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Nonprofit · EIN 99-6100571

LIGHT SHINERS CHARITABLE TR

Also known as NATHAN KOENIG TTEE

Tax-exempt · ANKENY, IA 50021

Financials

$1.5M$02023$117K$93K2024$264K$87K2025
Revenue Expenses · by fiscal year end
Financials of LIGHT SHINERS CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$263,838$86,645$177,193$1,702,439$0$1,702,439
December 31, 2024990-PF$117,058$92,675$24,383$1,525,246$0$1,525,246
December 31, 2023990-PF$1,500,863$0$1,500,863$1,500,863$0$1,500,863
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$200,000
Interest
$63,838

Expenses

Grants and similar amounts paid
$81,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$81,000
Excise tax on investment income
$809

Balance sheet and other

Total assets, start of year
$1,525,246
Total assets, end of year
$1,702,439
Total liabilities, end of year
$0
Net assets, end of year
$1,702,439
Fair market value of assets
$1,695,455
Qualifying distributions
$81,000
Net investment income
$63,838

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
NATHAN KOENIG
7100 NE BERWICK DRIVE, ANKENY, IA 50021
CO-TRUSTEE0$0
CARRIE KOENIG
7100 NE BERWICK DRIVE, ANKENY, IA 50021
CO-TRUSTEE0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
NATHAN KOENIG
7100 NE BERWICK DRIVE, ANKENY, IA 50021
CO-TRUSTEE0$0
CARRIE KOENIG
7100 NE BERWICK DRIVE, ANKENY, IA 50021
CO-TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
NATHAN KOENIG
7100 NE BERWICK DRIVE, ANKENY, IA 50021
CO-TRUSTEE0$0
CARRIE KOENIG
7100 NE BERWICK DRIVE, ANKENY, IA 50021
CO-TRUSTEE0$0

Address and contacts

Address (IRS master file)
7100 NE BERWICK DR, ANKENY, IA 50021-9257
In care of
% NATHAN KOENIG
Signed the 990-PF
NATHAN KOENIG, CO-TRUSTEE
Phone
(515) 402-1918
Return prepared by
UHY ADVISORS MIDWEST INC

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
99-6100571
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
2024
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$1,702,439
Income (IRS master file)
$263,838

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$263,838$86,645$1,702,439IRS
990-PFDecember 2024$117,058$92,675$1,525,246IRS
990-PFDecember 2023$1,500,863$0$1,500,863XML

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 99-6100571).

Questions about LIGHT SHINERS CHARITABLE TR

What is the EIN of LIGHT SHINERS CHARITABLE TR?
The employer identification number (EIN) of LIGHT SHINERS CHARITABLE TR is 99-6100571.
Is LIGHT SHINERS CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to LIGHT SHINERS CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LIGHT SHINERS CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of LIGHT SHINERS 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 LIGHT SHINERS 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 LIGHT SHINERS CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does LIGHT SHINERS CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $263,838, expenses of $86,645 and total assets of $1,702,439 at year end.

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