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
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
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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 | $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
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 |
|---|---|---|---|
| LYNN ELLIOTT | FORMER TRUST | — | — |
| SHANNON SCHISSEL | TRUSTEE | 2 | $2,976 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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