Nonprofit · EIN 47-6235841
DONALD W PORTER &ROSIE L PORTER SCHOLARSHIP TR
Tax-exempt · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $12,141 | $3,149 | $8,992 | $98,289 | $0 | $98,289 |
| June 30, 2025 | 990-PF | $22,610 | $3,403 | $19,207 | $93,590 | $1 | $93,589 |
| June 30, 2024 | 990-PF | $1,983 | $3,412 | -$1,429 | $88,058 | $0 | $88,058 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $1,887
- Interest
- $1,491
- Net gain from sales of assets
- $8,763
Expenses
- Grants and similar amounts paid
- $350
- Compensation of officers, directors and key employees
- $2,000
- Disbursements for charitable purposes
- $350
- Excise tax on investment income
- $169
Balance sheet and other
- Total assets, start of year
- $93,590
- Total assets, end of year
- $98,289
- Total liabilities, end of year
- $0
- Net assets, end of year
- $98,289
- Qualifying distributions
- $350
- Net investment income
- $12,141
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINCOLN SAVINGS BANK 302 MAIN STREET, CEDAR FALLS, IA 50613 | Trustee | 1 | $2,000 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINCOLN SAVINGS BANK 302 MAIN STREET, CEDAR FALLS, IA 50613 | Trustee | 1 | $2,000 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINCOLN SAVINGS BANK 302 MAIN STREET, CEDAR FALLS, IA 50613 | Trustee | 1 | $2,000 |
Address and contacts
- Address (IRS master file)
- 302 MAIN ST, CEDAR FALLS, IA 50613-2721
- In care of
- % LINCOLN SAVINGS BANK
- Signed the 990-PF
- KAREN MORROW, VP and Trust Officer
- Phone
- (319) 266-0095
- Return prepared by
- Rickert Wessel & Allen
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 | 990-PF on file |
| 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
- 47-6235841
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $93,590
- Income (IRS master file)
- $35,312
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $12,141 | $3,149 | $98,289 | XML |
| 990-PF | June 2025 | $22,610 | $3,403 | $93,590 | XML |
| 990-PF | June 2024 | $1,983 | $3,412 | $88,058 | 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 47-6235841).
Questions about DONALD W PORTER &ROSIE L PORTER SCHOLARSHIP TR
- What is the EIN of DONALD W PORTER &ROSIE L PORTER SCHOLARSHIP TR?
- The employer identification number (EIN) of DONALD W PORTER &ROSIE L PORTER SCHOLARSHIP TR is 47-6235841.
- Is DONALD W PORTER &ROSIE L PORTER SCHOLARSHIP TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to DONALD W PORTER &ROSIE L PORTER SCHOLARSHIP TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONALD W PORTER &ROSIE L PORTER SCHOLARSHIP TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD W PORTER &ROSIE L PORTER SCHOLARSHIP TR due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONALD W PORTER &ROSIE L PORTER SCHOLARSHIP TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of DONALD W PORTER &ROSIE L PORTER SCHOLARSHIP TR?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $2,000 (LINCOLN SAVINGS BANK, Trustee).
- How much revenue does DONALD W PORTER &ROSIE L PORTER SCHOLARSHIP TR have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $12,141, expenses of $3,149 and total assets of $98,289 at year end.
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