Roy and Margery Middaugh Charitable Foundation

Private foundation · Grantmaker Carroll, IA EIN: 83-2043590

Roy and Margery Middaugh Charitable Foundation is a private foundation focused on Education, based in Carroll, IA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4K in total assets. In 2025, it reported $172 in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $16.

Key facts about Roy and Margery Middaugh Charitable Foundation

In short: Roy and Margery Middaugh Charitable Foundation reported $172 in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990-PF.

EIN
83-2043590
Latest 990 filing
Form 990-PF, 2025
Grants paid (2025)
$172 — reported as a total on the IRS filing, without an itemized list
Total assets
$3,563

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4K

+10.6% YoY

Grants Paid (reported total)

$172

-3.9% YoY

Revenue

$639

+3658.8% YoY

Qualifying Distributions

$172

-3.9% YoY

Under IRS private-foundation payout rules, Roy and Margery Middaugh Charitable Foundation reported a distributable amount of $157 for 2025 — the minimum it must pay out in qualifying distributions.

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Giving Over Time

Total grant dollars and number of grants per year

$0$50$100$150$2000 grants2019 0 grants2020 Total only2021 0 grants2022 Total only2023 Total only2024 Total only2025

From 2021 to 2025, annual grant giving ranged from $73 (2021) to $179 (2024). In 2025 it reported $172 in grants paid, as a total without an itemized list.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1K$2K$3K$4K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,563$3,221$3,482
Revenue$639$17$17
Expenses$297$279$214
Qualifying Distributions$172$179$139
Net Investment Income$16$17—
Distributable Amount$157$172$179

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 12, 2021)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 28, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 25, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 14, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Roy and Margery Middaugh Charitable Foundation's only listed officer is Iowa Savings Bank, Trustee on every filing since 2019 (uncompensated).

Officers on the 2025 filing

  • Iowa Savings Bank

    Trustee

    On filings since 2019

    No compensation reported

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 Roy and Margery Middaugh Charitable Foundation

How much does Roy and Margery Middaugh Charitable Foundation give each year?

Roy and Margery Middaugh Charitable Foundation reported $172 in grants paid in 2025 on its 2025 IRS Form 990-PF, as a total without an itemized list of grants. In 2024 it reported $179 in grants paid.

How large is Roy and Margery Middaugh Charitable Foundation?

Roy and Margery Middaugh Charitable Foundation reported $4K in total assets on its 2025 IRS Form 990-PF. It paid out $172 in qualifying distributions that year, against a required minimum of $157 (roughly 5% of its investment assets).

What is Roy and Margery Middaugh Charitable Foundation?

Roy and Margery Middaugh Charitable Foundation is a private foundation focused on Education, based in Carroll, IA. It holds $4K in total assets as of 2025.

What is Roy and Margery Middaugh Charitable Foundation's EIN?

Roy and Margery Middaugh Charitable Foundation's EIN (Employer Identification Number) is 83-2043590. 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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