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Olberg Family Charitable Trust at a glance

· Private foundation

Olberg Family Charitable Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$16k
Granted FY2024still arriving
26
Grants FY2024still arriving
7
States reached
$3k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% 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
02FY2024 · 26 grants

Where the money goes

Grants by size, and the largest recipients.

$500
Median grant
7
States reached
$102k
Total assets
Largest grants
RecipientAmount
CEDAR RAPIDS MUSEUM OF ART$3,100
PLANNED PARENTHOOD$2,750
FIRST PRESBYTERIAN CHURCH$2,260
KIDS FIRST LAW CENTER$1,200
HOOVER PRESIDENTIAL LIBRARY ASSOCI$650
TREES FOREVER$500
INDIAN CREEK NATURE CENTER$500
LINN COUNTY HISTORICAL SOCIETY$500
PROSPECT PARK ALLIANCE$500
BROWN LEDGE FOUNDATION$500
WAYPOINT SERVICES$500
BATES COLLEGE$500
MADEIRA SCHOOL FUND$500
ACLU FOUNDATION INC$500
VASSAR COLLEGE$500
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:

Its human-services grants (FY19–24, $3k) land where the poverty rate runs at 9%, against an area that typically sits at 13%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 13%CAMP COURAGEOUS: $100 → 11%CAMP COURAGEOUS OF IOWA: $100 → 11%CAMP COURAGEOUS OF IOWA: $50 → 11%WAYPOINT SERVICES: $500 → 9%WAYPOINT SERVICES: $500 → 9%WAYPOINT SERVICES: $500 → 9%WAYPOINT SERVICES: $500 → 9%WAYPOINT SERVICES: $500 → 9%WAYPOINT SERVICES: $500 → 9%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.

97%of every dollar goes to organizations it has funded before.
$129k · 28 repeat orgs$4k to everyone else

Grantees it renews have grown median revenue +41% since the first grant, against +21% for those funded once.

28 repeat relationships: 19 still active in FY2024, 9 since wound down; 7 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

28
11

Total granted

$129k
$3k

Median revenue growth · since first grant

+41%
+21%

Still filing today

61%
27%

New vs renewed · share of each year

In FY2024, 96% of grant dollars renewed an existing relationship; $575 went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
EnvironmentEducationArts & CultureRecreation & SportsHuman ServicesInternationalOther
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

  • IC
    INDIAN CREEK NATURE CENTER
    7× · 2017–2024 · $5k · revenue +56%
  • VC
    VASSAR COLLEGE
    8× · 2017–2024 · $4k · revenue +19%
  • PRESIDENT AND TRUSTEES OF BATES COLLEGE
    8× · 2017–2024 · $4k · revenue +9%

Funded once

  • F2
    FOUNDATION 2 INC
    one grant, 2023 · $1k · revenue -7%
  • MEDECINS SANS FRONTIERES USA INCgraduated
    one grant, 2017 · $600 · revenue +98%
  • NP
    NATIONAL PARK SERVICE FOUNDATION
    one grant, 2017 · $600
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.

1
Iowa Renewable Fuels Association

To promote the common business interests of member companies without profit and without the inuring of income to the benefit of any member company or individual. to present the executive, legislative, judicial and regulatory bodies…

Community Improvement
2
State University of Iowa Foundation

The university of iowa center for advancement's mission is to advance the university of iowa through engagement and philanthropy. we serve our alumni and friends in the state and the region, throughout the country, and around the world. we…

Education
3
American Civil Liberties Union of Iowa

The union works to advocate and advance a public policy agenda to support and protect the constitution of the united states and the constitution of the state of iowa. it works to maintain throughout the united states the rights of free…

—
4
Iowa Natural Heritage Foundation

This member-supported organization protects and restores iowa's land, water and wildlife for future generations. priorities include permanent land protection, promotion of improved land management and bringing new conservation…

Environment
5
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
6
Common Good Iowa

Common good iowa engages iowans to create and advocate for research-based public policy that makes life better and more equitable for all who make iowa home.

—
7
Central Indiana Corporate Partnership Inc

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…

Community Improvement
8
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.

—
9
Iowa Parks and Recreation Assoc

To assist members in the development of their careers and to support lasting parks and recreation systems.

—
10
Institute for Conservation Leadership

To support healthy communities and a healthy earth, the institute for conservation leadership strengthens leaders, organizations, coalitions and networks.

Community Improvement
11
Iowa City Area Chamber of Commerce

Our mission is to inspire the iowa city area to be greater by: 1) elevating business, 2) investing in strategic initiatives, and 3) advocating for the economic resiliency of the greater community.

—
12
Independent Insurance Agents of Iowa

The independent insurance agents of iowa will be an unrelenting advocate of the business, professional and political interests of its members; doing so by working in the public's interest and with the highest ethical standards.

—
How this is measured
The grantee most central to the portfolio’s shape is Waypoint Services; the most unlike its peers is Cedar Rapids Parks Foundation. 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

23 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. 23 of the 46 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)
4
Early backer (in before they grew)
23/23
Grantees still filing
16/23
Grew since first funded

Where the money sits, by cause and then by grantee

PLANNED PARENTHOOD: $33,550 · OtherPLANNED PARENTHOODFIRST PRESBYTERIAN CHURCH: $16,790 · OtherFIRST PRESBYTERIAN CHURCHVASSAR COLLEGE: $4,000 · OtherMADEIRA SCHOOL FUND: $4,000 · OtherHOOVER PRESIDENTIAL LIBRARY ASSOCI: $3,150 · OtherKIDS FIRST LAW CENTER: $3,200 · Other+24 more: $12,945 · Other+24 moreCEDAR RAPIDS MUSEUM OF ART: $24,895 · Arts & CultureCEDAR RAPIDS MUSEUM OF …LINN COUNTY HISTORICAL SOCIETY: $2,500 · Arts & CultureLINN COUNTY HISTORICAL …+1 more: $100 · Arts & CultureINDIAN CREEK NATURE CENTER: $5,200 · EnvironmentTREES FOREVER INC: $2,050 · EnvironmentLYME LAND CONSERVATION TRUST INC: $1,500 · EnvironmentNATURAL RESOURCES DEFENSE COUNCIL INC: $1,100 · EnvironmentPRESIDENT AND TRUSTEES OF BATES COLLEGE: $4,000 · EducationIOWA STATE UNIVERSITY FOUNDATION: $1,500 · Education+2 more: $150 · EducationTHE BROWN LEDGE FOUNDATION INC: $4,000 · Recreation & SportsPROSPECT PARK ALLIANCE INC: $1,000 · Recreation & SportsAMERICAN CIVIL LIBERTIES UNION FOUNDATION INC: $3,500 · Civil RightsWAYPOINT SERVICES: $3,000 · Human ServicesCAMP COURAGEOUS OF IOWA: $250 · Human Services
Other$77,635Arts & Culture$27,495Environment$9,850Education$5,650Recreation & Sports$5,000Civil Rights$3,500Human Services$3,250

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

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
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 CEDAR RAPIDS MUSEUM OF ART ↗
  • Who funds INDIAN CREEK NATURE CENTER ↗
  • Who funds VASSAR COLLEGE ↗
  • Who funds PRESIDENT AND TRUSTEES OF BATES COLLEGE ↗
  • Who funds THE BROWN LEDGE FOUNDATION INC ↗
  • Who funds AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC ↗
  • Who funds KIDS FIRST LAW CENTER ↗
  • Who funds WAYPOINT SERVICES ↗
  • Who funds LINN COUNTY HISTORICAL SOCIETY ↗
  • Who funds TREES FOREVER INC ↗
  • Who funds AREA SUBSTANCE ABUSE COUNCIL INC ↗
  • Who funds IOWA STATE UNIVERSITY FOUNDATION ↗
  • Who funds LYME LAND CONSERVATION TRUST INC ↗
  • Who funds NATURAL RESOURCES DEFENSE COUNCIL INC ↗
  • Who funds PROSPECT PARK ALLIANCE INC ↗
  • Who funds FOUNDATION 2 INC ↗
  • Who funds CEDAR RAPIDS GARDEN CLUB ↗
  • Who funds MEDECINS SANS FRONTIERES USA INC ↗
  • Who funds CAMP COURAGEOUS OF IOWA ↗
  • Who funds Dubuque County Historical Society ↗
  • Who funds MOTHERS AGAINST MEDIA ADDICTION ↗

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 Founda…United Fire Group Fou…Greater Cedar Rapids …The Linge FoundationRohde Family Charitab…The McIntyre Foundati…Bryant Foundation IncThe Hall-Perrine Foun…The Accel FoundationGreenState Credit Uni…First Interstate Banc…The Slappey Family Fo…
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.

How much its grantees rely on government

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

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 16%
  • Lyme Land Conservation Trust Inc: 16% of income from government
no gov moneyreceives it· size = income
1get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
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 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

Play a game based on Olberg Family’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