Paul R Thompson & Bertha M Thompson Charitable Tr

Private foundation · Grantmaker Larchwood, IA EIN: 84-6730157

Paul R Thompson & Bertha M Thompson Charitable Tr is a private foundation, based in Larchwood, IA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.0M in total assets. In 2025, it awarded 3 grants totaling $180K. Net investment income was $114K.

Key facts about Paul R Thompson & Bertha M Thompson Charitable Tr

In short: Paul R Thompson & Bertha M Thompson Charitable Tr gave $180K across 3 grants in 2025 (avg $60K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.

EIN
84-6730157
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$180,000
Grants made (2025)
3
Average grant
$60,000
Median grant
$63,000
Total assets
$3,006,349
Primary geography
Minnesota (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.0M

-2.2% YoY

Annual Giving

$180K

-10.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$60K

-10.0% YoY

Under IRS private-foundation payout rules, Paul R Thompson & Bertha M Thompson Charitable Tr reported a distributable amount of $169K for 2025 — the minimum it must pay out in qualifying distributions.

How Paul R Thompson & Bertha M Thompson Charitable Tr gives

  • Giving grew 44% from 2022 to 2025. Method
  • In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

Hills

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $100K (2020) to $200K (2024). In 2025 it made 3 grants totaling $180K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Tuff Memorial Home Apartment Fdtn: $90KTuff Memorial Home ApartmentFdtn$90KBethlehem Lutheran Church: $63KBethlehem Lutheran Church$63KHills Fire Department: $27KHills Fire Department$27K

The largest 2025 recipient was Tuff Memorial Home Apartment Fdtn ($90K). Together the top 3 received $180K.

Grant Size Distribution

15 grants across all recorded years

6<$50K8$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 8 grants of 15 (53%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Tuff Memorial Home Apartment Fdtn Hills, MNSupport for entity's non-profit purpose of providing safe and caring living quarters and personal services for individuals in need.$90,000
Bethlehem Lutheran Church Hills, MNPrimarily for the maintenance, repair, and renovations of the church building, church parsonage and church cemetery.$63,000
Hills Fire Department Hills, MNSupport for entity's non-profit purpose of providing fire protection and rescue operations.$27,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,006,349$3,075,206$3,134,922
Revenue$115,151$157,307$119,285
Expenses$184,008$217,023$193,453
Qualifying Distributions$180,670$203,407$175,017
Net Investment Income$114,214$145,353$102,947
Distributable Amount$169,180$164,997$162,085

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 26, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Paul R Thompson & Bertha M Thompson Charitable Tr's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Dean H. Goettsch

    Co-Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Eric Hoyme

    Co-Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Rodney B. Bonander

    Co-Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

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 Paul R Thompson & Bertha M Thompson Charitable Tr

How much does Paul R Thompson & Bertha M Thompson Charitable Tr give each year?

Paul R Thompson & Bertha M Thompson Charitable Tr gave $180K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 3 grants.

What is Paul R Thompson & Bertha M Thompson Charitable Tr's typical grant size?

Paul R Thompson & Bertha M Thompson Charitable Tr's median grant in 2025 was $63,000, and its average grant was $60,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does Paul R Thompson & Bertha M Thompson Charitable Tr give grants?

Paul R Thompson & Bertha M Thompson Charitable Tr gives mostly in Minnesota: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hills, MN (3 grants).

Does Paul R Thompson & Bertha M Thompson Charitable Tr give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Paul R Thompson & Bertha M Thompson Charitable Tr's 2025 IRS Form 990-PF were described as general or operating support.

How large is Paul R Thompson & Bertha M Thompson Charitable Tr?

Paul R Thompson & Bertha M Thompson Charitable Tr reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $181K in qualifying distributions that year, against a required minimum of $169K (roughly 5% of its investment assets).

What is Paul R Thompson & Bertha M Thompson Charitable Tr's EIN?

Paul R Thompson & Bertha M Thompson Charitable Tr's EIN (Employer Identification Number) is 84-6730157. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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