Nonprofit · EIN 35-6767286
PHYLLIS P STOCKDALE MEMORIAL SCHOLARSHIP
Tax-exempt · ALGONA, IA 50511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $943 | $1,351 | -$408 | $22,221 | $0 | $22,221 |
| December 31, 2024 | 990-PF | $1,154 | $1,336 | -$182 | $22,629 | $0 | $22,629 |
| December 31, 2023 | 990-PF | $386 | $1,660 | -$1,274 | $22,811 | $0 | $22,811 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $942
- Interest
- $1
Expenses
- Grants and similar amounts paid
- $330
- Disbursements for charitable purposes
- $1,002
- Excise tax on investment income
- $9
Balance sheet and other
- Total assets, start of year
- $22,629
- Total assets, end of year
- $22,221
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,221
- Fair market value of assets
- $22,221
- Qualifying distributions
- $1,002
- Net investment income
- $943
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 5 E CALL ST, ALGONA, IA 50511 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IOWA STATE BANK 5 E CALL ST, ALGONA, IA 50511 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IOWA STATE BANK 5 E CALL ST, ALGONA, IA 50511 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 5 E CALL ST, ALGONA, IA 50511-2402
- In care of
- % CITIZENS STATE BANK TTEE
- Signed the 990-PF
- IOWA STATE BANK, Trustee
- Phone
- (515) 295-3595
- Return prepared by
- Buchanan Bibler Gabor Meis
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
- 35-6767286
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $22,221
- Income (IRS master file)
- $943
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $943 | $1,351 | $22,221 | IRS |
| 990-PF | December 2024 | $1,154 | $1,336 | $22,629 | IRS |
| 990-PF | December 2023 | $386 | $1,660 | $22,811 | 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 35-6767286).
Questions about PHYLLIS P STOCKDALE MEMORIAL SCHOLARSHIP
- What is the EIN of PHYLLIS P STOCKDALE MEMORIAL SCHOLARSHIP?
- The employer identification number (EIN) of PHYLLIS P STOCKDALE MEMORIAL SCHOLARSHIP is 35-6767286.
- Is PHYLLIS P STOCKDALE MEMORIAL SCHOLARSHIP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to PHYLLIS P STOCKDALE MEMORIAL SCHOLARSHIP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHYLLIS P STOCKDALE MEMORIAL SCHOLARSHIP file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHYLLIS P STOCKDALE MEMORIAL SCHOLARSHIP 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 PHYLLIS P STOCKDALE MEMORIAL SCHOLARSHIP 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 PHYLLIS P STOCKDALE MEMORIAL SCHOLARSHIP?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does PHYLLIS P STOCKDALE MEMORIAL SCHOLARSHIP have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $943, expenses of $1,351 and total assets of $22,221 at year end.
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