Paul R Thompson & Bertha M Thompson Charitable Tr
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
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was in the $50–100K range: 8 grants of 15 (53%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tuff Memorial Home Apartment Fdtn Hills, MN | Support 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, MN | Primarily for the maintenance, repair, and renovations of the church building, church parsonage and church cemetery. | $63,000 |
| Hills Fire Department Hills, MN | Support for entity's non-profit purpose of providing fire protection and rescue operations. | $27,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 26, 2026)
- 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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