Nonprofit · EIN 20-1713123
CARL A NELSON CHARITABLE FOUNDATION
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $32,643 | $20,191 | $12,452 | $152,093 | $500 | $151,593 |
| December 31, 2024 | 990-PF | $30,545 | $17,862 | $12,683 | $139,641 | $0 | $139,641 |
| December 31, 2023 | 990-PF | $42,387 | $19,136 | $23,251 | $126,958 | $0 | $126,958 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $30,648
- Interest
- $1,995
Expenses
- Grants and similar amounts paid
- $20,050
- Disbursements for charitable purposes
- $20,050
- Excise tax on investment income
- $28
Balance sheet and other
- Total assets, start of year
- $139,641
- Total assets, end of year
- $152,093
- Total liabilities, end of year
- $500
- Net assets, end of year
- $151,593
- Fair market value of assets
- $152,093
- Qualifying distributions
- $20,050
- Net investment income
- $1,995
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 |
|---|---|---|---|
| CHRIS M SMITH 1815 Des Moines Ave, Burlington, IA 52601 | President | 1 | $0 |
| JAMES MALETTA 1815 Des Moines Ave, Burlington, IA 52601 | Vice President | 1 | $0 |
| THOMAS J JONES 1815 Des Moines Ave, Burlington, IA 52601 | SecretaryTreasurer | 1 | $0 |
| CHARLIE CARLSON 1815 Des Moines Ave, Burlington, IA 52601 | Director | 1 | $0 |
| DAN CULP 1815 Des Moines Ave, Burlington, IA 52601 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS M SMITH 1815 Des Moines Ave, Burlington, IA 52601 | President | 1 | $0 |
| JAMES MALETTA 1815 Des Moines Ave, Burlington, IA 52601 | Vice President | 1 | $0 |
| THOMAS J JONES 1815 Des Moines Ave, Burlington, IA 52601 | SecretaryTreasurer | 1 | $0 |
| CHARLIE CARLSON 1815 Des Moines Ave, Burlington, IA 52601 | Director | 1 | $0 |
| DAN CULP 1815 Des Moines Ave, Burlington, IA 52601 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS M SMITH 1815 Des Moines Ave, Burlington, IA 52601 | President | 1 | $0 |
| JAMES MALETTA 1815 Des Moines Ave, Burlington, IA 52601 | Vice President | 1 | $0 |
| THOMAS J JONES 1815 Des Moines Ave, Burlington, IA 52601 | SecretaryTreasurer | 1 | $0 |
| TIM C SEIBERT 1815 Des Moines Ave, Burlington, IA 52601 | Director | 1 | $0 |
| CHARLIE CARLSON 1815 Des Moines Ave, Burlington, IA 52601 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1815 DES MOINES AVE, BURLINGTON, IA 52601-4520
- In care of
- % THOMAS J JONES
- Signed the 990-PF
- THOMAS J JONES, SecretaryTreasurer
- Phone
- (319) 754-8415
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
- 20-1713123
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $152,093
- Income (IRS master file)
- $32,643
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $32,643 | $20,191 | $152,093 | IRS |
| 990-PF | December 2024 | $30,545 | $17,862 | $139,641 | IRS |
| 990-PF | December 2023 | $42,387 | $19,136 | $126,958 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-1713123).
Questions about CARL A NELSON CHARITABLE FOUNDATION
- What is the EIN of CARL A NELSON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of CARL A NELSON CHARITABLE FOUNDATION is 20-1713123.
- Is CARL A NELSON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to CARL A NELSON CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARL A NELSON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARL A NELSON 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 CARL A NELSON 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 CARL A NELSON CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CARL A NELSON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $32,643, expenses of $20,191 and total assets of $152,093 at year end.
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