Nonprofit · EIN 27-3208691
MAURICE AND VELDA FITZGERALD CHARITY FOUNDATION
Tax-exempt · BOONE, IA 50036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $299,358 | $334,137 | -$34,779 | $4,822,466 | $0 | $4,822,466 |
| December 31, 2024 | 990-PF | $190,505 | $316,192 | -$125,687 | $4,768,013 | $0 | $4,768,013 |
| December 31, 2023 | 990-PF | $107,301 | $284,351 | -$177,050 | $4,768,583 | $0 | $4,768,583 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $118,822
- Interest
- $64,579
- Net gain from sales of assets
- $103,225
- Other income
- $12,732
Expenses
- Grants and similar amounts paid
- $290,712
- Compensation of officers, directors and key employees
- $15,000
- Disbursements for charitable purposes
- $292,362
- Excise tax on investment income
- $3,726
Balance sheet and other
- Total assets, start of year
- $4,768,013
- Total assets, end of year
- $4,822,466
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,822,466
- Fair market value of assets
- $4,822,466
- Qualifying distributions
- $292,362
- Net investment income
- $299,358
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 |
|---|---|---|---|
| FRED GREINER 622 BROOKRIDGE, BOONE, IA 50036 | President | 1 | $3,000 |
| KURT PHILLIPS 1253 NOBLE HILLS PLACE, BOONE, IA 50036 | Secretary | 1 | $3,000 |
| THOMAS PUTNAM 222 CEDAR, BOONE, IA 50036 | Vice President | 1 | $3,000 |
| LYNNE HECKMAN 892 P AVENUE, BOONE, IA 50036 | Vice President | 1 | $3,000 |
| THOMAS VENNER 2206 FIVE MILE DR, BOONE, IA 50036 | Vice President | 1 | $3,000 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED GREINER 622 BROOKRIDGE, BOONE, IA 50036 | President | 1 | $3,000 |
| KURT PHILLIPS 1253 NOBLE HILLS PLACE, BOONE, IA 50036 | Secretary | 1 | $3,000 |
| THOMAS PUTNAM 222 CEDAR, BOONE, IA 50036 | Vice President | 1 | $3,000 |
| LYNNE HECKMAN 892 P AVENUE, BOONE, IA 50036 | Vice President | 1 | $3,000 |
| THOMAS VENNER 2206 FIVE MILE DR, BOONE, IA 50036 | Vice President | 1 | $3,000 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED GREINER 622 BROOKRIDGE, BOONE, IA 50036 | President | 1 | $3,000 |
| KURT PHILLIPS 1253 NOBLE HILLS PLACE, BOONE, IA 50036 | Secretary | 1 | $3,000 |
| THOMAS PUTNAM 222 CEDAR, BOONE, IA 50036 | Vice President | 1 | $3,000 |
| LYNNE HECKMAN 892 P AVENUE, BOONE, IA 50036 | Vice President | 1 | $3,000 |
| THOMAS VENNER 2206 FIVE MILE DR, BOONE, IA 50036 | Vice President | 1 | $3,000 |
Address and contacts
- Address (IRS master file)
- 622 BROOKRIDGE DR, BOONE, IA 50036-5007
- In care of
- % MICHAEL MAHONEY
- Signed the 990-PF
- FRED GREINER, President
- Phone
- (515) 432-1176
- Return prepared by
- Houston & Seeman 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 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
- 27-3208691
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,822,466
- Income (IRS master file)
- $1,700,190
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $299,358 | $334,137 | $4,822,466 | IRS |
| 990-PF | December 2024 | $190,505 | $316,192 | $4,768,013 | IRS |
| 990-PF | December 2023 | $107,301 | $284,351 | $4,768,583 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 27-3208691).
Questions about MAURICE AND VELDA FITZGERALD CHARITY FOUNDATION
- What is the EIN of MAURICE AND VELDA FITZGERALD CHARITY FOUNDATION?
- The employer identification number (EIN) of MAURICE AND VELDA FITZGERALD CHARITY FOUNDATION is 27-3208691.
- Is MAURICE AND VELDA FITZGERALD CHARITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to MAURICE AND VELDA FITZGERALD CHARITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAURICE AND VELDA FITZGERALD CHARITY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAURICE AND VELDA FITZGERALD CHARITY 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 MAURICE AND VELDA FITZGERALD CHARITY 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 MAURICE AND VELDA FITZGERALD CHARITY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $3,000 (FRED GREINER, President).
- How much revenue does MAURICE AND VELDA FITZGERALD CHARITY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $299,358, expenses of $334,137 and total assets of $4,822,466 at year end.
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