Nonprofit · EIN 42-6231093
HELEN M LITTLE TRUST
Tax-exempt · MUSCATINE, IA 52761
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $73,582 | $20,754 | $52,828 | $613,829 | $0 | $613,829 |
| December 31, 2024 | 990 | $43,498 | $57,841 | -$14,343 | $554,847 | $0 | $554,847 |
| December 31, 2023 | 990 | $190,647 | $65,105 | $125,542 | $551,267 | $0 | $551,267 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $73,582
- Net gain from sales of assets
- $57,185
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $14,941
- Compensation of officers, directors and key employees
- $4,895
- Salaries, compensation and benefits (total)
- $4,895
- Professional fundraising fees
- $0
- Accounting fees
- $900
- Program services (functional)
- $14,941
- Management and general (functional)
- $5,813
Balance sheet and other
- Total assets, start of year
- $554,847
- Total assets, end of year
- $613,829
- Total liabilities, end of year
- $0
- Net assets, end of year
- $613,829
- Publicly traded securities
- $591,644
- Gross receipts
- $561,418
- Employees
- 0
- Year formed
- 1974
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK | TRUSTEE Institutional trustee | 0.5 | $14,941 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK | TRUSTEE Institutional trustee | 0.5 | $4,802 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK | TRUSTEE Institutional trustee | 0.5 | $1,113 |
Address and contacts
- Address (IRS master file)
- 300 E 2ND STREET, MUSCATINE, IA 52761-4121
- In care of
- % FNB
- Principal officer (990 for 2025)
- MIDWESTONE BANK, 300 E 2ND STREET, MUSCATINE, IA 52761
- Signed the 990
- CAROL ALLISON, SIGNATURE OFFICER
- Phone
- (563) 263-4221
- Return prepared by
- BECKEY & ASSOCIATES PC
Mission
TO PROVIDE MONIES TO THE TRINITY EPISCOPAL CHURCH TO FURTHER THE WORK OF THE CHURCH IN THE WORLD.
Program accomplishments
- PROVIDES MONIES TO THE TRINITY EPISCOPAL CHURCH TO FURTHER THE WORK OF THE CHURCH IN THE WORLD.Expenses $14,941 · grants $14,941
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 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 42-6231093
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1976
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $613,829
- Income (IRS master file)
- $561,418
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $73,582 | $20,754 | $613,829 | IRS |
| 990 | December 2024 | $43,498 | $57,841 | $554,847 | IRS |
| 990 | December 2023 | $190,647 | $65,105 | $551,267 | XML |
| 990 | December 2022 | $92,036 | $25,465 | $616,740 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 42-6231093).
Questions about HELEN M LITTLE TRUST
- What is the EIN of HELEN M LITTLE TRUST?
- The employer identification number (EIN) of HELEN M LITTLE TRUST is 42-6231093.
- Is HELEN M LITTLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to HELEN M LITTLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HELEN M LITTLE 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 HELEN M LITTLE TRUST 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 HELEN M LITTLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HELEN M LITTLE TRUST?
- The 990 for the year ended December 31, 2025 names MIDWESTONE BANK.
- Who are the officers and directors of HELEN M LITTLE TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,941 (MIDWESTONE BANK, TRUSTEE).
- How much revenue does HELEN M LITTLE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $73,582, expenses of $20,754 and total assets of $613,829 at year end.
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