Katherine Bogardus Trust UW
EIN 376062479
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). This foundation may have filed its
final return or ceased operations — verify before investing time in an application.
Total Given 2016–2023
$476K
7 grants · $59K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$70K
typical mid grants · $58K–$83K
grant size
100%
deep partner · 1/1 multi-year
repeat
$2.1M
Assets (2023)
1
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
CO NATHAN IHNES TRUST OFFICER
Phone
(309) 662-4444
Deadlines
NONE
How to Apply
APPLICANTS MUST SUBMIT AN APPLICATION, TRANSCRIPT(S) OF THEIR HIGH SCHOOL (AND POST-HIGH SCHOOL) GRADES, ACT TEST SCORES, STATEMENT OF ASSETS AND LIABILITIES, PROPOSED BUDGET, COPY OF FAFSA REPORT, PRIVATE EDUCATION LOAN APPLICANT SELF-CERTIFICATION FORM AND STATEMENT OF GOALS. THE TRUSTEE MAKES THE FINAL DECISION ON STUDENT LOANS.
Restrictions
STUDENT LOANS ARE GRANTED TO PAY TUITION AND MADE FOR ONE TERM OR ACADEMIC PERIOD TO DEWITT COUNTY, ILLINOIS RESIDENTS SO THAT THEY MAY ATTEND OR MAY CONTINUE ATTENDING EDUCATIONAL INSTITUTIONS THAT ARE DESCRIBED IN SECTION 170(B)(1)(A)(II) OF THE INTERNAL REVENUE CODE AND/OR DESCENDANTS OF THE FIRST COUSINS OF THE CREATOR OF THIS TRUST. THE TRUSTEE HAS THE DISCRETION TO CONTINUE LOANING TRUST FUNDS TO THE APPLICANT.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $70K | $1.9M | $165K | 1 |
| 2017 | $67K | $2.0M | $183K | 1 |
| 2018 | $81K | $2.0M | $179K | 1 |
| 2020 | $94K | $2.2M | $224K | 1 |
| 2021 | $49K | $2.4M | $297K | 1 |
| 2022 | $29K | $2.0M | $140K | 1 |
| 2023 | $85K | $2.1M | $197K | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$29K
25th Pctl
$58K
Median
$70K
Average
$68K
75th Pctl
$83K
Maximum
$94K
Geographic Distribution
Officers & Directors
MO
Martha Jo Orris
Wealth Advisor
MO
Martha Jo Orris
Wealth Advisor
NI
Nathan Ihnes
Foundation Mgr
NI
Nathan Ihnes
Foundation Mgr
GN
Gail L Nunnery
Vice President
Leadership
GN
Gail L Nunnery
Vice President
Leadership
GN
Gail L Nunnery
Vice President
Leadership
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| See Statement | Dewitt County, IL | $94,179 | EDUCATIONAL AT INSTITUTION LISTED | 2020 |
| See Statement | Dewitt County, IL | $85,000 | EDUCATIONAL AT INSTITUTION LISTED | 2023 |
| See Statement | Dewitt County, IL | $81,014 | EDUCATIONAL AT INSTITUTION LISTED | 2018 |
| See Statement | Dewitt County, IL | $70,318 | EDUCATIONAL AT INSTITUTION LISTED | 2016 |
| See Statement | Dewitt County, IL | $66,820 | EDUCATIONAL AT INSTITUTION LISTED | 2017 |
| See Statement | Dewitt County, IL | $49,431 | EDUCATIONAL AT INSTITUTION LISTED | 2021 |
| See Statement | Dewitt County, IL | $29,000 | EDUCATIONAL AT INSTITUTION LISTED | 2022 |