Joe Menges Trust
EIN 911922178Total Given 2020–2024
$650K
5 grants · $130K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$130K
typical big bets · $129K–$133K
grant size
100%
deep partner · 1/1 multi-year
repeat
$3.1M
Assets (2024)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $2.7M | $129K | N/A |
| 2020 | $130K | $3.0M | $195K | 1 |
| 2021 | $129K | $3.3M | $570K | 1 |
| 2022 | $162K | $2.6M | $-64K | 1 |
| 2023 | $96K | $2.9M | $67K | 1 |
| 2024 | $133K | $3.1M | $264K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$96K
25th Pctl
$129K
Median
$130K
Average
$130K
75th Pctl
$133K
Maximum
$162K
Geographic Distribution
Officers & Directors
BA
Bank of America
6+ yrs
Trustee
BA
Bank of America
6+ yrs
Trustee
BA
Bank of America
6+ yrs
Trustee
BA
Bank of America
6+ yrs
Trustee
BA
Bank of America
6+ yrs
Trustee
BA
Bank of America
6+ yrs
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Upper Iowa University | Fayette, IA | $161,982 | UNRESTRICTED GENERAL | 2022 |
| Upper Iowa University | Fayette, IA | $132,533 | UNRESTRICTED GENERAL | 2024 |
| Upper Iowa University | Fayette, IA | $129,945 | UNRESTRICTED GENERAL | 2020 |
| Upper Iowa University | Fayette, IA | $129,173 | UNRESTRICTED GENERAL | 2021 |
| Upper Iowa University | Fayette, IA | $96,220 | UNRESTRICTED GENERAL | 2023 |