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Nonprofit · EIN 20-7196198

HENRY W BURESH TR PARAGRAPH 3

Also known as ELWOOD ODONOHOE STOCHL BRAUN

Tax-exempt · CHARLES CITY, IA 50616

Financials

$56K$155K2023$59K$68K2024
Revenue Expenses · by fiscal year end
Financials of HENRY W BURESH TR PARAGRAPH 3 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$59,055$67,657-$8,602$1,231,206$0$1,231,206
August 31, 2024990-PF$55,713$154,656-$98,943$1,389,725$0$1,389,725
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$56,717
Interest
$2,338

Expenses

Grants and similar amounts paid
$49,787
Compensation of officers, directors and key employees
$16,906
Disbursements for charitable purposes
$58,840
Excise tax on investment income
$695

Balance sheet and other

Total assets, start of year
$1,389,725
Total assets, end of year
$1,231,206
Total liabilities, end of year
$0
Net assets, end of year
$1,231,206
Fair market value of assets
$1,459,371
Qualifying distributions
$58,840
Net investment income
$59,055

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-PF for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LAUREN HEUBERGER
FIRST CITIZENS BANK, MASON CITY, IA 50402
TRUST OFFICER10$0
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
LAUREN HEUBERGER
FIRST CITIZENS BANK, MASON CITY, IA 50402
TRUST OFFICER10$0

Address and contacts

Address (IRS master file)
PO BOX 307, CHARLES CITY, IA 50616-0307
In care of
% ELWOOD ODONOHOE
Signed the 990-PF
LAUREN HEUBERGER, TRUST OFFICER
Phone
(641) 228-8054
Return prepared by
Elwood Odonohoe Braun White

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
20-7196198
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
2004
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$1,231,206
Income (IRS master file)
$59,055

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$59,055$67,657$1,231,206XML
990-PFAugust 2024$55,713$154,656$1,389,725XML
990-PFAugust 2023–––IRS
990-PFAugust 2022–––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 20-7196198).

Questions about HENRY W BURESH TR PARAGRAPH 3

What is the EIN of HENRY W BURESH TR PARAGRAPH 3?
The employer identification number (EIN) of HENRY W BURESH TR PARAGRAPH 3 is 20-7196198.
Is HENRY W BURESH TR PARAGRAPH 3 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Which annual return does HENRY W BURESH TR PARAGRAPH 3 file?
Form 990-PF. Private foundations file every year.
When is the next return of HENRY W BURESH TR PARAGRAPH 3 due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HENRY W BURESH TR PARAGRAPH 3 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of HENRY W BURESH TR PARAGRAPH 3?
The 990-PF for the year ended August 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does HENRY W BURESH TR PARAGRAPH 3 have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $59,055, expenses of $67,657 and total assets of $1,231,206 at year end.

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