Public Charity

MILESTONES FOUNDATION

MILESTONES FOUNDATION is a private foundation categorized as Public Charity based in DAVENPORT, IA. Its most recent IRS filing (2025) reports revenue of $167K, expenses of $987K. Imperigo tracks 3 reported grants from this foundation totaling approximately $658K.

EIN: 201026414 DAVENPORT, IA Latest filing: 2025
Total Revenue$167K
Total Expenses$987K
Grants Given3
Grant Total$658K
Filing Years2021–2025

Mission

TO SUPPORT MILESTONES AREA AGENCY ON AGING, A 501C3 ORGANIZATION.

Where $100 goes at Milestones Foundation

How Milestones Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$100 Programs the work itself
<$1 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 $100 for programs

$100
To support milestones area agency on aging
All program spending
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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.

Officers & Directors

CHAIR (END MAY 2025) Linda Rubey
DIRECTOR (END APRIL 2025) Liz Sherwin
VICE CHAIR Peggy Dykes
SECRETARY/TREASURER Stephen Swisher
DIRECTOR Terry Wilson

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$658,255 3 grants

Financial Trends

Year Revenue Expenses Assets
2025 $167K $987K —
2024 $18K — $851K
2023 $34K — $834K
2022 $13K — $800K
2021 $45K — $787K

Between 2021 and 2025, reported annual revenue grew from $45K to $167K (+274%).

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

Grant Geography

Grants from this foundation were reported to recipients in IA.

IA

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

See the full picture for MILESTONES FOUNDATION

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