The William & Patricia Penn Private
The William & Patricia Penn Private is a private foundation, based in Sidney, IA. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $5.4M in total assets. In 2025, it awarded 8 grants totaling $238K. Net investment income was $540K.
The William & Patricia Penn Private at a glance
In short: The William & Patricia Penn Private gave $238K across 8 grants in 2025 (avg $30K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $237,672
- Grants made (2025)
- 8
- Average grant
- $29,709
- Median grant
- $7,500
- Total assets
- $5,351,531
- +12.9% vs 2024
- Primary geography
- Iowa (94% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The William & Patricia Penn Private funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Sidney Community Schools ($93K). Together the top 6 received $185K.
Organizations only. It also paid 2 individual scholarships ($52,500), which are not listed by name.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 6 grants of 8 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How The William & Patricia Penn Private gives
- In 2025 it paid out 100% 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 8 grants totaling $238K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sidney Community Schools Sidney, IA | Grants for Education Supplies | $92,669 |
| Sidney Volunteer Fire & Rescue Sidney, IA | Brush Truck Fund | $69,003 |
| 2 individual scholarships Recipients not named | — | $52,500 |
| Oklahoma State University Stillwater, OK | Scholarship for Continued Education | $7,500 |
| Nebraska Methodist College Omaha, NE | Scholarship for Continued Education | $7,500 |
| University of Iowa Iowa City, IA | Scholarship for Continued Education | $7,500 |
| Sidney Teammates Sidney, IA | Grant for General Operating | $1,000 |
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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 | $5,351,531 | $755,940 | $258,877 | $237,672 | 8 | $237,672 | $540,441 | $238,544 |
| 2024 | $4,739,738 | $321,125 | — | — | — | — | $321,125 | — |
Under IRS private-foundation payout rules, The William & Patricia Penn Private reported a distributable amount of $239K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The William & Patricia Penn Private is led by Derek Lahr, President on every filing since 2024; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Derek Lahr
President
On filings since 2024
No compensation reported
Angela Ettleman
Director
On filings since 2024
No compensation reported
Shannon Wehling
Director
On filings since 2024
No compensation reported
Kathryn Johnson
Treasurer
On filings since 2024
No compensation reported
Kimberly Payne
Secretary
On filings since 2024
No compensation reported
Data from IRS Form 990 filings, 2024–2025. "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 The William & Patricia Penn Private
How much does The William & Patricia Penn Private give each year?
The William & Patricia Penn Private gave $238K across 8 grants in 2025, according to its 2025 IRS Form 990-PF.
What is The William & Patricia Penn Private's typical grant size?
The William & Patricia Penn Private's median grant in 2025 was $7,500, and its average grant was $29,709, across 8 grants on its 2025 IRS Form 990-PF.
Where does The William & Patricia Penn Private give grants?
The William & Patricia Penn Private gives mostly in Iowa: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sidney, IA (3 grants).
Does The William & Patricia Penn Private give general operating support?
Yes: 13% of The William & Patricia Penn Private's 2025 grants with a stated purpose (1 of 8) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship for Continued Education" (4 grants).
Who are The William & Patricia Penn Private's largest grantees?
The William & Patricia Penn Private's largest 2025 grantees include Sidney Community Schools ($92,669), Sidney Volunteer Fire & Rescue ($69,003) and Oklahoma State University ($7,500), according to its 2025 IRS Form 990-PF. It also paid 2 individual scholarships ($52,500), which are not listed by name. Together they received 71% of its itemized 2025 grant dollars.
How large is The William & Patricia Penn Private?
The William & Patricia Penn Private reported $5.4M in total assets on its 2025 IRS Form 990-PF. It paid out $238K in qualifying distributions that year, against a required minimum of $239K (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 is The William & Patricia Penn Private's EIN?
The William & Patricia Penn Private's EIN (Employer Identification Number) is 99-3610132. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2024 (received by the IRS December 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 29, 2026)
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