Nonprofit · EIN 46-1655476
MARY F LOTZ CHARITABLE FOUNDATION
Tax-exempt · ADEL, IA 50003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $48,057 | $47,539 | $518 | $773,780 | $0 | $773,780 |
| December 31, 2024 | 990-PF | $49,140 | $37,403 | $11,737 | $773,262 | $0 | $773,262 |
| December 31, 2023 | 990-PF | $59,364 | $51,861 | $7,503 | $761,525 | $0 | $761,525 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $1,257
- Net rental income
- $45,978
Expenses
- Grants and similar amounts paid
- $30,000
- Disbursements for charitable purposes
- $35,532
- Excise tax on investment income
- $513
Balance sheet and other
- Total assets, start of year
- $773,262
- Total assets, end of year
- $773,780
- Total liabilities, end of year
- $0
- Net assets, end of year
- $773,780
- Fair market value of assets
- $776,931
- Qualifying distributions
- $35,532
- Net investment income
- $48,057
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES E VAN WERDEN 1009 MAIN ST, ADEL, IA 50003 | CO TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES E VAN WERDEN 1009 MAIN ST, ADEL, IA 50003 | CO TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES E VAN WERDEN 1009 MAIN ST, ADEL, IA 50003 | CO TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1009 MAIN ST, ADEL, IA 50003-1454
- In care of
- % JAMES E VAN WERDEN
- Signed the 990-PF
- JAMES E VAN WERDEN, CO TRUSTEE
- Phone
- (515) 697-4284
- Return prepared by
- RRM CPA PLLC
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 | 990-PF 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
- 46-1655476
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $773,780
- Income (IRS master file)
- $48,057
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $48,057 | $47,539 | $773,780 | XML |
| 990-PF | December 2024 | $49,140 | $37,403 | $773,262 | IRS |
| 990-PF | December 2023 | $59,364 | $51,861 | $761,525 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 46-1655476).
Questions about MARY F LOTZ CHARITABLE FOUNDATION
- What is the EIN of MARY F LOTZ CHARITABLE FOUNDATION?
- The employer identification number (EIN) of MARY F LOTZ CHARITABLE FOUNDATION is 46-1655476.
- Is MARY F LOTZ CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to MARY F LOTZ CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY F LOTZ CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY F LOTZ CHARITABLE FOUNDATION 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 MARY F LOTZ CHARITABLE FOUNDATION 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 MARY F LOTZ CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does MARY F LOTZ CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $48,057, expenses of $47,539 and total assets of $773,780 at year end.
Other nonprofits in ADEL
- CRISIS INTERVENTION & ADVOCACY CENTER EIN 42-1372343 · last filed 990 for 2025
- HOPEFUL HEIGHTS INC EIN 93-2273671 · last filed 990-N for 2024
- ADEL MASONIC CHARITABLE FOUNDATION INC EIN 84-3724793 · last filed 990-N for 2025
- CENTRAL IOWA FARM BUSINESS ASSN EIN 42-0790102 · last filed 990 for 2025
- STINE FAMILY FOUNDATION EIN 42-1497513 · last filed 990-PF for 2026
- HILLCREST COUNTRY CLUB OF DALLAS COUNTY IOWA EIN 42-0789285 · last filed 990 for 2025
- DALLAS COUNTY FAIR ASSOCIATION EIN 42-6075466 · last filed 990 for 2025
- MONTANA LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION EIN 81-0360771 · last filed 990 for 2025