Nonprofit · EIN 23-7416881
H W GROUT TRUST
Tax-exempt · WATERLOO, IA 50701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,839,542 | $1,956,588 | -$117,046 | $8,223,350 | $394,239 | $7,829,111 |
| June 30, 2024 | 990-PF | $1,775,048 | $2,018,579 | -$243,531 | $8,775,480 | $489,998 | $8,285,482 |
| June 30, 2023 | 990-PF | $2,644,043 | $2,092,937 | $551,106 | $9,015,503 | $651,484 | $8,364,019 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $999,327
- Dividends
- $66,959
- Net gain from sales of assets
- $536,623
- Other income
- $227,879
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $833,421
- Disbursements for charitable purposes
- $1,383,445
- Excise tax on investment income
- $8,046
Balance sheet and other
- Total assets, start of year
- $8,775,480
- Total assets, end of year
- $8,223,350
- Total liabilities, end of year
- $394,239
- Net assets, end of year
- $7,829,111
- Fair market value of assets
- $8,223,350
- Qualifying distributions
- $1,404,603
- Net investment income
- $604,882
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARGARET MOYE 503 SOUTH STREET, WATERLOO, IA 50701 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $79,443 | $0 |
| DIANE POPELKA 503 SOUTH STREET, WATERLOO, IA 50701 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $69,858 | $2,034 |
| ALAN SWEENEY 503 SOUTH STREET, WATERLOO, IA 50701 | DIRECTOR OF FACILITI Highest-paid employee | 40 | $68,300 | $2,094 |
| PAT KINNEY 503 SOUTH STREET, WATERLOO, IA 50701 | ORAL HISTORIAN Highest-paid employee | 32 | $46,900 | $1,414 |
| BARBARA CORSON 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| EDWARD J GALLAGHER III 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| MARY ELLEN WARREN 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| STEVE SCHMITT 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| MARY POTTER 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| RYAN MALECEK 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
990-PF for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALAN SWEENEY 503 SOUTH STREET, WATERLOO, IA 50701 | DIRECTOR OF FACILITI Highest-paid employee | 40 | $75,675 | $1,950 |
| DIANE POPELKA 503 SOUTH STREET, WATERLOO, IA 50701 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $73,983 | $1,890 |
| PAT KINNEY 503 SOUTH STREET, WATERLOO, IA 50701 | DIRECTOR OF INST. AD Highest-paid employee | 40 | $54,614 | $1,604 |
| DAVID ALLBAUGH 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| JOHN J BURNS 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| BARBARA CORSON 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| EDWARD J GALLAGHER III 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| MARY ELLEN WARREN 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| STEVE SCHMITT 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| MARY POTTER 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
990-PF for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BILLIE BAILEY 503 SOUTH STREET, WATERLOO, IA 50701 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $91,527 | $2,790 |
| DIANE POPELKA 503 SOUTH STREET, WATERLOO, IA 50701 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $66,284 | $1,890 |
| ALAN SWEENEY 503 SOUTH STREET, WATERLOO, IA 50701 | DIRECTOR OF FACILITI Highest-paid employee | 40 | $63,297 | $1,950 |
| PAT KINNEY 503 SOUTH STREET, WATERLOO, IA 50701 | DIRECTOR OF INST. AD Highest-paid employee | 40 | $59,482 | $1,767 |
| DAVID ALLBAUGH 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| JOHN J BURNS 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| BARBARA CORSON 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| EDWARD J GALLAGHER III 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| MARY ELLEN WARREN 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
| STEVE SCHMITT 503 SOUTH STREET, WATERLOO, IA 50701 | TRUSTEE | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 503 SOUTH ST, WATERLOO, IA 50701-1517
- Signed the 990-PF
- EDWARD J GALLAGHER III, TRUSTEE
- Phone
- (319) 234-6357
- Website
- WWW.GROUTMUSEUMDISTRICT.ORG
- Return prepared by
- CREATIVE PLANNING TAX LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7416881
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1936
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $8,223,350
- Income (IRS master file)
- $3,664,865
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,839,542 | $1,956,588 | $8,223,350 | XML |
| 990-PF | June 2024 | $1,775,048 | $2,018,579 | $8,775,480 | XML |
| 990-PF | June 2023 | $2,644,043 | $2,092,937 | $9,015,503 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 23-7416881).
Questions about H W GROUT TRUST
- What is the EIN of H W GROUT TRUST?
- The employer identification number (EIN) of H W GROUT TRUST is 23-7416881.
- Is H W GROUT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1936.
- Are donations to H W GROUT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does H W GROUT TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of H W GROUT TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did H W GROUT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of H W GROUT TRUST?
- The 990-PF for the year ended June 30, 2025 lists 10 people; 4 received compensation from the organization, the highest $79,443 (MARGARET MOYE, EXECUTIVE DIRECTOR).
- How much revenue does H W GROUT TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,839,542, expenses of $1,956,588 and total assets of $8,223,350 at year end.
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