Olberg Family Charitable Trust
Olberg Family Charitable Trust is a private foundation based in Marion, Iowa, that makes grants to charitable organizations. Its 2024 grants included support for arts and culture, community health, religious and community betterment, education, and environmental organizations.
Olberg Family Charitable Trust at a glance
In short: Olberg Family Charitable Trust gave $16K across 26 grants in 2024 (avg $626.346), mostly in Iowa. 27% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $16,285
- +1.3% vs 2023
- Grants made (2024)
- 26
- +44.4% vs 2023
- Average grant
- $626
- -29.8% vs 2023
- Median grant
- $500
- Total assets
- $102,139
- -1.1% vs 2023
- New grantees (estimate)
- 27% first-time grantees (7 of 26, 2024)
- Primary geography
- Iowa (77% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Olberg Family Charitable Trust
- How to Apply
-
The filing states that no specific form or application is required. It lists Christine Hines as the contact and says there are no restrictions on awards.
- Contact
Application contact: Christine Hines
Mailing address: 1926 Bloomington Rd, Marion, IA 52302
Phone: (319) 365-7292
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Olberg Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Cedar Rapids Museum of Art ($3K). Together the top 10 received $12K.
Grant Size Distribution
108 grants across all recorded years
The most common grant size was under $50K: 108 grants of 108 (100%).
Geographic Focus
Where this funder awards grants
In 2024, 77% of grant dollars went to recipients in Iowa. The remaining listed shares were New York (10%), Maine (6%), Virginia (3%), and Vermont (3%).
Grant Distribution by State
Share of 2024 grant dollars across all 26 itemized grants.
Cities
Is Olberg Family Charitable Trust open to new grantees?
27%
first-time grantees, 2024
In 2024, 7 of 26 grantees (27%) were first-time recipients. First grants averaged $82; repeat grants $827. How we count
Medians: $50 first-time, $500 repeat.
- 65% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−8%). Method
- In 2024 it paid out 134% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $15K (2022) to $21K (2020). In 2024 it made 26 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cedar Rapids Museum of Art Cedar Rapids, IA | Culture & Education | $3,100 |
| Planned Parenthood Cedar Rapids, IA | Community Health Issues | $2,750 |
| First Presbyterian Church Cedar Rapids, IA | Religious & Community Betterment | $2,260 |
| Kids First Law Center Cedar Rapids, IA | Community Betterment | $1,200 |
| Hoover Presidential Library Associ Hoover Presidential Library Association West Branch, IA | Cultural& Historical Supoort | $650 |
| Vassar College Poughkeepsie, NY | Educational Support | $500 |
| Madeira School Fund McLean, VA | Educational Support | $500 |
| Brown Ledge Foundation Burlington, VT | Cultural and Performing Arts | $500 |
| Bates College Lewiston, ME | Educational Support | $500 |
| Green Lake Association Ellsworth, ME | Community Betterment | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $102,139 | $16,645 | $17,729 | $16,285 | 26 | $16,285 | $8,513 | $12,127 |
| 2023 | $103,223 | $9,710 | $17,457 | $16,070 | 18 | $16,070 | $5,914 | $11,423 |
| 2022 | $110,970 | $10,786 | $17,079 | $15,290 | 22 | $15,290 | $5,001 | $12,720 |
| 2021 | $117,263 | $26,508 | $19,472 | $17,713 | 22 | $17,713 | $24,749 | $13,354 |
| 2020 | $110,227 | $19,637 | $22,322 | $20,963 | 20 | — | $18,278 | $10,922 |
| 2019 | $112,912 | $13,861 | $19,099 | $17,665 | 17 | — | $12,427 | $13,590 |
Under IRS private-foundation payout rules, Olberg Family Charitable Trust reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2024 grants show support for a range of organizations and purposes. Among the recipients, the Cedar Rapids Museum of Art says its mission is “to excite, engage and educate through the arts,” while Kids First Law Center says it provides focused legal representation and services to give children a voice in family conflicts. Indian Creek Nature Center describes its work as environmental education, land protection and restoration, and responsible interaction with nature. These are the grantees’ stated missions, not the trust’s.
Grantmaking
In 2024, the trust awarded 26 grants totaling $16,285. Grants ranged from $25 to $3,100, with a median of $500. It awarded $16,070 across 18 grants in 2023 and $15,290 across 22 grants in 2022.
The largest 2024 grants were $3,100 to Cedar Rapids Museum of Art, $2,750 to Planned Parenthood in Cedar Rapids, $2,260 to First Presbyterian Church in Cedar Rapids, and $1,200 to Kids First Law Center. Other listed awards included $650 to Hoover Presidential Library Association and $500 each to Vassar College, Madeira School Fund, Brown Ledge Foundation, Bates College, Green Lake Association, Indian Creek Nature Center, and Waypoint Services.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists CHRISTINE O HEINS as president.
Olberg Family Charitable Trust is led by Christine O. Heins, President on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Christine O. Heins
President
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "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 Olberg Family Charitable Trust
How much does Olberg Family Charitable Trust give each year?
Olberg Family Charitable Trust gave $16K across 26 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $16K across 18 grants.
What is Olberg Family Charitable Trust's typical grant size?
Olberg Family Charitable Trust's median grant in 2024 was $500, and its average grant was $626, across 26 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Olberg Family Charitable Trust that year got $82 on average.
Where does Olberg Family Charitable Trust give grants?
Olberg Family Charitable Trust gives mostly in Iowa: 77% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New York (10%) and Maine (6%). The most frequent recipient cities were Cedar Rapids, IA (11 grants) and New York City, NY (2 grants).
Does Olberg Family Charitable Trust give general operating support?
Not in 2024: none of the 26 grants with a stated purpose on Olberg Family Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Betterment" (8 grants), "Educational Support" (3 grants) and "Community Health" (3 grants).
Who are Olberg Family Charitable Trust's largest grantees?
Olberg Family Charitable Trust's largest 2024 grantees include Cedar Rapids Museum of Art ($3,100), Planned Parenthood ($2,750) and First Presbyterian Church ($2,260), according to its 2024 IRS Form 990-PF. Together they received 50% of its itemized 2024 grant dollars.
How large is Olberg Family Charitable Trust?
Olberg Family Charitable Trust reported $102K in total assets on its 2024 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).
What does Olberg Family Charitable Trust fund?
No mission statement for the trust is provided. Its 2024 grants show support for a range of organizations and purposes. See mission & focus areas ↑
How do I apply for a grant from Olberg Family Charitable Trust?
The filing states that no specific form or application is required. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Olberg Family Charitable Trust's EIN?
Olberg Family Charitable Trust's EIN (Employer Identification Number) is 42-1305184. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 28, 2025)
- IRS filings on file for fiscal years 2019–2024
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Figures come from Olberg Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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