Phyllis P Stockdale Memorial is a private foundation focused on Education, based in ALGONA, IA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $23K in total assets. In 2024, it awarded 2 grants totaling $330. Net investment income was $826.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$23K
-0.8% YoY
Annual Giving
$330
-50.0% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$165
+0.0% YoY
Under IRS private-foundation payout rules, Phyllis P Stockdale Memorial reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.
About Phyllis P Stockdale Memorial
Based on IRS filings
Phyllis P Stockdale Memorial is a private foundation focused on Education, based in ALGONA, IA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $23K in total assets. In 2024, it awarded 2 grants totaling $330. Net investment income was $826.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $22,629 | $22,811 | $24,085 |
| Revenue | $1,154 | $386 | $74 |
| Expenses | $1,336 | $1,660 | $1,660 |
| Qualifying Distributions | $1,002 | $1,332 | $1,332 |
| Net Investment Income | $826 | $58 | — |
| Distributable Amount | $1,109 | $1,164 | $1,235 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Iowa State University ($200), University of Northern Iowa ($130).
| Recipient | Purpose | Amount |
|---|---|---|
| IOWA STATE UNIVERSITY AMES, IA | SCHOLARSHIPS FOR POCAHONTAS AREA HIGH SCHOOL GRADUATES | $200 |
| UNIVERSITY OF NORTHERN IOWA CEDAR FALLS, IA | SCHOLARSHIPS FOR POCAHONTAS AREA HIGH SCHOOL GRADUATES | $130 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| IOWA STATE BANK | Trustee | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Phyllis P Stockdale Memorial?
Phyllis P Stockdale Memorial is a private foundation focused on Education, based in ALGONA, IA. It holds $23K in total assets as of 2024.
How large is Phyllis P Stockdale Memorial?
As of 2024, Phyllis P Stockdale Memorial holds $23K in total assets with $1K in annual revenue. It awarded 2 grants totaling $330 in 2024.
Where does Phyllis P Stockdale Memorial operate?
Phyllis P Stockdale Memorial has awarded grants in Iowa, Nebraska.
What size grants does Phyllis P Stockdale Memorial award?
In 2024, Phyllis P Stockdale Memorial awarded 2 grants totaling $330 — an average of about $165 per grant, based on its IRS Form 990 filings.
How much is Phyllis P Stockdale Memorial required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Phyllis P Stockdale Memorial reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Phyllis P Stockdale Memorial's EIN?
Phyllis P Stockdale Memorial's EIN (Employer Identification Number) is 35-6767286. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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