James W And Ella B Forster Charitable Trust

Rock Rapids, IA
Tax-exempt since Aug. 1988
EIN: 42-1305882

Receive an email when new data is available for this organization.

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.

Donations to this organization are tax deductible.

Revenue

$211k (2025)

Expenses

$386k (2025)

Total Assets

$1.76M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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 June
2025

Revenue

$210,816

Expenses

$386,060

Net Income

-$175,244

Net Assets

$1,759,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$88,382	41.9%
Dividends	$25,736	12.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$367,314	95.1%
Compensation of Officers*	$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	$1,759,758
Total Liabilities	$0
Net Assets	$1,759,758

Compensation

Key Employees and Officers	Compensation	Other
George Schneidermann (Trustee)	$0	$0
Kandi Koll (Trustee)	$0	$0
Bruce Jennings (Trustee)	$0	$0

990-PF

Filed on Oct. 15, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$221,560

Expenses

$345,842

Net Income

-$124,282

Net Assets

$1,935,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$100,558	45.4%
Dividends	$24,304	11.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$326,528	94.4%
Compensation of Officers*	$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	$1,935,002
Total Liabilities	$0
Net Assets	$1,935,002

Compensation

Key Employees and Officers	Compensation	Other
George Schneidermann (Trustee)	$0	$0
Kandi Koll (Trustee)	$0	$0
Bruce Jennings (Trustee)	$0	$0

990-PF

Filed on Dec. 17, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$230,980

Expenses

$380,901

Net Income

-$149,921

Net Assets

$2,059,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$110,943	48.0%
Dividends	$23,345	10.1%
Sales of Assets	-$6
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$364,632	95.7%
Compensation of Officers*	$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	$2,059,284
Total Liabilities	$0
Net Assets	$2,059,284

Compensation

Key Employees and Officers	Compensation	Other
George Schneidermann (Trustee)	$0	$0
Kandi Koll (Trustee)	$0	$0
Bruce Jennings (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$236,008

Expenses

$295,149

Net Income

-$59,141

Net Assets

$2,209,205

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$119,829	50.8%
Dividends	$21,871	9.3%
Sales of Assets	$8,305	3.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$277,732	94.1%
Compensation of Officers*	$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	$2,209,205
Total Liabilities	$0
Net Assets	$2,209,205

Compensation

Key Employees and Officers	Compensation	Other
George Schneidermann (Trustee)	$0	$0
Kandi Koll (Trustee)	$0	$0
Bruce Jennings (Trustee)	$0	$0

990-PF

Filed on Nov. 17, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$226,306

Expenses

$311,796

Net Income

-$85,490

Net Assets

$2,268,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$129,465	57.2%
Dividends	$16,184	7.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$289,665	92.9%
Compensation of Officers*	$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	$2,268,346
Total Liabilities	$1
Net Assets	$2,268,345

Compensation

Key Employees and Officers	Compensation	Other
George Schneidermann (Trustee)	$0	$0
Kandi Koll (Trustee)	$0	$0
Bruce Jennings (Trustee)	$0	$0

990-PF

Filed on Oct. 28, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$232,235

Expenses

$314,557

Net Income

-$82,322

Net Assets

$2,353,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$130,720	56.3%
Dividends	$15,657	6.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$283,639	90.2%
Compensation of Officers*	$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	$2,353,837
Total Liabilities	$1
Net Assets	$2,353,836

Compensation

Key Employees and Officers	Compensation	Other
George Schneidermann (Trustee)	$0	$0
Kandi Koll (Trustee)	$0	$0
Bruce Jennings (Trustee)	$0	$0

990-PF

Filed on Nov. 4, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$544,834

Expenses

$217,810

Net Income

$327,024

Net Assets

$2,436,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$75,422	13.8%
Dividends	$14,804	2.7%
Sales of Assets	$369,369	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,081	80.4%
Compensation of Officers*	$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	$2,436,158
Total Liabilities	$0
Net Assets	$2,436,158

Compensation

Key Employees and Officers	Compensation	Other
George Schneidermann (Trustee)	$0	$0
Kandi Koll (Trustee)	$0	$0
Bruce Jennings (Trustee)	$0	$0

990-PF

Filed on Nov. 27, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$1,557,309

Expenses

$370,566

Net Income

$1,186,743

Net Assets

$2,109,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,046	0.1%
Dividends	$45,104	2.9%
Sales of Assets	$1,414,841	90.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$350,110	94.5%
Compensation of Officers*	$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	$2,109,134
Total Liabilities	$0
Net Assets	$2,109,134

Compensation

Key Employees and Officers	Compensation	Other
George Schneidermann (Trustee)	$0	$0
Kandi Koll (Trustee)	$0	$0
Bruce Jennings (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$417,661

Expenses

$623,010

Net Income

-$205,349

Net Assets

$922,392

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$844	0.2%
Dividends	$60,802	14.6%
Sales of Assets	$255,016	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$592,241	95.1%
Compensation of Officers*	$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	$922,392
Total Liabilities	$0
Net Assets	$922,392

Compensation

Key Employees and Officers	Compensation	Other
George Schneidermann (Trustee)	$0	$0
Kandi Koll (Trustee)	$0	$0
Bruce Jennings (Trustee)	$0	$0

990-PF

Filed on May 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$236,532

Expenses

$410,071

Net Income

-$173,539

Net Assets

$1,127,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$511	0.2%
Dividends	$61,264	25.9%
Sales of Assets	$51,977	22.0%
Other Income	$18,940	8.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$386,343	94.2%
Compensation of Officers*	$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	$1,367,741
Total Liabilities	$240,000
Net Assets	$1,127,741

Compensation

Key Employees and Officers	Compensation	Other
George Schneidermann (Trustee)	$0	$0
Kandi Koll (Trustee)	$0	$0
Bruce Jennings (Trustee)	$0	$0

990-PF

Filed on Feb. 16, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2015

Revenue

$204,522

Expenses

$394,299

Net Income

-$189,777

Net Assets

$1,276,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64	0.0%
Dividends	$58,531	28.6%
Sales of Assets	$0
Other Income	$38,566	18.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$372,015	94.3%
Compensation of Officers*	$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	$1,516,878
Total Liabilities	$240,000
Net Assets	$1,276,878

Compensation

Key Employees and Officers	Compensation	Other
George Schneidermann (Trustee)	$0	$0
Bruce Kammarmeyer (Trustee)	$0	$0
Bruce Jennings (Trustee)	$0	$0

990-PF

Filed on Dec. 23, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$206,517

Expenses

$405,361

Net Income

-$198,844

Net Assets

$1,466,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$840	0.4%
Dividends	$65,272	31.6%
Sales of Assets	$16,045	7.8%
Other Income	$4,170	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$375,328	92.6%
Compensation of Officers*	$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	$1,706,655
Total Liabilities	$240,000
Net Assets	$1,466,655

Compensation

Key Employees and Officers	Compensation	Other
George Schneidermann (Trustee)	$0	$0
Bruce Kammarmeyer (Trustee)	$0	$0
Bruce Jennings (Trustee)	$0	$0

990-PF

Filed on Dec. 5, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2013

Revenue

$230,668

Expenses

$311,648

Net Income

-$80,980

Net Assets

$1,636,883

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$170	0.1%
Dividends	$61,103	26.5%
Sales of Assets	$0
Other Income	$62,490	27.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$292,636	93.9%
Compensation of Officers*	$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	$1,876,883
Total Liabilities	$240,000
Net Assets	$1,636,883

990-PF

Filed on Dec. 16, 2013

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$179,289

Expenses

$310,293

Net Income

-$131,004

Net Assets

$1,637,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$139	0.1%
Dividends	$61,605	34.4%
Sales of Assets	$0
Other Income	$12,500	7.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$286,728	92.4%
Compensation of Officers*	$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	$1,877,740
Total Liabilities	$240,000
Net Assets	$1,637,740

990-PF

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

PDF

Fiscal Year Ending June
2011

Revenue

$235,168

Expenses

$268,539

Net Income

-$33,371

Net Assets

$1,768,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,697	1.6%
Dividends	$61,405	26.1%
Sales of Assets	$91,372	38.9%
Other Income	$12,500	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$239,357	89.1%
Compensation of Officers*	$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	$2,008,744
Total Liabilities	$240,000
Net Assets	$1,768,744

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

James W And Ella B Forster Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $211k (2025)

Expenses $386k (2025)

Total Assets $1.76M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$211k (2025)

Expenses

$386k (2025)

Total Assets

$1.76M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003