Haggard-Twogood Charitable Trust
Haggard-Twogood Charitable Trust is a private foundation based in Algona, Iowa. Its 2025 filing reports 15 grants totaling $112,177, with recipients in Iowa and Minnesota.
Haggard-Twogood Charitable Trust at a glance
In short: Haggard-Twogood Charitable Trust gave $112K across 15 grants in 2025 (avg $7K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $112,177
- -20.4% vs 2024
- Grants made (2025)
- 15
- +1400.0% vs 2024
- Average grant
- $7,478
- -94.7% vs 2024
- Median grant
- $3,000
- Total assets
- $2,863,374
- +5.1% vs 2024
- Primary geography
- Iowa (88% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Haggard-Twogood Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 617 111 N Dodge St, Algona, IA 50511
Phone: (515) 295-3565
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Haggard-Twogood Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Johanna Restoration Inc ($40K). Together the top 10 received $106K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 15 grants of 19 (79%).
Geographic Focus
Where this funder awards grants
In 2025, 88% of grant dollars went to recipients in Iowa and 12% to recipients in Minnesota.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
Cities
How Haggard-Twogood Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 79% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $83K (2020) to $159K (2023). In 2025 it made 15 grants totaling $112K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Johanna Restoration Inc Algona, IA | Statement Attached | $40,000 |
| City of Algona Algona, IA | Statement Attached | $20,000 |
| Central IA Chap of Nat'l Society AR Lakeville, MN | Statement Attached | $13,180 |
| Algona Community School Foundation Algona, IA | Statement Attached | $12,000 |
| Stinson Prairie Arts Council Spac Algona, IA | Statement Attached | $5,000 |
| Kossuth County Conert Association Algona, IA | Statement Attached | $4,000 |
| Algona Vocal Instrumental Promoters Algona, IA | Statement Attached | $3,000 |
| BISHOP GARRIGAN DARTs Algona, IA | Statement Attached | $3,000 |
| Algona Area Chamber of Commerce Algona, IA | Statement Attached | $2,950 |
| Friends of the Algona Public Librar Algona, IA | Statement Attached | $2,447 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,863,374 | $282,388 | $145,609 | $112,177 | 15 | $123,692 | $265,825 | $155,644 |
| 2024 | $2,723,744 | $225,076 | $170,938 | $140,945 | 1 | $154,487 | $209,441 | $150,217 |
| 2023 | $2,672,405 | $123,665 | $217,398 | $159,492 | 1 | $172,017 | $108,788 | $141,183 |
| 2022 | $2,766,375 | $2,064,513 | $154,802 | $124,305 | 1 | $138,393 | $2,051,105 | $81,901 |
| 2021 | $856,843 | $144,643 | $106,147 | $86,209 | 1 | $96,282 | $135,508 | $94,655 |
| 2020 | $818,427 | $95,788 | $101,327 | $83,205 | 1 | — | $87,880 | $90,060 |
Under IRS private-foundation payout rules, Haggard-Twogood Charitable Trust reported a distributable amount of $156K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included support for a school foundation, a chamber of commerce, arts and cultural organizations, and other listed recipients. The Algona Community School Foundation describes its mission as providing financial support to the Algona community school system and post-high-school scholarship support to graduates. The Algona Area Chamber of Commerce describes its work as advancing Algona activities through business promotion, networking, local-business representation, and educational opportunities.
Grantmaking
In 2025, the trust made 15 grants totaling $112,177. Grant amounts ranged from $250 to $40,000, with a median grant of $3,000. Its largest listed grants were $40,000 to Johanna Restoration Inc.; $20,000 to the City of Algona; $13,180 to Central Iowa Chapter of the National Society of the Arts (listed as “CENTRAL IA CHAP OF NAT'L SOCIETY AR”); and $12,000 to the Algona Community School Foundation. Other listed recipients included Stinson Prairie Arts Council ($5,000), Kossuth County Concert Association ($4,000), Algona Vocal Instrumental Promoters ($3,000), and Bishop Garrigan DARTs ($3,000). The filing lists each grant’s purpose as “statement attached.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Alison Vanotterloo as Trustee; Wendy Phillips as Vice President/Trustee; Paul E. Wigley as President; Kristie A. Brown as Treasurer/Trustee; and Scott G. Buchanan as Secretary/Trustee.
Haggard-Twogood Charitable Trust is led by Paul E. Wigley, President since 2024 (on filings since 2020); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Paul E. Wigley
President
Trustee → President, 2024
On filings since 2020
1 hr/week
$350 (2021) → $0 (2025)
Wendy Phillips
V President & Trustee
On filings since 2020
1 hr/week
$350 (2021) → $0 (2025)
Kristie A. Brown
Treasurer & Trustee
On filings since 2020
2 hrs/week
$500 (2021) → $0 (2025)
Scott G. Buchanan
Sec'y & Trustee
On filings since 2020
2 hrs/week
$500 (2021) → $0 (2025)
Alison Vanotterloo
Trustee
On filings since 2024
1 hr/week
$350 (2024) → $0 (2025)
Former officers (1)
- Former: Judith M. Thoreson (2020–2023) — President & Trustee
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 2024 IRS filing
The highest reported compensation on the 2024 filing was $500, to Kristie a Brown (Treas/Trustee). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Haggard-Twogood Charitable Trust
How much does Haggard-Twogood Charitable Trust give each year?
Haggard-Twogood Charitable Trust gave $112K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $141K across 1 grant.
What is Haggard-Twogood Charitable Trust's typical grant size?
Haggard-Twogood Charitable Trust's median grant in 2025 was $3,000, and its average grant was $7,478, across 15 grants on its 2025 IRS Form 990-PF.
Where does Haggard-Twogood Charitable Trust give grants?
Haggard-Twogood Charitable Trust gives mostly in Iowa: 88% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Minnesota (12%). The most frequent recipient cities were Algona, IA (13 grants).
Does Haggard-Twogood Charitable Trust give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on Haggard-Twogood Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Statement Attached" (15 grants).
Who are Haggard-Twogood Charitable Trust's largest grantees?
Haggard-Twogood Charitable Trust's largest 2025 grantees include Johanna Restoration Inc ($40,000), City of Algona ($20,000) and Central IA Chap of Nat'l Society AR ($13,180), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.
How large is Haggard-Twogood Charitable Trust?
Haggard-Twogood Charitable Trust reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $124K in qualifying distributions that year, against a required minimum of $156K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Haggard-Twogood Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included support for a school foundation, a chamber of commerce, arts and cultural organizations, and other listed recipients. See mission & focus areas ↑
How do I apply for a grant from Haggard-Twogood Charitable Trust?
The trust does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Haggard-Twogood Charitable Trust's EIN?
Haggard-Twogood Charitable Trust's EIN (Employer Identification Number) is 39-6646318. IRS Form 990 filing data is available on this page for 2020–2025.
Does Haggard-Twogood Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 24, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Haggard-Twogood Charitable Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/haggard-twogood-charitable-trust-morg_4f8ad09c3e124abf983bfaaced9e90c2
BibTeX
@misc{grantable_396646318_2026,
author = {{Grantable}},
title = {{Haggard-Twogood Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/haggard-twogood-charitable-trust-morg_4f8ad09c3e124abf983bfaaced9e90c2},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Haggard-Twogood Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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