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    3. Juli Ann Farrell Charitable Trust C/O Wanda Jane Farrell

    Juli Ann Farrell Charitable Trust C/O Wanda Jane Farrell

    ActiveEducationFunds Individuals
    HUDSON, IA3199884384EIN: 42-65910482 filings on record

    About Juli Ann Farrell Charitable Trust C/O Wanda Jane Farrell

    The Juli Ann Farrell Charitable Trust is a small, locally focused donor that concentrates its giving on hunger relief and direct support to individuals in northeast Iowa. Most funds go to a regional food bank while occasional awards take the form of scholarships or one-time donations to local residents. The foundation appears to prioritize practical, community-level assistance rather than broad national causes.

    Focus Areas

    Regional hunger relief and food bank support (Northeast Iowa)Local emergency food programs and pantry resourcingIndividual scholarships and direct aid to community members

    Who They Fund

    students (postsecondary)individual scholarship recipients

    Giving Approach

    Concentrated, small-scale giving with repeat support to a core local food bank and occasional one-off scholarships; few grants overall and largely local in scope.

    Funding Style

    individual-level financial aid (scholarships)restricted/earmarked funding for specific individuals

    Financial Snapshot

    Annual Giving

    $31K

    Total Assets

    $269K

    Total Revenue

    $13K

    Total Expenses

    $17K

    Typical Grant Size

    Most grants fall between $2K and $2K, with a median of $2K.

    25th Percentile

    $2K

    Median

    $2K

    75th Percentile

    $2K

    Geographic Reach

    Local1 state funded

    About 100% of grants go to recipients in IA.

    Funding intensity
    Low
    High
    Headquarters

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    direct service (paying tuition or stipends)

    Notable grantees: Northeast Iowa Food Bank, Kylee Sallee, Local community food/human-services organizations (unnamed)

    Topics

    postsecondary/college scholarship programstuition/fee assistanceeducation access through financial supportscholarship administration and award management
    Latest 990 Filing

    2024

    Source: IRS Form 990-PF, fiscal year 2024.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    NORTHEAST IOWA FOOD BANKWATERLOO, IA$4,0002024DONATION
    TARA JOCHUMSENHUDSON, IA$1,5002024SCHOLARSHIP
    KYLEE SALLEEHUDSON, IA$1,5002024SCHOLARSHIP
    ISABELLA JORGENSENHUDSON, IA$1,5002024SCHOLARSHIP
    MADELINE HANSENHUDSON, IA$1,5002024SCHOLARSHIP
    RACHEL BAULERHUDSON, IA$1,5002024SCHOLARSHIP
    LANE ROGERSHUDSON, IA$1,0002024SCHOLARSHIP
    NORTHEAST IOWA FOOD BANKWATERLOO, IA$5,5002023DONATION
    KYLEE SALLEEHUDSON, IA$2,5002023SCHOLARSHIP
    BUCHANAN COUNTY HISTORICAL SOCIETYINDEPENDENCE, IA$2,0002023SCHOLARSHIP
    ST JAMES EPISCOPAL CHURCHINDEPENDENCE, IA$2,0002023SCHOLARSHIP
    TARA JOCHUMSENHUDSON, IA$1,5002023SCHOLARSHIP
    ISABELLA JORGENSENHUDSON, IA$1,5002023SCHOLARSHIP
    JARED KINGHUDSON, IA$1,5002023SCHOLARSHIP
    RACHEL BAULERHUDSON, IA$1,0002023SCHOLARSHIP
    MADELINE HANSENHUDSON, IA$5002023SCHOLARSHIP

    NORTHEAST IOWA FOOD BANK

    $4,000
    WATERLOO, IA2024

    DONATION

    TARA JOCHUMSEN

    $1,500
    HUDSON, IA2024

    SCHOLARSHIP

    KYLEE SALLEE

    $1,500
    HUDSON, IA2024

    SCHOLARSHIP

    ISABELLA JORGENSEN

    $1,500
    HUDSON, IA2024

    SCHOLARSHIP

    MADELINE HANSEN

    $1,500
    HUDSON, IA2024

    SCHOLARSHIP

    RACHEL BAULER

    $1,500
    HUDSON, IA2024

    SCHOLARSHIP

    LANE ROGERS

    $1,000
    HUDSON, IA2024

    SCHOLARSHIP

    NORTHEAST IOWA FOOD BANK

    $5,500
    WATERLOO, IA2023

    DONATION

    KYLEE SALLEE

    $2,500
    HUDSON, IA2023

    SCHOLARSHIP

    BUCHANAN COUNTY HISTORICAL SOCIETY

    $2,000
    INDEPENDENCE, IA2023

    SCHOLARSHIP

    ST JAMES EPISCOPAL CHURCH

    $2,000
    INDEPENDENCE, IA2023

    SCHOLARSHIP

    TARA JOCHUMSEN

    $1,500
    HUDSON, IA2023

    SCHOLARSHIP

    ISABELLA JORGENSEN

    $1,500
    HUDSON, IA2023

    SCHOLARSHIP

    JARED KING

    $1,500
    HUDSON, IA2023

    SCHOLARSHIP

    RACHEL BAULER

    $1,000
    HUDSON, IA2023

    SCHOLARSHIP

    MADELINE HANSEN

    $500
    HUDSON, IA2023

    SCHOLARSHIP