Heartland Bank Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GENEVA, NE. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 36 grants totaling $78K. Net investment income was $21K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
+19.0% YoY
Annual Giving
$78K
+13.0% YoY
Grant Count
36
+33.3% YoY
Avg Grant Size
$2K
-15.3% YoY
Under IRS private-foundation payout rules, Heartland Bank Foundation reported a distributable amount of $107K for 2024 — the minimum it must pay out in qualifying distributions.
About Heartland Bank Foundation
Based on IRS filings
Heartland Bank Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GENEVA, NE. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 36 grants totaling $78K. Net investment income was $21K.
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 | $1,507,752 | $1,266,626 | $1,019,060 |
| Revenue | $332,393 | $327,712 | $426,190 |
| Expenses | $91,267 | $80,146 | $68,311 |
| Qualifying Distributions | $78,333 | $69,333 | $55,000 |
| Net Investment Income | $21,329 | $19,750 | $18,444 |
| Distributable Amount | $107,320 | $80,097 | $70,586 |
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
97 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jefferson Community Health Center Inc Dba Jefferson Community Health & Life ($12,500), Fillmore County Hospital ($8,333), Ymca of Hastings Nebraska ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMHERST PUBLIC SCHOOLS AMHERST, NE | DONATION | $2,500 |
| BAILEY HOLTMEIER TOBIAS, NE | SCHOLARSHIP | $3,000 |
| FAITH ENGLE FREMONT, NE | SCHOLARSHIP | $1,000 |
| FILLMORE COUNTY HOSPITAL GENEVA, NE | DONATION | $8,333 |
| JEFFERSON COMMUNITY HEALTH CENTER INC DBA JEFFERSON COMMUNITY HEALTH & LIFE FAIRBURY, NE | DONATION | $12,500 |
| KAJETAN HUBL GRAND ISLAND, NE | SCHOLARSHIP | $1,000 |
| KASSIDY RAMBAT TAYLOR, NE | SCHOLARSHIP | $1,000 |
| KAYLEE NOEL SHICKLEY, NE | SCHOLARSHIP | $1,000 |
| LOGAN BROOKS JUNIATA, NE | SCHOLARSHIP | $1,000 |
| MARIAH SLIVA SHICKLEY, NE | SCHOLARSHIP | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN C WILKINS | ADVISOR | 1 | — |
| LUCAS L SWARTZENDRUBER | ADVISOR | 1 | — |
| AARON T SCHARDT | ADVISOR | 1 | — |
| DENNIS D FERGUSON | ADVISOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Heartland Bank Foundation?
Heartland Bank Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GENEVA, NE. It holds $1.5M in total assets as of 2024.
How large is Heartland Bank Foundation?
As of 2024, Heartland Bank Foundation holds $1.5M in total assets with $332K in annual revenue. It awarded 36 grants totaling $78K in 2024.
Where does Heartland Bank Foundation operate?
Heartland Bank Foundation has awarded grants in Nebraska.
What size grants does Heartland Bank Foundation award?
In 2024, Heartland Bank Foundation awarded 36 grants totaling $78K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Heartland Bank Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Heartland Bank Foundation reported a distributable amount of $107K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Heartland Bank Foundation's EIN?
Heartland Bank Foundation's EIN (Employer Identification Number) is 84-6916406. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Heartland Bank Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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