Nonprofit · EIN 42-6281954
NELLIE BALL TRUST
Tax-exempt · IOWA CITY, IA 52244
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $205,703 | $150,674 | $55,029 | $1,825,761 | $0 | $1,825,761 |
| December 31, 2024 | 990-PF | $108,655 | $129,195 | -$20,540 | $1,771,000 | $0 | $1,771,000 |
| December 31, 2023 | 990-PF | $87,398 | $134,445 | -$47,047 | $1,790,315 | $0 | $1,790,315 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $68,094
- Net gain from sales of assets
- $137,609
Expenses
- Grants and similar amounts paid
- $125,000
- Compensation of officers, directors and key employees
- $16,282
- Disbursements for charitable purposes
- $129,703
- Excise tax on investment income
- $2,584
Balance sheet and other
- Total assets, start of year
- $1,771,000
- Total assets, end of year
- $1,825,761
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,825,761
- Fair market value of assets
- $2,746,658
- Qualifying distributions
- $129,703
- Net investment income
- $204,688
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 |
|---|---|---|---|
| MIDWESTONE BANK PO BOX 1700, IOWA CITY, IA 52244 | TRUSTEE | 5 | $16,282 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK PO BOX 1700, IOWA CITY, IA 52244 | TRUSTEE | 5 | $13,859 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK PO BOX 1700, IOWA CITY, IA 52244 | TRUSTEE | 5 | $8,826 |
Address and contacts
- Address (IRS master file)
- PO BOX 1700, IOWA CITY, IA 52244-1700
- In care of
- % IOWA STATE BANK & TRUST CO TTEE
- Signed the 990-PF
- BRIAN HUNT, OFFICER
- Phone
- (319) 356-5933
- Return prepared by
- ERNST & YOUNG 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 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
- 42-6281954
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T7OZ)
- Assets (IRS master file)
- $1,825,761
- Income (IRS master file)
- $595,798
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $205,703 | $150,674 | $1,825,761 | IRS |
| 990-PF | December 2024 | $108,655 | $129,195 | $1,771,000 | IRS |
| 990-PF | December 2023 | $87,398 | $134,445 | $1,790,315 | 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 42-6281954).
Questions about NELLIE BALL TRUST
- What is the EIN of NELLIE BALL TRUST?
- The employer identification number (EIN) of NELLIE BALL TRUST is 42-6281954.
- Is NELLIE BALL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to NELLIE BALL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NELLIE BALL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NELLIE BALL 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 NELLIE BALL TRUST 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 NELLIE BALL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $16,282 (MIDWESTONE BANK, TRUSTEE).
- How much revenue does NELLIE BALL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $205,703, expenses of $150,674 and total assets of $1,825,761 at year end.
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All nonprofits in IOWA CITY · Iowa · Philanthropy, voluntarism and grantmaking foundations