Florence Mabel Barlow Trust

CHEROKEE, IA EIN: 23-7404470

Florence Mabel Barlow Trust is a private foundation, based in CHEROKEE, IA. IRS filing data is available from 2021 through 2023. As of 2023, the organization holds $99K in total assets. In 2023, it awarded 4 grants totaling $5K. Net investment income was $829.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$99K

-3.9% YoY

Annual Giving

$5K

-39.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1K

-39.9% YoY

Under IRS private-foundation payout rules, Florence Mabel Barlow Trust reported a distributable amount of $5K for 2023 — the minimum it must pay out in qualifying distributions.

About Florence Mabel Barlow Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Iowa $7K (50%)

Florida $4K (25%)

Oklahoma $4K (25%)

States

Florida Iowa Oklahoma

Cities

CherokeeOklahoma CitySt PetersburgWashta

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	$99,174	$103,199	$110,535
Revenue	$1,969	$2,164	$2,400
Expenses	$6,140	$9,500	$2,197
Qualifying Distributions	$5,000	$8,320	—
Net Investment Income	$829	$984	$1,203
Distributable Amount	$5,071	$4,861	$5,400

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2023

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include American Cancer Society ($1,250), American Heart Association ($1,250), Cherokee Regional Medical Center ($1,250).

Recipient	Purpose	Amount
AMERICAN CANCER SOCIETY OKLAHOMA CITY, OK	CHARITABLE	$1,250
AMERICAN HEART ASSOCIATION ST PETERSBURG, FL	CHARITABLE	$1,250
CHEROKEE REGIONAL MEDICAL CENTER CHEROKEE, IA	CHARITABLE	$1,250
UNITED METHODIST CHURCH OF WASHTA WASHTA, IA	CHARITABLE	$1,250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Florence Mabel Barlow Trust?

As of 2023, Florence Mabel Barlow Trust holds $99K in total assets with $2K in annual revenue. It awarded 4 grants totaling $5K in 2023.

Where does Florence Mabel Barlow Trust operate?

Florence Mabel Barlow Trust has awarded grants in Florida, Iowa, Oklahoma.

What size grants does Florence Mabel Barlow Trust award?

In 2023, Florence Mabel Barlow Trust awarded 4 grants totaling $5K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Florence Mabel Barlow Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Florence Mabel Barlow Trust reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.