Nonprofit · EIN 42-6549922
ALEXANDER D LARSON GIFT FUND 00670000
Tax-exempt · DUBUQUE, IA 52004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990 | $1,753,911 | $1,919,205 | -$165,294 | $7,723,659 | $0 | $7,723,659 |
Financial details: 990 for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $835,939
- Program service revenue
- $0
- Investment income
- $917,972
- Net gain from sales of assets
- $697,277
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,850,182
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,850,182
- Management and general (functional)
- $69,023
Balance sheet and other
- Total assets, start of year
- $8,065,160
- Total assets, end of year
- $7,723,659
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,723,659
- Publicly traded securities
- $6,151,952
- Net assets without donor restrictions
- $7,723,659
- Gross receipts
- $4,297,999
- Employees
- 0
- Year formed
- 1996
- State of legal domicile
- IA
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 for the year ended December 31, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DUBUQUE BANK & TRUST | TRUSTEE Institutional trustee | 1 | $0 | $68,991 |
| BRUCE LEE | TRUSTEE Trustee or director | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 747, DUBUQUE, IA 52004-0747
- In care of
- % DUBUQUE BANK AND TRUST CO
- Principal officer (990 for 2023)
- Bruce Lee, 700 Locust St Suite 401, Dubuque, IA 52001
- Signed the 990
- JULIA PARKER, BANK OFFICER
- Phone
- (563) 589-2133
- Return prepared by
- ERNST & YOUNG U S LLP
Mission
GRANTS TO CHARITABLE ORGANIZATIONS - THE TRUST GATHERS CONTRIBUTIONS FROM INDIVIDUAL ORGANIZATIONS, THEN HOLDS THESE FUNDS UNTIL DISBURSED TO SEC. 501 (C)(3) ORGANIZATIONS
Program accomplishments
- TO PROVIDE DONOR ADVISED GRANTS TO CHARITABLE ORGANIZATIONS SCHEDULE ATTACHED.Expenses $1,850,182 · grants $1,850,182
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 42-6549922
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $7,723,659
- Income (IRS master file)
- $4,297,999
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2023 | $1,753,911 | $1,919,205 | $7,723,659 | XML |
| 990 | December 2022 | $2,277,429 | $1,742,828 | $8,065,160 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 42-6549922).
Questions about ALEXANDER D LARSON GIFT FUND 00670000
- What is the EIN of ALEXANDER D LARSON GIFT FUND 00670000?
- The employer identification number (EIN) of ALEXANDER D LARSON GIFT FUND 00670000 is 42-6549922.
- Is ALEXANDER D LARSON GIFT FUND 00670000 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ALEXANDER D LARSON GIFT FUND 00670000 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALEXANDER D LARSON GIFT FUND 00670000 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALEXANDER D LARSON GIFT FUND 00670000 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALEXANDER D LARSON GIFT FUND 00670000 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2023.
- Who is the principal officer of ALEXANDER D LARSON GIFT FUND 00670000?
- The 990 for the year ended December 31, 2023 names Bruce Lee.
- Who are the officers and directors of ALEXANDER D LARSON GIFT FUND 00670000?
- The 990 for the year ended December 31, 2023 lists 2 people; 0 received compensation from the organization.
- How much revenue does ALEXANDER D LARSON GIFT FUND 00670000 have?
- On its 990 for the year ended December 31, 2023 it reported revenue of $1,753,911, expenses of $1,919,205 and total assets of $7,723,659 at year end.
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