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Nonprofit · EIN 35-2503399

DONALD R TIETZ CHARITABLE FOUNDATION

Tax-exempt · ALGONA, IA 50511

Financials

$1.3M$212K2023$71K$605K2024
Revenue Expenses · by fiscal year end
Financials of DONALD R TIETZ CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$71,100$605,110-$534,010$3,445,018$0$3,445,018
December 31, 2023990-PF$1,269,950$211,961$1,057,989$3,979,855$0$3,979,855
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$16,580
Dividends
$62,621
Interest
$24
Net rental income
$500
Other income
-$8,625

Expenses

Grants and similar amounts paid
$509,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$587,285
Excise tax on investment income
$878

Balance sheet and other

Total assets, start of year
$3,979,855
Total assets, end of year
$3,445,018
Total liabilities, end of year
$0
Net assets, end of year
$3,445,018
Fair market value of assets
$3,466,814
Qualifying distributions
$877,285
Net investment income
$63,145

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
CONLEY NELSON
2015 ORTON ROAD, ALGONA, IA 50511
PRESIDENT1$0
KRISTIE BROWN
101 OAKVIEW PL, ALGONA, IA 50511
SECRETARY/TREASURER1$0
NICHOLAS GILLILAND
305 TIMBER ESTATES, ALGONA, IA 50511
VICE PRESIDENT1$0
KIRK HAYES
PO BOX 462, ALGONA, IA 50511
DIRECTOR1$0
DONNA KITZINGER
64 SMITH CIRCLE, ALGONA, IA 50511
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
CONLEY NELSON
2015 ORTON ROAD, ALGONA, IA 50511
PRESIDENT1$0
KRISTIE BROWN
5 E CALL ST, ALGONA, IA 50511
TREASURER1$0
NICHOLAS GILLILAND
305 TIMBER ESTATES, ALGONA, IA 50511
DIRECTOR1$0
KIRK HAYES
PO BOX 462, ALGONA, IA 50511
DIRECTOR1$0
DONNA KITZINGER
64 SMITH CIRCLE, ALGONA, IA 50511
DIRECTOR1$0

Address and contacts

Address (IRS master file)
101 OAKVIEW PL, ALGONA, IA 50511-7179
In care of
% CONLEY NELSON
Signed the 990-PF
KRISTIE BROWN, TREASURER
Phone
(515) 320-0764
Return prepared by
RSM US LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-2503399
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
2014
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P99)
Assets (IRS master file)
$3,445,018
Income (IRS master file)
$71,100

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$71,100$605,110$3,445,018IRS
990-PFDecember 2023$1,269,950$211,961$3,979,855XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 35-2503399).

Questions about DONALD R TIETZ CHARITABLE FOUNDATION

What is the EIN of DONALD R TIETZ CHARITABLE FOUNDATION?
The employer identification number (EIN) of DONALD R TIETZ CHARITABLE FOUNDATION is 35-2503399.
Is DONALD R TIETZ CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to DONALD R TIETZ CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DONALD R TIETZ CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DONALD R TIETZ CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DONALD R TIETZ CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of DONALD R TIETZ CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does DONALD R TIETZ CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $71,100, expenses of $605,110 and total assets of $3,445,018 at year end.

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