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Nonprofit · EIN 42-1329826

IOWA SAVINGS BANK CHARITABLE FOUNDATION

Tax-exempt · CARROLL, IA 51401

Financials

$56K$74K2023$52K$50K2024$28K$29K2025
Revenue Expenses · by fiscal year end
Financials of IOWA SAVINGS BANK CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$28,496$29,495-$999$1,577$0$1,577
December 31, 2024990-PF$52,336$50,110$2,226$2,576$0$2,576
December 31, 2023990-PF$55,905$73,575-$17,670$350$0$350
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$28,495
Interest
$1

Expenses

Grants and similar amounts paid
$28,905
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$29,200

Balance sheet and other

Total assets, start of year
$2,576
Total assets, end of year
$1,577
Total liabilities, end of year
$0
Net assets, end of year
$1,577
Fair market value of assets
$1,577
Qualifying distributions
$29,200
Net investment income
$1

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
WILLIAM C HESS
510 HWY 30 WEST, CARROLL, IA 51401
PRESIDENT & DIRECTOR1$0
DIERK HALVERSON
616 VELVET AVENUE PO BOX 327, COON RAPIDS, IA 50058
DIRECTOR0.1$0
RICHARD FULTON
510 HWY 30 WEST, CARROLL, IA 51401
DIRECTOR0.1$0
CATHERINE ROTTINGHAUS
300 N MAIN STREET PO BOX 517, CHARLES CITY, IA 50616
DIRECTOR0.1$0
MIKE MCLAUGHLIN
101 STATE STREET PO BOX 336, SCRANTON, IA 51462
DIRECTOR0.1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
WILLIAM C HESS
510 HWY 30 WEST, CARROLL, IA 51401
PRESIDENT & DIRECTOR1$0
DIERK HALVERSON
616 VELVET AVENUE PO BOX 327, COON RAPIDS, IA 50058
DIRECTOR0.1$0
RICHARD FULTON
510 HWY 30 WEST, CARROLL, IA 51401
DIRECTOR0.1$0
CATHERINE ROTTINGHAUS
300 N MAIN STREET PO BOX 517, CHARLES CITY, IA 50616
DIRECTOR0.1$0
MIKE MCLAUGHLIN
101 STATE STREET PO BOX 336, SCRANTON, IA 51462
DIRECTOR0.1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
WILLIAM C HESS
510 HWY 30 WEST, CARROLL, IA 51401
PRESIDENT & DIRECTOR1$0
TOM FARNER
743 HWY 30 EAST PO BOX 368, CARROLL, IA 51401
DIRECTOR0.1$0
DIERK HALVERSON
616 VELVET AVENUE PO BOX 327, COON RAPIDS, IA 50058
DIRECTOR0.1$0
GENE VINCENT
434 W 7TH STREET, CARROLL, IA 51401
DIRECTOR0.1$0
RICHARD FULTON
510 HWY 30 WEST, CARROLL, IA 51401
DIRECTOR0.1$0
CATHERINE ROTTINGHAUS
300 N MAIN STREET PO BOX 517, CHARLES CITY, IA 50616
DIRECTOR0.1$0
MIKE MCLAUGHLIN
101 STATE STREET PO BOX 336, SCRANTON, IA 51462
DIRECTOR0.1$0

Address and contacts

Address (IRS master file)
PO BOX 967, CARROLL, IA 51401-0967
Signed the 990-PF
WILLIAM HESS, PRESIDENT
Phone
(712) 792-9772
Return prepared by
CAIN ELLSWORTH & CO 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
42-1329826
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
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,577
Income (IRS master file)
$28,496

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$28,496$29,495$1,577IRS
990-PFDecember 2024$52,336$50,110$2,576IRS
990-PFDecember 2023$55,905$73,575$350XML
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 42-1329826).

Questions about IOWA SAVINGS BANK CHARITABLE FOUNDATION

What is the EIN of IOWA SAVINGS BANK CHARITABLE FOUNDATION?
The employer identification number (EIN) of IOWA SAVINGS BANK CHARITABLE FOUNDATION is 42-1329826.
Is IOWA SAVINGS BANK CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to IOWA SAVINGS BANK CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does IOWA SAVINGS BANK CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of IOWA SAVINGS BANK 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 IOWA SAVINGS BANK 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 IOWA SAVINGS BANK CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does IOWA SAVINGS BANK CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $28,496, expenses of $29,495 and total assets of $1,577 at year end.

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