Phyllis Perry Hulton Educational Trust

MARSHALLTOWN, IA EIN: 42-6526655

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

Annual Giving

$139K

+6.5% YoY

Grant Count

107

-13.7% YoY

Avg Grant Size

$1K

+23.4% 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$1.1201920202021202220232024
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$35K$69K$104K$139K166 grants2019122 grants2020113 grants202198 grants2022124 grants2023107 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ALLEN EMMA$1KALVAREZ ZAMORA YESSENIA$1KAVALOS ROCHELLE$1KBATTERSON ADAM$1KBUTLER BAYLEE$1KCAMPBELL CARRIE$1KCASE HANNAH$1KCHRISTENSEN NILE$1KDUFF LILLY$1KEDLER EMMETT$1K

Grant Size Distribution

730 grants across all recorded years

730<$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 Phyllis Perry Hulton Educational Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
H VICTOR HELLBERGTRUSTEE
NAN BENSONTRUSTEE
KIEL STEVENSONTRUSTEE
CATHY UNDERHILLTRUSTEE
ANN HEYINGTRUSTEE

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

States

Cities

ALBIONALTOONAAMESANKENYBAXTERBROOKLYNCEDAR FALLSCEDAR RAPIDSCLEMONSCOLLINSCOLOFERGUSONFORT DODGEGARWINGILMANGRUNDY CENTERHAVERHILLIOWA CITYLAURELLE GRAND

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

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