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Nonprofit · EIN 36-4063036

SECURITY NATIONAL BANK CHARITABLE FOUNDATION INC

Tax-exempt · SIOUX CITY, IA 51102

Financials

$132K$201K2023$145K$216K2024$244K$236K2025
Revenue Expenses · by fiscal year end
Financials of SECURITY NATIONAL BANK CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$244,160$236,467$7,693$1,932,499$0$1,932,499
December 31, 2024990-PF$144,602$215,870-$71,268$1,924,419$0$1,924,419
December 31, 2023990-PF$131,811$200,589-$68,778$1,995,004$0$1,995,004
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$71,504
Net gain from sales of assets
$172,656

Expenses

Grants and similar amounts paid
$232,250
Disbursements for charitable purposes
$232,250
Excise tax on investment income
$3,366

Balance sheet and other

Total assets, start of year
$1,924,419
Total assets, end of year
$1,932,499
Total liabilities, end of year
$0
Net assets, end of year
$1,932,499
Fair market value of assets
$2,242,921
Qualifying distributions
$232,250
Net investment income
$244,160

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.

NameTitleHours / weekCompensation
JEREMY CRAIGHEAD
601 PIERCE STREET, SIOUX CITY, IA 51101
DIRECTOR1$0
D DOUGLAS RICE
601 PIERCE STREET, SIOUX CITY, IA 51101
DIRECTOR1$0
JEREMY UHL
601 PIERCE STREET, SIOUX CITY, IA 51101
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JEREMY CRAIGHEAD
601 PIERCE STREET, SIOUX CITY, IA 51101
DIRECTOR1$0
D DOUGLAS RICE
601 PIERCE STREET, SIOUX CITY, IA 51101
DIRECTOR1$0
JEREMY UHL
601 PIERCE STREET, SIOUX CITY, IA 51101
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JEREMY CRAIGHEAD
601 PIERCE STREET, SIOUX CITY, IA 51101
DIRECTOR1$0
D DOUGLAS RICE
601 PIERCE STREET, SIOUX CITY, IA 51101
DIRECTOR1$0
JEREMY UHL
601 PIERCE STREET, SIOUX CITY, IA 51101
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 147, SIOUX CITY, IA 51102-0147
Signed the 990-PF
JEREMY UHL, TRUSTEE
Phone
(712) 277-6586
Return prepared by
Nichols Rise & Co 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-4063036
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
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,932,499
Income (IRS master file)
$657,044

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$244,160$236,467$1,932,499IRS
990-PFDecember 2024$144,602$215,870$1,924,419IRS
990-PFDecember 2023$131,811$200,589$1,995,004XML
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 36-4063036).

Questions about SECURITY NATIONAL BANK CHARITABLE FOUNDATION INC

What is the EIN of SECURITY NATIONAL BANK CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of SECURITY NATIONAL BANK CHARITABLE FOUNDATION INC is 36-4063036.
Is SECURITY NATIONAL BANK CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to SECURITY NATIONAL BANK CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SECURITY NATIONAL BANK CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SECURITY NATIONAL BANK CHARITABLE FOUNDATION INC 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 SECURITY NATIONAL BANK CHARITABLE FOUNDATION INC 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 SECURITY NATIONAL BANK CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does SECURITY NATIONAL BANK CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $244,160, expenses of $236,467 and total assets of $1,932,499 at year end.

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