The Morgan E. Cline Perpetual
EIN 477016421 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2017–2023
$1.9M
54 grants · $274K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$6K
typical small grants · $2K–$20K
grant size
31%
supporter · 9/29 multi-year
repeat
$14.5M
Assets (2023)
29
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
ALISON FRASER
Phone
(641) 437-1025
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.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | N/A | $13.8M | $9.4M | N/A |
| 2017 | $116K | $14.5M | $1.2M | 6 |
| 2018 | $89K | $13.4M | $1.7M | 6 |
| 2020 | $137K | $16.3M | $1.4M | 13 |
| 2021 | $1.1M | $16.8M | $2.6M | 13 |
| 2022 | $218K | $13.7M | $1.8M | 9 |
| 2023 | $214K | $14.5M | $1.3M | 7 |
Grant Size Distribution
Based on 54 grants on record
Minimum
$150
25th Pctl
$2K
Median
$6K
Average
$35K
75th Pctl
$20K
Maximum
$600K
Geographic Distribution
Officers & Directors
ME
Michael Craver ESQ
7+ yrs
Chair
Leadership
FR
Frank Reznicek
7+ yrs
Vice-Chair
Leadership
AF
Alison Fraser
6 yrs
CEO
Leadership
TB
The IOWA Trust and Savings Bank
7+ yrs
Corporate Trustee/Treasurer
Leadership
AY
Ann Young
7+ yrs
Secretary
Leadership
BB
Bill BUSS
2 yrs
Trustee
VF
Vanessa Fraser
7+ yrs
Trustee
JK
Jerry Kirkpatrick
2 yrs
Trustee
CS
Connie Stater
7+ yrs
Trustee
ME
Michael Craver ESQ
7+ yrs
Chair
Leadership
FR
Frank Reznicek
7+ yrs
Vice-Chair
Leadership
AF
Alison Fraser
6 yrs
CEO
Leadership
TB
The IOWA Trust and Savings Bank
7+ yrs
Corporate Trustee/Treasurer
Leadership
AY
Ann Young
7+ yrs
Secretary
Leadership
BB
Bill BUSS
2 yrs
Trustee
VF
Vanessa Fraser
7+ yrs
Trustee
JK
Jerry Kirkpatrick
2 yrs
Trustee
CS
Connie Stater
7+ yrs
Trustee
JE
James Milani ESQ
6 yrs
Trustee - Passed Spring 2022
ME
Michael Craver ESQ
7+ yrs
Chair
Leadership
FR
Frank Reznicek
7+ yrs
Vice-Chair
Leadership
AF
Alison Fraser
6 yrs
CEO
Leadership
TB
The IOWA Trust and Savings Bank
7+ yrs
Corporate Trustee/Treasurer
Leadership
AY
Ann Young
7+ yrs
Secretary
Leadership
VF
Vanessa Fraser
7+ yrs
Trustee
JE
James Milani ESQ
6 yrs
Trustee
CS
Connie Stater
7+ yrs
Trustee
ME
Michael Craver ESQ
7+ yrs
Chair
Leadership
FR
Frank Reznicek
7+ yrs
Vice-Chair
Leadership
AF
Alison Fraser
6 yrs
CEO
Leadership
TB
The IOWA Trust and Savings Bank
7+ yrs
Corporate Trustee/Treasurer
Leadership
CS
Connie Stater
7+ yrs
Secretary
Leadership
VF
Vanessa Fraser
7+ yrs
Trustee
AY
Ann Young
7+ yrs
Trustee
JE
James Milani ESQ
6 yrs
Trustee
AY
Ann Young
7+ yrs
Chairperson
Leadership
FR
Frank Reznicek
7+ yrs
Vice-Chair
Leadership
AF
Alison Fraser
6 yrs
CEO
Leadership
TB
The IOWA Trust and Savings Bank
7+ yrs
Corporate Trustee/Treasurer
Leadership
CS
Connie Stater
7+ yrs
Secretary
Leadership
ME
Michael Craver ESQ
7+ yrs
Trustee
VF
Vanessa Fraser
7+ yrs
Trustee
JE
James Milani ESQ
6 yrs
Trustee
AY
Ann Young
7+ yrs
Chairperson
Leadership
FR
Frank Reznicek
7+ yrs
Vice-Chair
Leadership
AF
Alison Fraser
6 yrs
CEO
Leadership
TB
The IOWA Trust and Savings Bank
7+ yrs
Corporate Trustee/Treasurer
Leadership
CS
Connie Stater
7+ yrs
Secretary
Leadership
JE
James Milani ESQ
6 yrs
Trustee
VF
Vanessa Fraser
7+ yrs
Trustee
ME
Michael Craver ESQ
7+ yrs
Trustee
FR
Frank Reznicek
7+ yrs
Vice-Chair
Leadership
AY
Ann Young
7+ yrs
Chairperson
Leadership
WB
William Burch
CEO
Leadership
TB
The IOWA Trust and Savings Bank
7+ yrs
Corporate Trustee/Treasurer
Leadership
CS
Connie Stater
7+ yrs
Secretary
Leadership
JE
James Milani ESQ
6 yrs
Trustee
VF
Vanessa Fraser
7+ yrs
Trustee
ME
Michael Craver ESQ
7+ yrs
Trustee
Grants Awarded (54 total)
| Purpose | ||||
|---|---|---|---|---|
| Indian Hills Community College Foundation | Ottumwa, IA | $600,000 | CONSTRUCTION OF NEW FACILITY | 2021 |
| Indian Hills Community College Foundation | Ottumwa, IA | $400,000 | CONSTRUCTION OF NEW FACILITY | 2021 |
| Indian Hills Community College Foundation | Ottumwa, IA | $200,000 | CONSTRUCTION OF NEW FACILITY | 2023 |
| Indian Hills Community College Foundation | Ottumwa, IA | $200,000 | CONSTRUCTION OF NEW FACILITY | 2022 |
| Rathbun Lake Area YMCA | Centerville, IA | $50,000 | BOILER REPLACEMENT | 2017 |
| All-Play | Centerville, IA | $25,000 | MOWING EQUIPMENT AND SIGN REPAIRS | 2020 |
| Rathbun Lake Area YMCA | Centerville, IA | $25,000 | REPLACE OLD HOT TUB | 2020 |
| All Play | Centerville, IA | $25,000 | PARKS AND TRAILS DEVELOPMENT | 2021 |
| City of Exline | Exline, IA | $21,000 | CEMETERY MAINTENANCE | 2018 |
| City of Exline | Exline, IA | $21,000 | CEMETERY MAINTENANCE | 2021 |
| Moulton Volunteer Firefighters Association | Moulton, IA | $20,500 | ULTRA-HIGH PRESSURE FIREFIGHTING EQUIPMENT | 2021 |
| 18-80 Club | Centerville, IA | $20,000 | FACILITY IMPROVEMENTS AND OPERATING COSTS | 2018 |
| Drake Public Library Foundation | Centerville, IA | $20,000 | TECHNOLOGY IMPROVEMENTS | 2018 |
| Historic Preservation Corporation | Centerville, IA | $20,000 | MAINTENANCE AND REPAIRS ON HISTORIC TROLLEY | 2018 |
| Appanoose Community Care Services | Centerville, IA | $20,000 | OFFICE UPGRADES AND PPE | 2020 |
| Chariton Valley Regional Housing Trust | Centerville, IA | $20,000 | HOUSING PROGRAM | 2020 |
| Kids World | Centerville, IA | $20,000 | SUPPORT FOR PLAY SPACE | 2021 |
| Rathbun Lake Area YMCA | Centerville, IA | $20,000 | HUMIDIFICATION SYSTEM | 2021 |
| Appanoose All Play Inc | Centerville, IA | $20,000 | FACILITY IMPROVEMENTS | 2017 |
| Appanoose County Foundation | Centerville, IA | $20,000 | OAKLAND CEMETERY PROJECT | 2017 |
| Appanoose County Historical Society | Centerville, IA | $20,000 | MUSEUM RAMP | 2017 |
| Centerville Concert Association | Centerville, IA | $12,000 | COMMUNITY ENGAGEMENT AND EVENT SUPPORT | 2021 |
| Everystep Foundation | DES Moines, IA | $10,000 | PURCHASE PPE FOR CENTERVILLE HOSPICE & NURSING STAFF | 2020 |
| Reaching All People Together (Rapt) | Centerville, IA | $10,000 | FUND PROGRAM TO GET SENIORS TO MEDICAL APPOINTMENTS | 2020 |
| The Lord's Cupboard | Centerville, IA | $8,000 | FACILITY IMPROVEMENTS | 2020 |
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