Juli Ann Farrell Charitable Trust
The Juli Ann Farrell Charitable Trust is a private foundation based in Hudson, Iowa. In its 2025 filing, it reported making 17 grants totaling $29,000, including gifts to charitable organizations and scholarships for individual recipients.
Juli Ann Farrell Charitable Trust at a glance
In short: Juli Ann Farrell Charitable Trust gave $29K across 17 grants in 2025 (avg $2K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $29,000
- +383.3% vs 2024
- Grants made (2025)
- 17
- +142.9% vs 2024
- Average grant
- $1,706
- +99.0% vs 2024
- Median grant
- $1,500
- Total assets
- $248,561
- -7.4% vs 2024
- Primary geography
- Iowa (86% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Juli Ann Farrell Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. The filing lists Wanda J. Farrell as the contact, with application form and materials, deadlines, and award restrictions listed as N/A.
- Contact
Application contact: Wanda J Farrell
Mailing address: 104 Walnut St, Hudson, IA 50643
Phone: (319) 988-4384
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Juli Ann Farrell Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Northeast Iowa Food Bank ($7K). Together the top 7 received $13K.
Organizations only. It also paid 10 individual scholarships ($16,000), which are not listed by name.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 48 grants of 48 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 86% of grant dollars went to recipients in Iowa, 7% to New York, 3% to Georgia, and 3% to Tennessee.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
How Juli Ann Farrell Charitable Trust gives
- Giving grew 61% from 2022 to 2025. Method
- In 2025 it paid out 180% 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
From 2020 to 2025, annual grant giving ranged from $6K (2024) to $29K (2025). In 2025 it made 17 grants totaling $29K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northeast Iowa Food Bank Waterloo, IA | Donation | $7,000 |
| 10 individual scholarships Recipients not named | — | $16,000 |
| American Cancer Society Des Moines, IA | Donation | $1,000 |
| Habitat for Humanity Americus, GA | Donation | $1,000 |
| The Salvation Army Waterloo, IA | Donation | $1,000 |
| Planned Parenthood New York, NY | Donation | $1,000 |
| Audubon New York, NY | Donation | $1,000 |
| St Jude Childrens Research Hospital Memphis, TN | Donation | $1,000 |
Ready to take the next step with Juli Ann Farrell Charitable Trust?
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 | $248,561 | $18,980 | $37,454 | $29,000 | 17 | $29,000 | $13,157 | $16,120 |
| 2024 | $268,532 | $11,301 | $11,739 | $6,000 | 7 | $6,000 | $5,731 | $15,203 |
| 2023 | $268,970 | $13,216 | $17,390 | $12,500 | 7 | $12,500 | $8,330 | $14,414 |
| 2022 | $273,144 | $1,999 | $24,078 | $18,000 | 9 | $18,000 | $310 | $13,784 |
| 2021 | $295,223 | $35,601 | $15,453 | $10,500 | 8 | $10,500 | $30,695 | $13,454 |
| 2020 | $275,075 | $7,503 | $12,510 | $8,400 | 6 | — | $3,408 | $13,312 |
Under IRS private-foundation payout rules, Juli Ann Farrell Charitable Trust reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included support for organizations addressing hunger, housing, cancer, and pediatric diseases, as well as scholarships to individual recipients. The Northeast Iowa Food Bank describes its mission as providing nutritious food and grocery products to nonprofit organizations and individuals in northeast Iowa and offering hunger education. Habitat for Humanity–North Central Georgia describes its work as building homes with low-income families. St. Jude Children’s Research Hospital describes its mission as advancing cures and prevention for pediatric catastrophic diseases through research and treatment.
Grantmaking
In 2025, the trust reported 17 grants totaling $29,000. Grants ranged from $500 to $7,000, with a median grant of $1,500. The largest listed grant was $7,000 to the Northeast Iowa Food Bank in Waterloo, Iowa. Other reported gifts included $1,000 to the American Cancer Society in Des Moines, Iowa, and $1,000 to Habitat for Humanity in Georgia. The filing also listed scholarships of $1,000 to $2,000 for individual recipients. St. Jude Children’s Research Hospital reported receiving $1,000 in 2025.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Wanda J. Farrell as trustee.
Juli Ann Farrell Charitable Trust is led by Wanda J. Farrell, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Wanda J. Farrell
Trustee
On filings since 2020
2 hrs/week
No compensation reported
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 Juli Ann Farrell Charitable Trust
How much does Juli Ann Farrell Charitable Trust give each year?
Juli Ann Farrell Charitable Trust gave $29K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 7 grants.
What is Juli Ann Farrell Charitable Trust's typical grant size?
Juli Ann Farrell Charitable Trust's median grant in 2025 was $1,500, and its average grant was $1,706, across 17 grants on its 2025 IRS Form 990-PF.
Where does Juli Ann Farrell Charitable Trust give grants?
Juli Ann Farrell Charitable Trust gives mostly in Iowa: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (7%). The most frequent recipient cities were Waterloo, IA (2 grants) and New York, NY (2 grants).
Does Juli Ann Farrell Charitable Trust give general operating support?
Not in 2025: none of the 17 grants with a stated purpose on Juli Ann Farrell Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (10 grants) and "Donation" (7 grants).
Who are Juli Ann Farrell Charitable Trust's largest grantees?
Juli Ann Farrell Charitable Trust's largest 2025 grantees include Northeast Iowa Food Bank ($7,000), American Cancer Society ($1,000) and Habitat for Humanity ($1,000), according to its 2025 IRS Form 990-PF. It also paid 10 individual scholarships ($16,000), which are not listed by name. Together they received 31% of its itemized 2025 grant dollars.
How large is Juli Ann Farrell Charitable Trust?
Juli Ann Farrell Charitable Trust reported $249K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
What does Juli Ann Farrell Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included support for organizations addressing hunger, housing, cancer, and pediatric diseases, as well as scholarships to individual recipients. See mission & focus areas ↑
How do I apply for a grant from Juli Ann Farrell Charitable Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Juli Ann Farrell Charitable Trust's EIN?
Juli Ann Farrell Charitable Trust's EIN (Employer Identification Number) is 42-6591048. IRS Form 990 filing data is available on this page for 2020–2025.
Does Juli Ann Farrell Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
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 July 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Juli Ann Farrell Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Iowa
Waverly-Shell Rock Area United Way
Waverly, IA
Raise and distribute funds to tax exempt organizations that provide human services for the betterment of the residents of northeast Iowa.
Assets
$431K
Grants
9
Total Given
$110K
Margaret L Prahm Kephart Charitable Tr
Independence, IA
The foundation supports scholarships, local history and tourism, libraries, health care and hospice, churches, and other charitable organizations. Its 2025 grants totaled $120,111, typically about $11,000 each, with most funding going to Iowa and some to Tennessee. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$2.7M
Grants
10
Total Given
$120K
Iowa Hospital Education and Research Foundation
Des Moines, IA
IOWA HOSPITAL EDUCATION AND RESEARCH supports Iowa hospitals, including disaster relief, and scholarships for students pursuing health care degrees that benefit Iowa hospitals. In 2024, its 13 grants ranged from $7,500 to $179,000, with a median of $22,000; the profile does not state whether it accepts unsolicited requests.
Assets
$5.3M
Grants
13
Total Given
$595K
Winnebago Industries Foundation
Forest City, IA
Winnebago Industries Foundation supports environmental stewardship, access to outdoor activities, education and workforce development, and inclusive communities. Its usual geographic focus is communities within 50 miles of employee locations in Florida, Indiana, Iowa, and Minnesota, with an exception for national partnerships; 2025 grants had a median of $15,000, though amounts varied widely. It is invitation-only and does not accept unsolicited requests.
Assets
$81K
Grants
14
Total Given
$1.7M
Melissa Lea Reicks Foundation
Lawler, IA
The foundation funds donations and scholarships for charitable organizations and individuals, primarily in Iowa, with a small share going to Missouri. Its 2025 grants totaled $80,260 across 16 awards, ranging from $500 to $40,060, with a median grant of $1,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
—
Grants
16
Total Given
$80K
Molinaro Family Charitable Foundation
Waterloo, IA
The foundation supports education, healthcare, religious education, arts, food assistance, mental health, and community services, primarily in Iowa, with some grants in Wisconsin. Its 2024 grants ranged from $1,000 to $25,000, with a median of $7,500. It accepts unsolicited requests; no deadline is listed.
Assets
$3.8M
Grants
18
Total Given
$195K
More similar funders
More Funders in Iowa
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Juli Ann Farrell Charitable Trust'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.
Juli Ann Farrell Charitable Trust down — hundreds of funders to go?