Nonprofit · EIN 87-3918016
DOROTHY ANN WEITZEL AND THOMAS F WEITZEL CHARITABLE FOUNDATION
Tax-exempt · CLEAR LAKE, IA 50428
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $461,492 | $550,403 | -$88,911 | $9,650,968 | $0 | $9,650,968 |
| December 31, 2024 | 990-PF | $1,093,167 | $466,989 | $626,178 | $9,333,325 | $0 | $9,333,325 |
| December 31, 2023 | 990-PF | $717,137 | $421,374 | $295,763 | $8,218,245 | $0 | $8,218,245 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $109,133
- Interest
- $107,038
- Net gain from sales of assets
- $245,321
Expenses
- Grants and similar amounts paid
- $474,997
- Salaries, compensation and benefits (total)
- $18,000
- Disbursements for charitable purposes
- $516,200
- Excise tax on investment income
- $5,939
Balance sheet and other
- Total assets, start of year
- $9,333,325
- Total assets, end of year
- $9,650,968
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,650,968
- Fair market value of assets
- $9,650,968
- Qualifying distributions
- $516,200
- Net investment income
- $461,492
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 |
|---|---|---|---|
| BREANNA J WEITZEL 2606 HAYES ST NE, MINNEAPOLIS, MN 55418 | PRESIDENT | 0 | $0 |
| PATRICIA FRAYNE 622 NORTH SHORE DRIVE, CLEAR LAKE, IA 50428 | TREASURER | 0 | $0 |
| KENNETH MIDTGAARD 1019 6TH ST SE, MASON CITY, IA 50401 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BREANNA J WEITZEL 2606 HAYES ST NE, MINNEAPOLIS, MN 55418 | PRESIDENT | 0 | $6,000 |
| PATRICIA FRAYNE 622 NORTH SHORE DRIVE, CLEAR LAKE, IA 50428 | TREASURER | 0 | $6,000 |
| KENNETH MIDTGAARD 1019 6TH ST SE, MASON CITY, IA 50401 | SECRETARY | 0 | $6,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BREANNA J WEITZEL 2606 HAYES ST NE, MINNEAPOLIS, MN 55418 | PRESIDENT | 0 | $6,000 |
| PATRICIA FRAYNE 622 NORTH SHORE DRIVE, CLEAR LAKE, IA 50428 | TREASURER | 0 | $6,000 |
| KENNETH MIDTGAARD 1019 6TH ST SE, MASON CITY, IA 50401 | SECRETARY | 0 | $6,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 607, CLEAR LAKE, IA 50428-0607
- In care of
- % KRISTEN N OLLENBURG
- Signed the 990-PF
- PATRICIA FRAYNE, TREASURER
- Phone
- (641) 357-2121
- Return prepared by
- HARRISON & ASSOCIATES CPAS PLLC
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
- 87-3918016
- 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)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $9,650,968
- Income (IRS master file)
- $1,852,176
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $461,492 | $550,403 | $9,650,968 | XML |
| 990-PF | December 2024 | $1,093,167 | $466,989 | $9,333,325 | XML |
| 990-PF | December 2023 | $717,137 | $421,374 | $8,218,245 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-3918016).
Questions about DOROTHY ANN WEITZEL AND THOMAS F WEITZEL CHARITABLE FOUNDATION
- What is the EIN of DOROTHY ANN WEITZEL AND THOMAS F WEITZEL CHARITABLE FOUNDATION?
- The employer identification number (EIN) of DOROTHY ANN WEITZEL AND THOMAS F WEITZEL CHARITABLE FOUNDATION is 87-3918016.
- Is DOROTHY ANN WEITZEL AND THOMAS F WEITZEL CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to DOROTHY ANN WEITZEL AND THOMAS F WEITZEL CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DOROTHY ANN WEITZEL AND THOMAS F WEITZEL CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DOROTHY ANN WEITZEL AND THOMAS F WEITZEL 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 DOROTHY ANN WEITZEL AND THOMAS F WEITZEL 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 DOROTHY ANN WEITZEL AND THOMAS F WEITZEL CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does DOROTHY ANN WEITZEL AND THOMAS F WEITZEL CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $461,492, expenses of $550,403 and total assets of $9,650,968 at year end.
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