FLOYD H GRANAMAN TR UW FBO OLD THRESHERS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
FLOYD H GRANAMAN TR UW FBO OLD THRESHERS FOUNDATION (EIN 45-6541472)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202641349349101134
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T09:28:06-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421363298PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MENKE & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1320 N 3RD ST STE 300AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationIAStateAbbreviationCd
ZIP526015313ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456541472EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FLOYD H GRANAMAN TR UW FBO OLDBusinessNameLine1Txt
Business Name Line2THRESHERS FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFLOYBusinessNameControlTxt
Phone3197542250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 928AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonF M BANK TRUSTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3197542250PhoneNum
Signature2026-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAY W HENRICHPreparerPersonNm
PTINP01257221PTIN
Phone3197532000PhoneNum
Preparation2026-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$868,656FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,446InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,446InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7,446InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$18,288DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,288DividendsNetInvstIncmAmt
Dividends Adj Net Incm$18,288DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$24,023NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$175,323GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,023CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$49,757TotalRevAndExpnssAmt
Total Net Invst Incm$49,757TotalNetInvstIncmAmt
Total Adj Net Incm$25,734TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$8,955CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,478CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$4,477CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$690AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$345AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$345AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,188TaxesRevAndExpnssAmt
Taxes Net Invst Incm$303TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,707OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,707OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$13,540TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,833TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,822TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,071ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,071ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,611TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,833TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,893TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,146ExcessRevenueOverExpensesAmt
Net Investment Income$42,924NetInvestmentIncomeAmt
Adjusted Net Income$25,734AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,350SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,346SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,346SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$252,512CorporateStockBOYAmt
Corporate Stock EOY$261,959CorporateStockEOYAmt
Corporate Stock EOYFMV$381,103CorporateStockEOYFMVAmt
Corporate Bonds BOY$135,044CorporateBondsBOYAmt
Corporate Bonds EOY$155,807CorporateBondsEOYAmt
Corporate Bonds EOYFMV$157,353CorporateBondsEOYFMVAmt
Other Investments BOY$283,263OtherInvestmentsBOYAmt
Other Investments EOY$267,203OtherInvestmentsEOYAmt
Other Investments EOYFMV$308,854OtherInvestmentsEOYFMVAmt
Total Assets BOY$703,169TotalAssetsBOYAmt
Total Assets EOY$706,315TotalAssetsEOYAmt
Total Assets EOYFMV$868,656TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$703,169RetainedEarningBOYAmt
Retained Earning EOY$706,315RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$703,169TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$706,315TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$703,169TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$706,315TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$703,169TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,146ExcessRevenueOverExpensesAmt
Subtotal$706,315SubtotalAmt
Tot Net Ast Or Fund Balances EOY$706,315TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NET STCGP2025-04-172025-10-01$37,586$41,058-$3,472-$3,472
NET LTCGP2024-01-112025-10-01$133,048$110,242$22,806$22,806
FieldValueIRS element (for citing)
Capital Gain Net Income$24,023CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$597InvestmentIncomeExciseTaxAmt
Subtotal$597SubtotalAmt
Tax Based On Investment Income$597TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$944EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$944TotalPaymentsAndCreditsAmt
Overpayment$347OverpaymentAmt
Applied To ES Tax$347AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1F & M BANK & TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3197542250PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 928AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1F & M BANK & TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 928AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52601ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$8,955CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$806,644AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,229AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$827,873TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$827,873AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,418CashDeemedCharitableAmt
Net Vl Noncharitable Assets$815,455NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,773MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,773MinimumInvestmentReturnAmt
Tax Based On Investment Income$597TaxBasedOnInvestmentIncomeAmt
Total Tax$597TotalTaxAmt
Distributable Before Adj$40,176DistributableBeforeAdjAmt
Distributable Before Ded$40,176DistributableBeforeDedAmt
Distributable As Adjusted$40,176DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,893ExpensesAndContributionsAmt
Qualifying Distributions$37,893QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,176DistributableAsAdjustedAmt
Undistributed Income PY$33,071UndistributedIncomePYAmt
Qualifying Distributions$37,893QualifyingDistributionsAmt
Applied To Year1$33,071AppliedToYear1Amt
Applied To Current Year$4,822AppliedToCurrentYearAmt
Undistributed Income CY$35,354UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonOLD THRESHERS FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1405 E THREASHERS ROADAddressLine1Txt
CityMT PLEASANTCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52641ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeOPERATIONS OF NON PROFIT ENTITYGrantOrContributionPurposeTxt
Amt$33,071Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,071TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,446ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,288ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,023ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$49,757ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,757TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$690Amt
Net Investment Income$345NetInvestmentIncomeAmt
Disbursements Charitable Prps$345DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$155,807EOYBookValueAmt
EOYFMV$157,353EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$261,959EOYBookValueAmt
EOYFMV$381,103EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$267,203BookValueAmt
EOYFMV$308,854EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BOND AMORTIZATION$1,707$1,707

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$303$303
990PF TAX$1,885

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