Nonprofit · EIN 26-6114598
HELEN HOLT CHARITABLE TR
Tax-exempt · URBANDALE, IA 50323
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $172,002 | $113,698 | $58,304 | $1,760,995 | $0 | $1,760,995 |
| December 31, 2024 | 990-PF | $109,788 | $108,673 | $1,115 | $1,703,179 | $0 | $1,703,179 |
| December 31, 2023 | 990-PF | $125,710 | $112,084 | $13,626 | $1,701,495 | $0 | $1,701,495 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $81,747
- Net gain from sales of assets
- $90,255
Expenses
- Grants and similar amounts paid
- $93,815
- Compensation of officers, directors and key employees
- $18,750
- Disbursements for charitable purposes
- $103,525
- Excise tax on investment income
- $2,249
Balance sheet and other
- Total assets, start of year
- $1,703,179
- Total assets, end of year
- $1,760,995
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,760,995
- Fair market value of assets
- $2,273,646
- Qualifying distributions
- $103,525
- Net investment income
- $172,002
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 |
|---|---|---|---|
| IOWA STATE BANK 2301 128TH STREET, URBANDALE, IA 50323 | Trustee | 1 | $18,750 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IOWA STATE BANK 2301 128TH STREET, URBANDALE, IA 50323 | Trustee | 1 | $18,375 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IOWA STATE BANK 2301 128TH STREET, URBANDALE, IA 50323 | Trustee | 1 | $17,416 |
Address and contacts
- Address (IRS master file)
- 2301 128TH ST, URBANDALE, IA 50323-1818
- In care of
- % IOWA STATE BANK
- Signed the 990-PF
- IOWA STATE BANK, TRUST OFFICER
- Phone
- (515) 334-7712
- Return prepared by
- TARBELL & CO 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
- 26-6114598
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,760,995
- Income (IRS master file)
- $574,958
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $172,002 | $113,698 | $1,760,995 | XML |
| 990-PF | December 2024 | $109,788 | $108,673 | $1,703,179 | IRS |
| 990-PF | December 2023 | $125,710 | $112,084 | $1,701,495 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 26-6114598).
Questions about HELEN HOLT CHARITABLE TR
- What is the EIN of HELEN HOLT CHARITABLE TR?
- The employer identification number (EIN) of HELEN HOLT CHARITABLE TR is 26-6114598.
- Is HELEN HOLT CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to HELEN HOLT CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN HOLT CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN HOLT CHARITABLE TR 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 HELEN HOLT CHARITABLE TR 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 HELEN HOLT CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,750 (IOWA STATE BANK, Trustee).
- How much revenue does HELEN HOLT CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $172,002, expenses of $113,698 and total assets of $1,760,995 at year end.
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