Katherine Bogardus Trust Uw
Katherine Bogardus Trust Uw is a private foundation, based in Normal, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 8 grants totaling $54K. Net investment income was $109K.
Katherine Bogardus Trust Uw at a glance
In short: Katherine Bogardus Trust Uw gave $54K across 8 grants in 2025 (avg $7K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $54,385
- -25.0% vs 2024
- Grants made (2025)
- 8
- -38.5% vs 2024
- Average grant
- $6,798
- +21.9% vs 2024
- Median grant
- $7,147
- Total assets
- $1,903,310
- -4.6% vs 2024
- Primary geography
- Illinois (91% 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 Katherine Bogardus Trust Uw funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Illinois State University ($14K across 2 grants). Together the top 7 received $54K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 23 grants of 24 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Katherine Bogardus Trust Uw gives
- Giving grew 88% from 2022 to 2025. Method
- In 2025 it paid out 50% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $29K (2022) to $114K (2019). In 2025 it made 8 grants totaling $54K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Eastern Illinois University Charleston, IL | Education at Institution Listed | $10,092 |
| Northern Illinois University Dekalb, IL | Education at Institution Listed | $10,000 |
| Bradley University Peoria, IL | Education at Institution Listed | $10,000 |
| Illinois State University Normal, IL | Education at Institution Listed | $8,500 |
| Illinois State University Normal, IL | Education at Institution Listed | $5,793 |
| Butler University Indianapolis, IN | Education at Institution Listed | $5,000 |
| Heartland Community College Normal, IL | Education at Institution Listed | $2,500 |
| University of Illinois Urbana, IL | Education at Institution Listed | $2,500 |
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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 | $1,903,310 | $194,617 | $254,023 | $54,385 | 8 | $81,987 | $108,551 | $164,314 |
| 2024 | $1,994,762 | $177,755 | $245,905 | $72,500 | 13 | $98,557 | $93,974 | $162,512 |
| 2023 | $2,067,871 | $197,199 | $233,862 | $85,000 | 1 | $100,532 | $87,833 | $178,554 |
| 2022 | $2,123,262 | $139,636 | $130,440 | $29,000 | 1 | $39,200 | $66,507 | $168,490 |
| 2021 | $2,180,383 | $296,959 | $107,455 | $49,431 | 1 | $65,903 | $169,939 | $203,820 |
| 2020 | $2,048,868 | $223,989 | $184,043 | $94,179 | 1 | — | $89,959 | $203,079 |
| 2019 | $2,052,246 | $232,315 | $193,844 | $113,803 | 1 | — | $128,815 | $163,670 |
Under IRS private-foundation payout rules, Katherine Bogardus Trust Uw reported a distributable amount of $164K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Katherine Bogardus Trust Uw's only listed officer is Heartland Bank Trust Company, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Heartland Bank Trust Company
Trustee
On filings since 2024
0.1 hrs/week
$21K (2024) → $21K (2025)
Former officers (3)
- Former: Martha Jo Orris (2022–2023) — Wealth Advisor
- Former: Nathan Ihnes (2020–2021) — Foundation Manager
- Former: Marty Orris (2019) — Foundation Manager
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $21K, to Heartland Bank Trust Company (Trustee).
Frequently asked questions about Katherine Bogardus Trust Uw
How much does Katherine Bogardus Trust Uw give each year?
Katherine Bogardus Trust Uw gave $54K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $73K across 13 grants.
What is Katherine Bogardus Trust Uw's typical grant size?
Katherine Bogardus Trust Uw's median grant in 2025 was $7,147, and its average grant was $6,798, across 8 grants on its 2025 IRS Form 990-PF.
Where does Katherine Bogardus Trust Uw give grants?
Katherine Bogardus Trust Uw gives mostly in Illinois: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Indiana (9%). The most frequent recipient cities were Normal, IL (3 grants).
Does Katherine Bogardus Trust Uw give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Katherine Bogardus Trust Uw's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education at Institution Listed" (8 grants).
Who are Katherine Bogardus Trust Uw's largest grantees?
Katherine Bogardus Trust Uw's largest 2025 grantees include Illinois State University ($14,293 across 2 grants), Eastern Illinois University ($10,092) and Northern Illinois University ($10,000), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is Katherine Bogardus Trust Uw?
Katherine Bogardus Trust Uw reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $82K in qualifying distributions that year, against a required minimum of $164K (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 Katherine Bogardus Trust Uw's EIN?
Katherine Bogardus Trust Uw's EIN (Employer Identification Number) is 37-6062479. IRS Form 990 filing data is available on this page for 2019–2025.
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 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Added 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 May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
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