Nonprofit · EIN 39-6779747
RICHARD MORTON & RUTH BAILEY ROOT CHARITABLE TR FD
Tax-exempt · URBANDALE, IA 50323
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $587,305 | $387,305 | $200,000 | $4,078,228 | $0 | $4,078,228 |
| December 31, 2024 | 990-PF | $437,169 | $348,430 | $88,739 | $3,879,017 | $0 | $3,879,017 |
| December 31, 2023 | 990-PF | $400,793 | $319,982 | $80,811 | $3,790,278 | $0 | $3,790,278 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $142,128
- Net gain from sales of assets
- $445,177
Expenses
- Grants and similar amounts paid
- $344,000
- Compensation of officers, directors and key employees
- $33,558
- Disbursements for charitable purposes
- $361,682
- Excise tax on investment income
- $7,807
Balance sheet and other
- Total assets, start of year
- $3,879,017
- Total assets, end of year
- $4,078,228
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,078,228
- Fair market value of assets
- $7,668,202
- Qualifying distributions
- $361,682
- Net investment income
- $587,305
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 |
|---|---|---|---|
| IOWA STATE BANK 2301 128TH STREET, URBANDALE, IA 50323 | Trustee | 7 | $33,558 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IOWA STATE BANK 2301 128TH STREET, URBANDALE, IA 50323 | Trustee | 7 | $30,929 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IOWA STATE BANK 2301 128TH STREET, URBANDALE, IA 50323 | Trustee | 7 | $28,296 |
Address and contacts
- Address (IRS master file)
- 2301 128TH ST, URBANDALE, IA 50323-1818
- In care of
- % ROBERT G BRIDGES
- Signed the 990-PF
- IOWA STATE BANK, TRUST OFFICER
- Phone
- (515) 246-8240
- Return prepared by
- TARBELL & CO PLC
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
- 39-6779747
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,078,228
- Income (IRS master file)
- $1,329,811
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $587,305 | $387,305 | $4,078,228 | IRS |
| 990-PF | December 2024 | $437,169 | $348,430 | $3,879,017 | IRS |
| 990-PF | December 2023 | $400,793 | $319,982 | $3,790,278 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 39-6779747).
Questions about RICHARD MORTON & RUTH BAILEY ROOT CHARITABLE TR FD
- What is the EIN of RICHARD MORTON & RUTH BAILEY ROOT CHARITABLE TR FD?
- The employer identification number (EIN) of RICHARD MORTON & RUTH BAILEY ROOT CHARITABLE TR FD is 39-6779747.
- Is RICHARD MORTON & RUTH BAILEY ROOT CHARITABLE TR FD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to RICHARD MORTON & RUTH BAILEY ROOT CHARITABLE TR FD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD MORTON & RUTH BAILEY ROOT CHARITABLE TR FD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD MORTON & RUTH BAILEY ROOT CHARITABLE TR FD 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 RICHARD MORTON & RUTH BAILEY ROOT CHARITABLE TR FD 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 RICHARD MORTON & RUTH BAILEY ROOT CHARITABLE TR FD?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $33,558 (IOWA STATE BANK, Trustee).
- How much revenue does RICHARD MORTON & RUTH BAILEY ROOT CHARITABLE TR FD have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $587,305, expenses of $387,305 and total assets of $4,078,228 at year end.
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