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Nonprofit · EIN 42-6526655

PHYLLIS PERRY HULTON EDUCATIONAL TRUST

Tax-exempt · MARSHALLTOWN, IA 50158

Financials

$172K$135K2022$174K$144K2023$214K$204K2024
Revenue Expenses · by fiscal year end
Financials of PHYLLIS PERRY HULTON EDUCATIONAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$214,212$203,659$10,553$2,338,305$0$2,338,305
November 30, 2024990-PF$174,428$143,971$30,457$2,327,752$0$2,327,752
November 30, 2023990-PF$172,063$135,454$36,609$2,297,295$0$2,297,295
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$186,325
Interest
$341
Net gain from sales of assets
$27,546

Expenses

Grants and similar amounts paid
$199,900
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$199,900
Excise tax on investment income
$2,978

Balance sheet and other

Total assets, start of year
$2,327,752
Total assets, end of year
$2,338,305
Total liabilities, end of year
$0
Net assets, end of year
$2,338,305
Fair market value of assets
$3,568,665
Qualifying distributions
$199,900
Net investment income
$214,212

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
H VICTOR HELLBERG
204 N 18TH STREET, MARSHALLTOWN, IA 50158
TRUSTEE0$0
NAN BENSON
2325 JESSUP AVENUE, STATE CENTER, IA 50247
TRUSTEE0$0
KIEL STEVENSON
701 KESTER RD, MARSHALLTOWN, IA 50158
TRUSTEE0$0
CATHY UNDERHILL
605 WILLOW LANE, LEGRAND, IA 50142
TRUSTEE0$0
ANN HEYING
610 WESTWOOD DR, MARSHALLTOWN, IA 50158
TRUSTEE0$0
990-PF for the year ended November 30, 2024: 5 people
NameTitleHours / weekCompensation
H VICTOR HELLBERG
204 N 18TH STREET, MARSHALLTOWN, IA 50158
TRUSTEE0$0
NAN BENSON
2325 JESSUP AVENUE, STATE CENTER, IA 50247
TRUSTEE0$0
KIEL STEVENSON
701 KESTER RD, MARSHALLTOWN, IA 50158
TRUSTEE0$0
CATHY UNDERHILL
605 WILLOW LANE, LEGRAND, IA 50142
TRUSTEE0$0
ANN HEYING
610 WESTWOOD DR, MARSHALLTOWN, IA 50158
TRUSTEE0$0
990-PF for the year ended November 30, 2023: 5 people
NameTitleHours / weekCompensation
H VICTOR HELLBERG
204 N 18TH STREET, MARSHALLTOWN, IA 50158
TRUSTEE0$0
NAN BENSON
2325 JESSUP AVENUE, STATE CENTER, IA 50247
TRUSTEE0$0
KIEL STEVENSON
701 KESTER RD, MARSHALLTOWN, IA 50158
TRUSTEE0$0
CATHY UNDERHILL
605 WILLOW LANE, LEGRAND, IA 50142
TRUSTEE0$0
ANN HEYING
610 WESTWOOD DR, MARSHALLTOWN, IA 50158
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 1635, MARSHALLTOWN, IA 50158-7635
In care of
% BOWMAN & MILLER PC
Signed the 990-PF
NAN BENSON, TRUSTEE
Phone
(641) 691-0434
Return prepared by
BOWMAN & MILLER 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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
42-6526655
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
November
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$2,338,305
Income (IRS master file)
$1,052,660

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$214,212$203,659$2,338,305XML
990-PFNovember 2024$174,428$143,971$2,327,752XML
990-PFNovember 2023$172,063$135,454$2,297,295XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 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 42-6526655).

Questions about PHYLLIS PERRY HULTON EDUCATIONAL TRUST

What is the EIN of PHYLLIS PERRY HULTON EDUCATIONAL TRUST?
The employer identification number (EIN) of PHYLLIS PERRY HULTON EDUCATIONAL TRUST is 42-6526655.
Is PHYLLIS PERRY HULTON EDUCATIONAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to PHYLLIS PERRY HULTON EDUCATIONAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PHYLLIS PERRY HULTON EDUCATIONAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of PHYLLIS PERRY HULTON EDUCATIONAL TRUST due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHYLLIS PERRY HULTON EDUCATIONAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of PHYLLIS PERRY HULTON EDUCATIONAL TRUST?
The 990-PF for the year ended November 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does PHYLLIS PERRY HULTON EDUCATIONAL TRUST have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $214,212, expenses of $203,659 and total assets of $2,338,305 at year end.

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