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
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MILESTONES AREA AGENCY ON AGING Davenport, IA | PROGRAM SUPPORT | $930,548 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- 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.
Here's the math on researching Milestones Foundation by hand.
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