Nonprofit · EIN 42-1179937
MARIE L & JOHN L CARTER TRUST FUND FBO SE POLK CMTY SCH DIST
Tax-exempt · BOONE, IA 50036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $7,864 | $12,127 | -$4,263 | $168,294 | $0 | $168,294 |
| March 31, 2025 | 990-PF | $8,512 | $13,210 | -$4,698 | $172,557 | $0 | $172,557 |
| March 31, 2024 | 990-PF | $4,297 | $15,176 | -$10,879 | $177,255 | $0 | $177,255 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $7,848
- Interest
- $16
Expenses
- Grants and similar amounts paid
- $7,000
- Compensation of officers, directors and key employees
- $2,250
- Disbursements for charitable purposes
- $9,525
- Excise tax on investment income
- $74
Balance sheet and other
- Total assets, start of year
- $172,557
- Total assets, end of year
- $168,294
- Total liabilities, end of year
- $0
- Net assets, end of year
- $168,294
- Fair market value of assets
- $168,294
- Qualifying distributions
- $9,525
- Net investment income
- $7,864
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VISIONBANK OF IOWA 1704 S MARSHALL ST, BOONE, IA 50036 | TRUSTEE | 1 | $2,250 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VISIONBANK OF IOWA 1704 S MARSHALL ST, BOONE, IA 50036 | TRUSTEE | 1 | $2,500 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VISIONBANK OF IOWA 1704 S MARSHALL ST, BOONE, IA 50036 | TRUSTEE | 1 | $2,250 |
Address and contacts
- Address (IRS master file)
- C/O VISIONBANK 1704 S MARSHALL, BOONE, IA 50036-0000
- In care of
- % LEGACY BANK
- Signed the 990-PF
- VISIONBANK OF IOWA, TRUSTEE
- Phone
- (515) 433-4499
- Return prepared by
- HENKEL & ASSOCIATES 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1179937
- 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
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $168,294
- Income (IRS master file)
- $7,864
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $7,864 | $12,127 | $168,294 | XML |
| 990-PF | March 2025 | $8,512 | $13,210 | $172,557 | XML |
| 990-PF | March 2024 | $4,297 | $15,176 | $177,255 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 42-1179937).
Questions about MARIE L & JOHN L CARTER TRUST FUND FBO SE POLK CMTY SCH DIST
- What is the EIN of MARIE L & JOHN L CARTER TRUST FUND FBO SE POLK CMTY SCH DIST?
- The employer identification number (EIN) of MARIE L & JOHN L CARTER TRUST FUND FBO SE POLK CMTY SCH DIST is 42-1179937.
- Is MARIE L & JOHN L CARTER TRUST FUND FBO SE POLK CMTY SCH DIST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to MARIE L & JOHN L CARTER TRUST FUND FBO SE POLK CMTY SCH DIST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARIE L & JOHN L CARTER TRUST FUND FBO SE POLK CMTY SCH DIST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARIE L & JOHN L CARTER TRUST FUND FBO SE POLK CMTY SCH DIST due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARIE L & JOHN L CARTER TRUST FUND FBO SE POLK CMTY SCH DIST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of MARIE L & JOHN L CARTER TRUST FUND FBO SE POLK CMTY SCH DIST?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $2,250 (VISIONBANK OF IOWA, TRUSTEE).
- How much revenue does MARIE L & JOHN L CARTER TRUST FUND FBO SE POLK CMTY SCH DIST have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $7,864, expenses of $12,127 and total assets of $168,294 at year end.
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