Phyllis Perry Hulton Educational Trust: Nonprofit Profile, Financials & Form 990 (EIN 42-6526655)

Phyllis Perry Hulton Educational Trust Form 990 (PDF) Claim this org

Form 990 (PDF) Claim this org

Form 990 for the fiscal year ending November 2025 (IRS tax year 2024).

A private foundation based in Marshalltown, IA.

Type: Private foundation / grantmaker · Education
Location: Marshalltown, IA
Filings: 6 on file (2020–2025)

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Provided by the organization

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Total assets

2.3M

deployed as grants and operations

Grants paid

200K

in FY2025

Grants made

124grants

total in period

Payout rate

of assets (5% rule)

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Who They Fund

Part XV · grants paid · 124 grants · $200K · 2024–2024

Solberg LaurenFY2024$1,900

Sandvick CaelFY2024$1,900

Ruiz AudelFY2024$1,900

Porter JacksonFY2024$1,900

Niehouse KentonFY2024$1,900

McKeever AlexaFY2024$1,900

Kuhlers EmmaFY2024$1,900

Kirner BenjaminFY2024$1,900

Hauser EmeliaFY2024$1,900

Gudith JacobFY2024$1,900

Frowhein ShelbyFY2024$1,900

Foster KincaidFY2024$1,900

Eirikson GabrielleFY2024$1,900

Buschbom LaylaFY2024$1,900

Yoemans MeahFY2024$1,900

Wittkop AveryFY2024$1,900

Wheater KennedyFY2024$1,900

Wertz EllaFY2024$1,900

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Grantmaking Profile

Patterns in foundation giving

Average grantPart XV$2K

Median grantPart XV$2K

Largest grantPart XV$2K

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF

Total assets

$2.3M

FY2025+0.5%

Total liabilities

FY2025

Total assetsPt II$2.3M

Identity & Classification

Form 990 Header · IRS Business Master File

Legal name (IRS)Hdr · item CPhyllis Perry Hulton Educational Trust

EINHdr · item D42-6526655

Principal addressHdr · item CMarshalltown, IA

WebsiteHdr · item Jnone reported

State of legal domicileHdr · item MIA

Exempt statusHdr · item I501(c)(3) · active

NTEE classificationIRS BMFEducation (B82Z)

Ruling yearIRS BMFFeb 1995

Governance & Policies

Part VI

Voting members of the governing bodyPt VI · Ln 1apending

Independent voting membersPt VI · Ln 1bpending

Conflict-of-interest policyPt VI · Ln 12a—

Whistleblower policyPt VI · Ln 13—

Document retention policyPt VI · Ln 14—

CEO/top-official compensation independently reviewedPt VI · Ln 15a—

Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

H Victor Hellberg

Trustee

$0Pt VII · Sec A

Nan Benson

Trustee

$0Pt VII · Sec A

Kiel Stevenson

Trustee

$0Pt VII · Sec A

Cathy Underhill

Trustee

$0Pt VII · Sec A

Ann Heying

Trustee

$0Pt VII · Sec A

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Statement of Revenue

Part VIII

Investment income100%$214K

Total revenueLn 12$214K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising

Allocation · columns B–D

98%

Grants & contributions paid $0.98 Operating & administrative $0.02

Grants & contributions paid98%$200K

Operating & administrative2%$4K

Total functional expensesLn 25$204K

Balance Sheet

Part X · end of year

CashLn 1$108K

Total assetsLn 16$2.3M

Total liabilitiesLn 26$0

Total net assetsLn 32$2.3M

Months of cash on handcomputed6.4

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it

Liquidity & Payout

Payout rate

Grants paid $0 · Total assets $2.3M

Where the money comes from

Contribution dependence

Contributions & grants — · Total revenue $214K

—

Government reliance

not reported

Earned-income share

not reported

Investment reliance

Investment income $0 · Total revenue $214K

Program self-sufficiency

not reported

Growth & trend

Revenue growth (YoY)

This year $214K · Prior year $174K

+23%

Revenue CAGR

FY2019 $167K · FY2024 $214K

+5%

Net-asset trend (YoY)

End of year $2.3M · Beginning of year $2.3M

+0.5%

Balance sheet

Surplus Margin

Revenue $214K · Expenses $204K

+5%

Liabilities-to-Assets

Total liabilities $0 · Total assets $2.3M

Net-asset ratio

Net assets $2.3M · Total assets $2.3M

100%

People & payroll

Highest Reported Total Compensation

Individual H Victor Hellberg · Reported title TRUSTEE · Highest reported compensation $0 · Total expenses $204K

Personnel share

not reported

Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

Metric	This org	Peer median	Percentile
Revenue growth	23%	—	—

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

FY2025 (Latest)$214K revenue · viewing · ⤓ 990 PDF

FY2024$174K revenue · ⤓ 990 PDF

FY2023$172K revenue · ⤓ 990 PDF

FY2022$155K revenue · ⤓ 990 PDF

FY2021$180K revenue · ⤓ 990 PDF

FY2020$167K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings

Form 990 e-file (XML) · FY2025IRS

Classification, formation year, addressIRS Business Master File

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