Nonprofit · EIN 39-6782796
CATHERINE BIRZLE EDUCATION TR
Tax-exempt · SIOUX CITY, IA 51102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $60,510 | $34,904 | $25,606 | $498,907 | $0 | $498,907 |
| December 31, 2024 | 990-PF | $38,814 | $38,766 | $48 | $473,249 | $0 | $473,249 |
| December 31, 2023 | 990-PF | $32,089 | $28,981 | $3,108 | $473,242 | $0 | $473,242 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,904
- Net gain from sales of assets
- $39,606
Expenses
- Grants and similar amounts paid
- $24,990
- Compensation of officers, directors and key employees
- $8,246
- Disbursements for charitable purposes
- $24,990
- Excise tax on investment income
- $709
Balance sheet and other
- Total assets, start of year
- $473,249
- Total assets, end of year
- $498,907
- Total liabilities, end of year
- $0
- Net assets, end of year
- $498,907
- Fair market value of assets
- $647,524
- Qualifying distributions
- $24,990
- Net investment income
- $60,510
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 |
|---|---|---|---|
| SECURITY NATIONAL BANK 601 PIERCE STREET, SIOUX CITY, IA 51101 | TRUSTEE | 1 | $8,246 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL BANK 601 PIERCE STREET, SIOUX CITY, IA 51101 | TRUSTEE | 1 | $8,120 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL BANK 601 PIERCE STREET, SIOUX CITY, IA 51101 | TRUSTEE | 1 | $7,620 |
Address and contacts
- Address (IRS master file)
- PO BOX 147, SIOUX CITY, IA 51102-0147
- In care of
- % SECURITY NATIONAL BANK TTEE
- Signed the 990-PF
- KELLI BLAIR, 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 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
- 39-6782796
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $498,907
- Income (IRS master file)
- $151,908
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $60,510 | $34,904 | $498,907 | IRS |
| 990-PF | December 2024 | $38,814 | $38,766 | $473,249 | IRS |
| 990-PF | December 2023 | $32,089 | $28,981 | $473,242 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 39-6782796).
Questions about CATHERINE BIRZLE EDUCATION TR
- What is the EIN of CATHERINE BIRZLE EDUCATION TR?
- The employer identification number (EIN) of CATHERINE BIRZLE EDUCATION TR is 39-6782796.
- Is CATHERINE BIRZLE EDUCATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to CATHERINE BIRZLE EDUCATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CATHERINE BIRZLE EDUCATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CATHERINE BIRZLE EDUCATION 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 CATHERINE BIRZLE EDUCATION 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 CATHERINE BIRZLE EDUCATION TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,246 (SECURITY NATIONAL BANK, TRUSTEE).
- How much revenue does CATHERINE BIRZLE EDUCATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $60,510, expenses of $34,904 and total assets of $498,907 at year end.
Other nonprofits in SIOUX CITY
- SIOUXLAND COMMUNITY FOUNDATION EIN 42-1323904 · last filed 990 for 2024
- GILCHRIST FOUNDATION EIN 42-6578668 · last filed 990-PF for 2025
- UNITED WAY OF SIOUXLAND EIN 42-0680395 · last filed 990 for 2025
- CHESTERMAN FAMILY FOUNDATION EIN 91-2086157 · last filed 990-PF for 2025
- BOMGAARS FAMILY FOUNDATION EIN 86-1224925 · last filed 990-PF for 2024
- PERLEY FAMILY FOUNDATION EIN 87-4043202 · last filed 990-PF for 2025
- LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF EIN 42-6554228 · last filed 990-PF for 2025
- CATHOLIC WOMENS LEAGUE OF SIOUX CITY IOWA INC EIN 23-7185306 · last filed 990 for 2025
All nonprofits in SIOUX CITY · Iowa · Philanthropy, voluntarism and grantmaking foundations