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· Private foundation

Juli Ann Farrell Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$29k
Granted FY2025still arriving
17
Grants FY2025still arriving
4
States reached
$7k
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, FY2020 to 2025.

Education$50kFood & Nutrition$26kHealth$3kArts & Culture$2kAnimals$1kHousing & Shelter$1kHuman Services$1k
02FY2025 · 17 grants

Where the money goes

Grants by size, and the largest recipients.

$1,500
Median grant
4
States reached
$249k
Total assets
Largest grants
RecipientAmount
NORTHEAST IOWA FOOD BANK$7,000
Individual grant recipient$2,000
Individual grant recipient$2,000
Individual grant recipient$2,000
Individual grant recipient$2,000
Individual grant recipient$2,000
Individual grant recipient$1,500
Individual grant recipient$1,500
Individual grant recipient$1,500
AUDUBON$1,000
HABITAT FOR HUMANITY$1,000
ST JUDE CHILDRENS RESEARCH HOSPITAL$1,000
Individual grant recipient$1,000
PLANNED PARENTHOOD$1,000
THE SALVATION ARMY$1,000
02The need
03

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:

Dollar for dollar, its grants (FY20–25) land where the poverty rate runs at 16%, against an area that typically sits at 17%. 1% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 17%AUDUBON: $1k → 17%BUCHANAN COUNTY HISTORICAL SOCIETY: $2k → 10%ZALADET SHONKA: $2k → 10%NINA DEMUTH: $1k → 15%NORTHEAST IOWA FOOD BANK: $7k → 17%ST JUDE CHILDRENS RESEARCH HOSPITAL: $1k → 17%HABITAT FOR HUMANITY: $1k → 22%PLANNED PARENTHOOD: $1k → 17%ST JAMES EPISCOPAL CHURCH: $2k → 10%AMERICAN CANCER SOCIETY: $1k → 10%NORTHEAST IOWA FOOD BANK: $6k → 17%NORTHEAST IOWA FOOD BANK: $4k → 17%NORTHEAST IOWA FOOD BANK: $4k → 17%NORTHEAST IOWA FOOD BANK: $4k → 17%NORTHEAST IOWA FOOD BANK: $2k → 17%THE SALVATION ARMY: $1k → 17%JAYDEN ENGEL: $1k → 17%EMMA YODER: $1k → 17%EMMA YODER: $1k → 17%JAYDEN ENGEL: $500 → 17%KYLEE SALLEE: $3k → 17%MADELINE HANSEN: $2k → 17%ISABELLA JORGENSEN: $2k → 17%JULIE BAULER: $2k → 17%SOFIA BROWN: $2k → 17%GREYSEN SADLER: $2k → 17%ISABELLA JORGENSEN: $2k → 17%TARA JOCHUMSEN: $2k → 17%JARED KING: $2k → 17%TARA JOCHUMSEN: $2k → 17%KYLEE SALLEE: $2k → 17%AMELIA KLENK: $2k → 17%OLIVIA SCHOBORG: $2k → 17%MADELINE HANSEN: $2k → 17%ISABELLA JORGENSEN: $2k → 17%RACHEL BAULER: $2k → 17%TARA JOCHUMSEN: $1k → 17%MAKENZIE STUART: $1k → 17%LANE ROGERS: $1k → 17%MAKENZIE STUART: $1k → 17%TARA JOCHUMSEN: $1k → 17%RACHEL BAULER: $1k → 17%KYLEE SALLEE: $1k → 17%HARLEY SCHLEY: $1k → 17%RACHEL BAULER: $1k → 17%KYLEE SALLEE: $1k → 17%JARED KING: $1k → 17%SOFIA BROWN: $500 → 17%0%20%40%50%more need →
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.
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.

77%of every dollar goes to organizations it has funded before.
$65k · 12 repeat orgs$20k to everyone else

12 repeat relationships: 7 still active in FY2025, 5 since wound down; 10 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
5

Total granted

$65k
$7k

Still filing today

8%
0%

New vs renewed · share of each year

In FY2025, 57% of grant dollars renewed an existing relationship; $13k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

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

’20’21’22’23’24’25
Food & NutritionHealthOther
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

  • NI
    NORTHEAST IOWA FOOD BANK
    6× · 2020–2025 · $26k · revenue +4%
  • IG
    Individual grant recipient
    5× · 2021–2025 · $7k
  • IG
    Individual grant recipient
    4× · 2022–2025 · $6k

Funded once

  • BC
    BUCHANAN COUNTY HISTORICAL SOCIETY
    one grant, 2022 · $2k
  • SJ
    ST JAMES EPISCOPAL CHURCH
    one grant, 2022 · $2k
  • IG
    Individual grant recipient
    one grant, 2023 · $1k
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
04the grantee network

2 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. 2 of the 27 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.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
2/2
Grantees still filing
1/2
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $6,500 · OtherIndividual grant recipientIndividual grant recipient: $5,500 · OtherIndividual grant recipientIndividual grant recipient: $5,000 · OtherIndividual grant recipientIndividual grant recipient: $4,500 · OtherIndividual grant recipientIndividual grant recipient: $4,000 · OtherIndividual grant recipientIndividual grant recipient: $2,500 · OtherIndividual grant recipient: $2,500 · OtherIndividual grant recipient: $2,500 · OtherBUCHANAN COUNTY HISTORICAL SOCIETY: $2,000 · OtherIndividual grant recipient: $2,000 · OtherST JAMES EPISCOPAL CHURCH: $2,000 · OtherIndividual grant recipient: $2,000 · OtherIndividual grant recipient: $2,000 · Other+12 more: $14,000 · Other+12 moreNORTHEAST IOWA FOOD BANK: $26,400 · Food & NutritionNORTHEAST IOWA FOOD BANKST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $1,000 · Health
Other$57,000Food & Nutrition$26,400Health$1,000

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

25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetNORTHEAST IOWA FOOD BANK: $26,400 over 6y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $1,000 over 1y, 0.0% of budget
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.

  • Who funds NORTHEAST IOWA FOOD BANK ↗
  • Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL INC ↗

How much its grantees rely on government

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

2025
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    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.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 27 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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