James W And Frances M Ackerman Charitable Foundation

C O James W Ackerman

Fort Dodge, IA
Tax-exempt since March 1994
EIN: 42-1412905

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

$67.3k (2024)

Expenses

$40.2k (2024)

Total Assets

$786k (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

$67,297

Expenses

$40,166

Net Income

$27,131

Net Assets

$785,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,468	40.8%
Sales of Assets	$39,829	59.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,000	82.2%
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	$785,875
Total Liabilities	$0
Net Assets	$785,875

Compensation

Key Employees and Officers	Compensation	Other
James R Bocken (President)	$0	$0
Kathy Bocken (Secretarty)	$0	$0
Thomas G Schnurr (Director)	$0	$0
Greg Bocken (Treasurer)	$0	$0
Brian Bocken (Director)	$0	$0

+ View more people

990-PF

Filed on May 15, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$36,306

Expenses

$63,804

Net Income

-$27,498

Net Assets

$743,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,093	69.1%
Sales of Assets	$11,213	30.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,500	90.1%
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	$743,642
Total Liabilities	$0
Net Assets	$743,642

Compensation

Key Employees and Officers	Compensation	Other
James R Bocken (President)	$0	$0
Kathy Bocken (Secretarty)	$0	$0
Thomas G Schnurr (Director)	$0	$0
Greg Bocken (Treasurer)	$0	$0
Brian Bocken (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 6, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$8,482

Expenses

$66,991

Net Income

-$75,473

Net Assets

$755,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,628
Sales of Assets	-$36,110
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,500	87.3%
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	$755,539
Total Liabilities	$0
Net Assets	$755,539

Compensation

Key Employees and Officers	Compensation	Other
James R Bocken (President)	$0	$0
Kathy Bocken (Secretarty)	$0	$0
Thomas G Schnurr (Director)	$0	$0
Greg Bocken (Treasurer)	$0	$0
Brian Bocken (Director)	$0	$0

+ View more people

990-PF

Filed on Sept. 28, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$74,784

Expenses

$52,001

Net Income

$22,783

Net Assets

$879,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,496	35.4%
Sales of Assets	$48,288	64.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,375	81.5%
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	$879,127
Total Liabilities	$0
Net Assets	$879,127

Compensation

Key Employees and Officers	Compensation	Other
James R Bocken (President)	$0	$0
Kathy Bocken (Secretarty)	$0	$0
Thomas G Schnurr (Director)	$0	$0
Greg Bocken (Treasurer)	$0	$0
Brian Bocken (Director)	$0	$0

+ View more people

990-PF

Filed on Sept. 9, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$55,140

Expenses

$53,794

Net Income

$1,346

Net Assets

$856,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$25,495	46.2%
Sales of Assets	$29,641	53.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,750	79.5%
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	$856,054
Total Liabilities	$1
Net Assets	$856,053

Compensation

Key Employees and Officers	Compensation	Other
James R Bocken (President)	$0	$0
Kathy Bocken (Secretarty)	$0	$0
Thomas G Schnurr (Director)	$0	$0
Greg Bocken (Treasurer)	$0	$0
Brian Bocken (Director)	$0	$0

+ View more people

990-PF

Filed on Aug. 16, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$79,067

Expenses

$55,584

Net Income

$23,483

Net Assets

$854,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$14,522	18.4%
Sales of Assets	$64,538	81.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,674	85.8%
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	$854,708
Total Liabilities	$1
Net Assets	$854,707

Compensation

Key Employees and Officers	Compensation	Other
James R Bocken (President)	$0	$0
Kathy Bocken (Secretarty)	$0	$0
Thomas G Schnurr (Director)	$0	$0
Greg Bocken (Treasurer)	$0	$0
Brian Bocken (Director)	$0	$0

+ View more people

990-PF

Filed on June 26, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$40,338

Expenses

$57,050

Net Income

-$16,712

Net Assets

$831,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$371	0.9%
Dividends	$13,248	32.8%
Sales of Assets	$26,719	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,425	86.6%
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	$831,225
Total Liabilities	$0
Net Assets	$831,225

Compensation

Key Employees and Officers	Compensation	Other
James R Bocken (President)	$0	$0
Kathy Bocken (Secretarty)	$0	$0
Thomas G Schnurr (Director)	$0	$0
Greg Bocken (Treasurer)	$0	$0
Brian Bocken (Director)	$0	$0

+ View more people

990-PF

Filed on July 1, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$37,947

Expenses

$50,165

Net Income

-$12,218

Net Assets

$847,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$98	0.3%
Dividends	$13,806	36.4%
Sales of Assets	$24,043	63.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,550	84.8%
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	$847,937
Total Liabilities	$0
Net Assets	$847,937

Compensation

Key Employees and Officers	Compensation	Other
James R Bocken (President)	$0	$0
Kathy Bocken (Secretarty)	$0	$0
Thomas G Schnurr (Director)	$0	$0
Greg Bocken (Treasurer)	$0	$0
Brian Bocken (Director)	$0	$0

+ View more people

990-PF

Filed on June 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$33,833

Expenses

$52,144

Net Income

-$18,311

Net Assets

$860,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$11,402	33.7%
Sales of Assets	$22,421	66.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,550	81.6%
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	$860,155
Total Liabilities	$0
Net Assets	$860,155

Compensation

Key Employees and Officers	Compensation	Other
James R Bocken (President)	$0	$0
Kathy Bocken (Secretarty)	$0	$0
Thomas G Schnurr (Director)	$0	$0
Greg Bocken (Treasurer)	$0	$0
Brian Bocken (Director)	$0	$0

+ View more people

990-PF

Filed on May 19, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$122,968

Expenses

$51,820

Net Income

$71,148

Net Assets

$878,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$12,102	9.8%
Sales of Assets	$110,855	90.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,550	84.0%
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	$878,466
Total Liabilities	$0
Net Assets	$878,466

Compensation

Key Employees and Officers	Compensation	Other
James R Bocken (President)	$0	$0
Kathy Bocken (Secretarty)	$0	$0
Thomas G Schnurr (Director)	$0	$0
Greg Bocken (Treasurer)	$0	$0
Brian Bocken (Director)	$0	$0

+ View more people

990-PF

Filed on June 6, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$77,778

Expenses

$53,984

Net Income

$23,794

Net Assets

$807,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$605	0.8%
Dividends	$11,368	14.6%
Sales of Assets	$65,805	84.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,300	80.2%
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	$807,318
Total Liabilities	$0
Net Assets	$807,318

Compensation

Key Employees and Officers	Compensation	Other
James R Bocken (President)	$0	$0
Kathy Bocken (Secretarty)	$0	$0
Thomas G Schnurr (Director)	$0	$0
Greg Bocken (Treasurer)	$0	$0
Brian Bocken (Director)	$0	$0

+ View more people

990-PF

Filed on May 28, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$97,257

Expenses

$52,880

Net Income

$44,377

Net Assets

$783,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,195	1.2%
Dividends	$11,386	11.7%
Sales of Assets	$84,676	87.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,110	85.3%
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	$783,243
Total Liabilities	$0
Net Assets	$783,243

Compensation

Key Employees and Officers	Compensation	Other
James R Bocken (President)	$0	$0
Kathy Bocken (Secretarty)	$0	$0
Thomas G Schnurr (Director)	$0	$0
Greg Bocken (Treasurer)	$0	$0
Brian Bocken (Director)	$0	$0

+ View more people

990-PF

Filed on May 15, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$48,533

Expenses

$41,607

Net Income

$6,926

Net Assets

$738,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,193	2.5%
Dividends	$13,920	28.7%
Sales of Assets	$33,420	68.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,750	81.1%
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	$738,203
Total Liabilities	$1
Net Assets	$738,202

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$46,739

Expenses

$49,546

Net Income

-$2,807

Net Assets

$732,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,941	10.6%
Dividends	$14,022	30.0%
Sales of Assets	$27,776	59.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,900	78.5%
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	$732,435
Total Liabilities	$1
Net Assets	$732,434

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 Frances M Ackerman Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $67.3k (2024)

Expenses $40.2k (2024)

Total Assets $786k (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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$67.3k (2024)

Expenses

$40.2k (2024)

Total Assets

$786k (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

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001