The Ottumwa Regional Legacy Foundation is a 501(c)(3) conversion foundation established in April 2010 following the sale of Ottumwa Regional Health Center's assets to RegionalCare Hospital Partners. The foundation was created to ensure that net proceeds from this transaction would benefit the community previously served by the health center. Based in Ottumwa, Iowa, the foundation serves as a perpetual partner investing in the vitality and advancement of the greater Ottumwa community.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$3.1M
+282.0% YoY
Grant Count
216
+101.9% YoY
Avg Grant Size
$14K
+89.2% YoY
Mission & Focus Areas
The foundation is committed to the well-being of the Ottumwa and Wapello County community. It operates as a catalyst for positive change by raising, managing, and distributing funds for charitable purposes. The foundation is active in initiating and advancing promising ideas, making grants, convening, promoting collaboration, providing sound information, and celebrating success.
Primary focus areas include:
- Economic Prosperity
- Education Opportunities
- Quality of Life
- Housing Availability
The foundation also established a leadership academy in 2012, offering a 10-month tuition-based program designed to develop effective leadership for the betterment of the community.
Grantmaking
The foundation operates several grant programs:
How to Apply
Applications are submitted online. Eligible applicants must be 501(c)(3) nonprofit organizations or charitable projects with a qualified fiscal sponsor.
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Geographic Focus
Where this funder awards grants
The foundation funds organizations operating and/or providing services in Wapello County, Iowa, with particular emphasis on the City of Ottumwa and surrounding communities.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $73,810,628
- Total Revenues: $4,340,730
- Total Expenses: $5,164,135
- Staff: 6 employees
As of Fall 2023:
- Total Assets: Over $68 million
The foundation's investment philosophy is governed by an Investment Policy Statement adopted by the Board of Directors, with primary objectives of long-term growth of principal without undue exposure to risk. The Board has delegated investment oversight to an Investment Committee, which has engaged Stifel Nicolaus as a professional investment advisor.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Open Grants
4 open opportunities from Ottumwa Regional Legacy Foundation Inc
ORLF: Bright Ideas Community Enrichment Fund Grant
OTTUMWA REGIONAL LEGACY FOUNDATION INC
Amount
US $2,500 - US $30,000
Deadline
Rolling / Open
ORLF: Direct Response Good Practice Grants
OTTUMWA REGIONAL LEGACY FOUNDATION INC
Amount
Up to US $5,000
Deadline
Rolling / Open
ORLF: Legacy Youth Alliance Grant
OTTUMWA REGIONAL LEGACY FOUNDATION INC
Amount
Up to US $2,500
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HIMAR HERNANDEZ | CHAIR | 1 | — |
| DR JILL BUDDE | VICE CHAIR | 1 | — |
| BRIAN MCWILLIAMS | TREASURER | 1 | — |
| NATALIE BOLIN | PAST CHAIR | 1 | — |
| SANDRA HENDRED | DIRECTOR | 1 | — |
| RUSS SPORER | DIRECTOR | 1 | — |
| DR JESSICA MCCULLEN | DIRECTOR | 1 | — |
| TAREN FERGUSON | DIRECTOR | 1 | — |
| JEAN DELL | DIRECTOR | 1 | — |
| MARK CLARK | DIRECTOR | 1 | — |
| ASHLEY NOREUIL | DIRECTOR | 1 | — |
| DAVID BRADFORD | DIRECTOR | 1 | — |
| MIKE SPIELER | VP OF FINANCE | 40 | $171,038 |
| KELLY GENNERS | PRESIDENT/CEO | 40 | $226,633 |
Recent News & Activity
Recent developments and announcements
**February 2026:** Food Bank of Iowa received a $75,000 grant from the foundation, providing $15,000 annually for five years to sustain its veterans' mobile food distribution in Wapello County.
**Fall 2025 Bright Ideas Community Enrichment Fund Cycle:** The foundation awarded over $150,000 to nonprofit recipients, including:
Legacy Foundation\u2019s Bright Ideas Fund Allocates $150,000 for Community\Agency Community Church (vertical lift installation for accessibility)
American Home Finding Association (3 new bedrooms at Agency Youth Shelter)
First Resources Corp (staff training and development)
Food Bank of Iowa (warehouse equipment)
Four Oaks Family & Children's Services (Foster & Kinship Family support)
The foundation continues to support community initiatives addressing safety, accessibility, vulnerable youth and families, community health and wellness, educational opportunities, and local arts enrichment.
Legacy Foundation\u2019s Bright Ideas Fund Allocates $150,000 for Community\Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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