Frank D Lillie Scholarship Trust

Foundation · Grantmaker OGDEN, IA EIN: 87-6260923

Frank D Lillie Scholarship Trust is a private foundation focused on Education, based in OGDEN, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 11 grants totaling $65K. Net investment income was $86K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-1.0% YoY

Annual Giving

$65K

+21.7% YoY

Grant Count

11

+10.0% YoY

Avg Grant Size

$6K

+10.6% YoY

About Frank D Lillie Scholarship Trust

Based on IRS filings

Frank D Lillie Scholarship Trust is a private foundation focused on Education, based in OGDEN, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 11 grants totaling $65K. Net investment income was $86K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

CarlisleDes MoinesHartfordIndianolaLaconaMiloNew VirginiaNorwalkPleasantvilleProleWest Des Moines

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$68K$137K$205K$274K20202021202220232024
Metric202420232022
Total Assets$1,349,418$1,363,567$1,444,188
Revenue$90,295$15,642$65,418
Expenses$104,444$96,263$122,885
Qualifying Distributions$87,045$76,610$95,753
Net Investment Income$85,841$24,391$58,570
Distributable Amount$66,144

Giving Over Time

Total grant dollars and number of grants per year

$0$23K$45K$68K$90K10 grants202013 grants202119 grants202210 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

KYRA ROBINS$10KJACOB K KJELLBERG$9KMACY S WENTE$7KCARLYN R BRUCK$5KABBY R TLACH$5KNATALIE J GEYER$5KADDYSON D EGINOIRE$5KGRACE L VAN OOSBREE$5KTATE D HEIDEMANN$5KKATE E COFFEY$5K

Grant Size Distribution

63 grants across all recorded years

63<$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 Kyra Robins ($10,000), Jacob K Kjellberg ($9,000), Macy S Wente ($7,000).

RecipientPurposeAmount
KYRA ROBINS INDIANOLA, IACASH SCHOLARSHIP AWARD PAID DIRECTLY TO INSTITUTION$10,000
MACKENZIE J HODGE NORWALK, IACASH SCHOLARSHIP AWARD PAID DIRECTLY TO INSTITUTION$3,500
CARLYN R BRUCK INDIANOLA, IACASH SCHOLARSHIP AWARD PAID DIRECTLY TO INSTITUTION$5,000
MACY S WENTE INDIANOLA, IACASH SCHOLARSHIP AWARD PAID DIRECTLY TO INSTITUTION$7,000
ABBY R TLACH PROLE, IACASH SCHOLARSHIP AWARD PAID DIRECTLY TO INSTITUTION$5,000
NATALIE J GEYER NORWALK, IACASH SCHOLARSHIP AWARD PAID DIRECTLY TO INSTITUTION$5,000
ADDYSON D EGINOIRE CARLISLE, IACASH SCHOLARSHIP AWARD PAID DIRECTLY TO INSTITUTION$5,000
GRACE L VAN OOSBREE CARLISLE, IACASH SCHOLARSHIP AWARD PAID DIRECTLY TO INSTITUTION$5,000
JACOB K KJELLBERG INDIANOLA, IACASH SCHOLARSHIP AWARD PAID DIRECTLY TO INSTITUTION$9,000
TATE D HEIDEMANN CARLISLE, IACASH SCHOLARSHIP AWARD PAID DIRECTLY TO INSTITUTION$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

DENNIS D MICHENERTRUSTEE$7KJERRID K MICHENERTRUSTEE$2K

From 2024 filing

NameTitleHoursCompensation
DENNIS D MICHENERTRUSTEE2$7,000
JERRID K MICHENERTRUSTEE0.5$1,500

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Frank D Lillie Scholarship Trust?

Frank D Lillie Scholarship Trust is a private foundation focused on Education, based in OGDEN, IA. It holds $1.3M in total assets as of 2024.

How large is Frank D Lillie Scholarship Trust?

As of 2024, Frank D Lillie Scholarship Trust holds $1.3M in total assets with $90K in annual revenue. It awarded 11 grants totaling $65K in 2024.

Where does Frank D Lillie Scholarship Trust operate?

Frank D Lillie Scholarship Trust has awarded grants in Iowa.

What size grants does Frank D Lillie Scholarship Trust award?

In 2024, Frank D Lillie Scholarship Trust awarded 11 grants totaling $65K — an average of about $6K per grant, based on its IRS Form 990 filings.

What is Frank D Lillie Scholarship Trust's EIN?

Frank D Lillie Scholarship Trust's EIN (Employer Identification Number) is 87-6260923. IRS Form 990 filing data is available on this page for 2020–2024.

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

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