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Nonprofit · EIN 42-6586947

ANN SMELTZER CHARITABLE TR

Tax-exempt · FORT DODGE, IA 50501

Financials

$1M$1.3M2023$841K$1.1M2024
Revenue Expenses · by fiscal year end
Financials of ANN SMELTZER CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$840,877$1,050,413-$209,536$9,273,674$87,867$9,185,807
December 31, 2023990-PF$1,035,525$1,293,115-$257,590$9,478,588$83,245$9,395,343
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Interest
$1,267
Other income
$839,610

Expenses

Grants and similar amounts paid
$223,853
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$223,853

Balance sheet and other

Total assets, start of year
$9,478,588
Total assets, end of year
$9,273,674
Total liabilities, end of year
$87,867
Net assets, end of year
$9,185,807
Fair market value of assets
$9,273,674
Qualifying distributions
$223,853
Net investment income
$1,267

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
BILL GRIFFEL
1020 3RD AVE SOUTH, FORT DODGE, IA 50501
PRESIDENT1$0
BRANDON HANSEL
1053 N 24TH ST, FORT DODGE, IA 50501
TREASURER1$0
AUDRA FISHER
1829 WATERBURY CIR, AMES, IA 50010
MEMBER1$0
DR MIKE BOTTORFF
1743 PARAGON AVE, FORT DODGE, IA 50501
SECRETARY1$0
JIM KERSTEN
1442 14TH AVE N, FORT DODGE, IA 50501
MEMBER1$0
JO SELTZ
920 3RD AVE S, FORT DODGE, IA 50501
VICE PRESIDENT1$0
T H HOEFING
61760 320TH AVENUE, MANSON, IA 50563
MEMBER1$0
NORM LUNDQUIST
2313 390TH ST, HARCOURT, IA 50544
MEMBER1$0
RITA SCHMIDT
1465 NATIONAL AVENUE, FORT DODGE, IA 50501
MEMBER1$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
BILL GRIFFEL
1020 3RD AVE SOUTH, FORT DODGE, IA 50501
PRESIDENT1$0
BRANDON HANSEL
1053 N 24TH ST, FORT DODGE, IA 50501
TREASURER1$0
AUDRA FISHER
1829 WATERBURY CIR, AMES, IA 50010
MEMBER1$0
DR MIKE BOTTORFF
1743 PARAGON AVE, FORT DODGE, IA 50501
SECRETARY1$0
JIM KERSTEN
1442 14TH AVE N, FORT DODGE, IA 50501
MEMBER1$0
JO SELTZ
920 3RD AVE S, FORT DODGE, IA 50501
VICE PRESIDENT1$0
T H HOEFING
61760 320TH AVENUE, MANSON, IA 50563
MEMBER1$0
NORM LUNDQUIST
2313 390TH ST, HARCOURT, IA 50544
MEMBER1$0
RITA SCHMIDT
1465 NATIONAL AVENUE, FORT DODGE, IA 50501
MEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 791, FORT DODGE, IA 50501-0791
Signed the 990-PF
BRANDON HANSEL, SECRETARY
Phone
(515) 574-5644
Return prepared by
TRUSTPOINTLLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
42-6586947
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,273,674
Income (IRS master file)
$840,877

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$840,877$1,050,413$9,273,674XML
990-PFDecember 2023$1,035,525$1,293,115$9,478,588XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 42-6586947).

Questions about ANN SMELTZER CHARITABLE TR

What is the EIN of ANN SMELTZER CHARITABLE TR?
The employer identification number (EIN) of ANN SMELTZER CHARITABLE TR is 42-6586947.
Is ANN SMELTZER CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to ANN SMELTZER CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does ANN SMELTZER CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ANN SMELTZER CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANN SMELTZER CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ANN SMELTZER CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does ANN SMELTZER CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $840,877, expenses of $1,050,413 and total assets of $9,273,674 at year end.

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