RACCOON VALLEY BANK CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RACCOON VALLEY BANK CHARITABLE FOUNDATION (EIN 42-1347634)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-24
- IRS object ID
- 202640839349100114
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-24T10:59:52-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 606 Walnut St Ste 1900 | AddressLine1Txt |
| City | Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503093982 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421347634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raccoon Valley Bank | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RACC | BusinessNameControlTxt |
| Phone | 5154653521 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 129 | AddressLine1Txt |
| City | Perry | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502200129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kendall Rathje | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 5154653521 | PhoneNum |
| Signature | 2026-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Terry Merfeld CPA | PreparerPersonNm |
| PTIN | P00454267 | PTIN |
| Phone | 5152440266 | PhoneNum |
| Preparation | 2026-03-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,684 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $75,000 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,510 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $155,194 | CashBOYAmt |
| Cash EOY | $91,684 | CashEOYAmt |
| Cash EOYFMV | $91,684 | CashEOYFMVAmt |
| Other Investments BOY | $5,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $160,194 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,684 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $160,194 | RetainedEarningBOYAmt |
| Retained Earning EOY | $96,684 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $160,194 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $160,194 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $160,194 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $96,684 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,684 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Kendall Rathje | IndividualWithBooksNm |
| Phone | 5154653521 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Box 129 1202 Second | AddressLine1Txt |
| City | Perry | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Terry Nielsen | ||||||||
| 1202 Second Avenue PO Box 129 | Perry | IA | 50220 | President & Director | 1.00 | $0 | $0 | $0 |
| Kendall Rathje | ||||||||
| 1203 Second Avenue PO Box 129 | Perry | IA | 50220 | Secretary/Treasurer | 1.00 | $0 | $0 | $0 |
| Mike Compiano | ||||||||
| 1210 Second Avenue PO Box 129 | Perry | IA | 50220 | Director | 0.10 | $0 | $0 | $0 |
| Elizabeth Garst | ||||||||
| 1204 Second Avenue PO Box 129 | Perry | IA | 50220 | Director | 0.10 | $0 | $0 | $0 |
| Sarah Garst | ||||||||
| 1205 Second Avenue PO Box 129 | Perry | IA | 50220 | Director | 0.10 | $0 | $0 | $0 |
| Jane Clausen | ||||||||
| 1206 Second Avenue PO Box 129 | Perry | IA | 50220 | Director | 0.10 | $0 | $0 | $0 |
| Jon Peters | ||||||||
| 1207 Second Avenue PO Box 129 | Perry | IA | 50220 | Director | 0.10 | $0 | $0 | $0 |
| Sid Jones | ||||||||
| 1210 Second Avenue PO Box 129 | Perry | IA | 50220 | Director (Until July) | 0.10 | $0 | $0 | $0 |
| Dan Wilhelmi | ||||||||
| 1209 Second Avenue PO Box 129 | Perry | IA | 50220 | Director | 0.10 | $0 | $0 | $0 |
| Rueben Garst | ||||||||
| 1208 Second Avenue PO Box 129 | Perry | IA | 50220 | Director | 0.10 | $0 | $0 | $0 |
| Jeff Rose | ||||||||
| 1208 Second Avenue PO Box 129 | Perry | IA | 50220 | Director (Since October) | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,099 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $109,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,463 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,373 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $5,373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,373 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,373 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,510 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $138,510 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,106 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $78,439 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,321 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,680 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $118,323 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $300,869 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $138,510 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,373 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,137 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $434,006 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $35,106 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $398,900 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $78,439 | ExcessFromYear4Amt |
| Excess From Year3 | $36,321 | ExcessFromYear3Amt |
| Excess From Year2 | $32,680 | ExcessFromYear2Amt |
| Excess From Year1 | $118,323 | ExcessFromYear1Amt |
| Excess From Current Year | $133,137 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kendall Rathje | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Raccoon Valley Bank | AddressLine1Txt |
| City | Perry | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5154653521 | RecipientPhoneNum |
| Form And Info And Materials | In writing, with a brief explanation as to the charitable or other need. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must be to charitable, religious, literary, educational or other worthy institutions or organizations. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| National Park Foundation | |||||||
| PO Box 17394 | Baltimore | MD | 21298 | None | PC | General Operations | $50 |
| Bravo Greater Des Moines | |||||||
| 801 Grand Ave - Suite 250 | Des Moines | IA | 50309 | None | PC | General Operations | $100 |
| Lutheran Campus Ministry of Northwestern | |||||||
| 2204 Orrington Ave | Evanston | IL | 60201 | None | PC | General Operations | $200 |
| The American Heart Association | |||||||
| 7272 Greenville Ave | Dallas Center | TX | 75231 | None | PC | General Operations | $200 |
| Wildlife Rehabilitation Network of Central Iowa | |||||||
| PO Box 752 | Redfield | IA | 50233 | None | PC | General Operations | $200 |
| Perry Alona Club | |||||||
| 1211 Lucinda St | Perry | IA | 50220 | None | PC | General Operations | $250 |
| Mt Olivet Lutheran Church | |||||||
| 920 15TH ST | Perry | IA | 50220 | None | PC | General Operations | $400 |
| Catholic Charities | |||||||
| 601 Grand Ave | Des Moines | IA | 50309 | None | PC | General Operations | $500 |
| Central Iowa Tractor Club | |||||||
| 2269 H Ave | Woodward | IA | 50276 | None | PC | General Operations | $500 |
| Dallas County Pheasants Forever | |||||||
| 1783 Buerkle Circle | St Paul | MN | 55110 | None | PC | General Operations | $500 |
| St Johns Catholic Church | |||||||
| 24043 302nd PL | Adel | IA | 50003 | None | PC | General Operations | $500 |
| St Patrick's Church | |||||||
| 1312 3RD ST | Perry | IA | 50220 | None | PC | General Operations | $500 |
| Trinity Lutheran Church | |||||||
| 2174 B Ave | Coon Rapids | IA | 50058 | None | PC | General Operations | $500 |
| Iowa College Foundation | |||||||
| 505 5th Ave - Suite 1034 | Des Moines | IA | 50309 | None | PC | General Operations | $500 |
| Major Taylor Iowa | |||||||
| PO Box 117 | Dallas Center | IA | 50063 | None | PC | General Operations | $500 |
| Trinity Unity Point Foundation | |||||||
| 4000 Utica Ridge Road | Bettendorf | IA | 52722 | None | PC | General Operations | $500 |
| Iowa State Fair Foundation | |||||||
| 3000 E Grand Ave | Des Moines | IA | 50317 | None | PC | General Operations | $1,000 |
| New Hope Village Foundation | |||||||
| 1211 E 18Th St | Carroll | IA | 51401 | None | PC | General Operations | $1,000 |
| Friends of Perry Public Library | |||||||
| 1101 Willis Ave | Perry | IA | 50220 | None | PC | General Operations | $1,000 |
| VFW Foundation | |||||||
| 406 W 34th St | Kansas City | MO | 64111 | None | PC | General Operations | $1,000 |
| Iowa 4-H Foundation | |||||||
| 1259 Strange Road | Ames | IA | 50011 | None | PC | General Operations | $1,125 |
| Iowa Natural Heritage Foundation | |||||||
| 505 Fifth Ave Suite 444 | Des Moines | IA | 50309 | None | PC | General Operations | $1,300 |
| Iowa Legal Aid Foundation | |||||||
| 1111 9TH ST STE 230 | Des Moines | IA | 50314 | None | PC | General Operations | $1,500 |
| Art on the Prairie | |||||||
| 1215 Warford St | Perry | IA | 50220 | None | PC | General Operations | $2,000 |
| Ride the Thin Blue Line Inc | |||||||
| PO Box 128 | Waukee | IA | 50236 | None | PC | General Operations | $2,000 |
| Whiterock Conservancy | |||||||
| 1390 Highway 141 | Coon Rapids | IA | 50058 | None | PC | General Operations | $2,250 |
| Dallas Center Food Pantry | |||||||
| 1504 Walnut | Dallas Center | IA | 50063 | None | PC | General Operations | $2,500 |
| Pery Area Emergency Food Council | |||||||
| 3112 Willis Ave | Perry | IA | 50220 | None | PC | General Operations | $2,500 |
| Des Moines Children's Museum | |||||||
| 1200 12th St | West Des Moines | IA | 50265 | None | PC | General Operations | $2,500 |
| Minburn United Methodist Church | |||||||
| 705 Chestnut St | Minburn | IA | 50167 | None | PC | General Operations | $2,500 |
| Ronald Mcdonald House Charities | |||||||
| 1441 Pleasant Street | Des Moines | IA | 50314 | None | PC | General Operations | $2,850 |
| Good Samaritan Food Pantry Inc | |||||||
| 215 North 11TH ST | Adel | IA | 50003 | None | PC | General Operations | $3,000 |
| Dallas Country Fair Foundation | |||||||
| 20582 290th St | Adel | IA | 50003 | None | PC | General Operations | $3,000 |
| Grimes Storehouse Inc | |||||||
| 112 NE Ewing St | Grimes | IA | 50111 | None | PC | General Operations | $3,000 |
| The FullhartCarnegie Charitable Trust | |||||||
| 1123 WILLIS AVE | Perry | IA | 50220 | None | POF | Hometown Heritage | $5,000 |
| Food Bank Of Iowa | |||||||
| PO Box 1517 | Des Moines | IA | 50305 | None | PC | General Operations | $6,285 |
| Perry Chamber of Commerce Foundation Inc | |||||||
| PO Box 472 | Perry | IA | 50220 | None | PC | Perry Business Support Fund | $10,000 |
| Friends of the Hotel Pattee | |||||||
| 1112 Willis Ave | Perry | IA | 50220 | None | PC | General Operations | $75,000 |
| Leukemia & Lymphoma Society | |||||||
| PO Box 22324 | New York | NY | 10087 | None | PC | General Operations | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,510 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raccoon Valley Bank | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 129 | AddressLine1Txt |
| City | Perry | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $75,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The FullhartCarnegie Charitable Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1123 Willis Ave | AddressLine1Txt |
| City | Perry | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-12-18 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | Grant for the downpayment on the Watch and Clock Junction project. | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | N/A | AnyDiversionByGranteeTxt |
| Verification | 2026-03-18 | VerificationDt |
| Results Of Verification | The Foundation has not undertaken any verification of the grantee's report as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)). | ResultsOfVerificationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Stamos Tapestry | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,000 | BookValueAmt |
| EOYFMV | $5,000 | EOYFMVAmt |
Comments