Nonprofit · EIN 42-1412905
JAMES W AND FRANCES M ACKERMAN CHARITABLE FOUNDATION
Also known as C-O JAMES W ACKERMAN
Tax-exempt · FORT DODGE, IA 50501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $88,163 | $49,072 | $39,091 | $828,120 | $0 | $828,120 |
| December 31, 2024 | 990-PF | $67,297 | $40,166 | $27,131 | $785,875 | $0 | $785,875 |
| December 31, 2023 | 990-PF | $36,306 | $63,804 | -$27,498 | $743,642 | $0 | $743,642 |
| December 31, 2021 | 990-PF | $74,784 | $52,001 | $22,783 | $879,127 | $0 | $879,127 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $45,718
- Net gain from sales of assets
- $42,445
Expenses
- Grants and similar amounts paid
- $41,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $41,500
- Excise tax on investment income
- $1,120
Balance sheet and other
- Total assets, start of year
- $785,875
- Total assets, end of year
- $828,120
- Total liabilities, end of year
- $0
- Net assets, end of year
- $828,120
- Fair market value of assets
- $1,086,918
- Qualifying distributions
- $41,500
- Net investment income
- $88,163
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 |
|---|---|---|---|
| JAMES R BOCKEN 1385 N 14TH STREET, FORT DODGE, IA 50501 | PRESIDENT | 0 | $0 |
| KATHY BOCKEN 1385 N 14TH STREET, FORT DODGE, IA 50501 | SECRETARTY | 0 | $0 |
| THOMAS G SCHNURR 1631 JONATHON DRIVE, FORT DODGE, IA 50501 | DIRECTOR | 0 | $0 |
| GREG BOCKEN 1641 JONATHON DRIVE, FORT DODGE, IA 50501 | TREASURER | 0 | $0 |
| BRIAN BOCKEN 5730 PLEASANT DRIVE, DES MOINES, IA 50312 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R BOCKEN 1385 N 14TH STREET, FORT DODGE, IA 50501 | PRESIDENT | 0 | $0 |
| KATHY BOCKEN 1385 N 14TH STREET, FORT DODGE, IA 50501 | SECRETARTY | 0 | $0 |
| THOMAS G SCHNURR 1631 JONATHON DRIVE, FORT DODGE, IA 50501 | DIRECTOR | 0 | $0 |
| GREG BOCKEN 1641 JONATHON DRIVE, FORT DODGE, IA 50501 | TREASURER | 0 | $0 |
| BRIAN BOCKEN 5730 PLEASANT DRIVE, DES MOINES, IA 50312 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R BOCKEN 1385 N 14TH STREET, FORT DODGE, IA 50501 | PRESIDENT | 0 | $0 |
| KATHY BOCKEN 1385 N 14TH STREET, FORT DODGE, IA 50501 | SECRETARTY | 0 | $0 |
| THOMAS G SCHNURR 1631 JONATHON DRIVE, FORT DODGE, IA 50501 | DIRECTOR | 0 | $0 |
| GREG BOCKEN 1641 JONATHON DRIVE, FORT DODGE, IA 50501 | TREASURER | 0 | $0 |
| BRIAN BOCKEN 5730 PLEASANT DRIVE, DES MOINES, IA 50312 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R BOCKEN 1385 N 14TH STREET, FORT DODGE, IA 50501 | PRESIDENT | 0 | $0 |
| KATHY BOCKEN 1385 N 14TH STREET, FORT DODGE, IA 50501 | SECRETARTY | 0 | $0 |
| THOMAS G SCHNURR 1631 JONATHON DRIVE, FORT DODGE, IA 50501 | DIRECTOR | 0 | $0 |
| GREG BOCKEN 1641 JONATHON DRIVE, FORT DODGE, IA 50501 | TREASURER | 0 | $0 |
| BRIAN BOCKEN 5730 PLEASANT DRIVE, DES MOINES, IA 50312 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1297, FORT DODGE, IA 50501-1297
- In care of
- % JAMES W ACKERMAN
- Signed the 990-PF
- GREGORY BOCKEN, TREASURER
- Phone
- (515) 576-8181
- Return prepared by
- TRUSTPOINTLLP
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
- 42-1412905
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $828,120
- Income (IRS master file)
- $396,920
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $88,163 | $49,072 | $828,120 | XML |
| 990-PF | December 2024 | $67,297 | $40,166 | $785,875 | IRS |
| 990-PF | December 2023 | $36,306 | $63,804 | $743,642 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $74,784 | $52,001 | $879,127 | XML |
| 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 42-1412905).
Questions about JAMES W AND FRANCES M ACKERMAN CHARITABLE FOUNDATION
- What is the EIN of JAMES W AND FRANCES M ACKERMAN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JAMES W AND FRANCES M ACKERMAN CHARITABLE FOUNDATION is 42-1412905.
- Is JAMES W AND FRANCES M ACKERMAN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to JAMES W AND FRANCES M ACKERMAN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES W AND FRANCES M ACKERMAN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES W AND FRANCES M ACKERMAN 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 JAMES W AND FRANCES M ACKERMAN 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 JAMES W AND FRANCES M ACKERMAN 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 JAMES W AND FRANCES M ACKERMAN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $88,163, expenses of $49,072 and total assets of $828,120 at year end.
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