Iowa Insurance and Financial Services Education Foundation

Private foundation · Grantmaker West Des Moines, IA EIN: 42-1415594

Iowa Insurance and Financial Services Education Foundation is a private foundation focused on Education, based in West Des Moines, IA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $188K in total assets. In 2025, it awarded 4 grants totaling $20K. Net investment income was $41.

Iowa Insurance and Financial Services Education Foundation at a glance

In short: Iowa Insurance and Financial Services Education Foundation gave $20K across 4 grants in 2025 (avg $5K), mostly in Iowa. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$20,000
-27.3% vs 2024
Grants made (2025)
4
+0.0% vs 2024
Average grant
$5,000
-27.3% vs 2024
Median grant
$5,000
Total assets
$187,884
-1.5% vs 2024
Primary geography
Iowa (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Iowa Insurance and Financial Services Education Foundation funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

University of Iowa: $8KUniversity of Iowa$8KUniversity of Northern Iowa: $5KUniversity of Northern Iowa$5KIowa State University: $5KIowa State University$5KDrake University: $3KDrake University$3K

The largest 2025 recipient was University of Iowa ($8K). Together the top 4 received $20K.

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 8 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

AmesCedar FallsDes MoinesIowa CityAlbiaAlgonaAnkenyBrookingsCedar RapidsIndianolaMilanOskaloosa

How Iowa Insurance and Financial Services Education Foundation gives

  • In 2025 it paid out 215% of its IRS minimum distribution (the 5% rule). 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

$0$10K$20K$30K12 grants2020 0 grants2021 0 grants2022 0 grants2023 4 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $20K (2025) to $30K (2020). In 2025 it made 4 grants totaling $20K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
University of Iowa Iowa City, IAScholarships$7,500
University of Northern Iowa Cedar Falls, IAScholarships$5,000
Iowa State University Ames, IAScholarships$5,000
Drake University Des Moines, IAScholarships$2,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$187,884$41$28,012$20,0004$20,000$41$9,324
2024$190,814$115$37,169$27,5004$27,500$115$9,955
2023$213,534$175$1,852———$175$10,083
2022$196,002$7$2,185———$7$10,318
2021$223,014$6$1,984———$6$10,588
2020$206,952$10,024$34,258$30,00012—$24$10,327

Under IRS private-foundation payout rules, Iowa Insurance and Financial Services Education Foundation reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Iowa Insurance and Financial Services Education Foundation's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Candy Bidler

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Roby Shay

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Angela Cooper

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Danette Kobolt

    Co-Chair

    Director → Secretary, 2022

    Secretary → Co-Chair, 2025

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Scott Venerable

    Co-Chair

    Director → Co-Chair, 2025

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Jenny Chadwick

    Treasurer

    Director → Treasurer, 2025

    On filings since 2022

    2 hrs/week

    No compensation reported

Former officers (6)
  • Former: Deidre Williams (2020–2024) — Chair
  • Former: Sean Kennedy (2020–2024) — Treasurer
  • Former: Thomas O'Meara (2020–2024) — Director
  • Former: Kay Godfredsen (2020–2023) — Director
  • Former: Jill Kempkes (2020–2021) — Treasurer
  • Former: Jayme Richards (2020) — Past Chair

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.

Frequently asked questions about Iowa Insurance and Financial Services Education Foundation

How much does Iowa Insurance and Financial Services Education Foundation give each year?

Iowa Insurance and Financial Services Education Foundation gave $20K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 4 grants.

What is Iowa Insurance and Financial Services Education Foundation's typical grant size?

Iowa Insurance and Financial Services Education Foundation's median grant in 2025 was $5,000, and its average grant was $5,000, across 4 grants on its 2025 IRS Form 990-PF.

Where does Iowa Insurance and Financial Services Education Foundation give grants?

Iowa Insurance and Financial Services Education Foundation gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Iowa Insurance and Financial Services Education Foundation give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Iowa Insurance and Financial Services Education Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (4 grants).

How large is Iowa Insurance and Financial Services Education Foundation?

Iowa Insurance and Financial Services Education Foundation reported $188K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).

What is Iowa Insurance and Financial Services Education Foundation?

Iowa Insurance and Financial Services Education Foundation is a private foundation focused on Education, based in West Des Moines, IA. It holds $188K in total assets as of 2025.

What is Iowa Insurance and Financial Services Education Foundation's EIN?

Iowa Insurance and Financial Services Education Foundation's EIN (Employer Identification Number) is 42-1415594. 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.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 9, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 3, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 5, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  7. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Iowa Insurance and Financial Services Education Foundation'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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