Flegel Scholarship Trust

GREAT FALLS, MT EIN: 27-6814294

Flegel Scholarship Trust is a private foundation focused on Education, based in GREAT FALLS, MT. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 16 grants totaling $107K. Net investment income was $212K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

+4.7% YoY

Annual Giving

$107K

-20.0% YoY

Grant Count

16

-27.3% YoY

Avg Grant Size

$7K

+10.0% YoY

Under IRS private-foundation payout rules, Flegel Scholarship Trust reported a distributable amount of $120K for 2024 — the minimum it must pay out in qualifying distributions.

About Flegel Scholarship Trust

Based on IRS filings

Flegel Scholarship Trust is a private foundation focused on Education, based in GREAT FALLS, MT. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 16 grants totaling $107K. Net investment income was $212K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BiskBismarckDickinsonFargoGrand ForksJamestownMankatoMayvilleMinotMooreheadUniversity Of MaryValley CityWacoWahpeton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$116K$232K$348K$464K201920202021202220232024
Metric202420232022
Total Assets$1,973,626$1,885,062$1,920,813
Revenue$211,601$124,777$47,143
Expenses$138,238$162,262$146,396
Qualifying Distributions$107,056$133,791$118,640
Net Investment Income$211,601$124,777$73,260
Distributable Amount$119,802$107,056$133,791

Giving Over Time

Total grant dollars and number of grants per year

$0$33K$67K$100K$134K17 grants201916 grants202026 grants202112 grants202222 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NOAH RYAN ALDERIN$7KMADISON MARTHA BOSCH$7KALLIE ASHLYN DOCKTER$7KHANNAH ROSE GEFROH$7KCLARISSA MARY GOLDADE$7KMELISSA ANN LAVINGER$7KJULIAN K LOOK$7KPAYTON DANIEL ROSSOW$7KBLAKE KETTERLING$7KRILEY RICHTER$7K

Grant Size Distribution

92 grants across all recorded years

92<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Noah Ryan Alderin ($6,691), Madison Martha Bosch ($6,691), Allie Ashlyn Dockter ($6,691).

RecipientPurposeAmount
NOAH RYAN ALDERIN WAHPETON, NDSCHOLARSHIP FOR HIGHER EDUCATION$6,691
MADISON MARTHA BOSCH BISMARCK, NDSCHOLARSHIP FOR HIGHER ECUCATION$6,691
ALLIE ASHLYN DOCKTER BISMARCK, NDSCHOLARSHIP FOR HIGHER EDUCATION$6,691
HANNAH ROSE GEFROH BISMARCK, NDSCHOLARSHIP FOR HIGHER EDUCATION$6,691
CLARISSA MARY GOLDADE BISMARCK, NDSCHOLARSHIP FOR HIGHER EDUCATION$6,691
MELISSA ANN LAVINGER BISMARCK, NDSCHOLARSHIP FOR HIGHER EDUCATION$6,691
JULIAN K LOOK BISMARCK, NDSCHOLARSHIP FOR HIGHER EDUCATION$6,691
PAYTON DANIEL ROSSOW BISK, NDSCHOLARSHIP FOR HIGHER EDUCATION$6,691
BLAKE KETTERLING BISMARCK, NDSCHOLARSHIP FOR HIGHER EDUCATION$6,691
RILEY RICHTER UNIVERSITY OF MARY, NDSCHOLARSHIP FOR HIGHER EDUCATION$6,691

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RICK DIEGELDIRECTOR1
LINDA KELSCHDIRECTOR1
DANIEL WEBERDIRECTOR1
AARON STUCKLEDIRECTOR1
SANDY FEISTDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Flegel Scholarship Trust?

Flegel Scholarship Trust is a private foundation focused on Education, based in GREAT FALLS, MT. It holds $2.0M in total assets as of 2024.

How large is Flegel Scholarship Trust?

As of 2024, Flegel Scholarship Trust holds $2.0M in total assets with $212K in annual revenue. It awarded 16 grants totaling $107K in 2024.

Where does Flegel Scholarship Trust operate?

Flegel Scholarship Trust has awarded grants in Minnesota, North Dakota, Texas.

What size grants does Flegel Scholarship Trust award?

In 2024, Flegel Scholarship Trust awarded 16 grants totaling $107K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Flegel Scholarship Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Flegel Scholarship Trust reported a distributable amount of $120K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Flegel Scholarship Trust's EIN?

Flegel Scholarship Trust's EIN (Employer Identification Number) is 27-6814294. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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