Etzel Charitable Trust XXX-XX-XXXX
Etzel Charitable Trust XXX-XX-XXXX is a private foundation, based in Tampa, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $571K in total assets. In 2025, it awarded 3 grants totaling $38K. Net investment income was $49K.
Etzel Charitable Trust XXX-XX-XXXX at a glance
In short: Etzel Charitable Trust XXX-XX-XXXX gave $38K across 3 grants in 2025 (avg $13K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $37,617
- +2.8% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $12,539
- +2.8% vs 2024
- Median grant
- $12,539
- Total assets
- $571,378
- -0.7% 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 September 2026.
Who Etzel Charitable Trust XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Trinity United Methodist Church ($13K). Together the top 3 received $38K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Etzel Charitable Trust XXX-XX-XXXX gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 112% 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
From 2020 to 2025, annual grant giving ranged from $2K (2020) to $44K (2022). In 2025 it made 3 grants totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity United Methodist Church Fort Dodge, IA | General Support | $12,539 |
| Iowa Central Community College Foundatio Fort Dodge, IA | General Support | $12,539 |
| FD Community FoundationUnited Way Fort Dodge, IA | General Support | $12,539 |
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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 | $571,378 | $53,165 | $54,426 | $37,617 | 3 | $41,328 | $49,124 | $36,900 |
| 2024 | $575,618 | $48,499 | $49,348 | $36,609 | 3 | $41,544 | $43,213 | $35,809 |
| 2023 | $576,498 | $129,819 | $44,107 | $33,714 | 3 | $38,570 | $124,283 | $32,008 |
| 2022 | $491,127 | $41,998 | $54,939 | $44,202 | 3 | $48,759 | $36,990 | $34,537 |
| 2021 | $503,981 | $32,406 | $59,841 | $39,507 | 3 | $44,934 | $26,740 | $40,577 |
| 2020 | $531,557 | $27,792 | $11,983 | $1,512 | 2 | — | $22,444 | $36,052 |
Under IRS private-foundation payout rules, Etzel Charitable Trust XXX-XX-XXXX reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Etzel Charitable Trust XXX-XX-XXXX's only listed officer is First American Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
First American Bank
Trustee
On filings since 2020
4 hrs/week
$9K (2020) → $7K (2025)
Former officers (6)
- Former: Cheryl Etzel (2020) — Commitee Member
- Former: Gregory F Etzel (2020) — Commitee Member
- Former: Karen A Nelson (2020) — Commitee Member
- Former: Kathryn L Etzel (2020) — Commitee Member
- Former: Mark A Etzel (2020) — Commitee Member
- Former: Scott T Etzel (2020) — Commitee Member
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
The highest reported compensation on the 2025 filing was $7K, to First American Bank (Trustee).
Frequently asked questions about Etzel Charitable Trust XXX-XX-XXXX
How much does Etzel Charitable Trust XXX-XX-XXXX give each year?
Etzel Charitable Trust XXX-XX-XXXX gave $38K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $37K across 3 grants.
What is Etzel Charitable Trust XXX-XX-XXXX's typical grant size?
Etzel Charitable Trust XXX-XX-XXXX's median grant in 2025 was $12,539, and its average grant was $12,539, across 3 grants on its 2025 IRS Form 990-PF.
Where does Etzel Charitable Trust XXX-XX-XXXX give grants?
Etzel Charitable Trust XXX-XX-XXXX gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fort Dodge, IA (3 grants).
Does Etzel Charitable Trust XXX-XX-XXXX give general operating support?
Yes: 100% of Etzel Charitable Trust XXX-XX-XXXX's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Etzel Charitable Trust XXX-XX-XXXX?
Etzel Charitable Trust XXX-XX-XXXX reported $571K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).
What is Etzel Charitable Trust XXX-XX-XXXX's EIN?
Etzel Charitable Trust XXX-XX-XXXX's EIN (Employer Identification Number) is 82-4026447. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2023)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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