Sheridan-setterberg Memorial Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Sheridan-setterberg Memorial Trust. Data shown is extracted from Form 990-PF filings.

EIN: 27-6232820

Foundation Overview

Based in Burlington, IA, Sheridan-setterberg Memorial Trust has awarded 28 grants totaling $65,808 to organizations in Iowa. Individual grants range from $1,563 to $4,267, with a median award of $2,125.

Latest Tax Year
2023
Total Giving (all years)
$65,808
Total Assets
$160,673
Median Grant (all grants)
$2,125

Latest Form 990-PF Snapshot

Total Grants
6
Median Grant
$1,575
% Median Grant Decline
-26% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 33%

2 of 6 recipients (33%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Iowa

100% of all grants are concentrated in Iowa, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Iowa, funding concentrates in Burlington (100%).

Funding Trajectory
-21%

Declining funding trend with 21% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Sheridan-setterberg Memorial Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Hallie Todd $1,575 Burlington, IA, US Tuition 2023
Emma Rosenkoetter $1,850 Burlington, IA, US Tuitiion 2023
Annabel Johnson $1,563 Burlington, IA, US Tuition 2023
Hallie Todd $1,575 Burlington, IA, US Tuition 2023
Emma Rosenkoetter $1,850 Burlington, IA, US Tuitiion 2023
Annabel Johnson $1,563 Burlington, IA, US Tuition 2023
Hallie Todd $2,125 Burlington, IA, US Tuition 2022
Emma Rosenkoetter $1,850 Burlington, IA, US Tuitiion 2022
Samuel Brueck $2,125 Burlington, IA, US Tuition 2022
Hallie Todd $2,125 Burlington, IA, US Tuition 2022
Emma Rosenkoetter $1,850 Burlington, IA, US Tuitiion 2022
Samuel Brueck $2,125 Burlington, IA, US Tuition 2022
Hallie Todd $2,125 Burlington, IA, US Tuition 2022
Emma Rosenkoetter $1,850 Burlington, IA, US Tuitiion 2022
Samuel Brueck $2,125 Burlington, IA, US Tuition 2022
Hallie Todd $4,250 Burlington, IA, US Tuition 2021
Jestin Bray $2,125 Burlington, IA, US Tuitiion 2021
Samuel Brueck $2,125 Burlington, IA, US Tuition 2021
Kamaryn Atwater $1,800 Burlington, IA, US Tuition 2020
Hallie Todd $3,925 Burlington, IA, US Tuition 2020
Jestin Bray $2,125 Burlington, IA, US Tuitiion 2020
Kamaryn Atwater $4,200 Burlington, IA, US Tuition 2018
Adam Wegmann $2,100 Burlington, IA, US Tuition 2018
Kayleanna Atwater $4,267 Burlington, IA, US Tuition 2017
Gabrielle Koelker $2,168 Burlington, IA, US Tuition 2017
Adam Wegmann $2,100 Burlington, IA, US Tuition 2017
Kayleanna Atwater $4,180 Burlington, IA, US Tuition 2016
Gabrielle Koelker $2,167 Burlington, IA, US Tuition 2016

Foundations Similar to Sheridan-setterberg Memorial Trust

Discover 5 foundations with comparable assets ($151,838-$166,461), similar grant patterns, and geographic focus in IA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 42-1101260 | 55 grants awarded
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$1,500
median grant
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EIN: 42-6056210 | 48 grants awarded
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$2,500
median grant
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Same state
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EIN: 20-6263812 | 25 grants awarded
$165,178
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$2,000
median grant
Albert City, IA
Same state
99%
Excellent match

EIN: 42-1172652 | 30 grants awarded
$166,461
(≈ Similar)
$2,000
median grant
Winterset, IA
Same state
98%
Excellent match

EIN: 42-1124049 | 9 grants awarded
$151,838
(≈ Similar)
$2,227
median grant
Marshalltown, IA
Same state
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Excellent match

Contact Information

Official contact details for Sheridan-setterberg Memorial Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 27-6232820
Website N/A
Address PO BOX 928 Burlington, IA 52601-0928

Key People (1)

Board members, trustees, and key staff who oversee Sheridan-setterberg Memorial Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Farmers Merchant Bank Trust

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Sheridan-setterberg Memorial Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.