Katherine Bogardus Trust Uw

NORMAL, IL EIN: 37-6062479

Katherine Bogardus Trust Uw is a private foundation, based in NORMAL, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 13 grants totaling $73K. Net investment income was $94K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

-3.5% YoY

Annual Giving

$73K

-14.7% YoY

Grant Count

+1200.0% YoY

Avg Grant Size

$6K

-93.4% YoY

Under IRS private-foundation payout rules, Katherine Bogardus Trust Uw reported a distributable amount of $163K for 2024 — the minimum it must pay out in qualifying distributions.

About Katherine Bogardus Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $318K (96%)

Oklahoma $10K (3%)

Indiana $3K (1%)

States

Illinois Indiana Oklahoma

Cities

BloomingtonBourbonnaisCharlestonDekalbDewitt CountyEdwardsvilleEurekaIndianapolisNormalStillwaterUrbana

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,994,762	$2,067,871	$2,123,262
Revenue	$177,755	$197,199	$139,636
Expenses	$245,905	$233,862	$130,440
Qualifying Distributions	$98,557	$100,532	$39,200
Net Investment Income	$93,974	$87,833	$66,507
Distributable Amount	$162,512	$178,554	$168,490

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

17 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Eastern Illinois University ($10,000), Illinois Wesleyan University ($10,000), Northern Illinois University ($10,000).

Recipient	Purpose	Amount
BUTLER UNIVERSITY INDIANAPOLIS, IN	EDUCATION AT INSTITUTION LISTED	$2,500
EASTERN ILLINOIS UNIVERSITY CHARLESTON, IL	EDUCATION AT INSTITUTION LISTED	$10,000
EUREKA COLLEGE EUREKA, IL	EDUCATION AT INSTITUTION LISTED	$2,500
HEARTLAND COMMUNITY COLLEGE NORMAL, IL	EDUCATION AT INSTITUTION LISTED	$5,000
ILLINOIS STATE UNIVERSITY NORMAL, IL	EDUCATION AT INSTITUTION LISTED	$7,500
ILLINOIS STATE UNIVERSITY NORMAL, IL	EDUCATION AT INSTITUTION LISTED	$5,000
ILLINOIS WESLEYAN UNIVERSITY BLOOMINGTON, IL	EDUCATION AT INSTITUTION LISTED	$2,500
ILLINOIS WESLEYAN UNIVERSITY BLOOMINGTON, IL	EDUCATION AT INSTITUTION LISTED	$10,000
NORTHERN ILLINOIS UNIVERSITY DEKALB, IL	EDUCATION AT INSTITUTION LISTED	$10,000
OKLAHOMA STATE UNIVERSITY STILLWATER, OK	EDUCATION AT INSTITUTION LISTED	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HEARTLAND BANK TRUST COMPANY	TRUSTEE	0.1	$20,970

Frequently Asked Questions

How large is Katherine Bogardus Trust Uw?

As of 2024, Katherine Bogardus Trust Uw holds $2.0M in total assets with $178K in annual revenue. It awarded 13 grants totaling $73K in 2024.

Where does Katherine Bogardus Trust Uw operate?

Katherine Bogardus Trust Uw has awarded grants in Illinois, Indiana, Oklahoma.

What size grants does Katherine Bogardus Trust Uw award?

In 2024, Katherine Bogardus Trust Uw awarded 13 grants totaling $73K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Katherine Bogardus Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Katherine Bogardus Trust Uw reported a distributable amount of $163K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.