Nonprofit · EIN 84-6958074
MARGARET L PRAHM KEPHART CHARITABLE TR
Also known as RALPH E KEPHART TTEE
Tax-exempt · INDEPENDENCE, IA 50644
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $130,741 | $144,428 | -$13,687 | $2,736,142 | $0 | $2,736,142 |
| December 31, 2024 | 990-PF | $103,959 | $149,264 | -$45,305 | $2,594,821 | $0 | $2,594,821 |
| December 31, 2023 | 990-PF | $52,794 | $150,907 | -$98,113 | $2,558,799 | $0 | $2,558,799 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $82,449
- Interest
- $1,948
- Net gain from sales of assets
- $46,344
Expenses
- Grants and similar amounts paid
- $120,111
- Compensation of officers, directors and key employees
- $20,575
- Disbursements for charitable purposes
- $120,111
- Excise tax on investment income
- $1,785
Balance sheet and other
- Total assets, start of year
- $2,594,821
- Total assets, end of year
- $2,736,142
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,736,142
- Fair market value of assets
- $2,736,142
- Qualifying distributions
- $120,111
- Net investment income
- $130,741
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 |
|---|---|---|---|
| BANKIOWA C/O TRICIA BEATTY 230 1ST ST E, INDEPENDENCE, IA 50644 | TRUST OFFICE | 0 | $19,575 |
| ROGER MAIN 1725 212TH ST, WEBSTER CITY, IA 50595 | TRUSTEE | 0 | $1,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANKIOWA C/O TRICIA BEATTY 230 1ST ST E, INDEPENDENCE, IA 50644 | TRUST OFFICE | 0 | $19,260 |
| ROGER MAIN 1725 212TH ST, WEBSTER CITY, IA 50595 | TRUSTEE | 0 | $1,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANKIOWA C/O TRICIA BEATTY 230 1ST ST E, INDEPENDENCE, IA 50644 | TRUST OFFICE | 0 | $18,597 |
| ROGER MAIN 1725 212TH ST, WEBSTER CITY, IA 50595 | TRUSTEE | 0 | $1,000 |
Address and contacts
- Address (IRS master file)
- 230 1ST ST E, INDEPENDENCE, IA 50644-2813
- Signed the 990-PF
- BANKIOWA, TRUST OFFICER
- Phone
- (319) 334-7181
- Return prepared by
- GOSLING & COMPANY PC
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
- 84-6958074
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,736,142
- Income (IRS master file)
- $763,041
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $130,741 | $144,428 | $2,736,142 | IRS |
| 990-PF | December 2024 | $103,959 | $149,264 | $2,594,821 | XML |
| 990-PF | December 2023 | $52,794 | $150,907 | $2,558,799 | 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 84-6958074).
Questions about MARGARET L PRAHM KEPHART CHARITABLE TR
- What is the EIN of MARGARET L PRAHM KEPHART CHARITABLE TR?
- The employer identification number (EIN) of MARGARET L PRAHM KEPHART CHARITABLE TR is 84-6958074.
- Is MARGARET L PRAHM KEPHART CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to MARGARET L PRAHM KEPHART CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET L PRAHM KEPHART CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET L PRAHM KEPHART CHARITABLE TR 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 MARGARET L PRAHM KEPHART CHARITABLE TR 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 MARGARET L PRAHM KEPHART CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $19,575 (BANKIOWA C/O TRICIA BEATTY, TRUST OFFICE).
- How much revenue does MARGARET L PRAHM KEPHART CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $130,741, expenses of $144,428 and total assets of $2,736,142 at year end.
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