HEARTLAND CHARITABLE TRUST

EIN 426549922 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2022.

← All sponsors
DAF assets
$7.74M
at fiscal year end
Grants out
$738K
from DAF accounts
Contributions in
$1.88M
received into DAFs
Payout rate
9.5%
median is 12.5%
Accounts
66
funds held at year end
Average account
$117K
assets per fund

These figures are from fiscal year 2022 — the most recent Form 990 available for this organization. Later returns may have been filed but not yet released by the IRS or parsed into the dataset behind this page. Returns can take two to three years to work through that pipeline, so a gap here does not mean the organization stopped filing, and these numbers should not be read as current.

At 9.5%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$6.2M
FY2019
$6.5M
FY2020
$7.5M
FY2021
$7.7M
FY2022

Grants paid by year

$1.4M
FY2019
$1.7M
FY2020
$1.2M
FY2021
$738K
FY2022

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 288 grant lines totalling $4.0M across 2019–2024 — $14K per line.

$138K of this sponsor’s grants went to other DAF sponsors — 3% of its itemized grantmaking. Money moved between sponsors is reported as a grant, but it has not yet reached a working charity. This total counts only organizations whose donor-advised fund program is their primary activity, so grants to universities and hospitals that happen to run a DAF on the side are excluded.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Dubuque Museum Of ArtEIN 421071185 IA$438K
East Dubuque District Library FoundationEIN 464098345 IL$401K
Holy Family Catholic SchoolsEIN 420792429 IA$249K
National Mississippi River Museum & AquariumEIN 426072050 IA$237K
Loras CollegeEIN 420680412 IA$200K
First Christian ChurchEIN 421145804 IA$153K
St John'S UniversityEIN 111630830 NY$150K
Greater Kansas City Community Foundation runs a DAF programEIN 431152398 MO$138K
Dubuque Mercy Health FoundationEIN 262227941 IA$122K
Resurrection ChurchEIN 420861036 IA$111K
Colorado State University FoundationEIN 237098397 CO$100K
St Columbkille Catholic ChurchEIN 420680317 IA$97K
Friends Of The Cottage GroveEIN 342016611 WI$87K
Friends Of St Mary'S Steeple SquareEIN 464898142 IA$80K
Trijang Buddhist InstituteEIN 462532218 VT$78K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2022, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.