Nonprofit · EIN 35-6947483
TOMSON FAM FOUNDATION TR
Also known as O JAY TOMSON AND PATRICIA TOMSON TT
Tax-exempt · MASON CITY, IA 50401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,448,223 | $1,022,582 | $425,641 | $12,453,029 | $0 | $12,453,029 |
| December 31, 2024 | 990-PF | $459,789 | $1,244,453 | -$784,664 | $12,622,769 | $0 | $12,622,769 |
| December 31, 2023 | 990-PF | $1,067,232 | $952,459 | $114,773 | $13,407,433 | $0 | $13,407,433 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $850,008
- Dividends
- $389,899
- Interest
- $19,316
- Net gain from sales of assets
- $189,000
Expenses
- Grants and similar amounts paid
- $965,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $968,335
- Excise tax on investment income
- $7,566
Balance sheet and other
- Total assets, start of year
- $12,622,769
- Total assets, end of year
- $12,453,029
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,453,029
- Fair market value of assets
- $32,138,321
- Qualifying distributions
- $968,335
- Net investment income
- $598,215
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 |
|---|---|---|---|
| O JAY TOMSON 2601 FOURTH STREET SW, MASON CITY, IA 50401 | PRESIDENT/SECRETARY | 0.1 | $0 |
| PATRICIA A TOMSON 2601 FOURTH STREET SW, MASON CITY, IA 50401 | VICE PRESIDENT | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| O JAY TOMSON 2601 FOURTH STREET SW, MASON CITY, IA 50401 | PRESIDENT/SECRETARY | 0.1 | $0 |
| PATRICIA A TOMSON 2601 FOURTH STREET SW, MASON CITY, IA 50401 | VICE PRESIDENT | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| O JAY TOMSON 2601 FOURTH STREET SW, MASON CITY, IA 50401 | PRESIDENT/SECRETARY | 0.1 | $0 |
| PATRICIA A TOMSON 2601 FOURTH STREET SW, MASON CITY, IA 50401 | VICE PRESIDENT | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 2601 4TH ST SW, MASON CITY, IA 50401-4650
- In care of
- % BELIN MCCORMICK
- Signed the 990-PF
- O JAY TOMSON, PRESIDENT/SECRETARY
- Phone
- (641) 423-1600
- Return prepared by
- KPMG 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 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
- 35-6947483
- 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)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $12,453,029
- Income (IRS master file)
- $1,555,429
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,448,223 | $1,022,582 | $12,453,029 | IRS |
| 990-PF | December 2024 | $459,789 | $1,244,453 | $12,622,769 | IRS |
| 990-PF | December 2023 | $1,067,232 | $952,459 | $13,407,433 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 35-6947483).
Questions about TOMSON FAM FOUNDATION TR
- What is the EIN of TOMSON FAM FOUNDATION TR?
- The employer identification number (EIN) of TOMSON FAM FOUNDATION TR is 35-6947483.
- Is TOMSON FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to TOMSON FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TOMSON FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TOMSON FAM FOUNDATION 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 TOMSON FAM FOUNDATION 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 TOMSON FAM FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does TOMSON FAM FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,448,223, expenses of $1,022,582 and total assets of $12,453,029 at year end.
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All nonprofits in MASON CITY · Iowa · Philanthropy, voluntarism and grantmaking foundations