Nonprofit · EIN 42-6131598
JEAN AND MURRAY NELSON FOUNDATION
Tax-exempt · NEWTON, IA 50208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $32,830 | $35,646 | -$2,816 | $398,653 | $0 | $398,653 |
| December 31, 2024 | 990-PF | $18,477 | $15,945 | $2,532 | $401,469 | $0 | $401,469 |
| December 31, 2023 | 990-PF | -$6,107 | $12,684 | -$18,791 | $398,937 | $0 | $398,937 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,021
- Net gain from sales of assets
- $15,809
Expenses
- Grants and similar amounts paid
- $34,650
- Disbursements for charitable purposes
- $34,650
- Excise tax on investment income
- $442
Balance sheet and other
- Total assets, start of year
- $401,469
- Total assets, end of year
- $398,653
- Total liabilities, end of year
- $0
- Net assets, end of year
- $398,653
- Fair market value of assets
- $547,267
- Qualifying distributions
- $34,650
- Net investment income
- $32,830
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 |
|---|---|---|---|
| MARGARET CALDWELL 1105 S 13TH AVE W, Newton, IA 50208 | TRUSTEE | 0 | $0 |
| LINDA KLEPINGER 3201 ROBIN AVE, Reasnor, IA 50232 | TRUSTEE | 0 | $0 |
| ROBERT LANE 110 N 5TH AVE W APT 201, Newton, IA 50208 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET CALDWELL 1105 S 13TH AVE W, Newton, IA 50208 | TRUSTEE | 0 | $0 |
| LINDA KLEPINGER 3201 ROBIN AVE, Reasnor, IA 50232 | TRUSTEE | 0 | $0 |
| ROBERT LANE 110 N 5TH AVE W APT 201, Newton, IA 50208 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET CALDWELL 1105 S 13TH AVE W, Newton, IA 50208 | TRUSTEE | 0 | $0 |
| LINDA KLEPINGER 3201 ROBIN AVE, Reasnor, IA 50232 | TRUSTEE | 0 | $0 |
| ROBERT LANE 110 N 5TH AVE W APT 201, Newton, IA 50208 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 211 1ST AVE W, NEWTON, IA 50208-3723
- In care of
- % MARGARET CALDWELL
- Signed the 990-PF
- MARGARET CALDWELL, TRUSTEE
- Phone
- (641) 792-4160
- Return prepared by
- STANLEY G LAVERMAN CPA 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 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
- 42-6131598
- 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
- 1969
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $398,653
- Income (IRS master file)
- $110,899
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $32,830 | $35,646 | $398,653 | IRS |
| 990-PF | December 2024 | $18,477 | $15,945 | $401,469 | IRS |
| 990-PF | December 2023 | -$6,107 | $12,684 | $398,937 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 42-6131598).
Questions about JEAN AND MURRAY NELSON FOUNDATION
- What is the EIN of JEAN AND MURRAY NELSON FOUNDATION?
- The employer identification number (EIN) of JEAN AND MURRAY NELSON FOUNDATION is 42-6131598.
- Is JEAN AND MURRAY NELSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to JEAN AND MURRAY NELSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEAN AND MURRAY NELSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEAN AND MURRAY NELSON FOUNDATION 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 JEAN AND MURRAY NELSON FOUNDATION 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 JEAN AND MURRAY NELSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JEAN AND MURRAY NELSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $32,830, expenses of $35,646 and total assets of $398,653 at year end.
Other nonprofits in NEWTON
- IOWA REGIONAL UTILITIES ASSOCIATION EIN 42-1089164 · last filed 990 for 2025
- PROGRESS INDUSTRIES EIN 42-1122161 · last filed 990 for 2025
- ADVANTAGE CREDIT UNION EIN 42-0670996 · last filed 990 for 2025
- CAPSTONE BEHAVORIAL HEALTHCARE INC EIN 42-0883707 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSN EIN 42-0703250 · last filed 990 for 2025
- GEISLER PENQUITE CORPORATION EIN 23-7103845 · last filed 990-PF for 2024
- IOWA RURAL WATER ASSOCIATION EIN 42-1077034 · last filed 990 for 2025
- P I FOUNDATION EIN 42-1126653 · last filed 990 for 2025