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Iowa · Private foundation

Olberg Family Charitable Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$16k
Granted FY2024(still arriving)
26
Grants FY2024
18
Organizations funded FY2023
11%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$500
Largest grant, FY2024
$3,100
Organizations funded a year
13 to 22
FY2017 to FY2023
States reached, FY2024
7
Total assets, FY2024
$102k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 11% of the organizations Olberg Family Charitable Trust funded were first-time grantees, receiving 9% of its grant dollars.

New vs renewed · share of each year

In FY2023, 91% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

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

’18’19’20’21’22’23
Human ServicesEnvironmentCivil RightsCrime & LegalArts & CultureHealthOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving26$16k27%
FY202318$16k11%
FY202222$15k14%
FY202122$18k23%
FY202020$21k35%
FY201917$18k35%
FY201813$12k23%
FY201713$16kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$38kArts & Culture$33kReligion$17kEnvironment$14kEducation$14kRecreation & Sports$5kHuman Services$4kCivil Rights$4kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 24 grantees

What it could do for these grantees

Plus 22 recipients with no EIN on record ($64k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Olberg Family Charitable Trust supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCedar Rapids Museum of Art: $24,895 over 8y, 0.4% of budgetIndian Creek Nature Center: $5,200 over 7y, 0.1% of budgetVassar College: $4,000 over 8y, 0.0% of budgetPresident and Trustees of Bates College: $4,000 over 8y, 0.0% of budgetThe Brown Ledge Foundation Inc: $4,000 over 8y, 0.1% of budgetAmerican Civil Liberties Union Foundation Inc: $3,500 over 7y, 0.0% of budgetKids First Law Center: $3,200 over 5y, 0.1% of budgetWaypoint Services: $3,000 over 6y, 0.0% of budgetLinn County Historical Society: $2,500 over 5y, 0.3% of budgetTrees Forever Inc: $2,050 over 4y, 0.0% of budgetArea Substance Abuse Council Inc: $2,000 over 2y, 0.0% of budgetIowa State University Foundation: $1,500 over 3y, 0.0% of budgetLyme Land Conservation Trust Inc: $1,500 over 3y, 0.1% of budgetNatural Resources Defense Council Inc: $1,100 over 2y, 0.0% of budgetProspect Park Alliance Inc: $1,000 over 2y, 0.0% of budgetFoundation 2 Inc: $1,000 over 1y, 0.0% of budgetCedar Rapids Garden Club: $895 over 3y, 1.1% of budgetMedecins Sans Frontieres USA Inc: $600 over 1y, 0.0% of budgetCamp Courageous of Iowa: $250 over 3y, 0.0% of budgetDubuque County Historical Society: $100 over 1y, 0.0% of budgetMothers Against Media Addiction: $100 over 1y, 0.0% of budgetCedar Rapids Parks Foundation: $50 over 1y, 0.0% of budgetEastern Iowa Arts Academy: $50 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 23.

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.

Alliant Energy Foundation IncWI27× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Alliant Energy Foundation Inc · United Fire Group Foundation · Greater Cedar Rapids Community Foundation · The Linge Foundation · Rohde Family Charitable Foundation · The McIntyre Foundation · Bryant Foundation Inc · The Hall-Perrine Foundation · The Accel Foundation · GreenState Credit Union · First Interstate BancSystem Foundation Inc · The Slappey Family 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.

Compare Olberg Family Charitable Trust with peer funders

About Olberg Family Charitable Trust

How much does Olberg Family Charitable Trust give?
Olberg Family Charitable Trust reported 26 grants totaling $16,285 in its FY2024 IRS filing. It funded between 13 and 22 organizations a year over FY2017 to FY2023.
What does Olberg Family Charitable Trust fund?
By grant dollars over FY2017 to FY2024, its largest causes are Health (28%), Arts & Culture (25%), Religion (13%).
Who are Olberg Family Charitable Trust's largest grantees?
By total granted over FY2017 to FY2024: Cedar Rapids Museum of Art ($25k), Indian Creek Nature Center ($5k), Vassar College ($4k).
Does Olberg Family Charitable Trust fund new organizations?
In FY2023, 11% of the organizations it funded were first-time grantees.
Does Olberg Family Charitable Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Olberg Family Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Alliant Energy Foundation Inc, United Fire Group Foundation, Greater Cedar Rapids Community Foundation.
Where is Olberg Family Charitable Trust based?
Olberg Family Charitable Trust is based in IA.

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 46 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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