Carl A Erickson Education Trust

CHARITON, IA EIN: 42-6480641

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

Annual Giving

$3K

-10.4% YoY

Grant Count

6

-40.0% YoY

Avg Grant Size

$485.333

+49.3% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.12021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$3K$4K$5K10 grants20218 grants202210 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

DELANEY CAUDILL$500MITCHELL SWARTHOUT$500LYDIA CHAPMAN$500JESSICA METZGER$500PEYTON RUBLE$500KIA RODGERS$412

Grant Size Distribution

34 grants across all recorded years

34<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Carl A Erickson Education Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BRAD BAKERTrustee
DUSTIN SHIVVERSTrustee
SUE CURNUTTETrustee

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

CharitonDerbyLucasRussell

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

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