Nonprofit · EIN 42-1455642
CHARLES JOHN SCHOELLEN SR MEMORIAL TRUST
Tax-exempt · CEDAR RAPIDS, IA 52404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $14,789 | $12,601 | $2,188 | $182,586 | $0 | $182,586 |
| March 31, 2025 | 990-PF | $12,323 | $10,820 | $1,503 | $180,398 | $0 | $180,398 |
| March 31, 2024 | 990-PF | $6,482 | $10,869 | -$4,387 | $178,895 | $0 | $178,895 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $6,293
- Interest
- $106
- Net gain from sales of assets
- $8,390
Expenses
- Grants and similar amounts paid
- $9,567
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $11,113
- Excise tax on investment income
- $187
Balance sheet and other
- Total assets, start of year
- $180,398
- Total assets, end of year
- $182,586
- Total liabilities, end of year
- $0
- Net assets, end of year
- $182,586
- Fair market value of assets
- $197,970
- Qualifying distributions
- $11,113
- Net investment income
- $14,789
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 |
|---|---|---|---|
| BankIowa 2701 Edgewood Pkwy SW, Cedar Rapids, IA 52404 | Trust Officer | 0 | $0 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANKIOWA 2701 EDGEWOOD PKWY SW, CEDAR RAPIDS, IA 52404 | TRUST OFFICE | 0 | $0 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANKIOWA 2701 EDGEWOOD PKWY SW, CEDAR RAPIDS, IA 52404 | TRUST OFFICE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2701 EDGEWOOD PKWY SW, CEDAR RAPIDS, IA 52404-7824
- In care of
- % NORWEST BANK IOWA N A TRUSTEE
- Signed the 990-PF
- Bank Iowa, Trust Office
- Phone
- (800) 433-0285
- Website
- www.bankiowa.com
- Return prepared by
- BGHN 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
- 42-1455642
- 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
- 1997
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99J)
- Assets (IRS master file)
- $182,586
- Income (IRS master file)
- $49,193
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $14,789 | $12,601 | $182,586 | XML |
| 990-PF | March 2025 | $12,323 | $10,820 | $180,398 | XML |
| 990-PF | March 2024 | $6,482 | $10,869 | $178,895 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 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 42-1455642).
Questions about CHARLES JOHN SCHOELLEN SR MEMORIAL TRUST
- What is the EIN of CHARLES JOHN SCHOELLEN SR MEMORIAL TRUST?
- The employer identification number (EIN) of CHARLES JOHN SCHOELLEN SR MEMORIAL TRUST is 42-1455642.
- Is CHARLES JOHN SCHOELLEN SR MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to CHARLES JOHN SCHOELLEN SR MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES JOHN SCHOELLEN SR MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES JOHN SCHOELLEN SR MEMORIAL TRUST 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 CHARLES JOHN SCHOELLEN SR MEMORIAL TRUST 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 CHARLES JOHN SCHOELLEN SR MEMORIAL TRUST?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does CHARLES JOHN SCHOELLEN SR MEMORIAL TRUST have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $14,789, expenses of $12,601 and total assets of $182,586 at year end.
Other nonprofits in CEDAR RAPIDS
- GREATER CEDAR RAPIDS COMMUNITY FOUNDATION EIN 42-6053860 · last filed 990 for 2024
- THE WALLACE RESEARCH FOUNDATION EIN 42-6540579 · last filed 990-PF for 2025
- DEWOLF FAMILY FOUNDATION EIN 92-1952229 · last filed 990-PF for 2025
- UNITED WAY OF EAST CENTRAL IOWA EIN 42-0861239 · last filed 990 for 2025
- LISA AND MIKE MCGRATH FAMILY FOUNDATION EIN 33-2373460 · last filed 990-PF for 2025
- THE NEW BOHEMIAN INNOVATION COLLABORATIVE INC EIN 46-4387860 · last filed 990 for 2025
- ZACH JOHNSON FOUNDATION EIN 27-2683100 · last filed 990 for 2025
- CARLEEN AND EUGENE GRANDON CHARITABLE FOUNDATION EIN 20-1134857 · last filed 990-PF for 2025
All nonprofits in CEDAR RAPIDS · Iowa · Philanthropy, voluntarism and grantmaking foundations