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Nonprofit · EIN 42-0126675

PETER G BALLINGALL ESTATE

Tax-exempt · OTTUMWA, IA 52501

Financials

$2K$2K2023$6K$3K2024$4K$5K2025
Revenue Expenses · by fiscal year end
Financials of PETER G BALLINGALL ESTATE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,572$4,780-$1,208$92,853$0$92,853
December 31, 2024990-PF$5,979$3,097$2,882$94,061$2,800$91,261
December 31, 2023990-PF$1,574$2,095-$521$91,179$2,800$88,379
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Interest
$3,572

Expenses

Grants and similar amounts paid
$2,800
Compensation of officers, directors and key employees
$1,160
Disbursements for charitable purposes
$3,755
Excise tax on investment income
$36

Balance sheet and other

Total assets, start of year
$94,061
Total assets, end of year
$92,853
Total liabilities, end of year
$0
Net assets, end of year
$92,853
Fair market value of assets
$92,854
Qualifying distributions
$3,755
Net investment income
$3,572

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
ROBERT JAY
12739 HWY 149, OTTUMWA, IA 52501
DIRECTOR1$840
JOHN VANDELLO
14 SCHWARTZ DR, OTTUMWA, IA 52501
DIRECTOR0.1$160
SUE PIXLEY
44 BIRCHWOOD DR, OTTUMWA, IA 52501
DIRECTOR0.1$160
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ROBERT JAY
12739 HWY 149, OTTUMWA, IA 52501
DIRECTOR1$840
JOHN VANDELLO
14 SCHWARTZ DR, OTTUMWA, IA 52501
DIRECTOR0.1$160
SUE PIXLEY
44 BIRCHWOOD DR, OTTUMWA, IA 52501
DIRECTOR0.1$120
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ROBERT JAY
12738 HWY 149, OTTUMWA, IA 52501
DIRECTOR1$420
JOHN VANDELLO
14 SCHWARTZ DR, OTTUMWA, IA 52501
DIRECTOR0.1$80
SUE PIXLEY
44 BIRCHWOOD DR, OTTUMWA, IA 52501
DIRECTOR0.1$80

Address and contacts

Address (IRS master file)
12739 HIGHWAY 149, OTTUMWA, IA 52501-9157
Signed the 990-PF
ROBERT JAY, DIRECTOR
Phone
(319) 321-1100
Return prepared by
BRADLEY T BARNES CPA PC

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
42-0126675
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
1947
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$92,853
Income (IRS master file)
$3,572

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,572$4,780$92,853IRS
990-PFDecember 2024$5,979$3,097$94,061IRS
990-PFDecember 2023$1,574$2,095$91,179XML
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 42-0126675).

Questions about PETER G BALLINGALL ESTATE

What is the EIN of PETER G BALLINGALL ESTATE?
The employer identification number (EIN) of PETER G BALLINGALL ESTATE is 42-0126675.
Is PETER G BALLINGALL ESTATE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
Are donations to PETER G BALLINGALL ESTATE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PETER G BALLINGALL ESTATE file?
Form 990-PF. Private foundations file every year.
When is the next return of PETER G BALLINGALL ESTATE 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 PETER G BALLINGALL ESTATE 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 PETER G BALLINGALL ESTATE?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $840 (ROBERT JAY, DIRECTOR).
How much revenue does PETER G BALLINGALL ESTATE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,572, expenses of $4,780 and total assets of $92,853 at year end.

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