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Nonprofit · EIN 42-6084354

JOHN W NELSON TRUST

Tax-exempt · CARROLL, IA 51401

Financials

$335K$368K2023$332K$355K2024$342K$354K2025
Revenue Expenses · by fiscal year end
Financials of JOHN W NELSON TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990$342,164$353,887-$11,723$1,158,075$0$1,158,075
April 30, 2025990$331,576$354,577-$23,001$1,037,305$0$1,037,305
April 30, 2024990$335,353$367,675-$32,322$1,025,007$0$1,025,007
Financial details: 990 for the year ended April 30, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$29,231
Net rental income
$312,933
Net gain from sales of assets
$10,386
Other revenue
$312,933

Expenses

Grants and similar amounts paid
$318,190
Compensation of officers, directors and key employees
$34,797
Salaries, compensation and benefits (total)
$34,797
Professional fundraising fees
$0
Legal fees
$900
Program services (functional)
$318,190
Management and general (functional)
$35,697

Balance sheet and other

Total assets, start of year
$1,037,305
Total assets, end of year
$1,158,075
Total liabilities, end of year
$0
Net assets, end of year
$1,158,075
Land, buildings and equipment
$236,074
Publicly traded securities
$613,688
Gross receipts
$665,934
Employees
0
Year formed
1988
State of legal domicile
IA

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 for the year ended April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
IOWA SAVINGS BANKTRUSTEE
Institutional trustee
10$34,797
ANN MENZELVICE PRESIDENT AND TRUST OFFICER
Officer
0$0
990 for the year ended April 30, 2025: 2 people
NameTitleHours / weekCompensation
IOWA SAVINGS BANKTRUSTEE
Institutional trustee
10$33,615
ANN MENZELVICE PRESIDENT AND TRUST OFFICER
Officer
0$0
990 for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
IOWA SAVINGS BANKTRUSTEE
Institutional trustee
10$33,388

Address and contacts

Address (IRS master file)
IOWA SAVINGS BANK 510 W US HWY 30, CARROLL, IA 51401-0000
In care of
% ANN MENZEL
Principal officer (990 for 2025)
ANN MENZEL, IOWA SAVINGS BANK 510 W US HWY 30, CARROLL, IA 51401
Signed the 990
ANN MENZEL, VICE PRESIDENT AND TRUST OFFICER
Phone
(712) 792-9772
Return prepared by
Simmons Perrine PLC

Mission

TO SUPPORT THE VARIOUS COMMUNITIES, CHURCH MISSIONS AND MAINTENANCE OF THE FAITH LUTHERAN CHURCH

990 for the year ended April 30, 2026

Program accomplishments

  • DISTRIBUTIONS TO FAITH LUTHERAN CHURCH, 708 LOCUST STREET, ODEBOLT, IOWA 51458
    Expenses $318,190 · grants $318,190

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990 on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
42-6084354
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
1966
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,158,075
Income (IRS master file)
$665,934

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2026$342,164$353,887$1,158,075XML
990April 2025$331,576$354,577$1,037,305XML
990April 2024$335,353$367,675$1,025,007XML
990April 2023$322,602$361,588$1,023,634IRS
990April 2022–––IRS
990April 2021–––IRS
990April 2020–––IRS
990April 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 42-6084354).

Questions about JOHN W NELSON TRUST

What is the EIN of JOHN W NELSON TRUST?
The employer identification number (EIN) of JOHN W NELSON TRUST is 42-6084354.
Is JOHN W NELSON TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to JOHN W NELSON TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does JOHN W NELSON TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JOHN W NELSON TRUST due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN W NELSON TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2026.
Who is the principal officer of JOHN W NELSON TRUST?
The 990 for the year ended April 30, 2026 names ANN MENZEL.
Who are the officers and directors of JOHN W NELSON TRUST?
The 990 for the year ended April 30, 2026 lists 2 people; 1 received compensation from the organization, the highest $34,797 (IOWA SAVINGS BANK, TRUSTEE).
How much revenue does JOHN W NELSON TRUST have?
On its 990 for the year ended April 30, 2026 it reported revenue of $342,164, expenses of $353,887 and total assets of $1,158,075 at year end.

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