The Morgan E Cline Perpetual

CENTERVILLE, IA EIN: 47-7016421

The Morgan E Cline Perpetual is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CENTERVILLE, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $15.0M in total assets. In 2024, it awarded 2 grants totaling $101K. Net investment income was $1.1M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$15.0M

+3.7% YoY

Annual Giving

$101K

-52.8% YoY

Grant Count

2

-71.4% YoY

Avg Grant Size

$51K

+65.3% YoY

Under IRS private-foundation payout rules, The Morgan E Cline Perpetual reported a distributable amount of $576K for 2024 — the minimum it must pay out in qualifying distributions.

About The Morgan E Cline Perpetual

Based on IRS filings

The Morgan E Cline Perpetual is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CENTERVILLE, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $15.0M in total assets. In 2024, it awarded 2 grants totaling $101K. Net investment income was $1.1M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

CentervilleDes MoinesExlineMoraviaMoultonOttumwa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$715K$1M$2M$3M20202021202220232024
Metric202420232022
Total Assets$15,009,936$14,480,107$13,712,032
Revenue$2,274,746$1,280,364$1,757,703
Expenses$1,901,768$2,047,823$1,997,789
Qualifying Distributions$710,795$898,701$812,323
Net Investment Income$1,074,384$211,711$590,160
Distributable Amount$575,718$542,600$579,961

Giving Over Time

Total grant dollars and number of grants per year

$0$132K$264K$396K$528K11 grants202011 grants20219 grants20227 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

INDIAN HILLS COMMUNITY C…$100KCITY OF EXLINE$1K

Grant Size Distribution

40 grants across all recorded years

36<$50K$50–100K3$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Indian Hills Community College Foundation ($100,000), City of Exline ($1,000).

RecipientPurposeAmount
CITY OF EXLINE EXLINE, IACEMETERY MAINTENANCE$1,000
INDIAN HILLS COMMUNITY COLLEGE FOUNDATION OTTUMWA, IACONSTRUCTION OF NEW FACILITY$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

ALISON FRASERCEO$137KMICHAEL CRAVER ESQCHAIR$5KBILL BUSSVICE-CHAIR$5KANN YOUNGSECRETARY$5KTHE IOWA TRUST AND S…CORPORATE TRUSTEE$5KJERRY KIRKPATRICKTRUSTEE$5KMARIJO ALLENTRUSTEE$5KJOHN SCHMIDTTRUSTEE$5KJUSTIN ZAPITULTRUSTEE$5K

From 2024 filing

NameTitleHoursCompensation
ALISON FRASERCEO40$137,000
MICHAEL CRAVER ESQCHAIR2$5,000
BILL BUSSVICE-CHAIR2$5,000
ANN YOUNGSECRETARY2$5,000
JEFF YOUNGTREASURER2
THE IOWA TRUST AND SAVINGS BANKCORPORATE TRUSTEE2$5,000
JERRY KIRKPATRICKTRUSTEE2$5,000
MARIJO ALLENTRUSTEE2$5,000
JOHN SCHMIDTTRUSTEE2$5,000
JUSTIN ZAPITULTRUSTEE2$5,000
VANESSA FRASERTRUSTEE2
CONNIE STATERTRUSTEE2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Morgan E Cline Perpetual?

The Morgan E Cline Perpetual is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CENTERVILLE, IA. It holds $15.0M in total assets as of 2024.

How large is The Morgan E Cline Perpetual?

As of 2024, The Morgan E Cline Perpetual holds $15.0M in total assets with $2.3M in annual revenue. It awarded 2 grants totaling $101K in 2024.

Where does The Morgan E Cline Perpetual operate?

The Morgan E Cline Perpetual has awarded grants in Iowa.

What size grants does The Morgan E Cline Perpetual award?

In 2024, The Morgan E Cline Perpetual awarded 2 grants totaling $101K — an average of about $51K per grant, based on its IRS Form 990 filings.

How much is The Morgan E Cline Perpetual required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Morgan E Cline Perpetual reported a distributable amount of $576K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Morgan E Cline Perpetual's EIN?

The Morgan E Cline Perpetual's EIN (Employer Identification Number) is 47-7016421. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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