Robert Rowley Scholarship Fund Trus

Private foundation · Grantmaker Burlington, IA EIN: 45-6142739

Robert Rowley Scholarship Fund Trus is a private foundation focused on Education, based in Burlington, IA. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $98K in total assets. In 2026, it awarded 2 grants totaling $3K. Net investment income was $16K.

Key facts about Robert Rowley Scholarship Fund Trus

In short: Robert Rowley Scholarship Fund Trus gave $3K across 2 grants in 2026 (avg $2K), mostly in Iowa. Source: 2026 IRS Form 990-PF.

EIN
45-6142739
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$3,450
Grants made (2026)
2
Average grant
$1,725
Median grant
$1,725
Total assets
$97,897
Primary geography
Iowa (100% of itemized 2026 grant dollars)

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

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$98K

+14.6% YoY

Annual Giving

$3K

-23.3% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$2K

-23.3% YoY

Under IRS private-foundation payout rules, Robert Rowley Scholarship Fund Trus reported a distributable amount of $4K for 2026 — the minimum it must pay out in qualifying distributions.

How Robert Rowley Scholarship Fund Trus gives

  • Giving fell 32% from 2023 to 2026. Method
  • In 2026 it paid out 83% 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

1state

Share of 2026 grant dollars across all 2 itemized grants.

States

Cities

BurlingtonDanvilleFort MadisonMiddletonMt PleasantNew LondonOakvilleWest Burlington

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K2 grants2020 2 grants2021 2 grants2022 3 grants2023 1 grant2024 2 grants2025 2 grants2026

From 2020 to 2026, annual grant giving ranged from $3K (2026) to $5K (2023). In 2026 it made 2 grants totaling $3K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
2 individual scholarships Recipients not named —$3,450

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$97,897$85,395$87,812
Revenue$17,217$3,755$2,324
Expenses$4,715$6,172$6,296
Qualifying Distributions$3,710$5,064$5,602
Net Investment Income$16,249$2,688$2,981
Distributable Amount$4,487$5,400$5,868

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2025)
  2. Updated Form 990-PF for fiscal year 2026 (received by the IRS June 5, 2026)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2020)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 19, 2021)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2022)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 15, 2023)
  7. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 27, 2024)

Leadership & Key People

Officers and directors from IRS filings

Robert Rowley Scholarship Fund Trus's only listed officer is TWO Rivers Bank & Trust, Trustee on every filing since 2020 (compensated).

Officers on the 2026 filing

  • TWO Rivers Bank & Trust

    Trustee

    On filings since 2020

    1 hr/week

    $829 (2020) → $708 (2026)

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Two Rivers Bank & Trust — Trustee: $708Two Rivers Bank & TrustTrustee$708

The highest reported compensation on the 2026 filing was $708, to Two Rivers Bank & Trust (Trustee).

Frequently asked questions about Robert Rowley Scholarship Fund Trus

How much does Robert Rowley Scholarship Fund Trus give each year?

Robert Rowley Scholarship Fund Trus gave $3K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $5K across 2 grants.

How large is Robert Rowley Scholarship Fund Trus?

Robert Rowley Scholarship Fund Trus reported $98K in total assets on its 2026 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (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 Robert Rowley Scholarship Fund Trus?

Robert Rowley Scholarship Fund Trus is a private foundation focused on Education, based in Burlington, IA. It holds $98K in total assets as of 2026.

Where does Robert Rowley Scholarship Fund Trus operate?

Robert Rowley Scholarship Fund Trus has awarded grants in Iowa.

What is Robert Rowley Scholarship Fund Trus's EIN?

Robert Rowley Scholarship Fund Trus's EIN (Employer Identification Number) is 45-6142739. IRS Form 990 filing data is available on this page for 2020–2026.

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

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