Phyllis P Stockdale Memorial Scholarship
Phyllis P Stockdale Memorial Scholarship is a private foundation focused on Education, based in Algona, IA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $22K in total assets. In 2025, it awarded 2 grants totaling $330. Net investment income was $615.
Key facts about Phyllis P Stockdale Memorial Scholarship
In short: Phyllis P Stockdale Memorial Scholarship gave $330 across 2 grants in 2025 (avg $165), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- EIN
- 35-6767286
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $330
- Grants made (2025)
- 2
- Average grant
- $165
- Median grant
- $165
- Total assets
- $22,221
- Primary geography
- Iowa (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
$22K
-1.8% YoY
Annual Giving
$330
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$165
+0.0% YoY
Under IRS private-foundation payout rules, Phyllis P Stockdale Memorial Scholarship reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.
How Phyllis P Stockdale Memorial Scholarship gives
- Giving fell 50% from 2022 to 2025. Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $330 (2024) to $4K (2020). In 2025 it made 2 grants totaling $330.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $330 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $22,221 | $22,629 | $22,811 |
| Revenue | $943 | $1,154 | $386 |
| Expenses | $1,351 | $1,336 | $1,660 |
| Qualifying Distributions | $1,002 | $1,002 | $1,332 |
| Net Investment Income | $615 | $826 | $58 |
| Distributable Amount | $1,103 | $1,109 | $1,164 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
Leadership & Key People
Officers and directors from IRS filings
Phyllis P Stockdale Memorial Scholarship's only listed officer is Iowa State Bank, Trustee on every filing since 2022 (uncompensated).
Officers on the 2025 filing
Iowa State Bank
Trustee
On filings since 2022
0.5 hrs/week
No compensation reported
Former officers (2)
- Former: Iowa State Bank Kristie A Brown (2020–2021) — Trustee
- Former: Availa Bank Stephen Baade (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 Phyllis P Stockdale Memorial Scholarship
How much does Phyllis P Stockdale Memorial Scholarship give each year?
Phyllis P Stockdale Memorial Scholarship gave $330 across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $330 across 2 grants.
How large is Phyllis P Stockdale Memorial Scholarship?
Phyllis P Stockdale Memorial Scholarship reported $22K in total assets on its 2025 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Phyllis P Stockdale Memorial Scholarship?
Phyllis P Stockdale Memorial Scholarship is a private foundation focused on Education, based in Algona, IA. It holds $22K in total assets as of 2025.
Where does Phyllis P Stockdale Memorial Scholarship operate?
Phyllis P Stockdale Memorial Scholarship has awarded grants in Iowa, Nebraska.
What is Phyllis P Stockdale Memorial Scholarship's EIN?
Phyllis P Stockdale Memorial Scholarship's EIN (Employer Identification Number) is 35-6767286. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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