Nonprofit · EIN 76-0747870
ZACHARY YATES MEMORIAL FOUNDATION LTD
Tax-exempt · OTTUMWA, IA 52501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,931 | $5,183 | $3,748 | $66,816 | $0 | $66,816 |
| December 31, 2024 | 990-PF | $6,936 | $4,459 | $2,477 | $63,068 | $0 | $63,068 |
| December 31, 2023 | 990-PF | $6,446 | $3,820 | $2,626 | $60,591 | $0 | $60,591 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $50
- Dividends
- $3,741
- Interest
- $105
- Net gain from sales of assets
- $5,035
Expenses
- Grants and similar amounts paid
- $4,175
- Disbursements for charitable purposes
- $5,183
- Excise tax on investment income
- $123
Balance sheet and other
- Total assets, start of year
- $63,068
- Total assets, end of year
- $66,816
- Total liabilities, end of year
- $0
- Net assets, end of year
- $66,816
- Fair market value of assets
- $102,159
- Qualifying distributions
- $5,183
- Net investment income
- $8,881
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 |
|---|---|---|---|
| NEAL B YATES 9688 BLADENSBURG ROAD, OTTUMWA, IA 52501 | PRESIDENT | 2 | $0 |
| LORI L YATES 9688 BLADENSBURG ROAD, OTTUMWA, IA 52501 | TREASURER | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEAL B YATES 9688 BLADENSBURG ROAD, OTTUMWA, IA 52501 | PRESIDENT | 2 | $0 |
| LORI L YATES 9688 BLADENSBURG ROAD, OTTUMWA, IA 52501 | TREASURER | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEAL B YATES 9688 BLADENSBURG ROAD, OTTUMWA, IA 52501 | PRESIDENT | 2 | $0 |
| LORI L YATES 9688 BLADENSBURG ROAD, OTTUMWA, IA 52501 | TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 9688 BLADENSBURG RD, OTTUMWA, IA 52501-9056
- In care of
- % NEAL B YATES
- Signed the 990-PF
- NEAL B YATES, PRESIDENT
- Phone
- (641) 682-5541
- Return prepared by
- SAVANT TAX & CONSULTING
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
- 76-0747870
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $66,816
- Income (IRS master file)
- $8,931
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,931 | $5,183 | $66,816 | IRS |
| 990-PF | December 2024 | $6,936 | $4,459 | $63,068 | XML |
| 990-PF | December 2023 | $6,446 | $3,820 | $60,591 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 76-0747870).
Questions about ZACHARY YATES MEMORIAL FOUNDATION LTD
- What is the EIN of ZACHARY YATES MEMORIAL FOUNDATION LTD?
- The employer identification number (EIN) of ZACHARY YATES MEMORIAL FOUNDATION LTD is 76-0747870.
- Is ZACHARY YATES MEMORIAL FOUNDATION LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to ZACHARY YATES MEMORIAL FOUNDATION LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ZACHARY YATES MEMORIAL FOUNDATION LTD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ZACHARY YATES MEMORIAL FOUNDATION LTD 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 ZACHARY YATES MEMORIAL FOUNDATION LTD 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 ZACHARY YATES MEMORIAL FOUNDATION LTD?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ZACHARY YATES MEMORIAL FOUNDATION LTD have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,931, expenses of $5,183 and total assets of $66,816 at year end.
Other nonprofits in OTTUMWA
- INDIAN HILLS COMMUNITY COLLEGE FOUNDATION EIN 23-7414672 · last filed 990 for 2025
- OTTUMWA CHRISTIAN SCHOOL EIN 42-1435002 · last filed 990 for 2025
- OTTUMWA PUBLIC LIBRARY FOUNDATION EIN 42-1506251 · last filed 990 for 2026
- OTTUMWA ATHLETIC CLUB INC EIN 42-1106826 · last filed 990-EZ for 2024
- OTTUMWA COMMUNITY SCHOOL FOUNDATION INC EIN 46-2065627 · last filed 990-N for 2025
- OTTUMWA PUBLIC LIBRARY FRIENDS INC EIN 42-1432956 · last filed 990-N for 2025
- SOUTHEASTERN ORIENTATION & MOBILITY ASSOCIATION EIN 46-5462129 · last filed 990-N for 2025
- MAIN STREET SCHOOLHOUSE INC EIN 84-3163095 · last filed 990-N for 2022