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Heartland Charitable Trust

Learn about this cause: What are the reviews? Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 426549922 ✦ Dubuque, IA ✦ Designated as a 501(c)(3)

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Overview

What is Heartland Charitable Trust?

Heartland Charitable Trust is a nonprofit organization, based in Dubuque, Iowa, with a specific mission of distributing donor-advised grants to eligible charitable organizations. They gather contributions from various sources and hold these funds until they are ready to be disbursed to qualified Section 501(c)(3) organizations. The trust serves as a bridge between donors and their chosen charitable causes, ensuring that their contributions are utilized effectively and efficiently.

What are the reviews and ratings of this charity?

Charity Navigator Rating: 75% - Three-Star out of Four Star Rating

Heartland Charitable Trust has received a Three-Star rating from Charity Navigator, reflecting a solid performance in accountability and finance, with a score of 75%. This rating is derived solely from their accountability and finance metrics, indicating a strong emphasis on financial health and transparency in operations.

The organization demonstrates strong governance practices, as evidenced by their policies on material diversion of assets, conflict of interest, whistleblower protections, and document retention. Additionally, they maintain a favorable liabilities to assets ratio and an impressive program expense ratio, which suggests that a significant portion of their funding goes directly toward their charitable programs.

However, a notable limitation lies in their fundraising efficiency, which scored poorly at $0.002. This could indicate challenges in their fundraising efforts relative to the amount raised compared to the expenses incurred. Despite this, the organization's strong financial health and solid governance policies are commendable and reflect a commitment to responsible management.


This AI summary has been generated from information found on Charity Navigator.

Is Heartland Charitable Trust legitimate?

Heartland Charitable Trust is a legitimate nonprofit organization registered as a 501(c)(3) entity. Heartland Charitable Trust submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here

What is the mission statement of Heartland Charitable Trust?

Heartland Charitable Trust is committed to supporting charitable organizations by gathering contributions from various sources and holding these funds until they are disbursed to qualifying 501(c)(3) organizations. Their primary mission is to provide donor-advised grants to these charitable organizations, as outlined in their schedule. The trust acts as a bridge between donors and the organizations that require financial assistance, aiming to facilitate charitable giving and contribute to the betterment of various causes.

Who is the CEO of Heartland Charitable Trust?

Bruce Lee is the Trustee of Heartland Charitable Trust.

What is the revenue of Heartland Charitable Trust?

Heartland Charitable Trust's revenue in 2022 was $2,277,429.

Who are the executives of Heartland Charitable Trust and what are their salaries?


Here are 2 key members and their salaries:


Bruce Lee (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dubuque Bank & Trust (Trustee)
  • Compensation: $0
  • Related: $72,030
  • Other: $0
Where can I find the form 990 for Heartland Charitable Trust?

Heartland Charitable Trust's most recent form 990 was submitted in 2022 and can be accessed here.

Mission Statement of Heartland Charitable Trust

Heartland Charitable Trust is an organization that focuses on supporting other charitable entities. It gathers contributions from various individual organizations and holds these funds until they are ready to be disbursed to Section 501(c)(3) organizations. Essentially, the trust serves as a bridge, connecting donors with eligible charitable organizations in need of financial assistance. Through its grant-making process, Heartland Charitable Trust strives to make a positive impact in the charitable sector, contributing to various causes that benefit communities and individuals in need.

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Impact




July, 2024

Heartland Charitable Trust's impact lies in its ability to gather contributions from individual organizations and then distribute these funds to secure 501(c)(3) charitable organizations through donor-advised grants. This process enables the Trust to support a wide range of charitable causes and make a positive difference in communities. By facilitating donations and directing them to organizations in need, Heartland Charitable Trust plays a vital role in promoting philanthropy and supporting impactful projects that benefit society.




This information is meant to be a general summary of Heartland Charitable Trust. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$2,277,429 (2022)
Expenses
$1,742,828 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $400,783
  • Gross Receipts: $5,374,066

Assets and Liabilities:

  • Total Assets: $8,065,160
  • Total Liabilities: $0
  • Net Assets: $8,065,160

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Organization Details

Founding Year

1996

Principal Officer

Bruce Lee

Main Address

PO BOX 747, DUBUQUE, IA, 520040747

NTEE Category

Code: T70 - Philanthropy

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