Shell Rock Community Trust
Shell Rock Community Trust is a private foundation, based in Shell Rock, IA. IRS filing data is available from 2018 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 1 grant totaling $68K. Net investment income was $86K.
Shell Rock Community Trust at a glance
In short: Shell Rock Community Trust gave $68K across 1 grant in 2025 (avg $68K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $68,200
- +354.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $68,200
- +354.7% vs 2024
- Median grant
- $68,200
- Total assets
- $2,012,662
- +12.4% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Shell Rock Community Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was City of Shell Rock ($68K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Shell Rock Community Trust gives
- In 2025 it paid out 74% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $15K (2024) to $260K (2020). In 2025 it made 1 grant totaling $68K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| City of Shell Rock Shell Rock, IA | Boyd Building - Phase 1 & 2 | $68,200 |
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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 | $2,012,662 | $103,907 | $73,215 | $68,200 | 1 | $69,070 | $85,542 | $93,915 |
| 2024 | $1,790,290 | $101,635 | $16,911 | $15,000 | 1 | $15,820 | $100,414 | $83,533 |
| 2023 | $1,568,467 | $57,902 | $1,552 | — | — | $790 | $47,559 | $70,530 |
| 2022 | $1,325,099 | $78,525 | $9,323 | — | — | $730 | $71,426 | $66,216 |
| 2021 | $1,562,072 | $80,928 | $54,561 | $50,000 | 1 | $50,000 | $80,617 | $72,159 |
| 2020 | $1,377,730 | $59,832 | $264,528 | $260,440 | 1 | — | $59,088 | $60,520 |
| 2018 | $1,291,470 | $250,888 | $131 | — | — | — | $62,574 | $64,559 |
Under IRS private-foundation payout rules, Shell Rock Community Trust reported a distributable amount of $94K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Shell Rock Community Trust is led by Larry Young, President since 2022 (on filings since 2018); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Larry Young
President
Director → Secretary & Trustee, 2021
Secretary & Trustee → President, 2022
On filings since 2018
No compensation reported
Ellen Day
Trustee
Director → Trustee, 2021
On filings since 2018
No compensation reported
Jim Willson
Trustee
Director → Trustee, 2021
On filings since 2018
No compensation reported
Duane Harms
Vice President & Treasurer
Director → Vice President, Treasurer & Trustee, 2021
Vice President, Treasurer & Trustee → Vice President & Treasurer, 2022
On filings since 2018
No compensation reported
Susanne Deike
Secretary
On filings since 2022
No compensation reported
Former officers (1)
- Former: Bruce Toenjes (2018–2020) — President
Data from IRS Form 990 filings, 2018–2025. "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 Shell Rock Community Trust
How much does Shell Rock Community Trust give each year?
Shell Rock Community Trust gave $68K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 1 grant.
How large is Shell Rock Community Trust?
Shell Rock Community Trust reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $69K in qualifying distributions that year, against a required minimum of $94K (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.
Where does Shell Rock Community Trust operate?
Shell Rock Community Trust has awarded grants in Iowa.
What is Shell Rock Community Trust's EIN?
Shell Rock Community Trust's EIN (Employer Identification Number) is 42-1402565. IRS Form 990 filing data is available on this page for 2018–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2018 (received by the IRS November 15, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 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 November 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2018–2024
Live grants for the work Shell Rock Community Trust funds
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