James W and Frances M Ackerman Charitable Foundation
James W and Frances M Ackerman Charitable Foundation is a private foundation, based in Fort Dodge, IA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $828K in total assets. In 2025, it awarded 11 grants totaling $42K. Net investment income was $81K.
James W and Frances M Ackerman Charitable Foundation at a glance
In short: James W and Frances M Ackerman Charitable Foundation gave $42K across 11 grants in 2025 (avg $4K), mostly in Iowa. 45% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $41,500
- +25.8% vs 2024
- Grants made (2025)
- 11
- +57.1% vs 2024
- Average grant
- $3,773
- -20.0% vs 2024
- Median grant
- $3,000
- Total assets
- $828,120
- +5.4% vs 2024
- New grantees (estimate)
- 45% first-time grantees (5 of 11, 2025; small sample)
- Primary geography
- Iowa (64% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
Who James W and Frances M Ackerman Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Holy Trinity Capital Campaign ($13K). Together the top 10 received $41K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 47 grants of 47 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is James W and Frances M Ackerman Charitable Foundation open to new grantees?
45%
first-time grantees, 2025
In 2025, 5 of 11 grantees (45%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $5K; repeat grants $3K. How we count
Medians: $4K first-time, $2K repeat.
- 36% of 2025 grantees were also funded in 2024. Method
- Giving fell 29% from 2022 to 2025. Method
- In 2025 it paid out 82% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $33K (2024) to $59K (2022). In 2025 it made 11 grants totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Holy Trinity Capital Campaign Fort Dodge, IA | Capital Campaign | $12,500 |
| Friends of St Edmond Ball Fort Dodge, IA | To Support Catholic Education | $5,000 |
| Michael Myers Family Foundation West Palm Beach, FL | Charitable | $5,000 |
| Loyola University Chicago, IL | Scholarship | $4,000 |
| Iowa Central Community College Fort Dodge, IA | Scholarshipscholarship | $3,000 |
| St Edmonds School Fort Dodge, IA | General Support | $3,000 |
| Creighton University Omaha, NE | Scholarship | $2,000 |
| Fort Dodge School Athletics Fort Dodge, IA | Wrestling Team Support | $2,000 |
| Texas Christian University Fort Worth, TX | Scholarships | $2,000 |
| University of Wyoming Laramie, WY | Scholarships | $2,000 |
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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 | $828,120 | $88,163 | $49,072 | $41,500 | 11 | $41,500 | $80,591 | $50,391 |
| 2024 | $785,875 | $67,297 | $40,166 | $33,000 | 7 | $33,000 | $60,131 | $46,469 |
| 2023 | $743,642 | $36,306 | $63,804 | $57,500 | 10 | $57,500 | $30,002 | $42,615 |
| 2022 | $755,539 | $-8,482 | $66,991 | $58,500 | 7 | $58,500 | $19,137 | $47,519 |
| 2021 | $879,127 | $74,784 | $52,001 | $42,375 | 12 | $42,375 | $65,158 | $50,678 |
| 2020 | $856,054 | $55,140 | $53,794 | $42,750 | 13 | — | $44,096 | $47,470 |
| 2019 | $854,708 | $79,067 | $55,584 | $47,674 | 12 | — | $71,157 | $44,105 |
Under IRS private-foundation payout rules, James W and Frances M Ackerman Charitable Foundation reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James W and Frances M Ackerman Charitable Foundation is led by James R. Bocken, President on every filing since 2019; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
James R. Bocken
President
On filings since 2019
No compensation reported
Brian Bocken
Director
On filings since 2019
No compensation reported
Thomas G. Schnurr
Director
On filings since 2019
No compensation reported
Greg Bocken
Treasurer
On filings since 2019
No compensation reported
Kathy Bocken
Secretarty
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 James W and Frances M Ackerman Charitable Foundation
How much does James W and Frances M Ackerman Charitable Foundation give each year?
James W and Frances M Ackerman Charitable Foundation gave $42K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $33K across 7 grants.
What is James W and Frances M Ackerman Charitable Foundation's typical grant size?
James W and Frances M Ackerman Charitable Foundation's median grant in 2025 was $3,000, and its average grant was $3,773, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from James W and Frances M Ackerman Charitable Foundation that year got $5K on average.
Where does James W and Frances M Ackerman Charitable Foundation give grants?
James W and Frances M Ackerman Charitable Foundation gives mostly in Iowa: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (12%) and Illinois (10%). The most frequent recipient cities were Fort Dodge, IA (6 grants).
Does James W and Frances M Ackerman Charitable Foundation give general operating support?
Occasionally: 9% of James W and Frances M Ackerman Charitable Foundation's 2025 grants with a stated purpose (1 of 11) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are James W and Frances M Ackerman Charitable Foundation's largest grantees?
James W and Frances M Ackerman Charitable Foundation's largest 2025 grantees include Holy Trinity Capital Campaign ($12,500), Friends of St Edmond Ball ($5,000) and Michael Myers Family Foundation ($5,000), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.
How large is James W and Frances M Ackerman Charitable Foundation?
James W and Frances M Ackerman Charitable Foundation reported $828K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $50K (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 is James W and Frances M Ackerman Charitable Foundation's EIN?
James W and Frances M Ackerman Charitable Foundation's EIN (Employer Identification Number) is 42-1412905. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 8, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- IRS filings on file for fiscal years 2019–2024
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