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Nonprofit · EIN 87-6541249

CONSTANCE L FRENCH CHARITABLE FOUNDATION TR UAD AUG 23 2021

Also known as CONSTANCE FRENCH TTEE

Tax-exempt · WAUKEE, IA 50263

Financials

−$32K$419K2023$355K$1.5M2024$226K$572K2025
Revenue Expenses · by fiscal year end
Financials of CONSTANCE L FRENCH CHARITABLE FOUNDATION TR UAD AUG 23 2021 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$225,944$571,756-$345,812$1,764,500$0$1,764,500
December 31, 2024990-PF$355,401$1,496,832-$1,141,431$2,112,330$0$2,112,330
December 31, 2023990-PF-$31,506$419,142-$450,648$3,253,761$0$3,253,761
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$55,347
Interest
$1,002
Net gain from sales of assets
$169,595

Expenses

Grants and similar amounts paid
$500,000
Compensation of officers, directors and key employees
$40,000
Disbursements for charitable purposes
$501,638
Excise tax on investment income
$3,125

Balance sheet and other

Total assets, start of year
$2,112,330
Total assets, end of year
$1,764,500
Total liabilities, end of year
$0
Net assets, end of year
$1,764,500
Fair market value of assets
$2,367,267
Qualifying distributions
$501,638
Net investment income
$225,944

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.

NameTitleHours / weekCompensation
CONSTANCE FRENCH
C/O 31817 NAPPA VALLEY DRIVE, WAUKEE, IA 50263
TRUSTEE0.25$10,000
NOEL BRDICKO
1809 SOUTH 186TH STREET, OMAHA, NE 681302753
TRUSTEE0.25$10,000
LEON SHEARER
31817 NAPPA VALLEY DRIVE, WAUKEE, IA 50263
TRUSTEE0.25$10,000
TRACY MOORE
9770 CAMINITO DRIVE, SAN DIEGO, CA 921311625
TRUSTEE0.25$10,000
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
CONSTANCE FRENCH
C/O 31817 NAPPA VALLEY DRIVE, WAUKEE, IA 50263
TRUSTEE0.25$7,500
NOEL BRDICKO
1809 SOUTH 186TH STREET, OMAHA, NE 681302753
TRUSTEE0.25$7,500
LEON SHEARER
31817 NAPPA VALLEY DRIVE, WAUKEE, IA 50263
TRUSTEE0.25$7,500
TRACY MOORE
9770 CAMINITO DRIVE, SAN DIEGO, CA 921311625
TRUSTEE0.25$7,500
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CONSTANCE FRENCH
C/O 31817 NAPPA VALLEY DRIVE, WAUKEE, IA 50263
TRUSTEE0$0
NOEL BRDICKO
18705 JOSEPHINE STREET, OMAHA, NE 68136
TRUSTEE0$0
LEON SHEARER
31817 NAPPA VALLEY DRIVE, WAUKEE, IA 50263
TRUSTEE0.25$0
TRACY MOORE
9770 CAMINITO DRIVE, SAN DIEGO, CA 921311625
TRUSTEE0$0

Address and contacts

Address (IRS master file)
31817 NAPA VALLEY DR, WAUKEE, IA 50263-7003
Signed the 990-PF
LEON R SHEARER, TRUSTEE
Phone
(515) 993-4561
Return prepared by
BROWN WINICK GRAVES GROSS & BASKERVILLE

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-6541249
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
Assets (IRS master file)
$1,764,500
Income (IRS master file)
$2,099,629

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$225,944$571,756$1,764,500IRS
990-PFDecember 2024$355,401$1,496,832$2,112,330IRS
990-PFDecember 2023-$31,506$419,142$3,253,761XML
990-PFDecember 2022–––IRS
990-PFDecember 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 87-6541249).

Questions about CONSTANCE L FRENCH CHARITABLE FOUNDATION TR UAD AUG 23 2021

What is the EIN of CONSTANCE L FRENCH CHARITABLE FOUNDATION TR UAD AUG 23 2021?
The employer identification number (EIN) of CONSTANCE L FRENCH CHARITABLE FOUNDATION TR UAD AUG 23 2021 is 87-6541249.
Is CONSTANCE L FRENCH CHARITABLE FOUNDATION TR UAD AUG 23 2021 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to CONSTANCE L FRENCH CHARITABLE FOUNDATION TR UAD AUG 23 2021 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CONSTANCE L FRENCH CHARITABLE FOUNDATION TR UAD AUG 23 2021 file?
Form 990-PF. Private foundations file every year.
When is the next return of CONSTANCE L FRENCH CHARITABLE FOUNDATION TR UAD AUG 23 2021 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 CONSTANCE L FRENCH CHARITABLE FOUNDATION TR UAD AUG 23 2021 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 CONSTANCE L FRENCH CHARITABLE FOUNDATION TR UAD AUG 23 2021?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $10,000 (CONSTANCE FRENCH, TRUSTEE).
How much revenue does CONSTANCE L FRENCH CHARITABLE FOUNDATION TR UAD AUG 23 2021 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $225,944, expenses of $571,756 and total assets of $1,764,500 at year end.

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