· Charitable trust
Heartland Charitable Trust
Grants to charitable organizations - the trust gathers contributions from individual organizations, then holds these funds until disbursed to sec.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2018–2023.
Where the money goes
Your grants by size, and where they go.
The 29 grants below total $791,214 — the rows itemised in this filing. The $1,850,182 headline is the total grant expense reported on the return, so the remaining $1,058,968 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.
By grant size · FY2023
- Under $10k10 grants · $67k
- $10k–50k15 grants · $313k
- $50k–250k4 grants · $411k
| Recipient | Amount |
|---|---|
| GREATER KANSAS CITY COMMUNITY FOUNDATION | $138,353 |
| DUBUQUE MUSEUM OF ART | $135,200 |
| FRIENDS OF THE COTTAGE GROVE | $87,463 |
| EAST DUBUQUE DISTRICT LIBRARY FOUNDATION | $50,000 |
| LORAS COLLEGE | $43,000 |
| FRIENDS OF ST MARY'S | $34,340 |
| NATIONAL MISSISSIPPI RIVER | $34,000 |
| RESOURCES UNITE | $29,000 |
| ST COLUMBKILLE'S CHURCH | $26,000 |
| DUBUQUE HUMANE SOCIETY | $25,000 |
| DUBUQUE MERCY HEALTH FOUNDATION | $22,500 |
| DUBUQUE COUNTY HISTORICAL SOCIETY | $20,000 |
| FIRST CHRISTIAN CHURCH | $17,146 |
| TRIJANG BUDDHIST INSTITUTION | $12,000 |
| IOWA NEWSPAPER FOUNDATION | $10,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY18–23, $112k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 98% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
128 repeat relationships — 20 still active in FY2023, 108 since wound down; 7 grantees were first funded in FY2023 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2023, 76% of grant dollars renewed an existing relationship; $158k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- DMDUBUQUE MUSEUM OF ART6× · 2018–2023 · $439k · revenue +19%
- SJST JOHN'S UNIVERSITY NEW YORK2× · 2018–2019 · $300k · revenue +8%
- DCDubuque County Historical Society6× · 2018–2023 · $266k · revenue +46%
Funded once
- SCST CECILIAS CONGREGATIONone grant, 2018 · $106k
- CSCOLORADO STATE UNIVERSITY FOUNDATIONone grant, 2022 · $100k · revenue -28%
- COCenter on Business and Poverty Incgraduatedone grant, 2018 · $25k · revenue +555%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The university of iowa facilities corporation acquires and holds property for the benefit and use of the university of iowa.
Our mission is to strengthen the university of iowa through alumni engagement. we do this through our communications, alumni programs, and events.
Midwest dairy works with others to give consumers an excellent dairy experience increasing sales, fostering innovation, and inspiring consumer confidence of dairy products and practices.
Engages, equips and empowers learners to explore their vocations, fulfill their potential and serve the world.
Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…
Central indiana corporate partnership (cicp) is an alliance of indiana's business and research university leaders coming together to foster long-term prosperity for the region. cicp's mission is to transform the economy of indiana in order…
Columbia college improves lives by providing quality education to both traditional and nontraditional students, helping them achieve their true potential.
Unite the caring power of communities to invest in effective solutions to improve people's lives.
Upper iowa university provides quality educational opportunities accessible through varied delivery methods to inspire success and empower lives.
Depauw university develops leaders the world needs through an uncommon commitment to the liberal arts. depauw's diverse and inclusive learning and living experience, distinctive in its rigorous intellectual engagement and its global and…
The foundation works to defend and promote the constitution of the united states, focusing especially on the first, fourth, fifth, sixth, eighth, and 14th amendments. the foundation also works to defend and promote the constitution of the…
To improve lives in our global community by educating diverse groups of highly competent and compassionate health professionals.
For reference, the grantee most central to the portfolio’s shape is Community Foundation of Greater Dubuque and the most unlike its peers is Pleasantville Sports Association. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 46 years old; the field is 38. You back the established end — and your money leans older still.
The field is 13% startups (under 5 years old) — 1% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 6% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
192 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 192 of the 277 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Showing your 200 largest grantees by grant value.
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds DUBUQUE MUSEUM OF ART ↗
- Who funds THE EAST DUBUQUE LIBRARY FOUNDATION ↗
- Who funds ST JOHN'S UNIVERSITY NEW YORK ↗
- Who funds Dubuque County Historical Society ↗
- Who funds LORAS COLLEGE ↗
- Who funds Greater Kansas City Community Foundation ↗
- Who funds DUBUQUE MERCY HEALTH FOUNDATION ↗
- Who funds FRIENDS OF ST MARY'S ↗
- Who funds COLORADO STATE UNIVERSITY FOUNDATION ↗
- Who funds FINLEY HEALTH FOUNDATION INC ↗
- Who funds DUBUQUE REGIONAL HUMANE SOCIETY ↗
- Who funds Clarke University of Dubuque Iowa ↗
- Who funds Hoerner Young Mens Christian Association of Keokuk Iowa Inc ↗
- Who funds HILLSDALE COLLEGE ↗
- Who funds ST MARYS UNIVERSITY OF MINNESOTA ↗
- Who funds HELPING HANDS MEDICAL MISSIONS INC ↗
- Who funds BOYS AND GIRLS CLUB OF GREATER DUBUQUE ↗
- Who funds OPENING DOORS ↗
- Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL INC ↗
- Who funds Resources Unite ↗
- Who funds STATE UNIVERSITY OF IOWA FOUNDATION ↗
- Who funds Center on Business and Poverty Inc ↗
- Who funds DYERSVILLE HEALTH FOUNDATION INC ↗
- Who funds KITTY CITY KANSAS RESCUE INCORPORATED ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Community Foundation of Greater Dubuque · Dubuque Racing Association Ltd · James B & Melita a McDonough Foundation · Alliant Energy Foundation Inc · The Butler Family Foundation · Spahn & Rose Lumber Co Charitable Fdtn · Dupaco RW Hoefer Foundation · Ay McDonald Charitable Foundation · Falb Family Charitable Foundation · Sirk Family Foundation · The Klauer Foundation Trust Xxxxx5009 · Crescent Electric Charitable Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Heartland Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.