Ottumwa Regional Legacy Foundation Inc
Ottumwa Regional Legacy Foundation Inc is a private foundation based in Ottumwa, Iowa. The foundation says it was created in April 2010 after the sale of Ottumwa Regional Health Center’s assets, to ensure the transaction’s net proceeds benefit the community previously served by the health center. Its mission is to serve as a perpetual partner investing in the vitality and advancement of the greater Ottumwa community.
Ottumwa Regional Legacy Foundation Inc at a glance
In short: Ottumwa Regional Legacy Foundation Inc gave $3.1M across 216 grants in 2024 (avg $14K), mostly in Iowa. 44% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,131,503
- +282.0% vs 2023
- Grants made (2024)
- 216
- +101.9% vs 2023
- Average grant
- $14,498
- +89.2% vs 2023
- Median grant
- $1,125
- Total assets
- $73,810,628
- +5.3% vs 2023
- New grantees (estimate)
- 44% first-time grantees (48 of 108, 2024)
- Primary geography
- Iowa (97% 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 Ottumwa Regional Legacy Foundation Inc
- Accepts unsolicited proposals
- No
- Invitation Only
-
The foundation’s 2024 filing states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. The filing describes an online application process requiring project information such as goals, service area and demographics, implementation and sustainability plans, evaluation methods, measurable outcomes, budget, and supporting organizational documents. The foundation’s website separately describes the Bright Ideas application process and an invitation-based LOI route for strategic projects.
- Review Cycle
- The 2024 filing states that applications are accepted three times per year, with submission deadlines available online. The website does not provide specific dates in the information presented here.
- Deadline
- The 2024 filing states that applications are accepted three times per year, with submission deadlines available online.
- Contact
Application contact: Amy Nossaman
Mailing address: 111 E Main Street, Ottumwa, IA 52501
Phone: (641) 445-5260
Email: anossaman@ottumwalegacy.org
Website: https://ottumwalegacy.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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
Deadline not published
ORLF: Direct Response Good Practice Grants
Ottumwa Regional Legacy Foundation Inc
Amount
Up to US $5,000
Deadline
Deadline not published
ORLF: Legacy Youth Alliance Grant
Ottumwa Regional Legacy Foundation Inc
Amount
Up to US $2,500
Deadline
Deadline not published
Who Ottumwa Regional Legacy Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was City of Ottumwa ($1.6M across 11 grants). Together the top 10 received $2.4M.
Organizations only. It also paid 12 grants to individuals ($176,558), which are not listed by name.
Grant Size Distribution
599 grants across all recorded years
The most common grant size was under $50K: 569 grants of 599 (95%).
Geographic Focus
Where this funder awards grants
The foundation defines its area as Wapello County, with a mission to serve the greater Ottumwa community. Its 2024 filing states that the geographic area served is the City of Ottumwa and Wapello County. In 2024, 97% of grant dollars went to recipients in Iowa.
Grant Distribution by State
Share of 2024 grant dollars across all 216 itemized grants.
States
Cities
Is Ottumwa Regional Legacy Foundation Inc open to new grantees?
44%
first-time grantees, 2024
In 2024, 48 of 108 grantees (44%) were first-time recipients. First grants averaged $7K; repeat grants $47K. How we count
Medians: $2K first-time, $5K repeat.
- 31% of 2024 grantees were also funded in 2023. Method
- Giving grew 109% from 2021 to 2024. Method
- In 2024 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2020 to 2024, annual grant giving ranged from $820K (2023) to $3.1M (2024). In 2024 it made 216 grants totaling $3.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| City of Ottumwa Ottumwa, IA | Legacy Soccer Fields | $554,112 |
| Southeast Iowa Sports Commission Ottumwa, IA | Sports Complex | $400,000 |
| City of Ottumwa Ottumwa, IA | Legacy Soccer Fields | $222,355 |
| City of Ottumwa Ottumwa, IA | Legacy Soccer Fields | $211,376 |
| City of Ottumwa Ottumwa, IA | Legacy Soccer Fields | $168,363 |
| 3 grants to individuals Recipients not named | — | $171,998 |
| City of Ottumwa Ottumwa, IA | Legacy Soccer Fields | $117,097 |
| City of Ottumwa Ottumwa, IA | Legacy Soccer Fields | $91,782 |
| City of Ottumwa Ottumwa, IA | Legacy Soccer Fields | $76,650 |
| City of Ottumwa Ottumwa, IA | Legacy Soccer Fields | $71,330 |
Ready to take the next step with Ottumwa Regional Legacy Foundation Inc?
Financial History
Multi-year comparison from IRS filings
The foundation’s website reports total assets of over $80 million as of the end of 2025 and says its annual grant-making budget varies, averaging around $3 million.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $73,810,628 | $4,340,730 | $5,164,135 | $3,131,503 | 216 | $3,520,264 | $3,575,201 | $3,316,180 |
| 2023 | $70,085,992 | $1,588,897 | $3,203,853 | $819,797 | 107 | $3,780,884 | $550,221 | $3,263,224 |
| 2022 | $64,178,476 | $1,758,436 | $4,006,537 | $1,835,374 | 89 | $3,395,610 | $795,901 | $3,262,441 |
| 2021 | $76,749,976 | $5,970,892 | $3,512,107 | $1,496,864 | 101 | $3,026,467 | $5,918,099 | $3,497,223 |
| 2020 | $72,705,587 | $589,631 | $4,610,209 | $1,454,531 | 86 | — | $414,561 | $3,124,427 |
Under IRS private-foundation payout rules, Ottumwa Regional Legacy Foundation Inc reported a distributable amount of $3.3M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation identifies economic prosperity, quality of life, education opportunities, and housing availability as strategic priorities. Its direct activities also include downtown revitalization, the Ottumwa Leadership Academy, and newcomer relations.
The Bright Ideas Community Enrichment Fund supports 501(c)(3) organizations providing services in Wapello County. Eligible projects may address human services, recreation, arts, culture, and humanities, among other community needs. The foundation also lists nonprofit capacity support, a health-care career scholarship, a teacher mini-grant program, and the Robert F. McCune Endowment among its opportunities.
Examples of supported organizations illustrate a range of work. The Southeast Iowa Sports Commission describes its mission as building, operating, and maintaining a sports and recreation facility that enriches families’ quality of life and gives future athletes a place to grow and play. American Home Finding Association describes its work as providing a comprehensive community child and family care program. Wapello County Trails Council says it works to provide a county trail promoting public physical health and awareness of wildlife. Rippling Waters describes its work as neighborhood planning and revitalization, including addressing blighted homes and creating affordable, quality housing.
Grantmaking
In 2024, the foundation reported 216 grants totaling $3,131,503. Grant amounts ranged from $20 to $554,112, with a median grant of $1,125. The largest award was $554,112 to the City of Ottumwa for Legacy Soccer Fields. Other large awards included $400,000 to the Southeast Iowa Sports Commission for a sports complex and $150,000 to an individual recipient Community College for a college and career technical coach. The City of Ottumwa also received multiple additional grants for Legacy Soccer Fields, including awards of $222,355, $211,376, and $168,363.
Other 2024 awards included $40,000 to Greater Ottumwa Partners in Progress for the 2024 RAGBRAI event, $40,000 and $22,797 to American Home Finding Association, $30,000 to Wapello County Trails Council, and $25,000 to Food Bank of Iowa.
The foundation’s website says Bright Ideas awards are single-year grants of $2,500 to $30,000 for eligible organizations. Applicants may submit one application per cycle and no more than two per year. For projects above $30,000 that align with the strategic objectives, the website describes a Letter of Inquiry process; strategic grants are considered by invitation only. The Robert F. McCune Endowment is a restricted fund whose investment income assists cancer patients, facilities, and programs in Ottumwa and Wapello County. Its program information says inquiries are accepted at any time.
Leadership & Key People
Leadership team and compensation from IRS filings
Officers and directors listed on the 2024 filing are Himar Hernandez, chair; Dr. Jill Budde, vice chair; Brian McWilliams, treasurer; Natalie Bolin, past chair; and directors Sandra Hendred, Russ Sporer, Dr. Jessica McCullen, Taren Ferguson, Jean Dell, and Mark Clark.
Ottumwa Regional Legacy Foundation Inc is led by Kelly Genners, President & CEO on every filing since 2020; 2 of 14 officers listed in 2024 are compensated.
Officers on the 2024 filing
Kelly Genners
President & CEO
On filings since 2020
40 hrs/week
$152K (2020) → $227K (2024)
Himar Hernandez
Chair
Director → Vice Chair, 2021
Vice Chair → Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Sandra Hendred
Director
On filings since 2020
1 hr/week
No compensation reported
Jessica McCullen
Director
On filings since 2021
1 hr/week
No compensation reported
Russ Sporer
Director
On filings since 2021
1 hr/week
No compensation reported
Taren Ferguson
Director
On filings since 2021
1 hr/week
No compensation reported
Ashley Noreuil
Director
On filings since 2022
1 hr/week
No compensation reported
Jean Dell
Director
On filings since 2022
1 hr/week
No compensation reported
Mark Clark
Director
On filings since 2022
1 hr/week
No compensation reported
David Bradford
Director
On filings since 2023
1 hr/week
No compensation reported
Mike Spieler
Vice President of Finance
On filings since 2020
40 hrs/week
$121K (2020) → $171K (2024)
Brian McWilliams
Treasurer
Director → Treasurer, 2023
On filings since 2020
1 hr/week
No compensation reported
Natalie Bolin
Past Chair
Treasurer & Secretary → Chair, 2021
Chair → Past Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Jill Budde
Vice Chair
Director → Vice Chair, 2023
On filings since 2021
1 hr/week
No compensation reported
Former officers (12)
- Former: Wesley Krenz (2021–2022) — Director
- Former: Pam Kaupins (2020–2021) — Director
- Former: Phil Noel (2020–2021) — Director
- Former: Tom Lazio (2020–2021) — Director
- Former: John Van Utrecht (2021) — Director
- Former: Debra Miller (2020) — Director
- Former: Eldon Hunsicker (2020) — Past Chair
- Former: Lesley Conning (2020) — Vice Chair
- Former: Madonna Fisher (2020) — Vice President of Finance
- Former: Mark Franke (2020) — Director
- Former: Marlene Sprouse (2020) — Chair
- Former: Steve Dust (2020) — President & CEO
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $227K, to Kelly Genners (President/CEO). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Ottumwa Regional Legacy Foundation Inc
How much does Ottumwa Regional Legacy Foundation Inc give each year?
Ottumwa Regional Legacy Foundation Inc gave $3.1M across 216 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $820K across 107 grants.
What is Ottumwa Regional Legacy Foundation Inc's typical grant size?
Ottumwa Regional Legacy Foundation Inc's median grant in 2024 was $1,125, and its average grant was $14,498, across 216 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Ottumwa Regional Legacy Foundation Inc that year got $7K on average.
Where does Ottumwa Regional Legacy Foundation Inc give grants?
Ottumwa Regional Legacy Foundation Inc gives mostly in Iowa: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Ottumwa, IA (142 grants), Eldon, IA (18 grants), Eddyville, IA (8 grants) and Des Moines, IA (5 grants).
Does Ottumwa Regional Legacy Foundation Inc give general operating support?
Not in 2024: none of the 216 grants with a stated purpose on Ottumwa Regional Legacy Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "$40M Celebration: Community-Selected Donation" (24 grants), "Scholarship" (12 grants) and "2024 Chaplain on-Call Services" (11 grants).
Who are Ottumwa Regional Legacy Foundation Inc's largest grantees?
Ottumwa Regional Legacy Foundation Inc's largest 2024 grantees include City of Ottumwa ($1,585,315 across 11 grants), Southeast Iowa Sports Commission ($400,000) and Greater Ottumwa Development Foundation ($78,943 across 5 grants), according to its 2024 IRS Form 990-PF. It also paid 12 grants to individuals ($176,558), which are not listed by name. Together they received 66% of its itemized 2024 grant dollars.
How large is Ottumwa Regional Legacy Foundation Inc?
Ottumwa Regional Legacy Foundation Inc reported $73.8M in total assets on its 2024 IRS Form 990-PF. It paid out $3.5M in qualifying distributions that year, against a required minimum of $3.3M (roughly 5% of its investment assets).
What does Ottumwa Regional Legacy Foundation Inc fund?
The foundation identifies economic prosperity, quality of life, education opportunities, and housing availability as strategic priorities. Its direct activities also include downtown revitalization, the Ottumwa Leadership Academy, and newcomer relations. See mission & focus areas ↑
How do I apply for a grant from Ottumwa Regional Legacy Foundation Inc?
The foundation’s 2024 filing states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Ottumwa Regional Legacy Foundation Inc's EIN?
Ottumwa Regional Legacy Foundation Inc's EIN (Employer Identification Number) is 42-0681060. IRS Form 990 filing data is available on this page for 2020–2024.
Does Ottumwa Regional Legacy Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
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Cite this profile
Grantable. (2026). Ottumwa Regional Legacy Foundation Inc funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/ottumwa-regional-legacy-foundation-inc-morg_1eed13b0e1d44e998d339d97b9d3f643
BibTeX
@misc{grantable_420681060_2026,
author = {{Grantable}},
title = {{Ottumwa Regional Legacy Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ottumwa-regional-legacy-foundation-inc-morg_1eed13b0e1d44e998d339d97b9d3f643},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Ottumwa Regional Legacy Foundation Inc'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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