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Nonprofit · EIN 42-6273617

BLANCHE CAREY MARTIN CHARITABLR TR

Tax-exempt · CLEAR LAKE, IA 50428

Financials

$32K$30K2023$36K$29K2024$17K$28K2025
Revenue Expenses · by fiscal year end
Financials of BLANCHE CAREY MARTIN CHARITABLR TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$17,305$28,347-$11,042$393,358$0$393,358
December 31, 2024990-PF$35,612$28,660$6,952$404,400$0$404,400
December 31, 2023990-PF$31,934$30,457$1,477$397,448$0$397,448
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$11,780
Interest
$287
Net gain from sales of assets
$5,238

Expenses

Grants and similar amounts paid
$22,500
Compensation of officers, directors and key employees
$4,440
Disbursements for charitable purposes
$25,192
Excise tax on investment income
$203

Balance sheet and other

Total assets, start of year
$404,400
Total assets, end of year
$393,358
Total liabilities, end of year
$0
Net assets, end of year
$393,358
Fair market value of assets
$455,106
Qualifying distributions
$25,192
Net investment income
$17,305

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.

NameTitleHours / weekCompensation
CLEAR LAKE BANK AND TRUST CO
PO BOX 8, CLEAR LAKE, IA 50428
TRUST OFFICE3$4,440
PAUL S MACGREGOR
680 STATE STREET, MASON CITY, IA 50401
TRUSTEE1$0
BARB MACGREGOR
680 STATE STREET, MASON CITY, IA 50401
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
CLEAR LAKE BANK AND TRUST CO
PO BOX 8, CLEAR LAKE, IA 50428
TRUST OFFICE3$4,257
PAUL S MACGREGOR
680 STATE STREET, MASON CITY, IA 50401
TRUSTEE1$0
BARB MACGREGOR
680 STATE STREET, MASON CITY, IA 50401
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CLEAR LAKE BANK AND TRUST CO
PO BOX 8, CLEAR LAKE, IA 50428
TRUST OFFICE3$4,076
PAUL S MACGREGOR
680 STATE STREET, MASON CITY, IA 50401
TRUSTEE1$0
BARB MACGREGOR
680 STATE STREET, MASON CITY, IA 50401
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 8, CLEAR LAKE, IA 50428-0008
In care of
% CLEAR LAKE BANK & TRUST
Signed the 990-PF
CLEAR LAKE BANK AND TRUST CO, TRUST OFFICER
Phone
(641) 357-7121
Return prepared by
HOGAN - HANSEN 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
42-6273617
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
1977
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$393,358
Income (IRS master file)
$293,234

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$17,305$28,347$393,358IRS
990-PFDecember 2024$35,612$28,660$404,400IRS
990-PFDecember 2023$31,934$30,457$397,448XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 42-6273617).

Questions about BLANCHE CAREY MARTIN CHARITABLR TR

What is the EIN of BLANCHE CAREY MARTIN CHARITABLR TR?
The employer identification number (EIN) of BLANCHE CAREY MARTIN CHARITABLR TR is 42-6273617.
Is BLANCHE CAREY MARTIN CHARITABLR TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to BLANCHE CAREY MARTIN CHARITABLR TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BLANCHE CAREY MARTIN CHARITABLR TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BLANCHE CAREY MARTIN CHARITABLR 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 BLANCHE CAREY MARTIN CHARITABLR 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 BLANCHE CAREY MARTIN CHARITABLR TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $4,440 (CLEAR LAKE BANK AND TRUST CO, TRUST OFFICE).
How much revenue does BLANCHE CAREY MARTIN CHARITABLR TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,305, expenses of $28,347 and total assets of $393,358 at year end.

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