Milestones Foundation

Foundation · Grantmaker Davenport, IA EIN: 20-1026414

To support milestones area agency on aging, a 501c3 organization.

Key facts about Milestones Foundation

In short: Milestones Foundation gave $931K across 1 grant in 2025 (avg $931K), mostly in Iowa. Source: 2025 IRS Form 990.

EIN
20-1026414
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$930,548
Grants made (2025)
1
Average grant
$930,548
Median grant
$930,548
Primary geography
Iowa (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$931K

Grant Count

1

Avg Grant Size

$931K

About Milestones Foundation

Based on IRS filings

Milestones Foundation is a nonprofit organization focused on Human Services, based in Davenport, IA. IRS filing data is available from 2020 through 2025. In 2025, it awarded 1 grant totaling $931K. Net investment income was $103K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Davenport

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M0 grants20200 grants20210 grants20220 grants20230 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Milestones Area Agency on Aging: $931KMilestones Area Agency onAging$931K

Grant Size Distribution

1 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
MILESTONES AREA AGENCY ON AGING Davenport, IAPROGRAM SUPPORT$930,548

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M202020212022202320242025
Metric202520242023
Total Assets—$850,535$833,974
Revenue$167,359$18,285$34,446
Expenses$986,640——
Qualifying Distributions———
Net Investment Income$103,359——
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)

Leadership & Key People

Officers and directors from IRS filings

Milestones Foundation is led by Linda Rubey, Chair since 2024 (on filings since 2020); none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Linda Rubey

    Chair

    Director → Chairperson, 2023

    Chairperson → Chair, 2024

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Liz Sherwin

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Terry Wilson

    Director

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • Stephen Swisher

    Secretary & Treasurer

    Secretary → Director, 2023

    Director → Secretary & Treasurer, 2024

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Peggy Dykes

    Vice Chair

    Chairperson → Director, 2023

    Director → Vice Chair, 2024

    On filings since 2021

    0.5 hrs/week

    No compensation reported

Former officers (4)
  • Former: Bob Howard Left January (2020) — Director
  • Former: Christy Davis Left September (2020) — Director
  • Former: Peggy Dykes Joined April (2020) — Director
  • Former: Terry Wilson Joined January (2020) — Director

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Milestones Foundation

How much does Milestones Foundation give each year?

Milestones Foundation gave $931K across 1 grant in 2025, according to its 2025 IRS Form 990.

What is Milestones Foundation?

Milestones Foundation is a nonprofit organization focused on Human Services, based in Davenport, IA. It holds — in total assets as of 2025.

Where does Milestones Foundation operate?

Milestones Foundation has awarded grants in Iowa.

What is Milestones Foundation's EIN?

Milestones Foundation's EIN (Employer Identification Number) is 20-1026414. IRS Form 990 filing data is available on this page for 2020–2025.

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

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