R J McElroy Trust

EIN 426173496 Private Foundation

Waterloo, IA 50704 |(319) 287-9102

https://www.mcelroytrust.org
Total Given 2016–2023
$12.3M
122 grants · $1.5M avg/year
based on 8 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$10K
typical small grants · $1K–$25K
grant size
1%
transactional · 1/117 multi-year
repeat
$50.6M
Assets (2023)
117
Distinct Recipients

Focus Areas

Education Health

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person MEGAN MCKENZIE
Phone (319) 287-9102
Deadlines THE TRUST CONSIDERS GRANT PROPOSALS THROUGHOUT THE YEAR.
How to Apply GRANT APPLICATIONS ARE FILLED OUT ONLINE THROUGH THEIR WEBSITE AT WWW.MCELROYTRUST.ORG. APPLICATIONS MUST INCLUDE THE PROJECT NAME, PROJECT SUMMARY, START/END DATE, HOW THE GRANT ALIGNS WITH MCELROY'S STRATEGIC MISSION, TYPE OF FUNDING NEEDED, TOTAL COST OF PROJECT AND HOW MUCH FUNDING IS REQUESTED.
Restrictions EDUCATION PROJECTS - YOUTH IN NORTHEAST IOWA
Visit funder website

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $1.9M $43.5M $3.2M 1
2017 $1.9M $47.8M $2.4M 1
2018 $2.1M $44.1M $2.4M 1
2019 $2.0M $48.1M $676K 1
2020 $1.9M $50.7M $2.7M 1
2023 $2.6M $50.6M $1.7M 117

Grant Size Distribution

Based on 122 grants on record

Minimum
$100
25th Pctl
$1K
Median
$10K
Average
$101K
75th Pctl
$25K
Maximum
$2.1M

Geographic Distribution

Officers & Directors

Grants Awarded (122 total)

Purpose
Scheduled - Attached Scheduled, IA $2,050,725 SCHEDULED 2018
Scheduled - Attached Scheduled, IA $2,045,107 SCHEDULED 2019
Scheduled - Attached Scheduled, IA $1,942,577 SCHEDULED 2017
Scheduled - Attached Scheduled, IA $1,878,768 SCHEDULED 2020
Scheduled - Attached Scheduled, IA $1,851,451 SCHEDULED 2016
UNI Foundation Cedar Falls, IA $280,000 PROGRAM SUPPORT 2023
Waterloo Leisure Services Waterloo, IA $213,500 PROGRAM/OPERATING SUPPORT 2023
Sunflower Child Development Center Decorah, IA $200,000 PROGRAM/OPERATING SUPPORT 2023
Successlink Waterloo, IA $190,000 PROGRAM SUPPORT 2023
Boys & Girls Club Cedar Valley Waterloo, IA $100,000 OPERATING SUPPORT 2023
Waverly Childcare & Preschool Waverly, IA $100,000 BUILDING EXPANSION 2023
Waterloo Public Library Waterloo, IA $91,100 PROGRAM SUPPORT 2023
Youth Art Team Waterloo, IA $70,000 PROGRAM SUPPORT 2023
Cedar Valley Preschool & Childcare Cedar Falls, IA $60,500 OPERATING SUPPORT 2023
Hawkeye COMM College Foundation Waterloo, IA $60,000 SCHOLARSHIPS/PROGRAM SUPPORT 2023
Waterloo Community Foundation Waterloo, IA $60,000 OPERATING SUPPORT 2023
YWCA Waterloo, IA $50,200 PROGRAM SUPPORT 2023
IOWA Natural Heritage Foundation DES Moines, IA $50,000 PROGRAM SUPPORT 2023
Leader Valley Waterloo, IA $50,000 PROGRAM SUPPORT 2023
Waverly Public Library Waverly, IA $50,000 PROGRAM SUPPORT 2023
Christian Community Development Waterloo, IA $40,000 PROGRAM SUPPORT 2023
Sumner Daycare & Learning Center Sumner, IA $40,000 OPERATING SUPPORT 2023
Keystone Area Education Agency Elkader, IA $31,000 PROGRAM SUPPORT 2023
College Hill Partnership Cedar Falls, IA $30,000 PROGRAM SUPPORT 2023
Embracing Explorations Waterloo, IA $30,000 PROGRAM SUPPORT 2023

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