Toledo Oes Foundation
Toledo Oes Foundation is a private foundation, based in Tama, IA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $61K in total assets. In 2025, it awarded 3 grants totaling $150. Net investment income was $2K.
Toledo Oes Foundation at a glance
In short: Toledo Oes Foundation gave $150 across 3 grants in 2025 (avg $50), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $150
- +200.0% vs 2024
- Grants made (2025)
- 3
- +200.0% vs 2024
- Average grant
- $50
- +0.0% vs 2024
- Median grant
- $50
- Total assets
- $60,746
- +3.8% vs 2024
- 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 September 2026.
Who Toledo Oes Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Oes Estarl Fund ($50). Together the top 3 received $150.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Toledo Oes Foundation gives
- Giving fell 67% from 2022 to 2025. Method
- In 2025 it paid out 5% 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
From 2020 to 2025, annual grant giving ranged from $50 (2020) to $450 (2022). In 2025 it made 3 grants totaling $150.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oes Estarl Fund Toledo, IA | Scholarships | $50 |
| Oes Worthy Grand Matron Toledo, IA | Parkinson's Disease | $50 |
| Oes Worthy Grand Patron Toledo, IA | Youth Activity | $50 |
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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 | $60,746 | $2,369 | $150 | $150 | 3 | $150 | $2,369 | $2,786 |
| 2024 | $58,527 | $2,326 | $52 | $50 | 1 | $50 | $2,326 | $2,747 |
| 2022 | $56,209 | $394 | $453 | $450 | 4 | $453 | $391 | $2,769 |
| 2021 | $56,269 | $452 | $483 | $230 | 4 | — | $199 | $2,767 |
| 2020 | $56,300 | $146 | $51 | $50 | 1 | — | $145 | $2,716 |
Under IRS private-foundation payout rules, Toledo Oes Foundation reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Toledo Oes Foundation is led by Karen Heitmann, President on every filing since 2022; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Karen Heitmann
President
On filings since 2022
5 hrs/week
No compensation reported
Susan Jones
Director
On filings since 2020
5 hrs/week
No compensation reported
Carolyn Anderson
Secretary
On filings since 2020
5 hrs/week
No compensation reported
John Thompson
Treasurer
Director → Treasurer, 2024
On filings since 2020
16 hrs/week
No compensation reported
Former officers (1)
- Former: Anna Smith (2021–2022) — Treasurer
Data from IRS Form 990 filings, 2020–2025. "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 Toledo Oes Foundation
How much does Toledo Oes Foundation give each year?
Toledo Oes Foundation gave $150 across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50 across 1 grant.
What is Toledo Oes Foundation's typical grant size?
Toledo Oes Foundation's median grant in 2025 was $50, and its average grant was $50, across 3 grants on its 2025 IRS Form 990-PF.
Where does Toledo Oes Foundation give grants?
Toledo Oes Foundation 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 Toledo, IA (3 grants).
Does Toledo Oes Foundation give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Toledo Oes Foundation's 2025 IRS Form 990-PF were described as general or operating support.
How large is Toledo Oes Foundation?
Toledo Oes Foundation reported $61K in total assets on its 2025 IRS Form 990-PF. It paid out $150 in qualifying distributions that year, against a required minimum of $3K (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 Toledo Oes Foundation's EIN?
Toledo Oes Foundation's EIN (Employer Identification Number) is 42-1373069. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2022
Live grants for the work Toledo Oes Foundation funds
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