Nonprofit · EIN 42-1460664
MAX AND HELEN GUERNSEY CHARITABLE FOUNDATION
Tax-exempt · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $3,385,190 | $2,540,091 | $845,099 | $49,906,388 | $38,072 | $49,868,316 |
| June 30, 2024 | 990-PF | $1,664,539 | $2,891,503 | -$1,226,964 | $48,163,592 | $20,093 | $48,143,499 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $604,229
- Interest
- $776,531
- Net gain from sales of assets
- $1,998,479
- Other income
- $5,951
Expenses
- Grants and similar amounts paid
- $2,186,400
- Compensation of officers, directors and key employees
- $50,000
- Salaries, compensation and benefits (total)
- $63,041
- Disbursements for charitable purposes
- $2,361,726
- Excise tax on investment income
- $45,263
Balance sheet and other
- Total assets, start of year
- $48,163,592
- Total assets, end of year
- $49,906,388
- Total liabilities, end of year
- $38,072
- Net assets, end of year
- $49,868,316
- Fair market value of assets
- $49,906,388
- Qualifying distributions
- $2,361,726
- Net investment income
- $3,379,105
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANNON R HICKMAN 604 JUANITA AVE, CEDAR FALLS, IA 50613 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $55,349 |
| THOMAS R PAULSEN 3826 CEDAR HEIGHTS DRIVE STE 1, CEDAR FALLS, IA 50613 | FINANCE COMMITTEE CHAIR | 1 | $10,000 |
| GARY NELSON 3826 CEDAR HEIGHTS DRIVE STE 1, CEDAR FALLS, IA 50613 | TRUSTEE CHAIR | 1 | $10,000 |
| HAROLD B STREVER JR 3826 CEDAR HEIGHTS DRIVE STE 1, CEDAR FALLS, IA 50613 | ADMIN COMMITTEE CHAIR | 1 | $10,000 |
| LOIS M JOHNSON 3826 CEDAR HEIGHTS DRIVE STE 1, CEDAR FALLS, IA 50613 | SECRETARY | 1 | $10,000 |
| SOO GREIMAN 3826 CEDAR HEIGHTS DRIVE STE 1, CEDAR FALLS, IA 50613 | TRUSTEE | 1 | $10,000 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASEY J REINTS 32092 250TH ST, SHELL ROCK, IA 50670 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $59,480 |
| THOMAS R PAULSEN 3826 CEDAR HEIGHTS DRIVE STE 1, CEDAR FALLS, IA 50613 | FINANCE COMMITTEE CHAIR | 1 | $10,500 |
| HAROLD B STREVER JR 3826 CEDAR HEIGHTS DRIVE STE 1, CEDAR FALLS, IA 50613 | ADMIN COMMITTEE CHAIR | 1 | $10,500 |
| SOO GREIMAN 3826 CEDAR HEIGHTS DRIVE STE 1, CEDAR FALLS, IA 50613 | TRUSTEE | 1 | $10,500 |
| LOIS M JOHNSON 3826 CEDAR HEIGHTS DRIVE STE 1, CEDAR FALLS, IA 50613 | SECRETARY | 1 | $10,000 |
| GARY NELSON 3826 CEDAR HEIGHTS DRIVE STE 1, CEDAR FALLS, IA 50613 | TRUSTEE CHAIR | 1 | $9,000 |
Address and contacts
- Address (IRS master file)
- 3826 CEDAR HEIGHTS DR STE 1, CEDAR FALLS, IA 50613-6257
- In care of
- % MAX GUERNSEY
- Signed the 990-PF
- THOMAS PAULSEN, TREASURER
- Phone
- (319) 226-3434
- Website
- WWW.GUERNSEYFOUNDATION.COM
- Return prepared by
- CREATIVE PLANNING TAX LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1460664
- 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
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $49,906,388
- Income (IRS master file)
- $16,876,904
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $3,385,190 | $2,540,091 | $49,906,388 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $1,664,539 | $2,891,503 | $48,163,592 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | 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 42-1460664).
Questions about MAX AND HELEN GUERNSEY CHARITABLE FOUNDATION
- What is the EIN of MAX AND HELEN GUERNSEY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of MAX AND HELEN GUERNSEY CHARITABLE FOUNDATION is 42-1460664.
- Is MAX AND HELEN GUERNSEY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MAX AND HELEN GUERNSEY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAX AND HELEN GUERNSEY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAX AND HELEN GUERNSEY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MAX AND HELEN GUERNSEY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MAX AND HELEN GUERNSEY CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 6 received compensation from the organization, the highest $55,349 (SHANNON R HICKMAN, EXECUTIVE DIRECTOR).
- How much revenue does MAX AND HELEN GUERNSEY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $3,385,190, expenses of $2,540,091 and total assets of $49,906,388 at year end.
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