E Joe Lundsgaard Educational Trust

Foundation · Grantmaker Cherokee, IA EIN: 42-1356317

TUITION GRANTS AND SUBSIDIZE TUITION

Key facts about E Joe Lundsgaard Educational Trust

In short: E Joe Lundsgaard Educational Trust reported $8K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990.

EIN
42-1356317
Latest 990 filing
Form 990, 2025
Grants paid (2025)
$7,662 — reported as a total on the IRS filing, without an itemized list
Total assets
$505,949

Data from IRS Form 990, 2025; updated September 2026.

Quick answers about E Joe Lundsgaard Educational Trust

How much does E Joe Lundsgaard Educational Trust give each year?

E Joe Lundsgaard Educational Trust reported $8K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it gave $6K across 1 grant.

How large is E Joe Lundsgaard Educational Trust?

E Joe Lundsgaard Educational Trust reported $506K in total assets on its 2025 IRS Form 990. Its revenue that year was $16K.

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Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$506K

+0.7% YoY

Grants Paid (reported total)

$8K

+19.7% YoY

Revenue

$16K

-65.9% YoY

Net Investment Income

$16K

-65.9% YoY

About E Joe Lundsgaard Educational Trust

Based on IRS filings

E Joe Lundsgaard Educational Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Cherokee, IA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $506K in total assets. In 2025, it reported $8K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $16K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

CherokeeVermillion

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K202020212022202320242025
Metric202520242023
Total Assets$505,949$502,502$470,951
Revenue$16,054$47,049$17,882
Expenses$12,607$15,498$17,170
Qualifying Distributions———
Net Investment Income$16,054$47,049$17,882
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS April 26, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS May 30, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS May 8, 2025)
  6. Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K1 grants2020Total only2021Total only20222 grants20231 grants2024Total only2025

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Leadership & Key People

Officers and directors from IRS filings

E Joe Lundsgaard Educational Trust's only listed officer is Cherokee State Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Cherokee State Bank

    Trustee

    On filings since 2020

    1 hr/week

    $2K (2020) → $3K (2025)

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.

Compensation Overview

From 2025 IRS filing

Cherokee State Bank — Trustee: $3KCherokee State BankTrustee$3K

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is E Joe Lundsgaard Educational Trust?

E Joe Lundsgaard Educational Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Cherokee, IA. It holds $506K in total assets as of 2025.

Where does E Joe Lundsgaard Educational Trust operate?

E Joe Lundsgaard Educational Trust has awarded grants in Iowa, South Dakota.

What is E Joe Lundsgaard Educational Trust's EIN?

E Joe Lundsgaard Educational Trust's EIN (Employer Identification Number) is 42-1356317. IRS Form 990 filing data is available on this page for 2020–2025.

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

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