THE MORGAN E CLINE PERPETUAL
https://MORGANCLINEFOUNDATION.ORG
$14.5M
Total Assets (2023)
$216K
Avg Yearly Giving (2022–2023)
$432K
Giving on File
(2 yrs)
(2 yrs)
16
Grants on File
$31K
Avg Grant Size
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
ALISON FRASER
Phone
6414371025
Deadlines
THERE ARE NO SUBMISSION DEADLINES AT THIS TIME.
How to Apply
THE MORGAN E. CLINE FOUNDATION FUNDS CHARITABLE PROJECTS IN AND AROUND APPANOOSE COUNTY IN OUR FOUR AREAS OF FOCUS: COMMUNITY AND ECONOMIC DEVELOPMENT, HISTORIC PRESERVATION AND REDEVELOPMENT, SENIORS AND HEALTHCARE, AND CULTURE AND THE ARTS. FUNDING IS AWARDED ANNUALLY, WITH A CALL FOR LETTERS OF INQUIRY GOING OUT TYPICALLY IN AUGUST EACH YEAR.
Restrictions
ANY GRANT AWARDED WILL REQUIRE AN ACKNOWLEDGEMENT FROM THE RECIPIENT THAT THE FUNDS WILL BE USED EXCLUSIVELY FOR CHARITABLE PURPOSES. EACH RECIPIENT WILL BE REQUIRED TO SUBMIT PROOF OF 501(C)(3) EXEMPT STATUS. IT IS INTENDED THAT AWARDEE ORGANIZATIONS BE LOCATED IN AND AROUND APPANOOSE COUNTY, IOWA. WE SUPPORT ORGANIZATIONS WITH: 501(C)(3) STATUS THAT ARE ALSO 509(A)(1) OR 509(A)(2) PUBLIC CHARITIES. CHURCHES, HOSPITALS, SCHOOLS, OR GOVERNMENTAL AGENCIES LIKE FIRE DEPARTMENTS OR PUBLIC LIBRARIES UNDERTAKING CHARITABLE ACTIVITIES OR TAX EXEMPT ORGANIZATIONS THAT ARE 509(A)(3) ORGANIZATIONS. AS SPECIAL RULES APPLY TO SOME OF THESE TYPES OF ORGANIZATIONS, IT IS IMPORTANT THAT THEY CONTACT THE FOUNDATION TO LEARN MORE ABOUT THEIR ELIGIBILITY.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | N/A | $13.4M | $1.7M | N/A |
| 2020 | N/A | $16.3M | $1.4M | N/A |
| 2021 | N/A | $16.8M | $2.6M | N/A |
| 2022 | $218K | $13.7M | $1.8M | 9 |
| 2023 | $214K | $14.5M | $1.3M | 7 |
Grant Size Distribution
Based on 16 grants on record
Minimum
$150
25th Pctl
$1K
Median
$2K
Average
$27K
75th Pctl
$6K
Maximum
$200K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| ALISON FRASER | CEO | $149K |
| MICHAEL CRAVER ESQ | CHAIR | $5K |
| CONNIE STATER | TRUSTEE | $5K |
| JERRY KIRKPATRICK | TRUSTEE | $5K |
| VANESSA FRASER | TRUSTEE | $5K |
| BILL BUSS | TRUSTEE | $5K |
| THE IOWA TRUST AND SAVINGS BANK | CORPORATE TRUSTEE/TREASURER | $5K |
| ANN YOUNG | SECRETARY | $5K |
| FRANK REZNICEK | VICE-CHAIR | $5K |
| JAMES MILANI ESQ | TRUSTEE - PASSED SPRING 2022 | — |
Grants Awarded (16 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| INDIAN HILLS COMMUNITY COLLEGE FOUNDATION | OTTUMWA, IA | $200,000 | CONSTRUCTION OF NEW FACILITY | 2022 |
| INDIAN HILLS COMMUNITY COLLEGE FOUNDATION | OTTUMWA, IA | $200,000 | CONSTRUCTION OF NEW FACILITY | 2023 |
| CENTERVILLE CONCERT ASSOCIATION | CENTERVILLE, IA | $6,000 | GENERAL OPERATING SUPPORT | 2023 |
| CENTERVILLE CONCERT ASSOCIATION | CENTERVILLE, IA | $6,000 | SUPPORT FOR CHARITABLE PROGRAMS AND OPERATIONS | 2022 |
| REACHING ALL PEOPLE TOGETHER (RAPT) | CENTERVILLE, IA | $5,000 | SUPPORT FOR CHARITABLE PROGRAMS AND OPERATIONS | 2022 |
| KIDS WORLD | CENTERVILLE, IA | $3,500 | PROFESSIONAL PLAYGROUND INSTALLATION | 2023 |
| FUREVER FRIENDS RESCUE OF APPANOOSE INC | CENTERVILLE, IA | $3,002 | SUPPORT FOR CHARITABLE PROGRAMS AND OPERATIONS | 2022 |
| THE LORD'S CUPBOARD | CENTERVILLE, IA | $3,000 | GENERAL OPERATING SUPPORT | 2023 |
| PROMOTING APPANOOSE & CENTERVILLE TOGETHER (PACT) | CENTERVILLE, IA | $2,000 | CHARITABLE COMMUNITY MARKETING AND OUTREACH | 2022 |
| MAIN STREET CENTERVILLE | CENTERVILLE, IA | $1,140 | CHARITABLE COMMUNITY MARKETING AND OUTREACH | 2022 |
| CITY OF EXLINE | EXLINE, IA | $1,000 | CEMETERY MAINTENANCE | 2023 |
| CITY OF EXLINE | EXLINE, IA | $1,000 | CEMETERY MAINTENANCE | 2022 |
| REACHING ALL PEOPLE TOGETHER (RAPT) | CENTERVILLE, IA | $200 | GENERAL OPERATING SUPPORT | 2023 |
| CENTERVILLE GARDEN CLUB | CENTERVILLE, IA | $200 | GENERAL OPERATING SUPPORT | 2023 |
| RATHBUN LAKE AREA YMCA | CENTERVILLE, IA | $150 | SUPPORT FOR CHARITABLE PROGRAMS AND OPERATIONS | 2022 |
| MORAVIA HISTORICAL SOCIETY | MORAVIA, IA | $150 | SUPPORT FOR CHARITABLE PROGRAMS AND OPERATIONS | 2022 |