Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 39-6785837

ELSIE M OCONNELL TEST TR

Tax-exempt · GLENWOOD, IA 51534

Financials

$13K$53K2023$13K$51K2024$16K$52K2025
Revenue Expenses · by fiscal year end
Financials of ELSIE M OCONNELL TEST TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$15,508$51,936-$36,428$780,673$0$780,673
December 31, 2024990-PF$13,332$51,357-$38,025$817,101$0$817,101
December 31, 2023990-PF$13,025$53,411-$40,386$855,126$0$855,126
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$16,223
Interest
$2,811
Net gain from sales of assets
-$3,526

Expenses

Grants and similar amounts paid
$31,167
Disbursements for charitable purposes
$40,164
Excise tax on investment income
$104

Balance sheet and other

Total assets, start of year
$817,101
Total assets, end of year
$780,673
Total liabilities, end of year
$0
Net assets, end of year
$780,673
Fair market value of assets
$857,556
Qualifying distributions
$40,164
Net investment income
$19,271

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
GLENWOOD STATE BANK
PO BOX 431, GLENWOOD, IA 51534
TRUSTEE0$0
GRANT DEAN
PO BOX 431, GLENWOOD, IA 51534
TRUSTEE0$0
JOHN DEAN
PO BOX 431, GLENWOOD, IA 51534
COMMITTEE ME0$0
LINDSEY SCHOMAKER
PO BOX 431, GLENWOOD, IA 51534
COMMITTEE ME0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
GLENWOOD STATE BANK
PO BOX 431, GLENWOOD, IA 51534
TRUSTEE1$0
GRANT DEAN
PO BOX 431, GLENWOOD, IA 51534
TRUSTEE1$0
JOHN DEAN
PO BOX 431, GLENWOOD, IA 51534
COMMITTEE ME1$0
LINDSEY SCHOMAKER
PO BOX 431, GLENWOOD, IA 51534
COMMITTEE ME1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
GLENWOOD STATE BANK
PO BOX 431, GLENWOOD, IA 515340431
TRUSTEE1$0
GRANT DEAN
PO BOX 431, GLENWOOD, IA 515340431
TRUSTEE1$0
JOHN DEAN
PO BOX 431, GLENWOOD, IA 515340431
COMMITTEE MEMBER1$0
LINDSEY SCHOMAKER
PO BOX 431, GLENWOOD, IA 515340431
COMMITTEE MEMBER1$0
DEVIN EMBRAY
PO BOX 431, GLENWOOD, IA 515340431
COMMITTEE MEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 431, GLENWOOD, IA 51534-0431
In care of
% GLENWOOD STATE BANK TTEE
Signed the 990-PF
GRANT DEAN, TRUSTEE
Phone
(712) 527-3157
Return prepared by
VG PLUS LLC

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
39-6785837
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
2021
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$780,673
Income (IRS master file)
$314,329

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$15,508$51,936$780,673XML
990-PFDecember 2024$13,332$51,357$817,101IRS
990-PFDecember 2023$13,025$53,411$855,126XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 39-6785837).

Questions about ELSIE M OCONNELL TEST TR

What is the EIN of ELSIE M OCONNELL TEST TR?
The employer identification number (EIN) of ELSIE M OCONNELL TEST TR is 39-6785837.
Is ELSIE M OCONNELL TEST TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to ELSIE M OCONNELL TEST TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELSIE M OCONNELL TEST TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ELSIE M OCONNELL TEST 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 ELSIE M OCONNELL TEST 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 ELSIE M OCONNELL TEST TR?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does ELSIE M OCONNELL TEST TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $15,508, expenses of $51,936 and total assets of $780,673 at year end.

Other nonprofits in GLENWOOD

All nonprofits in GLENWOOD · Iowa · Education