Nonprofit · EIN 42-6567814
PAXTON FAMILY TRUST
Tax-exempt · STORM LAKE, IA 50588
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $72,721 | $39,290 | $33,431 | $515,350 | $0 | $515,350 |
| June 30, 2025 | 990-PF | $23,855 | $38,917 | -$15,062 | $480,082 | $0 | $480,082 |
| June 30, 2024 | 990-PF | $23,791 | $36,107 | -$12,316 | $490,212 | $0 | $490,212 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $21,566
- Interest
- $2,515
- Net gain from sales of assets
- $48,488
- Other income
- $152
Expenses
- Grants and similar amounts paid
- $32,180
- Compensation of officers, directors and key employees
- $6,462
- Disbursements for charitable purposes
- $32,828
- Excise tax on investment income
- $1,011
Balance sheet and other
- Total assets, start of year
- $480,082
- Total assets, end of year
- $515,350
- Total liabilities, end of year
- $0
- Net assets, end of year
- $515,350
- Fair market value of assets
- $801,734
- Qualifying distributions
- $32,828
- Net investment income
- $72,721
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 |
|---|---|---|---|
| Citizens First National Bank 527 Lake Ave, Storm Lake, IA 50588 | Trustee | 1 | $6,462 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Citizens First National Bank 527 Lake Ave, Storm Lake, IA 50588 | Trustee | 1 | $7,307 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Citizens First National Bank 527 Lake Ave, Storm Lake, IA 50588 | Trustee | 1 | $6,512 |
Address and contacts
- Address (IRS master file)
- PO BOX 1227, STORM LAKE, IA 50588-1227
- In care of
- % CITIZENS FIRST NATIONAL BANK
- Signed the 990-PF
- Julia Mooney, Trust Officer
- Phone
- (712) 732-5440
- Return prepared by
- Citizens 1st National Bank
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
- 42-6567814
- 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
- 2006
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Environment (C500)
- Assets (IRS master file)
- $515,350
- Income (IRS master file)
- $103,971
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $72,721 | $39,290 | $515,350 | XML |
| 990-PF | June 2025 | $23,855 | $38,917 | $480,082 | XML |
| 990-PF | June 2024 | $23,791 | $36,107 | $490,212 | 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 42-6567814).
Questions about PAXTON FAMILY TRUST
- What is the EIN of PAXTON FAMILY TRUST?
- The employer identification number (EIN) of PAXTON FAMILY TRUST is 42-6567814.
- Is PAXTON FAMILY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to PAXTON FAMILY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAXTON FAMILY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAXTON FAMILY TRUST 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 PAXTON FAMILY TRUST 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 PAXTON FAMILY TRUST?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $6,462 (Citizens First National Bank, Trustee).
- How much revenue does PAXTON FAMILY TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $72,721, expenses of $39,290 and total assets of $515,350 at year end.
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