Ted L and Donna Williams Charitabl

Private foundation · Grantmaker Harlan, IA EIN: 86-6775753

Ted L and Donna Williams Charitabl is a private foundation located in Harlan, Iowa. It made 20 grants totaling $40,001 in 2025, primarily to organizations in Iowa.

Ted L and Donna Williams Charitabl at a glance

In short: Ted L and Donna Williams Charitabl gave $40K across 20 grants in 2025 (avg $2K), mostly in Iowa. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$40,001
-4.8% vs 2024
Grants made (2025)
20
+0.0% vs 2024
Average grant
$2,000
-4.8% vs 2024
Median grant
$2,000
Total assets
$1,014,683
+3.4% vs 2024
New grantees (estimate)
0% first-time grantees (0 of 20, 2025; small sample)
Primary geography
Iowa (85% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Ted L and Donna Williams Charitabl

Accepts unsolicited proposals
No
How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests.

Contact

Mailing address: C/O Greg Roecker 1311 Hwy 44, Harlan, IA 51537
Phone: (712) 755-3366

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Ted L and Donna Williams Charitabl funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Harlan Community High School: $2KHarlan Community High School$2KWest Central Community Ac: $2KWest Central Community Ac$2KMichael J Fox Foundation: $2KMichael J Fox Foundation$2KRelay for Life Shelby COU: $2KRelay for Life Shelby COU$2KShelby County Special Olympics: $2KShelby County Special Olympics$2KShelby County Community O: $2KShelby County Community O$2KConcerned Inc: $2KConcerned Inc$2KHarlan Lions Club: $2KHarlan Lions Club$2KAmerican Heart Association: $2KAmerican Heart Association$2KSt Jude Children's Research Hospit: $2KSt Jude Children's ResearchHospit$2K

The largest 2025 recipient was Harlan Community High School ($2K). Together the top 10 received $20K.

Grant Size Distribution

78 grants across all recorded years

78<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 78 grants of 78 (100%).

Geographic Focus

Where this funder awards grants

In 2025, 85% of grant dollars went to recipients in Iowa; 5% each went to recipients in New York, Nebraska, and Tennessee.

Grant Distribution by State

4states

Share of 2025 grant dollars across all 20 itemized grants.

Cities

HarlanBooneJohnstonMemphisNew YorkOmaha

Is Ted L and Donna Williams Charitabl open to new grantees?

0%

first-time grantees, 2025

In 2025, 0 of 20 grantees (0%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. How we count

  • 100% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+5%). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K19 grants2022 19 grants2023 20 grants2024 20 grants2025

From 2022 to 2025, annual grant giving ranged from $38K (2022) to $42K (2024). In 2025 it made 20 grants totaling $40K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Harlan Community High School Harlan, IAScholarship$2,001
West Central Community Ac Harlan, IACharitable$2,000
Michael J Fox Foundation New York, NYCharitable$2,000
Relay for Life Shelby COU Harlan, IACharitable$2,000
Shelby County Special Olympics Harlan, IACharitable$2,000
Shelby County Community O Harlan, IACharitable$2,000
Concerned Inc Harlan, IACharitable$2,000
Harlan Lions Club Harlan, IACharitable$2,000
American Heart Association Omaha, NECharitable$2,000
St Jude Children's Research Hospit Memphis, TNCharitable$2,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment Income
2025$1,014,683$98,314$64,783$40,00120$40,001$52,739
2024$981,152$63,937$59,415$42,00220$42,002$34,363
2023$977,410$49,522$64,020$39,00019—$32,635
2022$991,908$513,458$39,900$38,00019—$511,626

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included support for charitable organizations and a scholarship. Among the recipients, Shelby County Health Foundation describes its mission as “promotion of health care in Shelby County Iowa”; Shelby County Historical Society describes its mission as “operation of Shelby County Historical Museum”; and Concerned Inc describes itself as a school or organization for people with disabilities that empowers them to obtain their highest level of independence.

Grantmaking

In 2025, the foundation reported 20 grants totaling $40,001. Grants ranged from $2,000 to $2,001, with a median of $2,000.

Notable 2025 grants included $2,001 to Harlan Community High School for a scholarship, and $2,000 each to West Central Community AC, Michael J Fox Foundation, Relay for Life Shelby Cou, Shelby County Special Olympics, Shelby County Community O, Concerned Inc, Harlan Lions Club, American Heart Association, St Jude Children’s Research Hospit, Iowa Veterans Cemetery, Shelby County Historical Society, and Shelby County Health Foundation.

Leadership & Key People

Officers and directors from IRS filings

Ted L and Donna Williams Charitabl is led by Gregery A. Roecker, Trustee on every filing since 2022 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Gregery A. Roecker

    Trustee

    On filings since 2022

    $6K (2025)

Former officers (3)
  • Former: Barry Jacobsen (2022–2023) — Advisory Committee Member
  • Former: Jennifer Barnett (2022–2023) — Advisory Committee Member
  • Former: Suzie Mages (2022–2023) — Advisory Committee Member

Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Gregery a Roecker — Trustee: $6KGregery a RoeckerTrustee$6K

The highest reported compensation on the 2025 filing was $6K, to Gregery a Roecker (Trustee).

Frequently asked questions about Ted L and Donna Williams Charitabl

How much does Ted L and Donna Williams Charitabl give each year?

Ted L and Donna Williams Charitabl gave $40K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $42K across 20 grants.

What is Ted L and Donna Williams Charitabl's typical grant size?

Ted L and Donna Williams Charitabl's median grant in 2025 was $2,000, and its average grant was $2,000, across 20 grants on its 2025 IRS Form 990-PF.

Where does Ted L and Donna Williams Charitabl give grants?

Ted L and Donna Williams Charitabl gives mostly in Iowa: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Harlan, IA (15 grants).

Does Ted L and Donna Williams Charitabl give general operating support?

Not in 2025: none of the 20 grants with a stated purpose on Ted L and Donna Williams Charitabl's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (19 grants).

Who are Ted L and Donna Williams Charitabl's largest grantees?

Ted L and Donna Williams Charitabl's largest 2025 grantees include Harlan Community High School ($2,001), West Central Community Ac ($2,000) and Michael J Fox Foundation ($2,000), according to its 2025 IRS Form 990-PF. Together they received 15% of its itemized 2025 grant dollars.

How large is Ted L and Donna Williams Charitabl?

Ted L and Donna Williams Charitabl reported $1.0M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $98K.

What does Ted L and Donna Williams Charitabl fund?

No mission statement for the foundation is provided. Its 2025 grants included support for charitable organizations and a scholarship. See mission & focus areas ↑

How do I apply for a grant from Ted L and Donna Williams Charitabl?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Ted L and Donna Williams Charitabl's EIN?

Ted L and Donna Williams Charitabl's EIN (Employer Identification Number) is 86-6775753. IRS Form 990 filing data is available on this page for 2022–2025.

Does Ted L and Donna Williams Charitabl 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

(5)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  2. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
  3. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 26, 2025)
  4. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  5. IRS filings on file for fiscal years 2022–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Ted L and Donna Williams Charitabl'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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