Nonprofit · EIN 20-7204515
HOLSCHER FAMILY CHARITABLE TRUST
Also known as ELEANOR S HOLSCHER TTEE
Tax-exempt · DUBUQUE, IA 52001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $212,165 | $221,154 | -$8,989 | $2,543,538 | $0 | $2,543,538 |
| December 31, 2024 | 990-PF | $255,182 | $210,394 | $44,788 | $2,553,431 | $0 | $2,553,431 |
| December 31, 2023 | 990-PF | $37,705 | $209,546 | -$171,841 | $2,506,093 | $0 | $2,506,093 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,438
- Dividends
- $59,446
- Interest
- $79,505
- Net gain from sales of assets
- $70,776
Expenses
- Grants and similar amounts paid
- $201,000
- Compensation of officers, directors and key employees
- $13,365
- Disbursements for charitable purposes
- $201,000
- Excise tax on investment income
- $2,915
Balance sheet and other
- Total assets, start of year
- $2,553,431
- Total assets, end of year
- $2,543,538
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,543,538
- Fair market value of assets
- $4,630,772
- Qualifying distributions
- $201,000
- Net investment income
- $209,727
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK 895 MAIN ST, DUBUQUE, IA 52001 | AGENT | 0 | $13,365 |
| STEPHANIE H BEAR 5391 SHEARWATER DR, SANIBEL, FL 33957 | CO-TRUSTEE | 0 | $0 |
| R ROURKE HOLSCHER 292 OLGUIN RD, CORRALES, NM 870486931 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK 895 MAIN ST, DUBUQUE, IA 52001 | AGENT | 0 | $897 |
| STEPHANIE H BEAR 5391 SHEARWATER DR, SANIBEL, FL 33957 | CO-TRUSTEE | 0 | $0 |
| R ROURKE HOLSCHER 292 OLGUIN RD, CORRALES, NM 870486931 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK 895 MAIN ST, DUBUQUE, IA 52001 | AGENT | 0 | $957 |
| STEPHANIE H BEAR 5391 SHEARWATER DR, SANIBEL, FL 33957 | CO-TRUSTEE | 0 | $0 |
| R ROURKE HOLSCHER 292 OLGUIN RD, CORRALES, NM 870486931 | CO-TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 895 MAIN ST, DUBUQUE, IA 52001-6852
- In care of
- % AMERICAN TRUST & SAVINGS BANK
- Signed the 990-PF
- STEPHANIE H BEAR, CO TRUSTEE
- Return prepared by
- LOCHER & DAVIS PLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-7204515
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,543,538
- Income (IRS master file)
- $633,516
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $212,165 | $221,154 | $2,543,538 | IRS |
| 990-PF | December 2024 | $255,182 | $210,394 | $2,553,431 | IRS |
| 990-PF | December 2023 | $37,705 | $209,546 | $2,506,093 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-7204515).
Questions about HOLSCHER FAMILY CHARITABLE TRUST
- What is the EIN of HOLSCHER FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of HOLSCHER FAMILY CHARITABLE TRUST is 20-7204515.
- Is HOLSCHER FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HOLSCHER FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOLSCHER FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOLSCHER FAMILY CHARITABLE 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 HOLSCHER FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HOLSCHER FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $13,365 (MIDWESTONE BANK, AGENT).
- How much revenue does HOLSCHER FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $212,165, expenses of $221,154 and total assets of $2,543,538 at year end.
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