Nonprofit · EIN 42-1451615
FIRST CITIZENS CHARITABLE FOUNDATION INC
Tax-exempt · MASON CITY, IA 50401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $593,926 | $426,681 | $167,245 | $1,222,584 | $0 | $1,222,584 |
| December 31, 2024 | 990-PF | $282,586 | $474,354 | -$191,768 | $1,297,731 | $0 | $1,297,731 |
| December 31, 2023 | 990-PF | $482,717 | $390,887 | $91,830 | $1,489,138 | $0 | $1,489,138 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $282,000
- Dividends
- $27,851
- Interest
- $9,628
- Net gain from sales of assets
- $274,447
Expenses
- Grants and similar amounts paid
- $408,200
- Compensation of officers, directors and key employees
- $10,000
- Disbursements for charitable purposes
- $409,317
- Excise tax on investment income
- $4,257
Balance sheet and other
- Total assets, start of year
- $1,297,731
- Total assets, end of year
- $1,222,584
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,222,584
- Fair market value of assets
- $1,843,216
- Qualifying distributions
- $409,317
- Net investment income
- $311,926
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 |
|---|---|---|---|
| PATRICIA A TOMSON PO BOX 1708, MASON CITY, IA 50402 | EXECUTIVE DIRECTOR | 2 | $10,000 |
| O JAY TOMSON PO BOX 1708, MASON CITY, IA 50402 | PRESIDENT | 1 | $0 |
| MARTI T RODAMAKER PO BOX 1708, MASON CITY, IA 50402 | VICE PRESIDENT | 1 | $0 |
| AMY E NELSON 2601 FOURTH STREET SW, MASON CITY, IA 50402 | SECRETARY | 1 | $0 |
| BRAD J DUMMETT 2601 FOURTH STREET SW, MASON CITY, IA 50402 | TREASURER | 1 | $0 |
| JOLEEN FLEMING 2601 FOURTH STREET SW, MASON CITY, IA 50402 | DIRECTOR | 1 | $0 |
| ROBERT KLOCKE 3 CREEKSIDE CT, MASON CITY, IA 50401 | DIRECTOR | 1 | $0 |
| CATHERINE ROTTINGHAUS 300 MAIN ST, CHARLES CITY, IA 50616 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA A TOMSON PO BOX 1708, MASON CITY, IA 50402 | EXEC DIRECTO | 2 | $10,000 |
| O JAY TOMSON PO BOX 1708, MASON CITY, IA 50402 | PRESIDENT | 1 | $0 |
| ROBERT KLOCKE 3 CREEKSIDE CT, MASON CITY, IA 50401 | DIRECTOR | 1 | $0 |
| CATHERINE ROTTINGHAUS 300 MAIN ST, CHARLES CITY, IA 50616 | DIRECTOR | 1 | $0 |
| MARTI RODAMAKER PO BOX 1708, MASON CITY, IA 50402 | VICE PRESIDE | 1 | $0 |
| JOLEEN FLEMING 2601 4TH ST SW, MASON CITY, IA 50402 | DIRECTOR | 1 | $0 |
| AMY NELSON 2601 4TH ST SW, MASON CITY, IA 50402 | SECRETARY | 1 | $0 |
| BRAD DUMMETT 2601 4TH ST SW, MASON CITY, IA 50402 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA A TOMSON PO BOX 1708, MASON CITY, IA 50402 | EXEC DIRECTOR | 2 | $10,000 |
| O JAY TOMSON PO BOX 1708, MASON CITY, IA 50402 | PRESIDENT | 1 | $0 |
| ROBERT KLOCKE 3 CREEKSIDE CT, MASON CITY, IA 50401 | DIRECTOR | 1 | $0 |
| CATHERINE ROTTINGHAUS 300 MAIN ST, CHARLES CITY, IA 50616 | DIRECTOR | 1 | $0 |
| MARTI RODAMAKER PO BOX 1708, MASON CITY, IA 50402 | VICE PRESIDENT | 1 | $0 |
| JOLEEN FLEMING 2601 4TH ST SW, MASON CITY, IA 50402 | DIRECTOR | 1 | $0 |
| AMY NELSON 2601 4TH ST SW, MASON CITY, IA 50402 | SECRETARY | 1 | $0 |
| BRAD DUMMETT 2601 4TH ST SW, MASON CITY, IA 50402 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2601 4TH ST SW, MASON CITY, IA 50401-4650
- Signed the 990-PF
- O JAY TOMSON, PRESIDENT
- Phone
- (641) 422-1600
- Return prepared by
- KPMG LLP
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
- 42-1451615
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,222,584
- Income (IRS master file)
- $637,659
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $593,926 | $426,681 | $1,222,584 | IRS |
| 990-PF | December 2024 | $282,586 | $474,354 | $1,297,731 | IRS |
| 990-PF | December 2023 | $482,717 | $390,887 | $1,489,138 | 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 42-1451615).
Questions about FIRST CITIZENS CHARITABLE FOUNDATION INC
- What is the EIN of FIRST CITIZENS CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of FIRST CITIZENS CHARITABLE FOUNDATION INC is 42-1451615.
- Is FIRST CITIZENS CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to FIRST CITIZENS CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FIRST CITIZENS CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FIRST CITIZENS CHARITABLE FOUNDATION INC 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 FIRST CITIZENS CHARITABLE FOUNDATION INC 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 FIRST CITIZENS CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $10,000 (PATRICIA A TOMSON, EXECUTIVE DIRECTOR).
- How much revenue does FIRST CITIZENS CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $593,926, expenses of $426,681 and total assets of $1,222,584 at year end.
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