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Nonprofit · EIN 42-6430160

ALICE CONNER TRUST IOWA STATE BANK TRUSTEE

Also known as C-O JACK R SCHREIBER

Tax-exempt · URBANDALE, IA 50323

Financials

$36K$35K2023$27K$40K2024$22K$44K2025
Revenue Expenses · by fiscal year end
Financials of ALICE CONNER TRUST IOWA STATE BANK TRUSTEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$21,895$43,685-$21,790$146,295$0$146,295
December 31, 2024990-PF$27,041$40,140-$13,099$168,081$0$168,081
December 31, 2023990-PF$35,844$35,233$611$181,158$0$181,158
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$7,376
Interest
$350
Net gain from sales of assets
$13,419
Other income
$750

Expenses

Grants and similar amounts paid
$39,725
Compensation of officers, directors and key employees
$2,180
Disbursements for charitable purposes
$39,905
Excise tax on investment income
$241

Balance sheet and other

Total assets, start of year
$168,081
Total assets, end of year
$146,295
Total liabilities, end of year
$0
Net assets, end of year
$146,295
Fair market value of assets
$200,392
Qualifying distributions
$39,905
Net investment income
$21,145

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
IOWA STATE BANK
2301 128TH STREET, URBANDALE, IA 50323
Trustee1$2,180
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
IOWA STATE BANK
2301 128TH STREET, URBANDALE, IA 50323
Trustee1$2,393
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
IOWA STATE BANK
2301 128TH STREET, URBANDALE, IA 50323
Trustee1$2,407

Address and contacts

Address (IRS master file)
2301 128TH ST, URBANDALE, IA 50323-1818
In care of
% IOWA STATE BANK TTEE
Signed the 990-PF
IOWA STATE BANK, TRUST OFFICER
Phone
(515) 334-7703
Return prepared by
TARBELL & CO PLC

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
42-6430160
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
1991
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$146,295
Income (IRS master file)
$48,027

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$21,895$43,685$146,295IRS
990-PFDecember 2024$27,041$40,140$168,081IRS
990-PFDecember 2023$35,844$35,233$181,158XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 42-6430160).

Questions about ALICE CONNER TRUST IOWA STATE BANK TRUSTEE

What is the EIN of ALICE CONNER TRUST IOWA STATE BANK TRUSTEE?
The employer identification number (EIN) of ALICE CONNER TRUST IOWA STATE BANK TRUSTEE is 42-6430160.
Is ALICE CONNER TRUST IOWA STATE BANK TRUSTEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to ALICE CONNER TRUST IOWA STATE BANK TRUSTEE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALICE CONNER TRUST IOWA STATE BANK TRUSTEE file?
Form 990-PF. Private foundations file every year.
When is the next return of ALICE CONNER TRUST IOWA STATE BANK TRUSTEE 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 ALICE CONNER TRUST IOWA STATE BANK TRUSTEE 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 ALICE CONNER TRUST IOWA STATE BANK TRUSTEE?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,180 (IOWA STATE BANK, Trustee).
How much revenue does ALICE CONNER TRUST IOWA STATE BANK TRUSTEE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,895, expenses of $43,685 and total assets of $146,295 at year end.

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