Nonprofit · EIN 26-6717210
DONALD J BECK TRUST
Tax-exempt · MASON CITY, IA 50401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $100,046 | $137,635 | -$37,589 | $2,019,444 | $0 | $2,019,444 |
| December 31, 2024 | 990 | $127,935 | $136,053 | -$8,118 | $2,057,033 | $0 | $2,057,033 |
| December 31, 2023 | 990 | $112,350 | $131,340 | -$18,990 | $2,065,151 | $0 | $2,065,151 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $34,460
- Net rental income
- $65,586
- Net gain from sales of assets
- $9,327
- Other revenue
- $65,586
Expenses
- Grants and similar amounts paid
- $108,000
- Compensation of officers, directors and key employees
- $27,942
- Salaries, compensation and benefits (total)
- $27,942
- Professional fundraising fees
- $0
- Legal fees
- $1,040
- Depreciation
- $653
- Program services (functional)
- $129,657
- Management and general (functional)
- $7,978
Balance sheet and other
- Total assets, start of year
- $2,057,033
- Total assets, end of year
- $2,019,444
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,019,444
- Land, buildings and equipment
- $1,489,103
- Publicly traded securities
- $460,786
- Gross receipts
- $195,449
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2011
- State of legal domicile
- IA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK | TRUSTEE Institutional trustee | 4 | $27,942 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK | TRUSTEE Institutional trustee | 4 | $26,490 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK | TRUSTEE Institutional trustee | 4 | $23,035 |
Address and contacts
- Address (IRS master file)
- 2601 4TH ST SW, MASON CITY, IA 50401-4650
- Principal officer (990 for 2025)
- FIRST CITIZENS BANK, 2601 4TH ST SW, MASON CITY, IA 50401
- Signed the 990
- LAUREN HEUBERGER, TRUST OFFICER
- Phone
- (641) 422-1600
- Return prepared by
- LAIRD LAW FIRM PLC
Mission
THE TRUST IS A SUPPORTING ORGANIZATION OF THE NEW HAMPTON EDUCATIONAL EXCELLENCE FOUNDATION.
Program accomplishments
- GRANTS AND RELATED ADMINISTRATIVE EXPENSES MADE TO THE NEW HAMPTON EDUCATIONAL EXCELLENCE FOUNDATION.Expenses $129,657 · grants $108,000
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-6717210
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $2,019,444
- Income (IRS master file)
- $195,449
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $100,046 | $137,635 | $2,019,444 | IRS |
| 990 | December 2024 | $127,935 | $136,053 | $2,057,033 | IRS |
| 990 | December 2023 | $112,350 | $131,340 | $2,065,151 | XML |
| 990 | December 2022 | $100,914 | $128,040 | $2,084,141 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 26-6717210).
Questions about DONALD J BECK TRUST
- What is the EIN of DONALD J BECK TRUST?
- The employer identification number (EIN) of DONALD J BECK TRUST is 26-6717210.
- Is DONALD J BECK TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to DONALD J BECK TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does DONALD J BECK 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 DONALD J BECK 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 DONALD J BECK TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of DONALD J BECK TRUST?
- The 990 for the year ended December 31, 2025 names FIRST CITIZENS BANK.
- Who are the officers and directors of DONALD J BECK TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $27,942 (FIRST CITIZENS BANK, TRUSTEE).
- How much revenue does DONALD J BECK TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $100,046, expenses of $137,635 and total assets of $2,019,444 at year end.
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