Gerald L Bauer Educational Trust is a private foundation focused on Education, based in Colfax, IA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 16 grants totaling $95K. Net investment income was $604K.
Key facts about Gerald L Bauer Educational Trust
In short: Gerald L Bauer Educational Trust gave $95K across 16 grants in 2025 (avg $6K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- EIN
- 80-6256984
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $95,000
- Grants made (2025)
- 16
- Average grant
- $5,938
- Median grant
- $5,000
- Total assets
- $2,209,392
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
+27.4% YoY
Annual Giving
$95K
-2.1% YoY
Grant Count
16
-15.8% YoY
Avg Grant Size
$6K
+16.3% YoY
Under IRS private-foundation payout rules, Gerald L Bauer Educational Trust reported a distributable amount of $93K for 2025 — the minimum it must pay out in qualifying distributions.
How Gerald L Bauer Educational Trust gives
- Giving fell 29% from 2022 to 2025. Method
- In 2025 it paid out 119% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
84 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CARLEY UNDERWOOD CENTRAL COLLEGE Mitchellville, IA | EDUCATIONAL SCHOLARSHIP AWARD | $10,000 |
| KADEN DALTON DMACC Colfax, IA | EDUCATIONAL SCHOLARSHIP AWARD | $10,000 |
| KONNER DALTON DMACC Colfax, IA | EDUCATIONAL SCHOLARSHIP AWARD | $10,000 |
| ASHTON BYAL ISU Mingo, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
| AUSTIN LANE DRAKE UNIVERSITY Colfax, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
| CAEL BRACEWELL DMACC Colfax, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
| JOHN MCGILL MORNINGSIDE COLLEGE Colfax, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
| SHANE HOSTETTER SIMPSON Colfax, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
| HARRISON RHONE SIMPSON Colfax, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
| EMMA COOK ISU Colfax, IA | EDUCATIONAL SCHOLARSHIP AWARD | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,209,392 | $1,734,311 | $1,734,484 |
| Revenue | $608,965 | $117,428 | $38,037 |
| Expenses | $133,827 | $117,603 | $163,965 |
| Qualifying Distributions | $110,498 | $103,183 | $126,763 |
| Net Investment Income | $603,952 | $81,695 | $32,671 |
| Distributable Amount | $92,864 | $65,349 | $69,538 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Gerald L Bauer Educational Trust's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Philip F. Webb
Trustee
On filings since 2020
1 hr/week
No compensation reported
Tamara Chance
Trustee
On filings since 2024
0.5 hrs/week
No compensation reported
Jan Myers
Board Member
On filings since 2020
0.3 hrs/week
$500 (2020) → $0 (2025)
Erik Anderson Superintendent
Board Member
On filings since 2021
0.3 hrs/week
No compensation reported
Former officers (1)
- Former: Jim Verlengia Superintendent (2020) — Board Member
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
Frequently asked questions about Gerald L Bauer Educational Trust
How much does Gerald L Bauer Educational Trust give each year?
Gerald L Bauer Educational Trust gave $95K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $97K across 19 grants.
What is Gerald L Bauer Educational Trust's typical grant size?
Gerald L Bauer Educational Trust's median grant in 2025 was $5,000, and its average grant was $5,938, across 16 grants on its 2025 IRS Form 990-PF.
Where does Gerald L Bauer Educational Trust give grants?
Gerald L Bauer Educational Trust gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Colfax, IA (9 grants), Des Moines, IA (3 grants) and Mingo, IA (2 grants).
Does Gerald L Bauer Educational Trust give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on Gerald L Bauer Educational Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational Scholarship Award" (16 grants).
Who are Gerald L Bauer Educational Trust's largest grantees?
Gerald L Bauer Educational Trust's largest 2025 grantees include Carley Underwood Central College ($10,000), Kaden Dalton Dmacc ($10,000) and Konner Dalton Dmacc ($10,000), according to its 2025 IRS Form 990-PF. Together they received 32% of its itemized 2025 grant dollars.
How large is Gerald L Bauer Educational Trust?
Gerald L Bauer Educational Trust reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $110K in qualifying distributions that year, against a required minimum of $93K (roughly 5% of its investment assets).
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 $2.2M in total assets as of 2025.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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