021 | $321,772 | $14,901 | $25,136 | $18,055 | 2 | — | $9,681 | $19,406 |
Under IRS private-foundation payout rules, City of Ottumwa Iowa Trust reported a distributable amount of $22K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
City of Ottumwa Iowa Trust's only listed officer is US Bank N A, Trustee on the 2026 filing (compensated).
Officers on the 2026 filing
US Bank N A
Trustee
New on the 2026 filing
1 hr/week
$6K (2026)
Former officers (1)
- Former: U S Bank N A (2021–2025) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $6K, to US Bank N a (Trustee).
Frequently asked questions about City of Ottumwa Iowa Trust
How much does City of Ottumwa Iowa Trust give each year?
City of Ottumwa Iowa Trust gave $19K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $17K across 3 grants.
What is City of Ottumwa Iowa Trust's typical grant size?
City of Ottumwa Iowa Trust's median grant in 2026 was $2,772, and its average grant was $6,273, across 3 grants on its 2026 IRS Form 990-PF.
Where does City of Ottumwa Iowa Trust give grants?
City of Ottumwa Iowa Trust gives mostly in Iowa: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Ottumwa, IA (3 grants).
Does City of Ottumwa Iowa Trust give general operating support?
Yes: 100% of City of Ottumwa Iowa Trust's 2026 grants with a stated purpose (3 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is City of Ottumwa Iowa Trust?
City of Ottumwa Iowa Trust reported $350K in total assets on its 2026 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $22K (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.
What is City of Ottumwa Iowa Trust's EIN?
City of Ottumwa Iowa Trust's EIN (Employer Identification Number) is 42-6295368. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 2, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 30, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 30, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 10, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 8, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 10, 2026)
- IRS filings on file for fiscal years 2021–2025
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