The Roy H Gerling and Joan Huber Gerling Scholarship Trust
The Roy H Gerling and Joan Huber Gerling Scholarship Trust is a private foundation focused on Education, based in Columbus Junction, IA. IRS filing data is available from 2019 through 2023. In 2023, it awarded 2 grants totaling $847.
Key facts about The Roy H Gerling and Joan Huber Gerling Scholarship Trust
In short: The Roy H Gerling and Joan Huber Gerling Scholarship Trust gave $847 across 2 grants in 2023 (avg $423.5), mostly in Iowa. Source: 2023 IRS Form 990-PF.
- EIN
- 71-6213401
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $847
- Grants made (2023)
- 2
- Average grant
- $424
- Median grant
- $424
- Primary geography
- Iowa (100% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated September 2026.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$847
+35.5% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$423.5
-32.2% YoY
How The Roy H Gerling and Joan Huber Gerling Scholarship Trust gives
- Giving fell 66% from 2020 to 2023. Method
- In 2022 it paid out 500% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $625 (2022) to $5K (2021). In 2023 it made 2 grants totaling $847.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Columbus Community Schools ($535).
Organizations only. It also paid 1 grant to individuals ($312), which are not listed by name.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Columbus Community Schools Columbus Junction, IA | Education | $535 |
| 1 grant to individuals Recipients not named | — | $312 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $1,803 | $3,278 |
| Revenue | $44 | $50 | $120 |
| Expenses | $1,847 | $1,525 | $6,175 |
| Qualifying Distributions | $847 | $625 | $5,375 |
| Distributable Amount | — | $125 | $311 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Officers and directors from IRS filings
The Roy H Gerling and Joan Huber Gerling Scholarship Trust's only listed officer is Community Bank Trust, Trustee on every filing since 2019 (compensated).
Officers on the 2023 filing
Community Bank Trust
Trustee
On filings since 2019
0.2 hrs/week
$500 (2019) → $600 (2023)
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $600, to Community Bank Trust (Trustee).
Frequently asked questions about The Roy H Gerling and Joan Huber Gerling Scholarship Trust
How much does The Roy H Gerling and Joan Huber Gerling Scholarship Trust give each year?
The Roy H Gerling and Joan Huber Gerling Scholarship Trust gave $847 across 2 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $625 across 1 grant.
What is The Roy H Gerling and Joan Huber Gerling Scholarship Trust?
The Roy H Gerling and Joan Huber Gerling Scholarship Trust is a private foundation focused on Education, based in Columbus Junction, IA.
Where does The Roy H Gerling and Joan Huber Gerling Scholarship Trust operate?
The Roy H Gerling and Joan Huber Gerling Scholarship Trust has awarded grants in Iowa.
What is The Roy H Gerling and Joan Huber Gerling Scholarship Trust's EIN?
The Roy H Gerling and Joan Huber Gerling Scholarship Trust's EIN (Employer Identification Number) is 71-6213401. IRS Form 990 filing data is available on this page for 2019–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Roy H Gerling and Joan Huber Gerling Scholarship Trust by hand.
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