Milestones Foundation
To support milestones area agency on aging, a 501c3 organization.
Milestones Foundation at a glance
In short: Milestones Foundation gave $931K across 1 grant in 2025 (avg $931K), mostly in Iowa. Source: 2025 IRS Form 990.
- 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)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Milestones Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Milestones Area Agency on Aging ($931K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $500K–1M range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 1 grant totaling $931K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Milestones Area Agency on Aging Davenport, IA | Program Support | $930,548 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | — | $167,359 | $986,640 | $930,548 | 1 | $103,359 |
| 2024 | $850,535 | $18,285 | — | — | — | — |
| 2023 | $833,974 | $34,446 | — | — | — | — |
| 2022 | $799,528 | $13,330 | — | — | — | — |
| 2021 | $786,676 | $44,700 | — | — | — | — |
| 2020 | $741,976 | $29,769 | — | — | — | — |
About Milestones Foundation
Based on IRS filings
Milestones Foundation is a public charity 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
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 public charity focused on Human Services, based in Davenport, IA.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
Live grants for the work Milestones Foundation funds
Human Services Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Milestones Foundation's focus areas in our free grants database
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