Merlin C Begalske Trust is a private foundation focused on Education, based in WEST UNION, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $299K in total assets. In 2024, it awarded 6 grants totaling $8K. Net investment income was $8K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$299K
-0.1% YoY
Annual Giving
$8K
-65.2% YoY
Grant Count
6
-64.7% YoY
Avg Grant Size
$1K
-1.4% YoY
Under IRS private-foundation payout rules, Merlin C Begalske Trust reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.
About Merlin C Begalske Trust
Based on IRS filings
Merlin C Begalske Trust is a private foundation focused on Education, based in WEST UNION, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $299K in total assets. In 2024, it awarded 6 grants totaling $8K. Net investment income was $8K.
Focus Areas
Ready to take the next step with Merlin C Begalske Trust?
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 | $299,213 | $299,613 | $315,856 |
| Revenue | $14,640 | $12,460 | $18,003 |
| Expenses | $14,842 | $28,409 | $14,215 |
| Qualifying Distributions | $8,000 | $23,000 | $10,000 |
| Net Investment Income | $7,775 | $7,301 | $15,928 |
| Distributable Amount | $17,828 | $16,085 | $16,204 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
52 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ava Bilden ($2,000), Jaycee Lopez ($2,000), Emma Kovarik ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AVA BILDEN ELGIN, IA | SCHOLARSHIP | $2,000 |
| EMMA KOVARIK HAWKEYE, IA | SCHOLARSHIP | $1,000 |
| PEYTON LOFTSGARD HAWKEYE, IA | SCHOLARSHIP | $1,000 |
| JAYCEE LOPEZ CLERMONT, IA | SCHOLARSHIP | $2,000 |
| BROOKLYN SMITH WEST UNION, IA | SCHOLARSHIP | $1,000 |
| ALLISON TORKELSON WADENA, IA | SCHOLARSHIP | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LYNN ELLIOTT | FORMER TRUST | — | — |
| SHANNON SCHISSEL | TRUSTEE | 2 | $2,976 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Merlin C Begalske Trust?
Merlin C Begalske Trust is a private foundation focused on Education, based in WEST UNION, IA. It holds $299K in total assets as of 2024.
How large is Merlin C Begalske Trust?
As of 2024, Merlin C Begalske Trust holds $299K in total assets with $15K in annual revenue. It awarded 6 grants totaling $8K in 2024.
Where does Merlin C Begalske Trust operate?
Merlin C Begalske Trust has awarded grants in Iowa.
What size grants does Merlin C Begalske Trust award?
In 2024, Merlin C Begalske Trust awarded 6 grants totaling $8K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Merlin C Begalske Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Merlin C Begalske Trust reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Merlin C Begalske Trust's EIN?
Merlin C Begalske Trust's EIN (Employer Identification Number) is 20-6335296. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Merlin C Begalske Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Community Fdn of Greater Des Moines
DES MOINES, IA
Assets
$918.7M
Grants
1,259
Total Given
$55.7M
Pella Rolscreen Foundation
PELLA, IA
Assets
$22.4M
Grants
433
Total Given
$1.9M
Prairie Meadows Race Track and Casino
ALTOONA, IA
Assets
$327.6M
Grants
409
Total Given
$33.0M
Iowa Health Care Association Foundation
WEST DES MOINES, IA
Assets
$321K
Grants
287
Total Given
$4.1M
Quad Cities Community Foundation
BETTENDORF, IA
Assets
$209.7M
Grants
263
Total Given
$7.5M
Dupaco RW Hoefer Foundation
DUBUQUE, IA
Assets
—
Grants
252
Total Given
$558K
New Charitable Foundation
FORT DODGE, IA
Assets
—
Grants
230
Total Given
$246K
Ottumwa Regional Legacy Foundation Inc
OTTUMWA, IA
Assets
—
Grants
216
Total Given
$3.1M
Community Foundation of Greater Dubuque
DUBUQUE, IA
Assets
$165.4M
Grants
211
Total Given
$8.0M
Greater Cedar Rapids Community
CEDAR RAPIDS, IA
Assets
$229.3M
Grants
209
Total Given
$9.4M
The Seidler Foundation
DES MOINES, IA
Assets
—
Grants
175
Total Given
$4.1M
Rsm Us Foundation
DAVENPORT, IA
Assets
$17.5M
Grants
165
Total Given
$5.5M
More Funders in Iowa
Data last updated April 2026. Sourced from IRS Form 990-PF filings.