Nonprofit · EIN 42-6234027
SPAHN & ROSE LUMBER CO CHARITABLE FOUNDATION
Tax-exempt · DUBUQUE, IA 52004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $145,625 | $167,641 | -$22,016 | $1,753,903 | $0 | $1,753,903 |
| January 31, 2025 | 990-PF | $193,452 | $163,643 | $29,809 | $1,775,919 | $0 | $1,775,919 |
| January 31, 2024 | 990-PF | $151,760 | $211,976 | -$60,216 | $1,746,110 | $0 | $1,746,110 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Contributions, gifts and grants
- $2,000
- Dividends
- $55,090
- Interest
- $2,165
- Net gain from sales of assets
- $85,370
- Other income
- $1,000
Expenses
- Grants and similar amounts paid
- $147,500
- Compensation of officers, directors and key employees
- $11,865
- Disbursements for charitable purposes
- $155,664
- Excise tax on investment income
- $1,869
Balance sheet and other
- Total assets, start of year
- $1,775,919
- Total assets, end of year
- $1,753,903
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,753,903
- Fair market value of assets
- $2,099,573
- Qualifying distributions
- $155,664
- Net investment income
- $142,625
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK PO BOX 938, DUBUQUE, IA 520040938 | TRUSTEE | 1 | $11,865 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK PO BOX 938, DUBUQUE, IA 520040938 | TRUSTEE | 1 | $11,143 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK PO BOX 938, DUBUQUE, IA 520040938 | TRUSTEE | 1 | $10,429 |
Address and contacts
- Address (IRS master file)
- PO BOX 938, DUBUQUE, IA 52004-0938
- In care of
- % AMERICAN TRUST & SAVINGS BANK
- Signed the 990-PF
- SARAH JECKLIN, TRUSTEE
- Phone
- (563) 582-1841
- Return prepared by
- RSM US 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6234027
- 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
- 1976
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,753,903
- Income (IRS master file)
- $503,048
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $145,625 | $167,641 | $1,753,903 | XML |
| 990-PF | January 2025 | $193,452 | $163,643 | $1,775,919 | XML |
| 990-PF | January 2024 | $151,760 | $211,976 | $1,746,110 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 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 42-6234027).
Questions about SPAHN & ROSE LUMBER CO CHARITABLE FOUNDATION
- What is the EIN of SPAHN & ROSE LUMBER CO CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SPAHN & ROSE LUMBER CO CHARITABLE FOUNDATION is 42-6234027.
- Is SPAHN & ROSE LUMBER CO CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to SPAHN & ROSE LUMBER CO CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SPAHN & ROSE LUMBER CO CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SPAHN & ROSE LUMBER CO CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SPAHN & ROSE LUMBER CO CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of SPAHN & ROSE LUMBER CO CHARITABLE FOUNDATION?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $11,865 (MIDWESTONE BANK, TRUSTEE).
- How much revenue does SPAHN & ROSE LUMBER CO CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $145,625, expenses of $167,641 and total assets of $1,753,903 at year end.
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