Joan Mcallister Scholarship Trust is a private foundation focused on Education, based in BURLINGTON, IA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $34K in total assets. In 2024, it awarded 2 grants totaling $3K. Net investment income was $2K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$34K
-4.4% YoY
Annual Giving
$3K
-16.7% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$1K
+66.7% YoY
About Joan Mcallister Scholarship Trust
Based on IRS filings
Joan Mcallister Scholarship Trust is a private foundation focused on Education, based in BURLINGTON, IA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $34K in total assets. In 2024, it awarded 2 grants totaling $3K. Net investment income was $2K.
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 | $33,898 | $35,470 | $39,934 |
| Revenue | $2,446 | $47 | $2,222 |
| Expenses | $4,018 | $4,511 | $4,451 |
| Qualifying Distributions | $3,257 | $3,745 | $3,691 |
| Net Investment Income | $1,688 | $196 | $1,531 |
| Distributable Amount | $1,873 | $1,792 | $2,023 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FARMERS MERCHANT BANK TRUST | TRUSTEE | 1 | $840 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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