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Nonprofit · EIN 42-6574321

CHARLES E SHELLABARGER EDUCATIONAL TR

Also known as GARY D TODD TTEE

Tax-exempt · COLUMBUS JCT, IA 52738

Financials

$3K$12K2023$3K$11K2024$7K$8K2025
Revenue Expenses · by fiscal year end
Financials of CHARLES E SHELLABARGER EDUCATIONAL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$6,839$7,734-$895$159,991$0$159,991
December 31, 2024990-PF$3,069$10,793-$7,724$160,886$0$160,886
December 31, 2023990-PF$3,143$11,870-$8,727$168,610$0$168,610
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Interest
$6,839

Expenses

Grants and similar amounts paid
$5,500
Compensation of officers, directors and key employees
$1,207
Disbursements for charitable purposes
$7,734
Excise tax on investment income
$95

Balance sheet and other

Total assets, start of year
$160,886
Total assets, end of year
$159,991
Total liabilities, end of year
$0
Net assets, end of year
$159,991
Fair market value of assets
$159,991
Qualifying distributions
$7,734
Net investment income
$6,839

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
Community Bank Trust
229 Main Street, Columbus Junction, IA 52738
Trustee0.65$1,207
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Community Bank Trust
229 Main Street, Columbus Junction, IA 52738
Trustee0.65$1,265
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Community Bank Trust
229 Main Street, Columbus Junction, IA 52738
Trustee0.65$1,330

Address and contacts

Address (IRS master file)
229 MAIN ST, COLUMBUS JCT, IA 52738-1136
In care of
% COMMUNITY BANK
Signed the 990-PF
Rosy Avalos Eichelberger, Senior Trust Officer
Phone
(319) 728-2226
Return prepared by
BORDWELL & PARSONS 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
42-6574321
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
2000
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$159,991
Income (IRS master file)
$6,839

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$6,839$7,734$159,991XML
990-PFDecember 2024$3,069$10,793$160,886XML
990-PFDecember 2023$3,143$11,870$168,610XML
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 42-6574321).

Questions about CHARLES E SHELLABARGER EDUCATIONAL TR

What is the EIN of CHARLES E SHELLABARGER EDUCATIONAL TR?
The employer identification number (EIN) of CHARLES E SHELLABARGER EDUCATIONAL TR is 42-6574321.
Is CHARLES E SHELLABARGER EDUCATIONAL TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to CHARLES E SHELLABARGER EDUCATIONAL TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES E SHELLABARGER EDUCATIONAL TR file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES E SHELLABARGER EDUCATIONAL TR 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 CHARLES E SHELLABARGER EDUCATIONAL TR 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 CHARLES E SHELLABARGER EDUCATIONAL TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,207 (Community Bank Trust, Trustee).
How much revenue does CHARLES E SHELLABARGER EDUCATIONAL TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,839, expenses of $7,734 and total assets of $159,991 at year end.

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