Grace Wormer Testamentary Trust
EIN 426402869
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$554K
18 grants · $69K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$35K
typical mid grants · $19K–$37K
grant size
100%
deep partner · 3/3 multi-year
repeat
$1.9M
Assets (2023)
3
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(414) 765-5135
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $85K | $1.7M | $129K | 3 |
| 2018 | $88K | $1.7M | $115K | 3 |
| 2020 | $92K | $2.2M | $48K | 3 |
| 2021 | $92K | $2.4M | $151K | 3 |
| 2022 | $106K | $1.7M | $85K | 3 |
| 2023 | $90K | $1.9M | $156K | 3 |
Grant Size Distribution
Based on 18 grants on record
Minimum
$17K
25th Pctl
$19K
Median
$35K
Average
$31K
75th Pctl
$37K
Maximum
$42K
Geographic Distribution
Officers & Directors
UA
Us Bank N a
4 yrs
Trustee
UA
Us Bank N a
4 yrs
Trustee
UA
Us Bank N a
4 yrs
Trustee
UA
Us Bank N a
4 yrs
Trustee
UN
Us Bank Na
Trustee
UB
Us Bank
Trustee
Grants Awarded (18 total)
| Purpose | ||||
|---|---|---|---|---|
| University of Iowa Foundation | Iowa City, IA | $42,292 | SCHOLARSHIP PROGRAM | 2022 |
| Cornell College | Mount Vernon, IA | $42,292 | SCHOLARSHIP & BOOK FUND | 2022 |
| Cornell College | Mount Vernon, IA | $36,920 | SCHOLARSHIP & BOOK FUND | 2020 |
| University of Iowa Foundation | Iowa City, IA | $36,920 | SCHOLARSHIP PROGRAM | 2020 |
| Cornell College | Mount Vernon, IA | $36,920 | SCHOLARSHIP & BOOK FUND | 2021 |
| University of Iowa Foundation | Iowa City, IA | $36,917 | SCHOLARSHIP PROGRAM | 2021 |
| University of Iowa Foundation | Iowa City, IA | $36,129 | SCHOLARSHIP | 2023 |
| Cornell College | Mount Vernon, IA | $36,129 | SCHOLARSHIP & BOOK FUND | 2023 |
| University of Iowa Foundation | Iowa City, IA | $35,246 | SCHOLARSHIP | 2018 |
| Cornell College | Mount Vernon, IA | $35,246 | SCHOLARSHIP | 2018 |
| University of Iowa Foundation | Iowa City, IA | $34,108 | GENERAL OPERATING | 2016 |
| Cornell College | Mount Vernon, IA | $34,108 | GENERAL OPERATING | 2016 |
| St Luke'S Foundation | Cedar Rapids, IA | $21,146 | SCHOLARSHIP | 2022 |
| St Luke'S Foundation | Cedar Rapids, IA | $18,460 | RESEARCH & SCHOLARSHIP | 2020 |
| St Luke'S Foundation | Cedar Rapids, IA | $18,460 | RESEARCH & SCHOLARSHIP | 2021 |
| St Luke'S Foundation | Cedar Rapids, IA | $18,065 | SCHOLARSHIP | 2023 |
| St Luke'S Foundation | Cedar Rapids, IA | $17,623 | SCHOLARSHIP | 2018 |
| St Luke'S Foundation | Cedar Rapids, IA | $17,054 | GENERAL OPERATING | 2016 |