Michael & Marjory Bennett

Foundation · Grantmaker Sioux City, IA EIN: 27-3630915

Michael & Marjory Bennett is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sioux City, IA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $413K in total assets. In 2024, it awarded 11 grants totaling $269K. Net investment income was $137K.

Key facts about Michael & Marjory Bennett

EIN
27-3630915
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$268,810
Grants made (2024)
11
Average grant
$24,437
Median grant
$12,500
New grantees (estimate)
27% first-time grantees (3 of 11, 2024)
Total assets
$412,529
Primary geography
Iowa (59% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Michael & Marjory Bennett funds

By grant dollars, the top recipient states for Michael & Marjory Bennett's 11 itemized 2024 grants were Iowa (59%), Arkansas (19%) and South Carolina (9%). The most frequent recipient cities were Sioux City, IA (5 grants). None of its 11 grants with a stated purpose were described as general or operating support. Recurring purposes include "Assistance to Community Activities" (8 grants).

Is Michael & Marjory Bennett open to new grantees?

27%

first-time grantees, 2024

In 2024, 3 of 11 grantees (27%) were first-time recipients. First grants averaged $19K; repeat grants $26K. How we count

Medians: $25K first-time, $11K repeat.

  • 55% of 2024 grantees were also funded in 2023. Method
  • Giving fell 27% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$413K

+115.5% YoY

Annual Giving

$269K

+4.4% YoY

Grant Count

11

+10.0% YoY

Avg Grant Size

$24K

-5.1% YoY

Under IRS private-foundation payout rules, Michael & Marjory Bennett reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.

About Michael & Marjory Bennett

Based on IRS filings

Michael & Marjory Bennett is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sioux City, IA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $413K in total assets. In 2024, it awarded 11 grants totaling $269K. Net investment income was $137K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of all 11 itemized 2024 grant dollars.

Cities

Sioux CityOmahaArnolds ParkSanibelSouth Sioux CityConwayCherry Grove BeachJacksonvilleOkobojiSpencer

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$186K$372K$558K$744K201920202021202220232024
Metric202420232022
Total Assets$412,529$191,437$443,889
Revenue$676,618$13,519$510,054
Expenses$273,473$265,971$625,840
Qualifying Distributions$268,810$257,500$615,011
Net Investment Income$136,892$11,455$6,197
Distributable Amount$11,764$17,280$32,134

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$154K$308K$461K$615K12 grants201910 grants202011 grants202114 grants202210 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Historic Arnold's Park: $64KHistoric Arnold's Park$64KCamp High Hopes: $50KCamp High Hopes$50KStudent Mobilization: $50KStudent Mobilization$50KChapel by the Sea: $25KChapel by the Sea$25KHope Lutheran Church: $25KHope Lutheran Church$25KUnited Way: $13KUnited Way$13KCharitable Foundation of the Islands: $10KCharitable Foundation of theIslands$10KSioux City Parks & Rec Foundation Inc: $10KSioux City Parks & RecFoundation Inc$10KSioux City Symphony: $10KSioux City Symphony$10KShayla Bee Fund: $7KShayla Bee Fund$7K

Grant Size Distribution

56 grants across all recorded years

42<$50K11$50–100K2$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Historic Arnold's Park ($64,010), Camp High Hopes ($50,000), Student Mobilization ($50,000).

RecipientPurposeAmount
HISTORIC ARNOLD'S PARK Arnolds Park, IAASSISTANCE TO COMMUNITY ACTIVITIES$64,010
CAMP HIGH HOPES Sioux City, IAASSISTANCE TO COMMUNITY ACTIVITIES$50,000
STUDENT MOBILIZATION Conway, ARASSISTANCE TO EDUCATION$50,000
CHAPEL BY THE SEA Cherry Grove Beach, SCASSISTANCE TO COMMUNITY ACTIVITIES$25,000
HOPE LUTHERAN CHURCH South Sioux City, NEASSISTANCE TO COMMUNITY ACTIVITIES$25,000
UNITED WAY Sioux City, IAASSISTANCE TO COMMUNITY ACTIVITIES$12,500
CHARITABLE FOUNDATION OF THE ISLANDS Sanibel, FLASSISTANCE TO COMMUNITY$10,000
SIOUX CITY PARKS & REC FOUNDATION INC Sioux City, IAASSISTANCE TO COMMUNITY ACTIVITIES$10,000
SIOUX CITY SYMPHONY Sioux City, IAASSISTANCE TO COMMUNITY ACTIVITIES$10,000
SHAYLA BEE FUND Spencer, IAASSISTANCE TO COMMUNITY ACTIVITIES$7,300

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Michael L BennettChairperson2—
Margie BennettVice Chairperson2—
Mary WeaverSecretary2—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Michael & Marjory Bennett?

Michael & Marjory Bennett is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sioux City, IA. It holds $413K in total assets as of 2024.

How large is Michael & Marjory Bennett?

As of 2024, Michael & Marjory Bennett holds $413K in total assets with $677K in annual revenue. It awarded 11 grants totaling $269K in 2024.

Where does Michael & Marjory Bennett operate?

Michael & Marjory Bennett has awarded grants in Arkansas, Florida, Iowa, Nebraska, South Carolina.

What size grants does Michael & Marjory Bennett award?

In 2024, Michael & Marjory Bennett awarded 11 grants totaling $269K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Michael & Marjory Bennett required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Michael & Marjory Bennett reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Michael & Marjory Bennett's EIN?

Michael & Marjory Bennett's EIN (Employer Identification Number) is 27-3630915. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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