Private Foundation

OLBERG FAMILY CHARITABLE TRUST

OLBERG FAMILY CHARITABLE TRUST, of MARION, IA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $17K in revenue, $18K in expenses, $102K in total assets. IRS filings disclose 151 grants awarded by this foundation, totaling roughly $132K.

EIN: 421305184 MARION, IA Latest filing: 2024

Total Revenue$17K

Total Expenses$18K

Total Assets$102K

Grants Given151

Grant Total$132K

Filing Years2020–2024

Sample Grants Given

CEDAR RAPIDS MUSEUM OF ART

CEDAR RAPIDS, IA · 2024

CULTURE & EDUCATION

$3,100

PLANNED PARENTHOOD

CEDAR RAPIDS, IA · 2024

COMMUNITY HEALTH ISSUES

$2,750

FIRST PRESBYTERIAN CHURCH

CEDAR RAPIDS, IA · 2024

RELIGIOUS & COMMUNITY BETTERMENT

$2,260

KIDS FIRST LAW CENTER

CEDAR RAPIDS, IA · 2024

COMMUNITY BETTERMENT

$1,200

HOOVER PRESIDENTIAL LIBRARY ASSOCI

WEST BRANCH, IA · 2024

CULTURAL& HISTORICAL SUPOORT

$650

Showing up to 5 of 151 total records — full history available with membership.

Officers & Directors

PRESIDENT Christine O Heins

Officer compensation and complete director data available with membership.

Top Grant Purposes

COMMUNITY HEALTH ISSUES

$33,550 8 grants

CULTURE & EDUCATION

$24,945 9 grants

COMMUNITY BETTERMENT

$20,295 42 grants

RELIGIOUS & COMMUNITY BETTERMENT

$16,890 9 grants

EDUCATIONAL SUPPORT

$12,000 24 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$17K	$18K	$102K
2023	$10K	$17K	$103K
2022	$11K	$17K	$111K
2021	$27K	$19K	$117K
2020	$20K	$22K	$110K

Between 2020 and 2024, reported annual revenue declined from $20K to $17K (-15%), with total assets most recently reported at $102K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CT, DC, IA, ME, NY, VA, and 1 other state.

CTDCIAMENYVAVT

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for OLBERG FAMILY CHARITABLE TRUST

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports