State Historical Society Inc Trust
State Historical Society Inc Trust is a private foundation based in North Liberty, Iowa. In 2025, it reported 13 grants totaling $181,366, all to recipients in Iowa.
State Historical Society Inc Trust at a glance
In short: State Historical Society Inc Trust gave $181K across 13 grants in 2025 (avg $14K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $181,366
- Grants made (2025)
- 13
- Average grant
- $13,951
- Median grant
- $5,000
- Total assets
- $3,530,950
- 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 October 2026.
How to apply to State Historical Society Inc Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 590 West Forevergreen Road, North Liberty, IA 52317
Phone: (319) 338-1522
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who State Historical Society Inc Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Humanities Iowa ($80K). Together the top 10 received $175K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 12 grants of 13 (92%).
Geographic Focus
Where this funder awards grants
All 2025 grant dollars went to recipients in Iowa.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
States
Cities
How State Historical Society Inc Trust gives
- In 2025 it paid out 92% 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
In 2025 it made 13 grants totaling $181K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Humanities Iowa Ames, IA | Speakers Bureau | $80,000 |
| Iowa Historical Foundation State Des Moines, IA | Annals of Iowa, Natl | $27,176 |
| Schaller Public Library Schaller, IA | General Fund | $18,130 |
| Ag Arts Kalona, IA | General Operating | $15,000 |
| Iowa Gold Star Military Museum Johnston, IA | General Operating | $10,000 |
| Cedar County Historical Society Tipton, IA | General Operating | $7,500 |
| Prairie Rivers of Iowa Ames, IA | General Operating | $5,000 |
| Iowa Labor History Society Iowa City, IA | General Operating | $5,000 |
| Madison County Historical Society Winterset, IA | GIFT | $3,900 |
| Charles City Public Library Charles City, IA | Digitization Project | $3,560 |
Ready to take the next step with State Historical Society Inc Trust?
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 | $3,530,950 | $430,914 | $221,999 | $181,366 | 13 | $191,976 | $409,134 | $207,982 |
Under IRS private-foundation payout rules, State Historical Society Inc Trust reported a distributable amount of $208K 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 available filing information does not state the foundation’s own mission. Its 2025 grants included support for humanities programming, historical organizations, libraries, and archival projects.
Among its grantees, Cedar County Historical Society describes its mission as preserving Cedar County historical sites, educating the public about the county’s history, and providing historical essays and publications. Humanities Iowa says it promotes understanding and appreciation of people, communities, culture, and stories of importance to Iowa and the nation, including through grants, publications, programs, and events. Leopold Landscape Alliance describes its mission as landscape development and educational research.
Grantmaking
In 2025, the foundation gave $181,366 through 13 grants. Grant amounts ranged from $600 to $80,000, with a median grant of $5,000.
Notable 2025 grants included $80,000 to Humanities Iowa for its Speakers Bureau; $27,176 to Iowa Historical Foundation State for “Annals of Iowa, Natl”; $18,130 to Schaller Public Library for its general fund; $15,000 to AG ARTS for general operating support; and $10,000 to Iowa Gold Star Military Museum for general operating support. Other grants included $7,500 to Cedar County Historical Society for general operating support, $5,000 to Iowa Labor History Society for general operating support, and $3,560 to Charles City Public Library for a digitization project.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Dean Oakes as president; Shana Stuart as secretary; and William Friedricks, Thomas Dean, Holly Carver, and Jan Olive Full as directors.
State Historical Society Inc Trust is led by Dean Oakes, President on the 2025 filing; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Dean Oakes
President
New on the 2025 filing
2 hrs/week
No compensation reported
Holly Carver
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Jan Olive Full
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Thomas Dean
Director
New on the 2025 filing
2 hrs/week
No compensation reported
William Friedricks
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Shana Stuart
Secretary
New on the 2025 filing
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 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 State Historical Society Inc Trust
How much does State Historical Society Inc Trust give each year?
State Historical Society Inc Trust gave $181K across 13 grants in 2025, according to its 2025 IRS Form 990-PF.
What is State Historical Society Inc Trust's typical grant size?
State Historical Society Inc Trust's median grant in 2025 was $5,000, and its average grant was $13,951, across 13 grants on its 2025 IRS Form 990-PF.
Where does State Historical Society Inc Trust give grants?
State Historical Society Inc Trust gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Ames, IA (2 grants) and Charles City, IA (2 grants).
Does State Historical Society Inc Trust give general operating support?
Yes: 62% of State Historical Society Inc Trust's 2025 grants with a stated purpose (8 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are State Historical Society Inc Trust's largest grantees?
State Historical Society Inc Trust's largest 2025 grantees include Humanities Iowa ($80,000), Iowa Historical Foundation State ($27,176) and Schaller Public Library ($18,130), according to its 2025 IRS Form 990-PF. Together they received 69% of its itemized 2025 grant dollars.
How large is State Historical Society Inc Trust?
State Historical Society Inc Trust reported $3.5M in total assets on its 2025 IRS Form 990-PF. It paid out $192K in qualifying distributions that year, against a required minimum of $208K (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 does State Historical Society Inc Trust fund?
The available filing information does not state the foundation’s own mission. Its 2025 grants included support for humanities programming, historical organizations, libraries, and archival projects. See mission & focus areas ↑
How do I apply for a grant from State Historical Society Inc Trust?
The foundation makes contributions only to preselected charitable organizations and 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 State Historical Society Inc Trust's EIN?
State Historical Society Inc Trust's EIN (Employer Identification Number) is 42-1205115. IRS Form 990 filing data is available on this page for 2025.
Does State Historical Society Inc Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 2, 2026)
- IRS filings on file for fiscal year 2025
Other open foundation grants in Iowa
Iowa Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in State Historical Society Inc Trust's focus areas in our free grants database
Similar Funders
Similar funders in Iowa
Community Fdn of Greater Des Moines F/K/a Greater Des Moines Community Fdn
Des Moines, IA
The Community Foundation of Greater Des Moines supports projects that improve quality of life in Greater Des Moines, including housing and transportation access, health, economic opportunity, inclusive communities, and nonprofit capacity-building. Its 2024 itemized grants had a median of about $12,900, though awards ranged from roughly $5,000 to $7.34 million.
Assets
$918.7M
Grants
1,259
Total Given
$55.7M
Pella Rolscreen Foundation
Pella, IA
The Pella Rolscreen Foundation supports charitable organizations working in education and community betterment, including civic, cultural, social, and physical-environment programs in communities where Pella Corporation employees live. Large grants generally range from $10,000 to $50,000 and typically cover no more than 25% of project costs; its 2024 grants had a median of $1,029. It accepts unsolicited requests from eligible 501(c)(3) nonprofits and government entities in communities where Pella has manufacturing plants.
Assets
$22.4M
Grants
433
Total Given
$1.9M
Prairie Meadows Race Track and Casino Inc
Altoona, IA
Prairie Meadows supports Iowa nonprofits in arts and culture, education, economic development, human services, and youth sports and recreation; Legacy grants focus on large-scale projects in central Iowa. Its programs offer $100–$1 million for Legacy, $100–$99,999 for Community Betterment, and $1,000–$50,000 for Youth Sports and Recreation. It accepts applications through its online system; the 2026 deadline was February 27, 2026, and has passed.
Assets
$327.6M
Grants
409
Total Given
$33.0M
Iowa Health Care Association Foundation
West Des Moines, IA
The Iowa Health Care Association Foundation funds scholarships and career-education resources for employees of member long-term-care organizations and Iowa high school students pursuing long-term-care careers. Its typical giving level varies: it awarded 287 grants totaling about $4.1 million in 2024, and the listed high school scholarship is $2,000. Its programs focus on Iowa; the profile does not state whether it accepts unsolicited requests.
Assets
$329K
Grants
287
Total Given
$4.1M
New Charitable Foundation
Fort Dodge, IA
Assets
$6K
Grants
264
Total Given
$294K
Quad Cities Community Foundation
Bettendorf, IA
Quad Cities Community Foundation funds nonprofit operations and programs across areas including education, health, arts and culture, community development, youth, and the environment, primarily in Rock Island County, Illinois, and Scott County, Iowa, with some service to surrounding counties. Its 2024 grants had a median of $15,000; its Operations and Programs Grants program lists requests of $5,000–$20,000.
Assets
$209.7M
Grants
263
Total Given
$7.5M
More similar funders
More Funders in Iowa
Cite this profile
Grantable. (2026). State Historical Society Inc Trust funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/state-historical-society-inc-trust-morg_e6ce9c52a4c94f228cb9099f98502651
BibTeX
@misc{grantable_421205115_2026,
author = {{Grantable}},
title = {{State Historical Society Inc Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/state-historical-society-inc-trust-morg_e6ce9c52a4c94f228cb9099f98502651},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from State Historical Society Inc Trust'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.
State Historical Society Inc Trust down — hundreds of funders to go?