Nonprofit · EIN 42-6336481
JOSEPH J SINEK SCHOLARSHIP TRUST
Tax-exempt · ALGONA, IA 50511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,160 | $33,216 | -$10,056 | $817,876 | $0 | $817,876 |
| December 31, 2024 | 990-PF | $21,569 | $34,238 | -$12,669 | $828,044 | $0 | $828,044 |
| December 31, 2023 | 990-PF | $18,730 | $39,912 | -$21,182 | $841,007 | $0 | $841,007 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $27,460
- Interest
- $6
- Net gain from sales of assets
- -$4,306
Expenses
- Grants and similar amounts paid
- $25,500
- Disbursements for charitable purposes
- $31,968
- Excise tax on investment income
- $370
Balance sheet and other
- Total assets, start of year
- $828,044
- Total assets, end of year
- $817,876
- Total liabilities, end of year
- $0
- Net assets, end of year
- $817,876
- Fair market value of assets
- $736,746
- Qualifying distributions
- $31,968
- Net investment income
- $27,466
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 5 E CALL ST, ALGONA, IA 50511 | Trustee | 1.15 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IOWA STATE BANK 5 E CALL ST, ALGONA, IA 50511 | Trustee | 1.15 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IOWA STATE BANK 5 E CALL ST, ALGONA, IA 50511 | Trustee | 1.15 | $0 |
Address and contacts
- Address (IRS master file)
- 5 E CALL ST, ALGONA, IA 50511-2402
- In care of
- % CITIZENS STATE BANK
- Signed the 990-PF
- IOWA STATE BANK, Trustee
- Phone
- (515) 295-3595
- Return prepared by
- Buchanan Bibler Gabor Meis
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
- 42-6336481
- 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
- 1983
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $817,876
- Income (IRS master file)
- $59,666
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $23,160 | $33,216 | $817,876 | IRS |
| 990-PF | December 2024 | $21,569 | $34,238 | $828,044 | IRS |
| 990-PF | December 2023 | $18,730 | $39,912 | $841,007 | 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 42-6336481).
Questions about JOSEPH J SINEK SCHOLARSHIP TRUST
- What is the EIN of JOSEPH J SINEK SCHOLARSHIP TRUST?
- The employer identification number (EIN) of JOSEPH J SINEK SCHOLARSHIP TRUST is 42-6336481.
- Is JOSEPH J SINEK SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to JOSEPH J SINEK SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH J SINEK SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH J SINEK SCHOLARSHIP TRUST 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 JOSEPH J SINEK SCHOLARSHIP TRUST 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 JOSEPH J SINEK SCHOLARSHIP TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOSEPH J SINEK SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,160, expenses of $33,216 and total assets of $817,876 at year end.
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