Nonprofit · EIN 45-4091974
FIRST SECURITY FOUNDATION
Tax-exempt · CHARLES CITY, IA 50616
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $42,203 | $81,437 | -$39,234 | $101,876 | $0 | $101,876 |
| March 31, 2025 | 990-PF | $15,590 | $114,227 | -$98,637 | $141,110 | $0 | $141,110 |
| March 31, 2024 | 990-PF | $60,813 | $71,567 | -$10,754 | $239,747 | $0 | $239,747 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $15,000
- Dividends
- $295
- Interest
- $4,110
- Net gain from sales of assets
- $22,798
Expenses
- Grants and similar amounts paid
- $80,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $80,615
- Excise tax on investment income
- $370
Balance sheet and other
- Total assets, start of year
- $141,110
- Total assets, end of year
- $101,876
- Total liabilities, end of year
- $0
- Net assets, end of year
- $101,876
- Fair market value of assets
- $101,876
- Qualifying distributions
- $80,615
- Net investment income
- $27,203
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD K NOAH 401 KELLY STREET, CHARLES CITY, IA 50616 | PRESIDENT | 0.1 | $0 |
| J RICHARD HERBRECHTSMEYER 812 9TH STREET, CHARLES CITY, IA 50616 | VICE PRESIDENT, DIRECTOR | 0.1 | $0 |
| BRAD MILLER 809 CLARK STREET, CHARLES CITY, IA 50616 | TREASURER, DIRECTOR | 0.1 | $0 |
| HANNAH CHAMBERS 809 CLARK STREET, CHARLES CITY, IA 50616 | SECRETARY | 0.1 | $0 |
| BOYD CAMPBELL 1810 150TH STREET, RUDD, IA 50471 | DIRECTOR | 0.1 | $0 |
| ROBERT D NOBLE 809 CLARK STREET, CHARLES CITY, IA 50616 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended March 31, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD K NOAH 401 KELLY STREET, CHARLES CITY, IA 50616 | PRESIDENT | 0.1 | $0 |
| J RICHARD HERBRECHTSMEYER 812 9TH STREET, CHARLES CITY, IA 50616 | VICE PRESIDENT, DIRECTOR | 0.1 | $0 |
| BRAD MILLER 809 CLARK STREET, CHARLES CITY, IA 50616 | TREASURER, DIRECTOR | 0.1 | $0 |
| HANNAH CHAMBERS 809 CLARK STREET, CHARLES CITY, IA 50616 | SECRETARY | 0.1 | $0 |
| BOYD CAMPBELL 1810 150TH STREET, RUDD, IA 50471 | DIRECTOR | 0.1 | $0 |
| ROBERT D NOBLE 809 CLARK STREET, CHARLES CITY, IA 50616 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended March 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRAD MILLER 809 CLARK STREET, CHARLES CITY, IA 50616 | PRESIDENT,TREASURER, DIRECTOR | 0.1 | $0 |
| J RICHARD HERBRECHTSMEYER 812 9TH STREET, CHARLES CITY, IA 50616 | VICE PRESIDENT, DIRECTOR | 0.1 | $0 |
| HANNAH CHAMBERS 809 CLARK STREET, CHARLES CITY, IA 50616 | SECRETARY | 0.1 | $0 |
| BOYD CAMPBELL 1810 150TH STREET, RUDD, IA 50471 | DIRECTOR | 0.1 | $0 |
| RONALD K NOAH 401 KELLY STREET, CHARLES CITY, IA 50616 | DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 809 CLARK ST, CHARLES CITY, IA 50616-2217
- In care of
- % E MICHAEL FARRELL
- Signed the 990-PF
- BRAD MILLER, TREASURER
- Phone
- (641) 228-2343
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-4091974
- 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
- 2013
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $101,876
- Income (IRS master file)
- $107,747
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $42,203 | $81,437 | $101,876 | XML |
| 990-PF | March 2025 | $15,590 | $114,227 | $141,110 | XML |
| 990-PF | March 2024 | $60,813 | $71,567 | $239,747 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 45-4091974).
Questions about FIRST SECURITY FOUNDATION
- What is the EIN of FIRST SECURITY FOUNDATION?
- The employer identification number (EIN) of FIRST SECURITY FOUNDATION is 45-4091974.
- Is FIRST SECURITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to FIRST SECURITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FIRST SECURITY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FIRST SECURITY FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FIRST SECURITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of FIRST SECURITY FOUNDATION?
- The 990-PF for the year ended March 31, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does FIRST SECURITY FOUNDATION have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $42,203, expenses of $81,437 and total assets of $101,876 at year end.
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All nonprofits in CHARLES CITY · Iowa · Philanthropy, voluntarism and grantmaking foundations