Nonprofit · EIN 42-1445433
STRATFORD FOUNDATION TR
Also known as PAPPAS R E & N N COYAN & J M PAVEK
Tax-exempt · MASON CITY, IA 50402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $51,282 | $45,329 | $5,953 | $293,154 | $0 | $293,154 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $30,361
- Interest
- $587
- Net gain from sales of assets
- $20,334
Expenses
- Grants and similar amounts paid
- $39,500
- Disbursements for charitable purposes
- $39,500
- Excise tax on investment income
- $632
Balance sheet and other
- Total assets, start of year
- $287,248
- Total assets, end of year
- $293,154
- Total liabilities, end of year
- $0
- Net assets, end of year
- $293,154
- Fair market value of assets
- $785,193
- Qualifying distributions
- $39,500
- Net investment income
- $51,282
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERTA E CORNELIUS 2601 4TH STREET SW, Mason City, IA 50401 | TRUSTEE | 1 | $500 |
| JOYCE M PAVEK 2601 4TH STREET SW, Mason City, IA 50401 | TRUSTEE | 1 | $300 |
| ROBERTA M ANDERSON 2601 4TH STREET SW, Mason City, IA 50401 | TRUSTEE | 1 | $300 |
Address and contacts
- Address (IRS master file)
- PO BOX 1708, MASON CITY, IA 50402-1708
- In care of
- % ROBERTA PAPPAS
- Signed the 990-PF
- ROBERTA CORNELIUS, TRUSTEE
- Phone
- (641) 422-1600
- Return prepared by
- PAPPAJOHN SHRIVER EIDE & NIELSEN 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1445433
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $293,154
- Income (IRS master file)
- $52,016
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $51,282 | $45,329 | $293,154 | XML |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $29,599 | $46,449 | $279,901 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about STRATFORD FOUNDATION TR
- What is the EIN of STRATFORD FOUNDATION TR?
- The employer identification number (EIN) of STRATFORD FOUNDATION TR is 42-1445433.
- Is STRATFORD FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to STRATFORD FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STRATFORD FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STRATFORD FOUNDATION TR 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 STRATFORD FOUNDATION TR 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 STRATFORD FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $500 (ROBERTA E CORNELIUS, TRUSTEE).
- How much revenue does STRATFORD FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $51,282, expenses of $45,329 and total assets of $293,154 at year end.
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All nonprofits in MASON CITY · Iowa · Philanthropy, voluntarism and grantmaking foundations