Nonprofit · EIN 42-6563202
MYRTLE CASS TR
Also known as JOHNSON JEFF TTEE
Tax-exempt · GRINNELL, IA 50112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $122,808 | $167,902 | -$45,094 | $3,001,049 | $0 | $3,001,049 |
| December 31, 2024 | 990-PF | $2,579,305 | $219,422 | $2,359,883 | $3,016,583 | $0 | $3,016,583 |
| December 31, 2023 | 990-PF | $85,526 | $218,006 | -$132,480 | $652,501 | $0 | $652,501 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $75,427
- Interest
- $14,172
- Net gain from sales of assets
- $32,584
- Other income
- $625
Expenses
- Grants and similar amounts paid
- $104,097
- Compensation of officers, directors and key employees
- $21,184
- Disbursements for charitable purposes
- $110,166
- Excise tax on investment income
- $1,412
Balance sheet and other
- Total assets, start of year
- $3,016,583
- Total assets, end of year
- $3,001,049
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,001,049
- Fair market value of assets
- $3,023,779
- Qualifying distributions
- $110,166
- Net investment income
- $122,183
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 |
|---|---|---|---|
| WEST BANK 1248 O STREET 4TH FL, LINCOLN, NE 68508 | TRUSTEE | 1 | $18,184 |
| JOHN F BIERMAN III 1625 Park St, GRINNELL, IA 50112 | TRUSTEE | 1 | $3,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WEST BANK 1248 O STREET 4TH FL, LINCOLN, NE 68508 | TRUSTEE | 1 | $5,873 |
| JOHN F BIERMAN III 920 MAIN ST PO BOX 713, GRINNELL, IA 50112 | TRUSTEE | 1 | $3,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WEST BANK 1248 O STREET 4TH FL, LINCOLN, NE 68508 | TRUSTEE | 1 | $4,037 |
| JOHN F BIERMAN III 920 MAIN ST PO BOX 713, GRINNELL, IA 50112 | TRUSTEE | 1 | $3,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 713, GRINNELL, IA 50112-0713
- In care of
- % BIERMAN & BIERMAN
- Signed the 990-PF
- JOHN F BIERMAN, TRUSTEE
- Phone
- (641) 236-6128
- Return prepared by
- BIERMAN&BIERMAN 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 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
- 42-6563202
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $3,001,049
- Income (IRS master file)
- $123,450
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $122,808 | $167,902 | $3,001,049 | IRS |
| 990-PF | December 2024 | $2,579,305 | $219,422 | $3,016,583 | XML |
| 990-PF | December 2023 | $85,526 | $218,006 | $652,501 | 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 42-6563202).
Questions about MYRTLE CASS TR
- What is the EIN of MYRTLE CASS TR?
- The employer identification number (EIN) of MYRTLE CASS TR is 42-6563202.
- Is MYRTLE CASS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to MYRTLE CASS TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MYRTLE CASS TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MYRTLE CASS TR 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 MYRTLE CASS TR 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 MYRTLE CASS TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $18,184 (WEST BANK, TRUSTEE).
- How much revenue does MYRTLE CASS TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $122,808, expenses of $167,902 and total assets of $3,001,049 at year end.
Other nonprofits in GRINNELL
- GREATER POWESHIEK COMMUNITY FOUNDATION EIN 42-1298055 · last filed 990 for 2025
- THE CLAUDE W AND DOLLY AHRENS FOUNDATION CORPORATION EIN 39-1906775 · last filed 990-PF for 2024
- RAMSEY FAMILY FOUNDATION EIN 47-2517456 · last filed 990-PF for 2025
- THE TRUSTEES OF GRINNELL COLLEGE EIN 42-0680387 · last filed 990 for 2025
- GRINNELL REGIONAL MEDICAL CENTER EIN 42-0933383 · last filed 990 for 2024
- GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT EIN 42-1371997 · last filed 990 for 2025
- ST FRANCIS MANOR INC EIN 42-1056708 · last filed 990 for 2025
- MAYFLOWER HOMES INC EIN 42-0727497 · last filed 990 for 2025
All nonprofits in GRINNELL · Iowa · Philanthropy, voluntarism and grantmaking foundations