Warren H Timmerman Charitable Trust

Carroll, IA
Tax-exempt since June 2007
EIN: 20-7098728

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$65.5k (2024)

Expenses

$179k (2024)

Total Assets

$1.31M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$65,491

Expenses

$179,000

Net Income

-$113,509

Net Assets

$1,305,486

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,302	26.4%
Dividends	$48,121	73.5%
Sales of Assets	$0
Other Income	$68	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,422	97.4%
Compensation of Officers*	$26,024	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,305,486
Total Liabilities	$0
Net Assets	$1,305,486

Compensation

Key Employees and Officers	Compensation	Other
Iowa Savings Bank Iowa Savings Bank (Trustee)	$26,024	$0

990-PF

Filed on April 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$14,001

Expenses

$160,977

Net Income

-$146,976

Net Assets

$1,418,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,341	95.3%
Dividends	$43,748	> 100%
Sales of Assets	-$43,088
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,806	96.8%
Compensation of Officers*	$23,326	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,418,995
Total Liabilities	$0
Net Assets	$1,418,995

Compensation

Key Employees and Officers	Compensation	Other
Iowa Savings Bank Iowa Savings Bank (Trustee)	$23,326	$0

990-PF

Filed on May 2, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$88,516

Expenses

$200,968

Net Income

-$112,452

Net Assets

$1,565,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,458	3.9%
Dividends	$59,630	67.4%
Sales of Assets	$25,428	28.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,279	84.7%
Compensation of Officers*	$24,736	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,565,971
Total Liabilities	$0
Net Assets	$1,565,971

Compensation

Key Employees and Officers	Compensation	Other
Iowa Savings Bank Iowa Savings Bank (Trustee)	$24,736	$0

990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$101,681

Expenses

$189,514

Net Income

-$87,833

Net Assets

$1,678,423

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,530	3.5%
Dividends	$57,849	56.9%
Sales of Assets	$40,302	39.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,775	80.6%
Compensation of Officers*	$26,540	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,678,423
Total Liabilities	$0
Net Assets	$1,678,423

Compensation

Key Employees and Officers	Compensation	Other
Iowa Savings Bank Iowa Savings Bank (Trustee)	$26,540	$0

990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$71,941

Expenses

$180,569

Net Income

-$108,628

Net Assets

$1,766,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,823	5.3%
Dividends	$51,033	70.9%
Sales of Assets	$16,226	22.6%
Other Income	$859	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,341	82.2%
Compensation of Officers*	$22,500	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,766,256
Total Liabilities	$1
Net Assets	$1,766,255

Compensation

Key Employees and Officers	Compensation	Other
Iowa Savings Bank Iowa Savings Bank (Trustee)	$22,500	$0

990-PF

Filed on April 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$88,978

Expenses

$156,704

Net Income

-$67,726

Net Assets

$1,874,883

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,704	5.3%
Dividends	$63,880	71.8%
Sales of Assets	$20,394	22.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,273	87.0%
Compensation of Officers*	$22,735	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,874,884
Total Liabilities	$1
Net Assets	$1,874,883

Compensation

Key Employees and Officers	Compensation	Other
Iowa Savings Bank (Trustee)	$22,735	$0

990-PF

Filed on May 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$34,690

Expenses

$175,373

Net Income

-$140,683

Net Assets

$1,942,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,306	12.4%
Dividends	$63,578	> 100%
Sales of Assets	-$33,194
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,555	88.1%
Compensation of Officers*	$23,682	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,942,610
Total Liabilities	$0
Net Assets	$1,942,610

Compensation

Key Employees and Officers	Compensation	Other
Iowa Savings Bank (Trustee)	$23,682	$0

990-PF

Filed on May 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$64,185

Expenses

$162,972

Net Income

-$98,787

Net Assets

$2,083,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,363	8.4%
Dividends	$60,240	93.9%
Sales of Assets	-$1,418
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,026	87.8%
Compensation of Officers*	$22,920	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,083,293
Total Liabilities	$0
Net Assets	$2,083,293

Compensation

Key Employees and Officers	Compensation	Other
Iowa Savings Bank (Trustee)	$22,920	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$62,072

Expenses

$154,249

Net Income

-$92,177

Net Assets

$2,182,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,592	10.6%
Dividends	$51,699	83.3%
Sales of Assets	$171	0.3%
Other Income	$3,610	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,934	90.1%
Compensation of Officers*	$21,977	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,182,080
Total Liabilities	$0
Net Assets	$2,182,080

Compensation

Key Employees and Officers	Compensation	Other
Iowa Savings Bank (Trustee)	$21,977	$0

990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$62,195

Expenses

$162,938

Net Income

-$100,743

Net Assets

$2,274,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,072	11.4%
Dividends	$53,500	86.0%
Sales of Assets	$1,623	2.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,624	91.8%
Compensation of Officers*	$22,846	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,274,257
Total Liabilities	$0
Net Assets	$2,274,257

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$74,217

Expenses

$164,957

Net Income

-$90,740

Net Assets

$2,378,771

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,664	13.0%
Dividends	$62,778	84.6%
Sales of Assets	$1,775	2.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,259	91.7%
Compensation of Officers*	$23,507	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,378,771
Total Liabilities	$0
Net Assets	$2,378,771

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$67,192

Expenses

$155,087

Net Income

-$87,895

Net Assets

$2,469,511

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,307	24.3%
Dividends	$52,502	78.1%
Sales of Assets	$0
Other Income	$298	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,612	92.0%
Compensation of Officers*	$22,572	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,469,511
Total Liabilities	$0
Net Assets	$2,469,511

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$53,821

Expenses

$163,714

Net Income

-$109,893

Net Assets

$2,557,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22,359	41.5%
Dividends	$28,056	52.1%
Sales of Assets	$510	0.9%
Other Income	$2,896	5.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,536	92.0%
Compensation of Officers*	$22,527	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,557,406
Total Liabilities	$0
Net Assets	$2,557,406

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$35,896

Expenses

$182,653

Net Income

-$146,757

Net Assets

$2,667,299

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,490	79.4%
Dividends	$7,406	20.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,532	87.9%
Compensation of Officers*	$35,404	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,667,299
Total Liabilities	$0
Net Assets	$2,667,299

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Warren H Timmerman Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $65.5k (2024)

Expenses $179k (2024)

Total Assets $1.31M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$65.5k (2024)

Expenses

$179k (2024)

Total Assets

$1.31M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007