How much does Heartland Charitable Trust give?

Heartland Charitable Trust reported 29 itemized grants totaling $791,214, out of $1,850,182 in total grant expense reported on the return in its FY2023 IRS filing. It funded between 20 and 195 organizations a year over FY2018 to FY2023.

What does Heartland Charitable Trust fund?

By grant dollars over FY2018 to FY2023, its largest causes are Education (36%), Religion (21%), Arts & Culture (16%).

Who are Heartland Charitable Trust's largest grantees?

By total granted over FY2018 to FY2023: Dubuque Museum of Art ($439k), The East Dubuque Library Foundation ($401k), Holy Family Catholic Schools ($337k).

Does Heartland Charitable Trust fund new organizations?

In FY2023, 26% of the organizations it funded were first-time grantees.

Which funders back the same organizations as Heartland Charitable Trust?

Its strongest co-funders, measured against what their size predicts, include Community Foundation of Greater Dubuque, Dubuque Racing Association Ltd, James B & Melita a McDonough Foundation.

Where is Heartland Charitable Trust based?

Heartland Charitable Trust is based in IA.

Heartland Charitable Trust

Heartland Charitable Trust at a glance Also receives grants: funding profile →

· Charitable trust

Heartland Charitable Trust

Grants to charitable organizations - the trust gathers contributions from individual organizations, then holds these funds until disbursed to sec.

$1.9M

Granted FY2023

Grants FY2023

States reached

$138k

Largest

01What it funds

01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2023.

Education$1.8MReligion$1.1MArts & Culture$832kHealth$364kHuman Services$273kPhilanthropy$175kCommunity Improvement$140kAnimals$126kOther$0

02FY2023 · 29 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured

The 29 grants below total $791,214, the rows itemized in this filing. The $1,850,182 headline is the total grant expense on the return; the other $1,058,968 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2023

Under $10k10 grants · $67k
$10k–50k15 grants · $313k
$50k–250k4 grants · $411k

$10,000

Median grant

States reached

$7.7M

Total assets

Largest grants
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

02The need

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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 its grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

How this is measured

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

How this is measured

US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.

03Its grantees

repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

85%of every dollar goes to organizations it has funded before.

$4.2M · 128 repeat orgs$722k to everyone else

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

Re-uppedFunded once

Organizations

128

135

Total granted

$4.2M

$565k

Median revenue growth · since first grant

+45%

+50%

Still filing today

74%

59%

New vs renewed · share of each year

In FY2023, 76% of grant dollars renewed an existing relationship; $158k went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

EducationArts & CultureHealthHuman ServicesEnvironmentAnimalsOther

How this is measured

First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

DM
DUBUQUE MUSEUM OF ART
6× · 2018–2023 · $439k · revenue +19%
SJ
ST JOHN'S UNIVERSITY NEW YORK
2× · 2018–2019 · $300k · revenue +8%
DC
Dubuque County Historical Society
6× · 2018–2023 · $266k · revenue +46%

Funded once

SC
ST CECILIAS CONGREGATION
one grant, 2018 · $106k
CS
COLORADO STATE UNIVERSITY FOUNDATION
one grant, 2022 · $100k · revenue -28%
CO
Center on Business and Poverty Incgraduated
one grant, 2018 · $25k · revenue +555%

How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

State University of Iowa Alumni Association

Our mission is to strengthen the university of iowa through alumni engagement. we do this through our communications, alumni programs, and events.

—

University of Iowa Facilities Corporation

The university of iowa facilities corporation acquires and holds property for the benefit and use of the university of iowa.

—

Grand View University

Engages, equips and empowers learners to explore their vocations, fulfill their potential and serve the world.

Education

Midwest Dairy Association

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.

—

Upper Iowa University

Upper iowa university provides quality educational opportunities accessible through varied delivery methods to inspire success and empower lives.

Education

Augustana College

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…

Education

Des Moines University Osteopathic Medical Center

To improve lives in our global community by educating diverse groups of highly competent and compassionate health professionals.

Education

DePauw University

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…

Education

Columbia College

Columbia college improves lives by providing quality education to both traditional and nontraditional students, helping them achieve their true potential.

Education

Cornell College

Cornell college offers an innovative and rigorous learning community where faculty and staff collaborate with students to develop the intellectual curiosity, creativity and moral courage necessary for a lifetime of learning and engaged…

Education

United Way of East Central Iowa

Unite the caring power of communities to invest in effective solutions to improve people's lives.

Philanthropy

American Civil Liberties Union Foundation of Iowa

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…

Civil Rights

How this is measured

The grantee most central to the portfolio’s shape is Community Foundation of Greater Dubuque; 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.

04the grantee network

192 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

185/192

Grantees still filing

150/192

Grew since first funded

Where the money sits, by cause and then by grantee

Other$2,533,919Education$1,078,800Arts & Culture$757,275Health$313,750Philanthropy$199,887Community Improvement$120,892Human Services$110,850

Showing the 200 largest grantees by grant value.

Each grantee by its size and the funder’s share of it; top left is load-bearing

Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Community Foundation of Greater DubuqueIA114.1× affinity62 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

How this is measured

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Heartland Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Heartland Charitable Trust. Bigger dots raise more.

2024

’20’21’22’23’24’25

no gov moneyreceives it· size = income

6get no government money at all

43report government grants on their 990 we could not trace to a source (not plotted)

0rely on government for over half their income

typical government reliance, FY20–25

How this is measured

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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

Play a game based on Heartland’s filings →

More from the funding graph

The unnamed billions

grants reported with no recipient in the public record

The regranting layer

51% of grant dollars land in the regranting layer

The DAF merry-go-round

$9.7B circulates between donor-advised funds

The endowment market

who holds foundation money, and what just moved

The camps

funders cluster by geography, not ideology

By state

where grant money is based, and what stays home