Nonprofit · EIN 47-2304877
BETH E REINHART CHARITABLE TRUST
Tax-exempt · MASON CITY, IA 50402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $188,299 | $198,622 | -$10,323 | $4,132,948 | $0 | $4,132,948 |
| June 30, 2024 | 990-PF | $159,094 | $212,975 | -$53,881 | $4,143,271 | $0 | $4,143,271 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $96,935
- Interest
- $23,073
- Net rental income
- $15,864
- Net gain from sales of assets
- $50,051
Expenses
- Grants and similar amounts paid
- $174,042
- Compensation of officers, directors and key employees
- $14,000
- Disbursements for charitable purposes
- $174,042
- Excise tax on investment income
- $2,466
Balance sheet and other
- Total assets, start of year
- $4,143,271
- Total assets, end of year
- $4,132,948
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,132,948
- Fair market value of assets
- $4,724,123
- Qualifying distributions
- $174,042
- Net investment income
- $179,764
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA BENSON 427 LAWRENCE BLVD WEST, WABASHA, MN 55981 | TRUSTEE | 5 | $5,000 |
| GARY BENSON 427 LAWRENCE BLVD WEST, WABASHA, MN 55981 | TRUSTEE | 2 | $3,000 |
| ROBERTA ANDERSON 204 S CAROLINA, MASON CITY, IA 50401 | TRUSTEE | 2 | $3,000 |
| ROBERTA CORNELIUS 19306 QUINCE AVE, MASON CITY, IA 50401 | TRUSTEE | 2 | $3,000 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA BENSON 427 LAWRENCE BLVD WEST, WABASHA, MN 55981 | TRUSTEE | 5 | $5,000 |
| GARY BENSON 427 LAWRENCE BLVD WEST, WABASHA, MN 55981 | TRUSTEE | 2 | $3,000 |
| ROBERTA ANDERSON 204 S CAROLINA, MASON CITY, IA 50401 | TRUSTEE | 2 | $3,000 |
| ROBERTA CORNELIUS 19306 QUINCE AVE, MASON CITY, IA 50401 | TRUSTEE | 2 | $3,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 894, MASON CITY, IA 50402-0894
- In care of
- % SANDRA BENSON
- Signed the 990-PF
- SANDRA BENSON, TRUSTEE
- Phone
- (641) 430-4563
- Return prepared by
- GOGERTY & ASSOCIATES 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-2304877
- 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
- 2015
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,132,948
- Income (IRS master file)
- $534,381
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $188,299 | $198,622 | $4,132,948 | XML |
| 990-PF | June 2024 | $159,094 | $212,975 | $4,143,271 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 47-2304877).
Questions about BETH E REINHART CHARITABLE TRUST
- What is the EIN of BETH E REINHART CHARITABLE TRUST?
- The employer identification number (EIN) of BETH E REINHART CHARITABLE TRUST is 47-2304877.
- Is BETH E REINHART CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to BETH E REINHART CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BETH E REINHART CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BETH E REINHART CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BETH E REINHART CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of BETH E REINHART CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 4 received compensation from the organization, the highest $5,000 (SANDRA BENSON, TRUSTEE).
- How much revenue does BETH E REINHART CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $188,299, expenses of $198,622 and total assets of $4,132,948 at year end.
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