Nonprofit · EIN 42-6586947
ANN SMELTZER CHARITABLE TR
Tax-exempt · FORT DODGE, IA 50501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $840,877 | $1,050,413 | -$209,536 | $9,273,674 | $87,867 | $9,185,807 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $1,267
- Other income
- $839,610
Expenses
- Grants and similar amounts paid
- $223,853
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $223,853
Balance sheet and other
- Total assets, start of year
- $9,478,588
- Total assets, end of year
- $9,273,674
- Total liabilities, end of year
- $87,867
- Net assets, end of year
- $9,185,807
- Fair market value of assets
- $9,273,674
- Qualifying distributions
- $223,853
- Net investment income
- $1,267
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL GRIFFEL 1020 3RD AVE SOUTH, FORT DODGE, IA 50501 | PRESIDENT | 1 | $0 |
| BRANDON HANSEL 1053 N 24TH ST, FORT DODGE, IA 50501 | TREASURER | 1 | $0 |
| AUDRA FISHER 1829 WATERBURY CIR, AMES, IA 50010 | MEMBER | 1 | $0 |
| DR MIKE BOTTORFF 1743 PARAGON AVE, FORT DODGE, IA 50501 | SECRETARY | 1 | $0 |
| JIM KERSTEN 1442 14TH AVE N, FORT DODGE, IA 50501 | MEMBER | 1 | $0 |
| JO SELTZ 920 3RD AVE S, FORT DODGE, IA 50501 | VICE PRESIDENT | 1 | $0 |
| T H HOEFING 61760 320TH AVENUE, MANSON, IA 50563 | MEMBER | 1 | $0 |
| NORM LUNDQUIST 2313 390TH ST, HARCOURT, IA 50544 | MEMBER | 1 | $0 |
| RITA SCHMIDT 1465 NATIONAL AVENUE, FORT DODGE, IA 50501 | MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 791, FORT DODGE, IA 50501-0791
- Signed the 990-PF
- BRANDON HANSEL, SECRETARY
- Phone
- (515) 574-5644
- Return prepared by
- TRUSTPOINTLLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6586947
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $9,273,674
- Income (IRS master file)
- $840,877
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,035,525 | $1,293,115 | $9,478,588 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ANN SMELTZER CHARITABLE TR
- What is the EIN of ANN SMELTZER CHARITABLE TR?
- The employer identification number (EIN) of ANN SMELTZER CHARITABLE TR is 42-6586947.
- Is ANN SMELTZER CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ANN SMELTZER CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does ANN SMELTZER CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN SMELTZER CHARITABLE TR 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 ANN SMELTZER CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ANN SMELTZER CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does ANN SMELTZER CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $840,877, expenses of $1,050,413 and total assets of $9,273,674 at year end.
Other nonprofits in FORT DODGE
- UNITED WAY AND COMMUNITY FOUNDATION OF GREATER FORT DODGE EIN 42-1439853 · last filed 990 for 2024
- SERTOMA INC EIN 23-7057582 · last filed 990 for 2024
- STUDY CLUB EIN 74-3109034 · last filed 990-N for 2025
- NEW CHARITABLE FOUNDATION EIN 45-2633915 · last filed 990-PF for 2025
- JUDGE ALBERT AND JANET HABHAB CHARITABLE TR EIN 33-6748572 · last filed 990-PF for 2025
- TRINITY REGIONAL MEDICAL CENTER EIN 42-1009175 · last filed 990 for 2024
- FRIENDSHIP HAVEN INC EIN 42-0698245 · last filed 990 for 2024
- COMMUNITY AND FAMILY RESOURCES EIN 42-0938934 · last filed 990 for 2024
All nonprofits in FORT DODGE · Iowa · Philanthropy, voluntarism and grantmaking foundations