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Nonprofit · EIN 20-1707119

CHARLES J DANNATT TRUST

Tax-exempt · CLINTON, IA 52732

Financials

$63K$66K2023$63K$63K2024$63K$63K2025
Revenue Expenses · by fiscal year end
Financials of CHARLES J DANNATT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$63,450$62,713$737$67,887–$67,887
December 31, 2024990-EZ$63,450$62,870$580$67,150–$67,150
December 31, 2023990-EZ$63,450$65,684-$2,234$66,570–$66,570
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Investment income
$63,450

Expenses

Grants and similar amounts paid
$47,589
Compensation of officers, directors and key employees
$0
Other expenses
$15,124
Program services (functional)
$47,589

Balance sheet and other

Total assets, start of year
$67,150
Total assets, end of year
$67,887
Total liabilities, end of year
–
Net assets, end of year
$67,887
Cash, savings and investments
$13,887
Land and buildings
$54,000
Gross receipts
$63,450

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID MOHRTRUSTEE1$0
JIM MCLUCKIETRUSTEE1$0
AL HIGBEETRUSTEE1$0
NICOLE KUPFERTRUSTEE1$0
ROBBIE DAVISTRUSTEE1$0
TROY STUDEMANTRUSTEE1$0
990-EZ for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
DAVID MOHRTRUSTEE0$0
LYNETTE LOTTTRUSTEE0$0
DONNA GODDARDTRUSTEE0$0
JIM MCLUCKIETRUSTEE0$0
ROBBIE DAVISTRUSTEE0$0
TROY BOUSMANTRUSTEE0$0
990-EZ for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
DAVID MOHRTRUSTEE0$0
LYNETTE LOTTTRUSTEE0$0
DONNA GODDARDTRUSTEE0$0
JIM MCLUCKIETRUSTEE0$0
STEVE KUPFERTRUSTEE0$0
ROBBIE DAVISTRUSTEE0$0
TROY STUEDEMANNTRUSTEE0$0
BOB BRADSHAWTRUSTEE0$0

Address and contacts

Address (IRS master file)
2020 N 3RD ST, CLINTON, IA 52732-2500
In care of
% FIRST BAPTIST CHURCH OF CLINTON
Signed the 990-EZ
DAVID MOHR, TRUSTEE
Phone
(563) 242-4773
Return prepared by
WINKEL PARKER & FOSTER CPA PC

Mission

THE TRUST PROVIDES FUNDS TO SUPPORT THE FIRST BAPTIST CHURCH OF CLINTON AND TO INDIVIDUALS IN NEED OF ASSISTANCE FOR SUCH ITEMS AS FOOD, RENT, MEDICAL CARE AND TUITION.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • THE TRUST PROVIDED FUNDS FOR FOOD, RENT, UTILITIES AND MEDICAL CARE TO OVER 60 INDIGENT FAMILIES.
    Expenses $24,486 · grants $24,486
  • THE TRUST PROVIDED FUNDS TO THE FIRST BAPTIST CHURCH OF CLINTON TO SUPPORT THE CHURCH AND ITS CHARITABLE ACTIVITIES.
    Expenses $16,103 · grants $16,103
  • THE TRUST ALSO PROVIDED FUNDS TO CHARITABLE ORGANIZATIONS TO ASSIST THE ORGANIZATIONS IN CARRYING OUT THEIR PROGRAMS TO ASSIST INDIVIDUALS IN NEED.
    Expenses $7,000 · grants $7,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
20-1707119
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2005
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$67,887
Income (IRS master file)
$63,450

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$63,450$62,713$67,887XML
990-EZDecember 2024$63,450$62,870$67,150XML
990-EZDecember 2023$63,450$65,684$66,570XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1707119).

Questions about CHARLES J DANNATT TRUST

What is the EIN of CHARLES J DANNATT TRUST?
The employer identification number (EIN) of CHARLES J DANNATT TRUST is 20-1707119.
Is CHARLES J DANNATT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to CHARLES J DANNATT TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does CHARLES J DANNATT TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CHARLES J DANNATT TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES J DANNATT TRUST last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of CHARLES J DANNATT TRUST?
The 990-EZ for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does CHARLES J DANNATT TRUST have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $63,450, expenses of $62,713 and total assets of $67,887 at year end.

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