Mission
SUPPORT THE AMERICAN CANCER SOCIETY AND THE AMERICAN NATIONAL RED CROSS.
Public Charity
WALTER N CHARLES TRUST
WALTER N CHARLES TRUST, of IOWA CITY, IA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $66K in revenue, $60K in expenses, $766K in total assets. IRS filings disclose 18 grants awarded by this foundation, totaling roughly $373K.
EIN: 426326753
IOWA CITY, IA
Fund Raising & Fund Distribution
NTEE: T12
Latest filing: 2025
Total Revenue$66K
Total Expenses$60K
Total Assets$766K
Grants Given18
Grant Total$373K
Filing Years2021–2025
Where $100 goes at Walter N Charles Trust
How Walter N Charles Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$82
Programs
the work itself
$18
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $82 for programs
$82
Distributed all investment income evenly between american red cross and american cancer society
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Given
REQUIRED INCOME DIST
$25,126
ANNUAL DISTRIBUTION
$25,126
ANNUAL DISTRIBUTION
$20,503
REQUIRED INCOME DIST
$20,503
ANNUAL DISTRIBUTION
$20,372
Showing up to 5 of 18 total records — full history available with membership.
Officers & Directors
TRUSTEE
Midwestone Bank Allan Walz
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $66K | $60K | $766K |
| 2024 | $72K | $51K | $759K |
| 2023 | $52K | $50K | $738K |
| 2022 | $27K | $52K | $736K |
| 2021 | $88K | $55K | $761K |
Between 2021 and 2025, reported annual revenue declined from $88K to $66K (-24%), with total assets most recently reported at $766K.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in DC, GA, MD, OK.
DCGAMDOK
Full geographic grant map with state-by-state breakdown available with membership.