Etzel Charitable Trust Xxx-xx-xxxx

TAMPA, FL EIN: 82-4026447

Etzel Charitable Trust Xxx-xx-xxxx is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $576K in total assets. In 2024, it awarded 3 grants totaling $37K. Net investment income was $43K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$576K

-0.2% YoY

Annual Giving

$37K

+8.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

+8.6% YoY

Under IRS private-foundation payout rules, Etzel Charitable Trust Xxx-xx-xxxx reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.

About Etzel Charitable Trust Xxx-xx-xxxx

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Iowa $156K (100%)

States

Iowa

Cities

Fort Dodge

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$575,618	$576,498	$491,127
Revenue	$48,499	$129,819	$41,998
Expenses	$49,348	$44,107	$54,939
Qualifying Distributions	$41,544	$38,570	$48,759
Net Investment Income	$43,213	$124,283	$36,990
Distributable Amount	$35,809	$32,008	$68,289

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

14 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Trinity United Methodist Church ($12,203), Iowa Central Community College Foundatio ($12,203), FD Community FoundationUnited Way ($12,203).

Recipient	Purpose	Amount
Trinity United Methodist Church Fort Dodge, IA	GENERAL SUPPORT	$12,203
Iowa Central Community College Foundatio Fort Dodge, IA	GENERAL SUPPORT	$12,203
FD Community FoundationUnited Way Fort Dodge, IA	GENERAL SUPPORT	$12,203

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
First American Bank	Trustee	4	$9,220

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Etzel Charitable Trust Xxx-xx-xxxx?

Etzel Charitable Trust Xxx-xx-xxxx is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. It holds $576K in total assets as of 2024.

How large is Etzel Charitable Trust Xxx-xx-xxxx?

As of 2024, Etzel Charitable Trust Xxx-xx-xxxx holds $576K in total assets with $48K in annual revenue. It awarded 3 grants totaling $37K in 2024.

Where does Etzel Charitable Trust Xxx-xx-xxxx operate?

Etzel Charitable Trust Xxx-xx-xxxx has awarded grants in Iowa.

What size grants does Etzel Charitable Trust Xxx-xx-xxxx award?

In 2024, Etzel Charitable Trust Xxx-xx-xxxx awarded 3 grants totaling $37K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Etzel Charitable Trust Xxx-xx-xxxx required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Etzel Charitable Trust Xxx-xx-xxxx reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.