Nonprofit · EIN 42-1235943
FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST
Tax-exempt · MARSHALLTOWN, IA 50158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $183,429 | $180,522 | $2,907 | $1,300,690 | $0 | $1,300,690 |
| September 30, 2024 | 990 | $179,695 | $133,891 | $45,804 | $1,297,783 | $0 | $1,297,783 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $109,042
- Net rental income
- $74,387
- Net gain from sales of assets
- $47,066
- Other revenue
- $74,387
Expenses
- Grants and similar amounts paid
- $171,393
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,100
- Program services (functional)
- $171,393
- Management and general (functional)
- $9,129
Balance sheet and other
- Total assets, start of year
- $1,297,783
- Total assets, end of year
- $1,300,690
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,300,690
- Land, buildings and equipment
- $528,396
- Gross receipts
- $237,014
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1980
- State of legal domicile
- IA
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 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NORM BACH | TRUSTEE Trustee or director | 1 | $0 |
| SEAN K HEITMANN | TRUSTEE Trustee or director | 1 | $0 |
| JAMES L GOODMAN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NORM BACH | TRUSTEE Trustee or director | 1 | $0 |
| SEAN K HEITMANN | TRUSTEE Trustee or director | 1 | $0 |
| JAMES L GOODMAN | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 26 S 1ST AVE STE 302, MARSHALLTOWN, IA 50158-5055
- Principal officer (990 for 2024)
- NORM BACH, 205 WEST MAIN ST, MARSHALLTOWN, IA 50158
- Signed the 990
- NORM BACH, TRUSTEE
- Phone
- (641) 752-4271
- Return prepared by
- MOORE MCKIBBEN GOODMAN ET AL LLP
Mission
NONE
Program accomplishments
- THIS CHARITABLE TRUST RECEIVED RENTAL INCOME & INTEREST INC. DURING ITS FISCAL YEAR. THE CORPUS PORTION OF THIS TRUST IS $1,075,391. NO FUND RAISING IS ANTICIPATED. THIS TRUST WILL DISTRIBUTE (IN ACCORD WITH ITS TRUST AGREEMENT).grants $171,393
- ALL OF ITS INCOME TO SUPPORT SEC.501(C)(3) EXEMPT ORGANIZATIONS. THIS ORGANIZATION HAS RECEIVED IRS APPROVAL AS A SEC.501(C)(3) ORGANIZATION, AND IS NOT A PRIVATE FOUNDATION AS IT IS AN ORGANIZATION DESCRIBED IN SEC.501(A)Expenses $171,393
- (C) IRS EXEMPTION LETTER DATED 10/17/84.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 42-1235943
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1984
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,300,690
- Income (IRS master file)
- $237,014
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $183,429 | $180,522 | $1,300,690 | XML |
| 990 | September 2024 | $179,695 | $133,891 | $1,297,783 | XML |
| 990 | September 2023 | $132,956 | $131,947 | $1,251,979 | IRS |
| 990 | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | 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 42-1235943).
Questions about FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST
- What is the EIN of FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST?
- The employer identification number (EIN) of FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST is 42-1235943.
- Is FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST?
- The 990 for the year ended September 30, 2025 names NORM BACH.
- Who are the officers and directors of FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST?
- The 990 for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $183,429, expenses of $180,522 and total assets of $1,300,690 at year end.
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