Nonprofit · EIN 27-3418475
JOHN EDWARD RATH CHARITABLE FOUNDATION
Tax-exempt · CARROLL, IA 51401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $12,288,959 | $125 | $12,288,834 | $12,281,159 | $0 | $12,281,159 |
| December 31, 2024 | 990-PF | $2 | $170 | -$168 | $506 | $0 | $506 |
| December 31, 2023 | 990-PF | $2 | $75 | -$73 | $674 | $0 | $674 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $12,250,382
- Dividends
- $9,572
- Interest
- $3
- Net gain from sales of assets
- $2
- Other income
- $29,000
Expenses
- Grants and similar amounts paid
- $0
- Excise tax on investment income
- $131
Balance sheet and other
- Total assets, start of year
- $506
- Total assets, end of year
- $12,281,159
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,281,159
- Fair market value of assets
- $12,281,159
- Net investment income
- $9,577
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 SAVINGS BANK 510 HWY 30 WEST, CARROLL, IA 51401 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IOWA SAVINGS BANK 510 HWY 30 WEST, CARROLL, IA 51401 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IOWA SAVINGS BANK 510 HWY 30 WEST, CARROLL, IA 51401 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 510 W US HIGHWAY 30, CARROLL, IA 51401-2248
- In care of
- % MICHEL NELSON
- Signed the 990-PF
- Ann Menzel, Trust Officer
- Phone
- (712) 792-9772
- Return prepared by
- Neu Minnich & Comito PC
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
- 27-3418475
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $12,281,159
- Income (IRS master file)
- $12,288,959
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $12,288,959 | $125 | $12,281,159 | XML |
| 990-PF | December 2024 | $2 | $170 | $506 | IRS |
| 990-PF | December 2023 | $2 | $75 | $674 | 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 27-3418475).
Questions about JOHN EDWARD RATH CHARITABLE FOUNDATION
- What is the EIN of JOHN EDWARD RATH CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JOHN EDWARD RATH CHARITABLE FOUNDATION is 27-3418475.
- Is JOHN EDWARD RATH CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to JOHN EDWARD RATH CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN EDWARD RATH CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN EDWARD RATH CHARITABLE FOUNDATION 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 JOHN EDWARD RATH CHARITABLE FOUNDATION 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 JOHN EDWARD RATH CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOHN EDWARD RATH CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,288,959, expenses of $125 and total assets of $12,281,159 at year end.
Other nonprofits in CARROLL
- RUSSELL REINEKE FOUNDATION EIN 84-6672375 · last filed 990-PF for 2025
- COMMUNITY FOUNDATION OF CARROLL COUNTY EIN 20-1413585 · last filed 990 for 2025
- JOHN W NELSON TRUST EIN 42-6084354 · last filed 990 for 2026
- RETIRED SENIOR VOLUNTEER PROGRAM OF CARROLL COUNTY EIN 42-1039486 · last filed 990 for 2025
- ANGELS FOREVER INC EIN 84-3696681 · last filed 990-PF for 2025
- WARREN H TIMMERMAN CHARITABLE TRUST EIN 20-7098728 · last filed 990-PF for 2025
- GILBERT RENZE CHARITABLE FOUNDATION TR EIN 94-6792271 · last filed 990-PF for 2025
- MASONIC SIGNET LODGE 264 CHARITABLE FOUNDATION EIN 87-2632578 · last filed 990-PF for 2025
All nonprofits in CARROLL · Iowa · Philanthropy, voluntarism and grantmaking foundations