Gerald L Bauer Educational Trust is a private foundation focused on Education, based in COLFAX, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 19 grants totaling $97K. Net investment income was $82K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7M
-0.0% YoY
Annual Giving
$97K
-17.8% YoY
Grant Count
19
+5.6% YoY
Avg Grant Size
$5K
-22.1% YoY
Under IRS private-foundation payout rules, Gerald L Bauer Educational Trust reported a distributable amount of $65K for 2024 — the minimum it must pay out in qualifying distributions.
About Gerald L Bauer Educational Trust
Based on IRS filings
Gerald L Bauer Educational Trust is a private foundation focused on Education, based in COLFAX, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 19 grants totaling $97K. Net investment income was $82K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,734,311 | $1,734,484 | $1,860,411 |
| Revenue | $117,428 | $38,037 | $90,406 |
| Expenses | $117,603 | $163,965 | $171,845 |
| Qualifying Distributions | $103,183 | $126,763 | $141,670 |
| Net Investment Income | $81,695 | $32,671 | $48,799 |
| Distributable Amount | $65,349 | $69,538 | $68,053 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
75 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Carley Underwood Central College ($10,000), Danica Linn Ia Western Community Co ($6,000), Abi Rawlins Ia School of Beauty ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ABI RAWLINS IA SCHOOL OF BEAUTY COLFAX, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
| CARTER GIBSON UNIVERSITY OF NORTHER COLFAX, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
| CALE DUFFY UNI ANKENY, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
| CARLEY UNDERWOOD CENTRAL COLLEGE MITCHELLVILLE, IA | EDUCATIONAL SCHOLARSHIP AWARD | $10,000 |
| CAYLEE CUNNINGHAM UNI COLFAX, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
| DANICA LINN IA WESTERN COMMUNITY CO NEWTON, IA | EDUCATIONAL SCHOLARSHIP AWARD | $6,000 |
| MORGAN VAN DYKE DMACC MINGO, IA | EDUCATIONAL SCHOLARSHIP AWARD | $4,000 |
| HOLLAND ROBINETTE DMACC COLFAX, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
| ADDISON KOCHEISER DMACC COLFAX, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
| KATIE SCHLOSSER IOWA CENTRAL COMMUN COLFAX, IA | EDUCATIONAL SCHOLARSHIP AWARD | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PHILIP F WEBB | TRUSTEE | 1 | — |
| TAMARA CHANCE | TRUSTEE | 0.5 | — |
| ERIK ANDERSON SUPERINTENDENT | BOARD MEMBER | 0.25 | — |
| JAN MYERS | BOARD MEMBER | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Gerald L Bauer Educational Trust?
Gerald L Bauer Educational Trust is a private foundation focused on Education, based in COLFAX, IA. It holds $1.7M in total assets as of 2024.
How large is Gerald L Bauer Educational Trust?
As of 2024, Gerald L Bauer Educational Trust holds $1.7M in total assets with $117K in annual revenue. It awarded 19 grants totaling $97K in 2024.
Where does Gerald L Bauer Educational Trust operate?
Gerald L Bauer Educational Trust has awarded grants in Iowa.
What size grants does Gerald L Bauer Educational Trust award?
In 2024, Gerald L Bauer Educational Trust awarded 19 grants totaling $97K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Gerald L Bauer Educational Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Gerald L Bauer Educational Trust reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Gerald L Bauer Educational Trust's EIN?
Gerald L Bauer Educational Trust's EIN (Employer Identification Number) is 80-6256984. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Gerald L Bauer Educational Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.