Odella S Baak Charitable Trust
Odella S Baak Charitable Trust is a private foundation, based in SIOUX CITY, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $524K in total assets. In 2024, it awarded 2 grants totaling $28K. Net investment income was $33K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$524K
+0.7% YoY
Annual Giving
$28K
-2.7% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$14K
-2.7% YoY
Under IRS private-foundation payout rules, Odella S Baak Charitable Trust reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.
About Odella S Baak Charitable Trust
Based on IRS filings
Odella S Baak Charitable Trust is a private foundation, based in SIOUX CITY, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $524K in total assets. In 2024, it awarded 2 grants totaling $28K. Net investment income was $33K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $524,213 | $520,590 | $531,535 |
| Revenue | $42,195 | $27,406 | $12,842 |
| Expenses | $38,460 | $38,408 | $43,638 |
| Qualifying Distributions | $28,387 | $29,176 | $33,253 |
| Net Investment Income | $32,595 | $17,635 | $3,508 |
| Distributable Amount | $30,811 | $28,387 | $29,176 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Luther Seminary ($17,032), St Olaf College ($11,355).
| Recipient | Purpose | Amount |
|---|---|---|
| LUTHER SEMINARY SAINT PAUL, MN | SCHOLARSHIPS | $17,032 |
| ST OLAF COLLEGE NORTHFIELD, MN | SCHOLARSHIPS | $11,355 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Frequently Asked Questions
How large is Odella S Baak Charitable Trust?
As of 2024, Odella S Baak Charitable Trust holds $524K in total assets with $42K in annual revenue. It awarded 2 grants totaling $28K in 2024.
Where does Odella S Baak Charitable Trust operate?
Odella S Baak Charitable Trust has awarded grants in Minnesota, Nebraska.
What size grants does Odella S Baak Charitable Trust award?
In 2024, Odella S Baak Charitable Trust awarded 2 grants totaling $28K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Odella S Baak Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Odella S Baak Charitable Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Odella S Baak Charitable Trust's EIN?
Odella S Baak Charitable Trust's EIN (Employer Identification Number) is 47-6983787. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Odella S Baak Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.