Phyllis Perry Hulton Educational Trust
The Phyllis Perry Hulton Educational Trust is a private foundation based in Marshalltown, Iowa. It provides educational scholarships for students after high school graduation, including students attending college or technical school.
Phyllis Perry Hulton Educational Trust at a glance
In short: Phyllis Perry Hulton Educational Trust gave $200K across 124 grants in 2025 (avg $2K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $199,900
- +44.3% vs 2024
- Grants made (2025)
- 124
- +15.9% vs 2024
- Average grant
- $1,612
- +24.5% vs 2024
- Median grant
- $1,900
- Total assets
- $2,338,305
- +0.5% vs 2024
- Primary geography
- Iowa (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Phyllis Perry Hulton Educational Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust’s 2023 filing states that it does not accept unsolicited requests for funds. The filing describes an application process requiring the applicant’s name and Social Security number, high school attended, planned college or technical school, high school transcripts, and financial plans. The website provides separate application forms for high school and college students.
- Review Cycle
- The 2023 filing states April 1 of the school year commencing in September, with applications available in January.
- Deadline
- The 2023 filing states April 1 of the school year commencing in September, with applications available in January.
- Contact
Application contact: Phyllis Perry Hulton Trust Attn Nan
Mailing address: PO Box 1635, Marshalltown, IA 50158
Phone: (641) 485-2371
Website: https://phyllisperryhultontrust.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Phyllis Perry Hulton Educational Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Buschbom Layla ($2K). Together the top 10 received $19K.
Organizations only. It also paid 58 grants to individuals ($108,600), which are not listed by name.
Grant Size Distribution
566 grants across all recorded years
The most common grant size was under $50K: 566 grants of 566 (100%).
Geographic Focus
Where this funder awards grants
The website limits scholarship eligibility to graduates of high schools located in Marshall County, Iowa. In filing year 2025, 99% of grant dollars went to recipients in Iowa and 1% to recipients in Nebraska.
Grant Distribution by State
Share of 2025 grant dollars across all 124 itemized grants.
Cities
How Phyllis Perry Hulton Educational Trust gives
- Giving grew 63% from 2022 to 2025. Method
- In 2025 it paid out 122% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $120K (2020) to $200K (2025). In 2025 it made 124 grants totaling $200K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 50 grants to individuals Recipients not named | — | $95,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,338,305 | $214,212 | $203,659 | $199,900 | 124 | $199,900 | $214,212 | $163,779 |
| 2024 | $2,327,752 | $174,428 | $143,971 | $138,500 | 107 | $138,500 | $174,428 | $153,154 |
| 2023 | $2,297,295 | $172,063 | $135,454 | $130,075 | 124 | $130,075 | $172,063 | $52,389 |
| 2022 | $2,260,686 | $155,379 | $128,572 | $122,300 | 98 | $122,300 | $155,379 | $39,703 |
| 2021 | $2,234,879 | $179,694 | $123,132 | $120,160 | 113 | — | $179,061 | $39,374 |
| 2020 | $2,177,317 | $167,152 | $122,852 | $120,100 | 122 | — | $167,152 | $40,191 |
| 2019 | $2,133,017 | $187,916 | $134,799 | $120,450 | 166 | — | $187,916 | $96,540 |
Under IRS private-foundation payout rules, Phyllis Perry Hulton Educational Trust reported a distributable amount of $164K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust’s stated purpose is to provide educational scholarships. Its website says applicants must have graduated from a high school located in Marshall County; home-schooled students are not eligible. Scholarships may cover tuition, books, transportation, and supplies, but not room and board. The trust may renew awards for up to four years for an individual and does not award scholarships for graduate school. It states that extra consideration is given to applicants who have had a physical handicap during their lifetime.
Grantmaking
In filing year 2025, the trust reported 124 grants totaling $199,900. Grant amounts ranged from $950 to $1,900, with a median of $1,900. The listed grants are for educational purposes and include awards of $1,900 to two individual recipients, and Carter Brummel of Laurel.
The trust’s website reports that for the 2026/2027 school year, trustees awarded 128 scholarships: $56,000 for high school seniors and $108,750 for college and technical students. The website says applications for 2026 had passed and to check back for 2027. Its application forms request an essay, an unofficial transcript, and other information; the high school application also requests teacher and other recommendations. Requirements differ for high school graduates and students who graduated earlier.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists H. Victor Hellberg, Nan Benson, Kiel Stevenson, Cathy Underhill, and Ann Heying as trustees. The trust’s website identifies Nan Benson, Vic Hellberg, Ann Heying, Cathy Underhill, and Kiel Stevenson as committee members.
Phyllis Perry Hulton Educational Trust's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ann Heying
Trustee
On filings since 2019
No compensation reported
Cathy Underhill
Trustee
On filings since 2019
No compensation reported
H. Victor Hellberg
Trustee
On filings since 2019
No compensation reported
Nan Benson
Trustee
On filings since 2019
No compensation reported
Kiel Stevenson
Trustee
On filings since 2023
No compensation reported
Former officers (2)
- Former: Chris Jones (2019–2022) — Trustee
- Former: Steve Storjohann (2019–2021) — 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 Perry Hulton Educational Trust
How much does Phyllis Perry Hulton Educational Trust give each year?
Phyllis Perry Hulton Educational Trust gave $200K across 124 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $139K across 107 grants.
What is Phyllis Perry Hulton Educational Trust's typical grant size?
Phyllis Perry Hulton Educational Trust's median grant in 2025 was $1,900, and its average grant was $1,612, across 124 grants on its 2025 IRS Form 990-PF.
Where does Phyllis Perry Hulton Educational Trust give grants?
Phyllis Perry Hulton Educational Trust gives mostly in Iowa: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Marshalltown, IA (35 grants), State Center, IA (18 grants), Melbourne, IA (4 grants) and Rhodes, IA (3 grants).
Does Phyllis Perry Hulton Educational Trust give general operating support?
Not in 2025: none of the 124 grants with a stated purpose on Phyllis Perry Hulton Educational Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational" (124 grants).
Who are Phyllis Perry Hulton Educational Trust's largest grantees?
Phyllis Perry Hulton Educational Trust's largest 2025 grantees include Buschbom Layla ($1,900), Eirikson Gabrielle ($1,900) and Foster Kincaid ($1,900), according to its 2025 IRS Form 990-PF. It also paid 58 grants to individuals ($108,600), which are not listed by name. Together they received 3% of its itemized 2025 grant dollars.
How large is Phyllis Perry Hulton Educational Trust?
Phyllis Perry Hulton Educational Trust reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $200K in qualifying distributions that year, against a required minimum of $164K (roughly 5% of its investment assets).
What does Phyllis Perry Hulton Educational Trust fund?
The trust’s stated purpose is to provide educational scholarships. Its website says applicants must have graduated from a high school located in Marshall County; home-schooled students are not eligible. Scholarships may cover tuition, books, transportation, and supplies, but not room and board. See mission & focus areas ↑
How do I apply for a grant from Phyllis Perry Hulton Educational Trust?
The trust’s 2023 filing states that it does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Phyllis Perry Hulton Educational Trust's EIN?
Phyllis Perry Hulton Educational Trust's EIN (Employer Identification Number) is 42-6526655. IRS Form 990 filing data is available on this page for 2019–2025.
Does Phyllis Perry Hulton Educational Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 13, 2026)
- IRS filings on file for fiscal years 2019–2025
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