Nonprofit · EIN 42-6068287
WILLIAM L & ETHEL GUND MEMORIAL FUND
Tax-exempt · CHEROKEE, IA 51012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $157,902 | $77,404 | $80,498 | $1,323,378 | $0 | $1,323,378 |
| June 30, 2025 | 990-PF | $180,137 | $80,435 | $99,702 | $1,429,018 | $0 | $1,429,018 |
| June 30, 2024 | 990-PF | $1,052,904 | $65,855 | $987,049 | $1,555,431 | $0 | $1,555,431 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $17,496
- Interest
- $30,355
- Net rental income
- $84,888
- Net gain from sales of assets
- $15,803
- Other income
- $29
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $56,429
- Disbursements for charitable purposes
- $48,264
- Excise tax on investment income
- $1,671
Balance sheet and other
- Total assets, start of year
- $1,429,018
- Total assets, end of year
- $1,323,378
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,323,378
- Fair market value of assets
- $4,540,727
- Qualifying distributions
- $491,064
- Net investment income
- $146,175
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHEROKEE STATE BANK TRUSTEE 212 WEST WILLOW, CHEROKEE, IA 51012 | TRUSTEE DEPT | 5 | $56,429 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHEROKEE STATE BANK TRUSTEE 212 WEST WILLOW, CHEROKEE, IA 51012 | TRUSTEE DEPT | 5 | $48,731 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHEROKEE STATE BANK TRUSTEE 212 WEST WILLOW, CHEROKEE, IA 51012 | TRUSTEE DEPT | 5 | $40,922 |
Address and contacts
- Address (IRS master file)
- 212 W WILLOW ST, CHEROKEE, IA 51012-1857
- Signed the 990-PF
- CHEROKEE STATE BANK TRUSTEE, TRUSTEE DEPT
- Phone
- (712) 225-3000
- Return prepared by
- BURKHARDT & DAWSON CPAS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6068287
- 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
- 1965
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,429,018
- Income (IRS master file)
- $970,579
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $157,902 | $77,404 | $1,323,378 | XML |
| 990-PF | June 2025 | $180,137 | $80,435 | $1,429,018 | XML |
| 990-PF | June 2024 | $1,052,904 | $65,855 | $1,555,431 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 42-6068287).
Questions about WILLIAM L & ETHEL GUND MEMORIAL FUND
- What is the EIN of WILLIAM L & ETHEL GUND MEMORIAL FUND?
- The employer identification number (EIN) of WILLIAM L & ETHEL GUND MEMORIAL FUND is 42-6068287.
- Is WILLIAM L & ETHEL GUND MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to WILLIAM L & ETHEL GUND MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM L & ETHEL GUND MEMORIAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM L & ETHEL GUND MEMORIAL FUND 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 WILLIAM L & ETHEL GUND MEMORIAL FUND 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 WILLIAM L & ETHEL GUND MEMORIAL FUND?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $56,429 (CHEROKEE STATE BANK TRUSTEE, TRUSTEE DEPT).
- How much revenue does WILLIAM L & ETHEL GUND MEMORIAL FUND have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $157,902, expenses of $77,404 and total assets of $1,323,378 at year end.
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