James Matheson and Marian Matheson
James Matheson and Marian Matheson is a private foundation, based in Cedar Falls, IA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $37K in total assets. In 2025, it awarded 4 grants totaling $750. Net investment income was $1K.
James Matheson and Marian Matheson at a glance
In short: James Matheson and Marian Matheson gave $750 across 4 grants in 2025 (avg $187.5), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $750
- +114.3% vs 2024
- Grants made (2025)
- 4
- +300.0% vs 2024
- Average grant
- $188
- -46.4% vs 2024
- Median grant
- $150
- Total assets
- $36,747
- -4.3% 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 James Matheson and Marian Matheson funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Paul Brockett ($300). Together the top 4 received $750.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How James Matheson and Marian Matheson gives
- Giving grew 100% from 2022 to 2025. 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 $350 (2023) to $1K (2020). In 2025 it made 4 grants totaling $750.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Paul Brockett Ames, IA | Education Post High School at Iowa State University. | $300 |
| Drake Blakesley Cedar Falls, IA | Education post high school at university of northern Iowa. | $150 |
| Shelby Brubaker Cedar Falls, IA | Education post high school at university of northern Iowa. | $150 |
| Emma McClintock Cedar Falls, IA | Education post high school at university of northern Iowa. | $150 |
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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 |
|---|---|---|---|---|---|---|---|
| 2025 | $36,747 | $-24 | $3,100 | $750 | 4 | $750 | $1,201 |
| 2024 | $38,399 | $1,748 | $2,691 | $350 | 1 | $350 | $1,786 |
| 2023 | $39,855 | $1,835 | $2,661 | $350 | 1 | $350 | $1,835 |
| 2022 | $40,159 | $1,334 | $877 | $375 | 1 | $375 | $1,334 |
| 2021 | $41,244 | $1,034 | $1,251 | $550 | 1 | $550 | $1,034 |
| 2020 | $41,471 | $900 | $2,107 | $1,400 | 2 | — | $900 |
Leadership & Key People
Officers and directors from IRS filings
James Matheson and Marian Matheson's only listed officer is Lincoln Savings Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Lincoln Savings Bank
Trustee
On filings since 2020
1 hr/week
$418 (2020) → $2K (2025)
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 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Lincoln Savings Bank (Trustee).
Frequently asked questions about James Matheson and Marian Matheson
How much does James Matheson and Marian Matheson give each year?
James Matheson and Marian Matheson gave $750 across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $350 across 1 grant.
What is James Matheson and Marian Matheson's typical grant size?
James Matheson and Marian Matheson's median grant in 2025 was $150, and its average grant was $188, across 4 grants on its 2025 IRS Form 990-PF.
Where does James Matheson and Marian Matheson give grants?
James Matheson and Marian Matheson 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 Cedar Falls, IA (3 grants).
Does James Matheson and Marian Matheson give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on James Matheson and Marian Matheson's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education Post High School at University of Northern Iowa." (3 grants).
How large is James Matheson and Marian Matheson?
James Matheson and Marian Matheson reported $37K in total assets on its 2025 IRS Form 990-PF.
What is James Matheson and Marian Matheson's EIN?
James Matheson and Marian Matheson's EIN (Employer Identification Number) is 42-1172985. 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 19, 2026)
- IRS filings on file for fiscal years 2020–2025
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Figures come from James Matheson and Marian Matheson'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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