St Cloud Financial Foundation Aka
St Cloud Financial Foundation Aka is a private foundation based in Sartell, Minnesota. Its 2024 filing describes eligible grant recipients as people with terminal illnesses who are current or future members of U.S. credit unions.
St Cloud Financial Foundation Aka at a glance
In short: St Cloud Financial Foundation Aka gave $43K across 11 grants in 2024 (avg $4K), top state Tennessee. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $43,485
- Grants made (2024)
- 11
- Average grant
- $3,953
- Median grant
- $2,500
- Total assets
- $84,656
- +295.3% vs 2023
- Primary geography
- Tennessee (29% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to St Cloud Financial Foundation Aka
- Contact
Application contact: Leanne Case
Mailing address: 1716 Pine Cone Road, Sartell, MN 56377
Phone: (612) 750-9441
Email: leannc@scfcu.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who St Cloud Financial Foundation Aka funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Cassie Heser ($10K). Together the top 10 received $41K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
The 2024 grants went to individuals in multiple states. The largest shares of grant dollars went to recipients in Tennessee (29%), Wisconsin (23%), and Minnesota (23%), followed by Missouri (14%) and Texas (6%). The filing’s eligibility statement refers to credit-union members in the United States.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
How St Cloud Financial Foundation Aka gives
- In 2024 it paid out well above 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
In 2024 it made 11 grants totaling $43K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cassie Heser Sparta, WI | Donation of cash for medical and living expense relief | $10,000 |
| James Neal Clarksville, TN | Donation of cash for medical and living expense relief | $10,000 |
| Ella Bass Lees Summit, MO | Donation of cash for medical and living expense relief | $3,485 |
| John Choice Lindale, TX | Donation of cash for medical and living expense relief | $2,500 |
| Sandra King Ashland City, TN | Donation of cash for general and medical bill relief | $2,500 |
| Diane Davis Kansas City, MO | Donation of cash for medical and living expense relief | $2,500 |
| Michelle Holt Shawnee, KS | Donation of cash for general and medical bill relief | $2,500 |
| Chad Iverson Sauk Rapids, MN | Donation of cash for medical and living expense relief | $2,500 |
| Darren Roberge Delano, MN | Donation of cash for medical and living expense relief | $2,500 |
| Shelly O'Hara St Cloud, MN | Donation of cash for medical and living expense relief | $2,500 |
Ready to take the next step with St Cloud Financial Foundation Aka?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $84,656 | $114,416 | $65,216 | $43,485 | 11 | $44,661 | $1 | $1,343 |
| 2023 | $21,415 | $50,000 | $28,585 | — | — | $28,585 | — | $1,759 |
Under IRS private-foundation payout rules, St Cloud Financial Foundation Aka reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
TriUnity Foundation’s stated mission is to alleviate the financial strain of terminal illness. Its website says grants help address financial burdens so recipients can focus on their well-being and time with family. The 2024 filing states that permissible recipients are terminally ill current or future members of credit unions located in the United States.
Grantmaking
In 2024, the foundation reported 11 grants totaling $43,485. Grant amounts ranged from $2,500 to $10,000, with a median of $2,500. The largest grants were $10,000 each to Cassie Heser of Sparta, Wisconsin, and James Neal of Clarksville, Tennessee; both were described as cash donations for medical and living expense relief. The remaining listed grants ranged from $2,500 to $3,485 and were also primarily for medical and living expense relief, with some described as general and medical bill relief.
The foundation’s 2024 filing says it does not restrict giving to preselected organizations. It lists Leanne Case as the contact for applying, says to contact the organization for an application and materials, and reports no deadline. The filing states that permissible recipients are terminally ill current or future members of U.S. credit unions. The website’s application cycles with deadlines in 2024 and 2025 are past cycles.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Leann Case as board chair; Alyce Justin as vice-chair; Jamie Kleve as secretary; Franco Cusipag as treasurer; and Cheryl Dutton, Chase Larson, Jed Meyer, and Courtney Moran as directors.
St Cloud Financial Foundation Aka is led by Leann Case, Board Chair on the 2024 filing; none of the 8 officers listed in 2024 report compensation.
Officers on the 2024 filing
Leann Case
Board Chair
New on the 2024 filing
10 hrs/week
No compensation reported
Chase Larson
Director
Vice Chair & Director → Director, 2024
On filings since 2022
1 hr/week
No compensation reported
Jed Meyer
Director
On filings since 2022
1 hr/week
No compensation reported
Cheryl Dutton
Director
New on the 2024 filing
1 hr/week
No compensation reported
Courtney Moran
Director
New on the 2024 filing
1 hr/week
No compensation reported
Alyce Justin
Vice Chair
Chair, Treasurer & Director → Chair & Director, 2023
Chair & Director → Vice Chair, 2024
On filings since 2022
1 hr/week
No compensation reported
Jamie Kleve
Secretary
Secretary & Director → Secretary, 2024
On filings since 2022
1 hr/week
No compensation reported
Franco Cusipag
Treasurer
Treasurer & Director → Treasurer, 2024
On filings since 2023
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2022–2024. "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 St Cloud Financial Foundation Aka
How much does St Cloud Financial Foundation Aka give each year?
St Cloud Financial Foundation Aka gave $43K across 11 grants in 2024, according to its 2024 IRS Form 990-PF.
What is St Cloud Financial Foundation Aka's typical grant size?
St Cloud Financial Foundation Aka's median grant in 2024 was $2,500, and its average grant was $3,953, across 11 grants on its 2024 IRS Form 990-PF.
Where does St Cloud Financial Foundation Aka give grants?
St Cloud Financial Foundation Aka's top state is Tennessee, with 29% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Wisconsin (23%) and Minnesota (23%).
Does St Cloud Financial Foundation Aka give general operating support?
Yes: 18% of St Cloud Financial Foundation Aka's 2024 grants with a stated purpose (2 of 11) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Donation of Cash for Medical and Living Expense Relief" (9 grants).
Who are St Cloud Financial Foundation Aka's largest grantees?
St Cloud Financial Foundation Aka's largest 2024 grantees include Cassie Heser ($10,000), James Neal ($10,000) and Ella Bass ($3,485), according to its 2024 IRS Form 990-PF. Together they received 54% of its itemized 2024 grant dollars.
How large is St Cloud Financial Foundation Aka?
St Cloud Financial Foundation Aka reported $85K in total assets on its 2024 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).
What does St Cloud Financial Foundation Aka fund?
TriUnity Foundation’s stated mission is to alleviate the financial strain of terminal illness. Its website says grants help address financial burdens so recipients can focus on their well-being and time with family. See mission & focus areas ↑
How do I apply for a grant from St Cloud Financial Foundation Aka?
St Cloud Financial Foundation Aka has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is St Cloud Financial Foundation Aka's EIN?
St Cloud Financial Foundation Aka's EIN (Employer Identification Number) is 92-1235340. IRS Form 990 filing data is available on this page for 2022–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
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Figures come from St Cloud Financial Foundation Aka's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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