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Private Foundation · IA

Ottumwa Regional Legacy Foundation Inc

Ottumwa, IA  ·  EIN 420681060  ·  Website ↗  ·  990s on ProPublica ↗

Assets

$73.8M

Total Giving

$2.6M

Grants on File

176

Average Grant

$15K

Giving Radius

Where Ottumwa Regional Legacy Foundation Inc Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — no grants on file GA — no grants on file HI — no grants on file IA — $2.6M across 166 grants ID — no grants on file IL — no grants on file IN — no grants on file KS — $1K across 1 grant KY — no grants on file LA — no grants on file MA — no grants on file MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — $9K across 2 grants MS — no grants on file MT — no grants on file NC — no grants on file ND — $3K across 1 grant NE — $4K across 2 grants NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — $10K across 2 grants OK — $8K across 1 grant OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — $1K across 1 grant TX — no grants on file UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 81 recipients across 8 states. Top concentrations: OTTUMWA ($2.2M, 94 grants), ELDON ($96K, 26 grants), DES MOINES ($82K, 10 grants), SIGOURNEY ($38K, 2 grants), IOWA CITY ($36K, 7 grants).

Section I

How to Apply

The foundation uses an online grant application process. Required information includes the following: - A summary of the project - Geographic area to be served - Demographics of those to be served (gender, age, ethnicities, etc.) - Goals of the project/initiative - Plans to accomplish project goals - A description of the ways in which the project will improve the lives of the community residents - A description of the ways in which the project will address community needs - Timetable for implementation - Strategy for project sustainability - Strategic partners - Evaluation plans - Use of evaluation results - Anticipated measurable outcomes - Whether project costs were bid competitively - Whether the project supports other local businesses - Project budget - IRS Form 990, IRS tax exempt determination letter, audited financial statements, letter from board chair (if applicable) - Other pertinent documents may also be required.

On Unsolicited Proposals yes

Restrictions

Geographical area served is the City of Ottumwa and Wapello County.

Section IV

Recent Grants

Recipient Amount Year
University of Iowa $2K 2022
University of Iowa $17K 2022
University of Iowa $2K 2022
University of Iowa $8K 2022
Young Men's Christian Association of Ottumwa $25K 2022
Wapello Family Treatment Court Foundation $4K 2022
Wapello County Sheriff's Reserve $4K 2022
Wapello County Emergency Management Agency $8K 2022
Wapello County 4-H Exposition INC $1K 2022
University of Northern Iowa Foundation $10K 2022
University of Northern Iowa $2K 2022
Starr Workforce INC $21K 2022
St Ambrose $1K 2022
St Ambrose $2K 2022
Sparky Claus INC $1K 2022
Southeast Iowa Dream Center $6K 2022
Southern College of Optometry $1K 2022
Soap Creek Rebels Saddle Club $12K 2022
Seton Catholic School $4K 2022
Seton Catholic School $130 2022
Pekin Community School District $2K 2022
Ottumwa Symphony Orchestra $11K 2022
Ottumwa Public Library Friends INC $2K 2022
Ottumwa Pro Balloon Race Committee INC $500 2022
Ottumwa Park and Recreation Foundation INC $20K 2022

Page 1 of 8 · 176 total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $70.1M $3.3M $1.6M $3.2M
2022 $64.2M $3.3M $1.8M $4.0M
2021 $76.7M $3.5M $6.0M $3.5M
2020 $72.7M $3.1M $590K $4.6M
2019 $77.3M $3.2M $4.8M $5.1M
2015 $75.5M $3.3M $5.9M $4.1M
2014 $82.0M — $2.4M $3.6M
2013 $83.7M — $1.8M $3.7M
2012 $79.2M — $1.6M $1.7M
2011 $77.9M — $808K $1.2M

Section VII

Foundations Like This One

Similar in focus area, location, and asset size. Worth researching as part of the same campaign.

Otto Schoitz Foundation

Waterloo · IA   E19

$70.1M

Assets