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Nonprofit · EIN 42-1305882

JAMES W AND ELLA B FORSTER CHARITABLE TRUST

Tax-exempt · ROCK RAPIDS, IA 51246

Financials

$222K$346K2023$211K$386K2024$203K$344K2025
Revenue Expenses · by fiscal year end
Financials of JAMES W AND ELLA B FORSTER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$203,473$344,323-$140,850$1,618,908$0$1,618,908
June 30, 2025990-PF$210,816$386,060-$175,244$1,759,758$0$1,759,758
June 30, 2024990-PF$221,560$345,842-$124,282$1,935,002$0$1,935,002
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$5,177
Dividends
$26,708
Interest
$74,890
Net rental income
$86,124

Expenses

Grants and similar amounts paid
$314,530
Disbursements for charitable purposes
$324,441
Excise tax on investment income
$2,512

Balance sheet and other

Total assets, start of year
$1,759,758
Total assets, end of year
$1,618,908
Total liabilities, end of year
$0
Net assets, end of year
$1,618,908
Fair market value of assets
$8,420,248
Qualifying distributions
$324,441
Net investment income
$198,296

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
GEORGE SCHNEIDERMANN
FRONTIER BANK-301 FIRST AVENUE, ROCK RAPIDS, IA 51246
Trustee1$0
KANDI KOLL
202 MILL POND ROAD, ROCK RAPIDS, IA 51246
Trustee1$0
BRUCE JENNINGS
19248 IRONHORSE CIRCLE, BELLE FOURCHE, SD 57717
Trustee1$0
990-PF for the year ended June 30, 2025: 3 people
NameTitleHours / weekCompensation
GEORGE SCHNEIDERMANN
FRONTIER BANK-301 FIRST AVENUE, ROCK RAPIDS, IA 51246
Trustee1$0
KANDI KOLL
202 MILL POND ROAD, ROCK RAPIDS, IA 51246
Trustee1$0
BRUCE JENNINGS
19248 IRONHORSE CIRCLE, BELLE FOURCHE, SD 57717
Trustee1$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
GEORGE SCHNEIDERMANN
FRONTIER BANK-301 FIRST AVENUE, ROCK RAPIDS, IA 51246
Trustee1$0
KANDI KOLL
202 MILL POND ROAD, ROCK RAPIDS, IA 51246
Trustee1$0
BRUCE JENNINGS
19248 IRONHORSE CIRCLE, BELLE FOURCHE, SD 57717
Trustee1$0

Address and contacts

Address (IRS master file)
PO BOX 551, ROCK RAPIDS, IA 51246-0551
In care of
% FRONTIER BANK
Signed the 990-PF
GEORGE SCHNEIDERMANN, Trustee
Phone
(712) 472-2537
Return prepared by
DE NOBLE AUSTIN & COMPANY 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
42-1305882
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
1988
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$1,618,908
Income (IRS master file)
$203,473

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$203,473$344,323$1,618,908XML
990-PFJune 2025$210,816$386,060$1,759,758IRS
990-PFJune 2024$221,560$345,842$1,935,002XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 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 42-1305882).

Questions about JAMES W AND ELLA B FORSTER CHARITABLE TRUST

What is the EIN of JAMES W AND ELLA B FORSTER CHARITABLE TRUST?
The employer identification number (EIN) of JAMES W AND ELLA B FORSTER CHARITABLE TRUST is 42-1305882.
Is JAMES W AND ELLA B FORSTER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to JAMES W AND ELLA B FORSTER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES W AND ELLA B FORSTER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES W AND ELLA B FORSTER CHARITABLE TRUST due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES W AND ELLA B FORSTER CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of JAMES W AND ELLA B FORSTER CHARITABLE TRUST?
The 990-PF for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does JAMES W AND ELLA B FORSTER CHARITABLE TRUST have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $203,473, expenses of $344,323 and total assets of $1,618,908 at year end.

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