Skip to main content

Nonprofit · EIN 94-6792271

GILBERT RENZE CHARITABLE FOUNDATION TR

Also known as IOWA SAVINGS BANK TTEE

Tax-exempt · CARROLL, IA 51401

Financials

−$6K$71K2023$33K$78K2024$33K$84K2025
Revenue Expenses · by fiscal year end
Financials of GILBERT RENZE CHARITABLE FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$33,014$83,542-$50,528$1,472,946$0$1,472,946
December 31, 2024990-PF$32,549$77,801-$45,252$1,347,809$1$1,347,808
December 31, 2023990-PF-$5,999$70,594-$76,593$1,247,749$0$1,247,749
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$24,119
Interest
$8,895

Expenses

Grants and similar amounts paid
$67,400
Compensation of officers, directors and key employees
$13,086
Disbursements for charitable purposes
$74,377
Excise tax on investment income
$346

Balance sheet and other

Total assets, start of year
$1,347,809
Total assets, end of year
$1,472,946
Total liabilities, end of year
$0
Net assets, end of year
$1,472,946
Fair market value of assets
$1,472,946
Qualifying distributions
$74,377
Net investment income
$33,014

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
Iowa Savings Bank
510 Hwy 30 West, Carroll, IA 51401
Trustee2$13,086
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Iowa Savings Bank
510 Hwy 30 West, Carroll, IA 51401
Trustee2$12,533
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Iowa Savings Bank
510 Hwy 30 West, Carroll, IA 51401
Trustee2$11,395

Address and contacts

Address (IRS master file)
510 W US HIGHWAY 30, CARROLL, IA 51401-2248
In care of
% MICHEL NELSON
Signed the 990-PF
Ann Menzel, VP & Trust Officer
Phone
(712) 792-9772
Return prepared by
Neu Minnich & Comito 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 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
94-6792271
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
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,472,946
Income (IRS master file)
$33,014

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$33,014$83,542$1,472,946XML
990-PFDecember 2024$32,549$77,801$1,347,809IRS
990-PFDecember 2023-$5,999$70,594$1,247,749IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 94-6792271).

Questions about GILBERT RENZE CHARITABLE FOUNDATION TR

What is the EIN of GILBERT RENZE CHARITABLE FOUNDATION TR?
The employer identification number (EIN) of GILBERT RENZE CHARITABLE FOUNDATION TR is 94-6792271.
Is GILBERT RENZE CHARITABLE FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to GILBERT RENZE CHARITABLE FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GILBERT RENZE CHARITABLE FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of GILBERT RENZE CHARITABLE FOUNDATION 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 GILBERT RENZE CHARITABLE FOUNDATION 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 GILBERT RENZE CHARITABLE FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,086 (Iowa Savings Bank, Trustee).
How much revenue does GILBERT RENZE CHARITABLE FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $33,014, expenses of $83,542 and total assets of $1,472,946 at year end.

Other nonprofits in CARROLL

All nonprofits in CARROLL · Iowa · Philanthropy, voluntarism and grantmaking foundations