Nonprofit · EIN 42-1466786
HOLTHUES TR
Tax-exempt · MUSCATINE, IA 52761
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,518,121 | $2,165,775 | $1,352,346 | $26,567,154 | $0 | $26,567,154 |
| December 31, 2023 | 990-PF | $2,491,616 | $1,967,752 | $523,864 | $25,214,808 | $0 | $25,214,808 |
| December 31, 2021 | 990-PF | $3,848,224 | $2,097,531 | $1,750,693 | $24,637,548 | $0 | $24,637,548 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,107,350
- Net gain from sales of assets
- $1,410,771
Expenses
- Grants and similar amounts paid
- $2,068,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,078,478
- Excise tax on investment income
- $48,377
Balance sheet and other
- Total assets, start of year
- $25,214,808
- Total assets, end of year
- $26,567,154
- Total liabilities, end of year
- $0
- Net assets, end of year
- $26,567,154
- Fair market value of assets
- $51,873,756
- Qualifying distributions
- $2,078,478
- Net investment income
- $3,518,121
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph H Stanley 304 Iowa Ave, Muscatine, IA 52761 | President/Director | 0.5 | $0 |
| Elizabeth Shriver 304 Iowa Ave, Muscatine, IA 52761 | Vice President/Director | 0.3 | $0 |
| Cassie Batzkiel 304 Iowa Ave, Muscatine, IA 52761 | Treasurer | 0.5 | $0 |
| Erin Gould 304 Iowa Ave, Muscatine, IA 52761 | Secretary | 2 | $0 |
| Lincoln Stanley 304 Iowa Ave, Muscatine, IA 52761 | Director | 0.3 | $0 |
| Brian Hanson 304 Iowa Ave, Muscatine, IA 52761 | Director | 0.3 | $0 |
| Catherine Elliot 304 Iowa Ave, Muscatine, IA 52761 | Director | 0.3 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph H Stanley 304 Iowa Ave, Muscatine, IA 52761 | President | 0.5 | $0 |
| Elizabeth Shriver 304 Iowa Ave, Muscatine, IA 52761 | Vice President/Director | 0.3 | $0 |
| Cassie Batzkiel 304 Iowa Ave, Muscatine, IA 52761 | Treasurer | 0.3 | $0 |
| Erin Gould 304 Iowa Ave, Muscatine, IA 52761 | Secretary | 2 | $0 |
| Lincoln Stanley 304 Iowa Ave, Muscatine, IA 52761 | Director | 0.3 | $0 |
| Brian Hanson 304 Iowa Ave, Muscatine, IA 52761 | Director | 0.3 | $0 |
| Catherine Elliot 304 Iowa Ave, Muscatine, IA 52761 | Director | 0.3 | $0 |
990-PF for the year ended December 31, 2021: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph H Stanley 209 Iowa Ave, Muscatine, IA 52761 | President | 0.5 | $0 |
| Elizabeth Shriver 209 Iowa Ave, Muscatine, IA 52761 | Vice Pres/Director | 0.3 | $0 |
| Cassie Batzkiel 209 Iowa Ave, Muscatine, IA 52761 | Treasurer | 0.3 | $0 |
| Erin Gould 209 Iowa Ave, Muscatine, IA 52761 | Secretary | 2 | $0 |
| Lincoln Stanley 209 Iowa Ave, Muscatine, IA 52761 | Director | 0.3 | $0 |
| Brian Hanson 209 Iowa Ave, Muscatine, IA 52761 | Director | 0.3 | $0 |
| Catherine Elliot 209 Iowa Ave, Muscatine, IA 52761 | Director | 0.3 | $0 |
| Donna Buckles 209 Iowa Ave, Muscatine, IA 52761 | Director | 0.3 | $0 |
Address and contacts
- Address (IRS master file)
- 215 W MISSISSIPPI DR, MUSCATINE, IA 52761-3712
- In care of
- % COMMUNITY FOUNDATION OF GREATER M
- Signed the 990-PF
- Cassie Batzkiel, Treasurer
- Phone
- (563) 264-1500
- Return prepared by
- Eide Bailly 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 42-1466786
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $26,567,154
- Income (IRS master file)
- $4,226,350
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,518,121 | $2,165,775 | $26,567,154 | XML |
| 990-PF | December 2023 | $2,491,616 | $1,967,752 | $25,214,808 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $3,848,224 | $2,097,531 | $24,637,548 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 42-1466786).
Questions about HOLTHUES TR
- What is the EIN of HOLTHUES TR?
- The employer identification number (EIN) of HOLTHUES TR is 42-1466786.
- Is HOLTHUES TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to HOLTHUES TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOLTHUES TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOLTHUES TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOLTHUES TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HOLTHUES TR?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does HOLTHUES TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,518,121, expenses of $2,165,775 and total assets of $26,567,154 at year end.
Other nonprofits in MUSCATINE
- COMMUNITY FOUNDATION OF GREATER MUSCATINE EIN 42-1495980 · last filed 990 for 2024
- THE STANLEY FOUNDATION EIN 42-6071036 · last filed 990-PF for 2024
- HERBERT L AND NANCY M TOWNSEND FOUNDATION EIN 47-2479056 · last filed 990-PF for 2025
- JENSEN PRIVATE FOUNDATION INC EIN 27-3945904 · last filed 990-PF for 2025
- UNITY HEALTHCARE FOUNDATION EIN 42-1525031 · last filed 990 for 2024
- MUSCATINE CHAMBER OF COMMERCE FOUNDATION EIN 42-1468595 · last filed 990 for 2026
- JHK CHARITABLE FOUNDATION EIN 20-5825746 · last filed 990-PF for 2025
- FRANK C & MARY ESTHER BISHOP EDUCATIONAL TR EIN 42-6531722 · last filed 990-PF for 2025
All nonprofits in MUSCATINE · Iowa · Philanthropy, voluntarism and grantmaking foundations