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Nonprofit · EIN 42-1227965

WINDSOR CHARITABLE FOUNDATION

Tax-exempt · DES MOINES, IA 50306

Financials

$135K$176K2023$262K$172K2024$301K$195K2025
Revenue Expenses · by fiscal year end
Financials of WINDSOR CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$300,986$194,923$106,063$3,006,825$0$3,006,825
December 31, 2024990-PF$261,867$171,998$89,869$2,900,762$0$2,900,762
December 31, 2023990-PF$135,009$176,190-$41,181$2,810,893$0$2,810,893
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$104,603
Net gain from sales of assets
$196,383

Expenses

Grants and similar amounts paid
$169,000
Compensation of officers, directors and key employees
$17,517
Disbursements for charitable purposes
$178,774
Excise tax on investment income
$4,048

Balance sheet and other

Total assets, start of year
$2,900,762
Total assets, end of year
$3,006,825
Total liabilities, end of year
$0
Net assets, end of year
$3,006,825
Fair market value of assets
$4,055,578
Qualifying distributions
$178,774
Net investment income
$300,986

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
JAMES H WINDSOR IV
424 51ST STREET, DES MOINES, IA 50312
TRUSTEE1$0
MARK W BEERMAN
100 COURT AVENUE 600, DES MOINES, IA 50309
TRUSTEE1$0
JAMES H WINDSOR III
4004 GRAND AVENUE UNIT 602, DES MOINES, IA 50312
TRUSTEE1$0
STEPHANIE WINDSOR
249 51ST STREET, DES MOINES, IA 50312
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JAMES H WINDSOR IV
424 51ST STREET, DES MOINES, IA 50312
TRUSTEE1$0
MARK W BEERMAN
100 COURT AVENUE 600, DES MOINES, IA 50309
TRUSTEE1$0
JAMES H WINDSOR III
4004 GRAND AVENUE UNIT 602, DES MOINES, IA 50312
TRUSTEE1$0
STEPHANIE WINDSOR
249 51ST STREET, DES MOINES, IA 50312
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JAMES H WINDSOR IV
424 51ST STREET, DES MOINES, IA 50312
TRUSTEE1$0
MARK W BEERMAN
100 COURT AVENUE 600, DES MOINES, IA 50309
TRUSTEE1$0
JAMES H WINDSOR III
4004 GRAND AVENUE UNIT 602, DES MOINES, IA 50312
TRUSTEE1$0
STEPHANIE WINDSOR
249 51ST STREET, DES MOINES, IA 50312
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 897, DES MOINES, IA 50306-0897
In care of
% BANKERS TRUST-TRUST DEPT
Signed the 990-PF
MARK BEERMAN, TRUSTEE
Phone
(515) 245-2965
Return prepared by
DENMAN CPA 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
42-1227965
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
1984
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,006,825
Income (IRS master file)
$1,293,362

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$300,986$194,923$3,006,825IRS
990-PFDecember 2024$261,867$171,998$2,900,762IRS
990-PFDecember 2023$135,009$176,190$2,810,893XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 42-1227965).

Questions about WINDSOR CHARITABLE FOUNDATION

What is the EIN of WINDSOR CHARITABLE FOUNDATION?
The employer identification number (EIN) of WINDSOR CHARITABLE FOUNDATION is 42-1227965.
Is WINDSOR CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to WINDSOR CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WINDSOR CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WINDSOR CHARITABLE FOUNDATION 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 WINDSOR CHARITABLE FOUNDATION 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 WINDSOR CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WINDSOR CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $300,986, expenses of $194,923 and total assets of $3,006,825 at year end.

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