Cope Ron & Carol Foundation Trust

Private foundation · Grantmaker Kearney, NE EIN: 36-3693227

Cope Ron & Carol Foundation Trust is a private foundation based in Kearney, Nebraska. In its 2025 filing, it reported 25 grants totaling $780,000, all to recipients in Nebraska. Its grants included support for rural health education, community facilities and capital projects, and other charitable activities.

Cope Ron & Carol Foundation Trust at a glance

In short: Cope Ron & Carol Foundation Trust gave $780K across 25 grants in 2025 (avg $31K), mostly in Nebraska. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$780,000
+0.6% vs 2024
Grants made (2025)
25
+25.0% vs 2024
Average grant
$31,200
-19.5% vs 2024
Median grant
$25,000
Total assets
$7,712,907
-7.3% vs 2024
New grantees (estimate)
17% first-time grantees (4 of 23, 2025; small sample)
Primary geography
Nebraska (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. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Cope Ron & Carol Foundation Trust

How to Apply

The filing says the foundation does not restrict giving to preselected organizations. Application forms are available upon request; applicants are asked to provide full details about the proposed project or need. Awards are restricted to qualifying 501(c)(3) exempt organizations, exclusively for charitable, scientific, religious, literary, or educational purposes.

Contact

Application contact: William Oldfather
Mailing address: PO Box 1775, 22033 Central Ave, Kearney, NE 68848
Phone: (308) 237-4571
Email: bill@oldfatherfinancial.com

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Cope Ron & Carol Foundation Trust funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

University of Nebraska Foundation: $225K across 2 grantsUniversity of NebraskaFoundation$225K · 2 grantsKearney Public Schools Foundatoin: $63K across 2 grantsKearney Public SchoolsFoundatoin$63K · 2 grantsKearney Area Communty Foundation: $50KKearney Area CommuntyFoundation$50KKearney Catholic Foundatoin: $50KKearney Catholic Foundatoin$50KKearney Community Sustainable Housg: $50KKearney Community SustainableHousg$50KPrince of Peace Catholic Church: $50KPrince of Peace CatholicChurch$50KSafe Center: $50KSafe Center$50KKearney Partnership: $40KKearney Partnership$40KWorld Theater: $35KWorld Theater$35KCommunity Action Partnership: $25KCommunity Action Partnership$25K

The largest 2025 recipient was University of Nebraska Foundation ($225K across 2 grants). Together the top 10 received $638K.

Grant Size Distribution

102 grants across all recorded years

72<$50K22$50–100K6$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 72 grants of 102 (71%).

Geographic Focus

Where this funder awards grants

All grant dollars reported for 2025 went to recipients in Nebraska. The listed grants include support for organizations and projects in Kearney and other Nebraska communities.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 25 itemized grants.

States

Cities

KearneyAxtellOmahaElm CreekLincolnGibbonElkhornFirthFriendOvertonRavennaWalton

Is Cope Ron & Carol Foundation Trust open to new grantees?

17%

first-time grantees, 2025

In 2025, 4 of 23 grantees (17%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $35K; repeat grants $34K. How we count

Medians: $38K first-time, $20K repeat.

  • 35% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−3%). Method
  • In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M14 grants2020 18 grants2021 22 grants2022 17 grants2023 20 grants2024 25 grants2025

From 2020 to 2025, annual grant giving ranged from $664K (2020) to $800K (2022). In 2025 it made 25 grants totaling $780K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
University of Nebraska Foundation Kearney, NERural Health Education$200,000
Kearney Area Communty Foundation Kearney, NECapital Campaign$50,400
Kearney Catholic Foundatoin Kearney, NE2/5 of Outdoor Facilities Project$50,000
Kearney Community Sustainable Housg Kearney, NECapital Campaing$50,000
Kearney Public Schools Foundatoin Kearney, NEHanny Arram Center Additiona$50,000
Prince of Peace Catholic Church Kearney, NEAddition$50,000
Safe Center Kearney, NECapital Campaing$50,000
Kearney Partnership Kearney, NEVisitors Center$40,000
World Theater Kearney, NEUpgrade Lighting, Hvac$35,000
Community Action Partnership Kearney, NECapital Campaign - Head Start$25,000
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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
2025$7,712,907$325,553$934,572$780,00025$780,732$205,081$832,739
2024$8,321,926$1,395,455$892,036$775,00020$775,687$1,279,106$777,427
2023$7,818,507$283,920$865,659$760,00017$760,688$159,205$723,228
2022$8,400,246$144,131$909,802$800,00122$801,001$139,775$741,601
2021$9,165,917$1,773,248$778,332$664,21318$665,213$140,860$808,039
2020$8,171,001$341,390$754,403$663,89914—$251,886$668,102

Under IRS private-foundation payout rules, Cope Ron & Carol Foundation Trust reported a distributable amount of $833K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants show support for projects including a rural health education building, school and church facilities, a visitors center, lighting and HVAC upgrades, a Head Start capital campaign, a kitchen renovation, and veterinary costs.

Among its grantees, the University of Nebraska Foundation says it grows relationships and resources that enable the University of Nebraska to change and save lives. Crossroads Center says it provides a Christ-centered ministry of shelter, assistance, and acceptance to homeless people in its area. Kearney Rescue Cats says it works to humanely reduce Kearney’s feral cat population and prepare tame cats for adoption.

Grantmaking

In 2025, the foundation made 25 grants totaling $780,000. Grants ranged from $2,500 to $200,000, with a median grant of $25,000. The largest was $200,000 to the University of Nebraska Foundation for rural health education. Other notable grants included $50,400 to Kearney Area Community Foundation for a capital campaign; $50,000 each to Kearney Catholic Foundation for an outdoor facilities project, Kearney Community Sustainable Housing for a capital campaign, Kearney Public Schools Foundation for the Hanny Arram Center addition, Prince of Peace Catholic Church for an addition, and Safe Center for a capital campaign. The foundation also awarded $40,000 to Kearney Partnership for a visitors center and $35,000 to World Theater for lighting and HVAC upgrades.

Other 2025 grants included $25,000 to Community Action Partnership for a Head Start capital campaign, $25,000 to Crossroads Center for a kitchen renovation, and $25,000 to Kearney Rescue Cats for veterinary costs. The University of Nebraska Foundation also received a separate $25,000 grant in 2025.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists William Oldfather as Secretary/Treasurer, Sherry Morrow as President, Rachelle Bryant as Vice-President, and Cindy Walker and Richard Hranac as trustees.

Cope Ron & Carol Foundation Trust is led by Sherry Morrow, President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Sherry Morrow

    President

    On filings since 2020

    No compensation reported

  • Cindy Walker

    Trustee

    On filings since 2020

    No compensation reported

  • Richard Hranac

    Trustee

    On filings since 2020

    No compensation reported

  • Rachelle Bryant

    Vice President

    On filings since 2020

    No compensation reported

  • William Oldfather

    Secretary

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 Cope Ron & Carol Foundation Trust

How much does Cope Ron & Carol Foundation Trust give each year?

Cope Ron & Carol Foundation Trust gave $780K across 25 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $775K across 20 grants.

What is Cope Ron & Carol Foundation Trust's typical grant size?

Cope Ron & Carol Foundation Trust's median grant in 2025 was $25,000, and its average grant was $31,200, across 25 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Cope Ron & Carol Foundation Trust that year got $35K on average.

Where does Cope Ron & Carol Foundation Trust give grants?

Cope Ron & Carol Foundation Trust gives mostly in Nebraska: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Kearney, NE (23 grants).

Does Cope Ron & Carol Foundation Trust give general operating support?

Not in 2025: none of the 25 grants with a stated purpose on Cope Ron & Carol Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (4 grants).

Who are Cope Ron & Carol Foundation Trust's largest grantees?

Cope Ron & Carol Foundation Trust's largest 2025 grantees include University of Nebraska Foundation ($225,000 across 2 grants), Kearney Public Schools Foundatoin ($62,600 across 2 grants) and Kearney Area Communty Foundation ($50,400), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.

How large is Cope Ron & Carol Foundation Trust?

Cope Ron & Carol Foundation Trust reported $7.7M in total assets on its 2025 IRS Form 990-PF. It paid out $781K in qualifying distributions that year, against a required minimum of $833K (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 does Cope Ron & Carol Foundation Trust fund?

No mission statement for the foundation is provided. Its 2025 grants show support for projects including a rural health education building, school and church facilities, a visitors center, lighting and HVAC upgrades, a Head Start capital campaign, a kitchen renovation, and veterinary costs. See mission & focus areas ↑

How do I apply for a grant from Cope Ron & Carol Foundation Trust?

The filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Cope Ron & Carol Foundation Trust's EIN?

Cope Ron & Carol Foundation Trust's EIN (Employer Identification Number) is 36-3693227. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 21, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 25, 2026)

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Cite this profile

Grantable. (2026). Cope Ron & Carol Foundation Trust funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/cope-ron-and-carol-foundation-trust-morg_4f3829bdc69e4cf5959151e112b291c0

BibTeX
@misc{grantable_363693227_2026,
  author       = {{Grantable}},
  title        = {{Cope Ron \& Carol Foundation Trust funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/cope-ron-and-carol-foundation-trust-morg_4f3829bdc69e4cf5959151e112b291c0},
  note         = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Cope Ron & Carol Foundation Trust'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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