Nonprofit · EIN 42-6313654
EMMA L SCHROPPEL TRUST UW FARMERS & MERCHANTS STATE BK TTEE
Tax-exempt · WINTERSET, IA 50273
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $159,050 | $77,513 | $81,537 | $604,739 | $0 | $604,739 |
| June 30, 2024 | 990-PF | $55,444 | $66,245 | -$10,801 | $518,489 | $0 | $518,489 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $44,654
- Interest
- $689
- Net gain from sales of assets
- $113,707
Expenses
- Grants and similar amounts paid
- $64,100
- Compensation of officers, directors and key employees
- $11,396
- Disbursements for charitable purposes
- $77,513
- Excise tax on investment income
- $2,024
Balance sheet and other
- Total assets, start of year
- $518,489
- Total assets, end of year
- $604,739
- Total liabilities, end of year
- $0
- Net assets, end of year
- $604,739
- Fair market value of assets
- $1,610,224
- Qualifying distributions
- $77,513
- Net investment income
- $159,050
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FARMERS MERCHANTS STATE BANK PO BOX 29, WINTERSET, IA 50273 | Trustee | 5 | $11,396 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FARMERS MERCHANTS STATE BANK PO BOX 29, WINTERSET, IA 50273 | Trustee | 1 | $5,259 |
| G STEPHEN WALTERS PO BOX 230, WINTERSET, IA 50273 | Trustee | 1 | $5,259 |
Address and contacts
- Address (IRS master file)
- PO BOX 230, WINTERSET, IA 50273-0230
- Signed the 990-PF
- ROSS RETHMEIER, TRUST OFFICER
- Return prepared by
- Jordan Oliver Walters & Smith 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6313654
- 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
- 1980
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $604,739
- Income (IRS master file)
- $194,730
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $159,050 | $77,513 | $604,739 | XML |
| 990-PF | June 2024 | $55,444 | $66,245 | $518,489 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 42-6313654).
Questions about EMMA L SCHROPPEL TRUST UW FARMERS & MERCHANTS STATE BK TTEE
- What is the EIN of EMMA L SCHROPPEL TRUST UW FARMERS & MERCHANTS STATE BK TTEE?
- The employer identification number (EIN) of EMMA L SCHROPPEL TRUST UW FARMERS & MERCHANTS STATE BK TTEE is 42-6313654.
- Is EMMA L SCHROPPEL TRUST UW FARMERS & MERCHANTS STATE BK TTEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to EMMA L SCHROPPEL TRUST UW FARMERS & MERCHANTS STATE BK TTEE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EMMA L SCHROPPEL TRUST UW FARMERS & MERCHANTS STATE BK TTEE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EMMA L SCHROPPEL TRUST UW FARMERS & MERCHANTS STATE BK TTEE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EMMA L SCHROPPEL TRUST UW FARMERS & MERCHANTS STATE BK TTEE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of EMMA L SCHROPPEL TRUST UW FARMERS & MERCHANTS STATE BK TTEE?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,396 (FARMERS MERCHANTS STATE BANK, Trustee).
- How much revenue does EMMA L SCHROPPEL TRUST UW FARMERS & MERCHANTS STATE BK TTEE have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $159,050, expenses of $77,513 and total assets of $604,739 at year end.
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