Nonprofit · EIN 42-1515220
SHEA FAM CHARITABLE TR
Tax-exempt · STORM LAKE, IA 50588
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,576 | $20,926 | -$12,350 | $82,524 | $0 | $82,524 |
| December 31, 2024 | 990-PF | $8,713 | $25,390 | -$16,677 | $94,874 | $0 | $94,874 |
| December 31, 2023 | 990-PF | $10,039 | $39,747 | -$29,708 | $111,551 | $0 | $111,551 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,849
- Interest
- $5
- Net gain from sales of assets
- $2,722
Expenses
- Grants and similar amounts paid
- $19,590
- Compensation of officers, directors and key employees
- $500
- Disbursements for charitable purposes
- $19,590
- Excise tax on investment income
- $81
Balance sheet and other
- Total assets, start of year
- $94,874
- Total assets, end of year
- $82,524
- Total liabilities, end of year
- $0
- Net assets, end of year
- $82,524
- Fair market value of assets
- $96,466
- Qualifying distributions
- $19,590
- Net investment income
- $6,191
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 |
|---|---|---|---|
| JEAN A STAHL 908 DOROTHY LAND, FT WORTH, TX 76107 | OFFICER | 0.1 | $500 |
| SECURITY TRUST SAVINGS BANK 601 LAKE AVENUE, STORM LAKE, IA 50588 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN A STAHL 908 DOROTHY LAND, FT WORTH, TX 76107 | OFFICER | 0.1 | $1,000 |
| SECURITY TRUST SAVINGS BANK 601 LAKE AVENUE, STORM LAKE, IA 50588 | TRUSTEE | 0.1 | $500 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY TRUST SAVINGS BANK 601 LAKE AVENUE, STORM LAKE, IA 50588 | TRUSTEE | 0.1 | $500 |
Address and contacts
- Address (IRS master file)
- CO SEC TRUST SAV BK PO DR 429, STORM LAKE, IA 50588-0000
- In care of
- % SECURITY TRUST & SAVINGS BANK
- Signed the 990-PF
- BENJAMIN DVERGSTEN, TRUSTEE
- Phone
- (712) 732-3022
- Return prepared by
- HUNZELMAN PUTZIER & COPLC
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
- 42-1515220
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $82,524
- Income (IRS master file)
- $22,691
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,576 | $20,926 | $82,524 | IRS |
| 990-PF | December 2024 | $8,713 | $25,390 | $94,874 | XML |
| 990-PF | December 2023 | $10,039 | $39,747 | $111,551 | XML |
| 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 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 42-1515220).
Questions about SHEA FAM CHARITABLE TR
- What is the EIN of SHEA FAM CHARITABLE TR?
- The employer identification number (EIN) of SHEA FAM CHARITABLE TR is 42-1515220.
- Is SHEA FAM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SHEA FAM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHEA FAM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHEA FAM CHARITABLE 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 SHEA FAM CHARITABLE 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 SHEA FAM CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $500 (JEAN A STAHL, OFFICER).
- How much revenue does SHEA FAM CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,576, expenses of $20,926 and total assets of $82,524 at year end.
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