Nonprofit · EIN 86-6775753
TED L & DONNA WILLIAMS CHARITABLE FOUNDATION
Also known as GREGORY ROECKER TTEE
Tax-exempt · HARLAN, IA 51537
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $98,314 | $64,783 | $33,531 | $1,014,683 | $0 | $1,014,683 |
| December 31, 2024 | 990-PF | $63,937 | $59,415 | $4,522 | $981,152 | $0 | $981,152 |
| December 31, 2023 | 990-PF | $49,522 | $64,020 | -$14,498 | $977,410 | $0 | $977,410 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $38,603
- Interest
- $5
- Net gain from sales of assets
- $59,285
- Other income
- $421
Expenses
- Grants and similar amounts paid
- $40,001
- Compensation of officers, directors and key employees
- $6,000
- Disbursements for charitable purposes
- $40,001
- Excise tax on investment income
- $733
Balance sheet and other
- Total assets, start of year
- $981,152
- Total assets, end of year
- $1,014,683
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,014,683
- Fair market value of assets
- $1,213,472
- Qualifying distributions
- $40,001
- Net investment income
- $71,521
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 |
|---|---|---|---|
| GREGERY A ROECKER 1131 HIGHWAY 44, HARLAN, IA 51537 | TRUSTEE | 0 | $6,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGERY A ROECKER 1131 HIGHWAY 44, HARLAN, IA 51537 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY JACOBSEN 1213 GARFIELD AVENUE, HARLAN, IA 51537 | ADVISORY COMMITTEE MEMBER | 1 | $0 |
| GREGERY A ROECKER 1131 HIGHWAY 44, HARLAN, IA 51537 | TRUSTEE | 5 | $0 |
| SUZIE MAGES 911 GINGKO ROAD, PORTSMOUTH, IA 51565 | ADVISORY COMMITTEE MEMBER | 1 | $0 |
| DR JENNIFER BARNETT 2102 DURANT STREET, HARLAN, IA 51537 | ADVISORY COMMITTEE MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O GREG ROECKER 1311 HWY 44, HARLAN, IA 51537-0000
- Signed the 990-PF
- GREGERY A ROECKER, TRUSTEE
- Phone
- (712) 755-3366
- Return prepared by
- BROECKELMAN & ASSOCIATES 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
- 86-6775753
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,014,683
- Income (IRS master file)
- $267,487
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $98,314 | $64,783 | $1,014,683 | IRS |
| 990-PF | December 2024 | $63,937 | $59,415 | $981,152 | XML |
| 990-PF | December 2023 | $49,522 | $64,020 | $977,410 | XML |
| 990-PF | December 2022 | – | – | – | 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 86-6775753).
Questions about TED L & DONNA WILLIAMS CHARITABLE FOUNDATION
- What is the EIN of TED L & DONNA WILLIAMS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of TED L & DONNA WILLIAMS CHARITABLE FOUNDATION is 86-6775753.
- Is TED L & DONNA WILLIAMS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to TED L & DONNA WILLIAMS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TED L & DONNA WILLIAMS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TED L & DONNA WILLIAMS 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 TED L & DONNA WILLIAMS 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 TED L & DONNA WILLIAMS CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,000 (GREGERY A ROECKER, TRUSTEE).
- How much revenue does TED L & DONNA WILLIAMS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $98,314, expenses of $64,783 and total assets of $1,014,683 at year end.
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