Holthues Tr

Muscatine, IA
Tax-exempt since Feb. 1998
EIN: 42-1466786

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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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.52M (2024)

Expenses

$2.17M (2024)

Total Assets

$26.6M (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

$3,518,121

Expenses

$2,165,775

Net Income

$1,352,346

Net Assets

$26,567,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,107,350	59.9%
Sales of Assets	$1,410,771	40.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,078,478	96.0%
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	$26,567,154
Total Liabilities	$0
Net Assets	$26,567,154

Compensation

Key Employees and Officers	Compensation	Other
Joseph H Stanley (President/Director)	$0	$0
Elizabeth Shriver (Vice President/Director)	$0	$0
Cassie Batzkiel (Treasurer)	$0	$0
Erin Gould (Secretary)	$0	$0
Lincoln Stanley (Director)	$0	$0
Brian Hanson (Director)	$0	$0
Catherine Elliot (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$2,491,616

Expenses

$1,967,752

Net Income

$523,864

Net Assets

$25,214,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,369,012	54.9%
Sales of Assets	$1,122,604	45.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,903,596	96.7%
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	$25,214,808
Total Liabilities	$0
Net Assets	$25,214,808

Compensation

Key Employees and Officers	Compensation	Other
Joseph H Stanley (President)	$0	$0
Elizabeth Shriver (Vice President/Director)	$0	$0
Cassie Batzkiel (Treasurer)	$0	$0
Erin Gould (Secretary)	$0	$0
Lincoln Stanley (Director)	$0	$0
Brian Hanson (Director)	$0	$0
Catherine Elliot (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$2,053,188

Expenses

$1,999,792

Net Income

$53,396

Net Assets

$24,690,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$681,342	33.2%
Sales of Assets	$1,371,830	66.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,913,760	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	$24,690,944
Total Liabilities	$0
Net Assets	$24,690,944

Compensation

Key Employees and Officers	Compensation	Other
Joseph H Stanley (President)	$0	$0
Elizabeth Shriver (Vice Pres/Director)	$0	$0
Cassie Batzkiel (Treasurer)	$0	$0
Erin Gould (Secretary)	$0	$0
Lincoln Stanley (Director)	$0	$0
Brian Hanson (Director)	$0	$0
Catherine Elliot (Director)	$0	$0

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990-PF

Filed on June 19, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$3,848,224

Expenses

$2,097,531

Net Income

$1,750,693

Net Assets

$24,637,548

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$100	0.0%
Dividends	$908,569	23.6%
Sales of Assets	$2,939,555	76.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,024,506	96.5%
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	$24,637,548
Total Liabilities	$0
Net Assets	$24,637,548

Compensation

Key Employees and Officers	Compensation	Other
Joseph H Stanley (President)	$0	$0
Elizabeth Shriver (Vice Pres/Director)	$0	$0
Cassie Batzkiel (Treasurer)	$0	$0
Erin Gould (Secretary)	$0	$0
Lincoln Stanley (Director)	$0	$0
Brian Hanson (Director)	$0	$0
Catherine Elliot (Director)	$0	$0
Donna Buckles (Director)	$0	$0

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990-PF

Filed on Sept. 13, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$2,685,899

Expenses

$2,044,041

Net Income

$641,858

Net Assets

$22,886,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$58	0.0%
Dividends	$659,813	24.6%
Sales of Assets	$2,026,028	75.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,009,420	98.3%
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	$22,886,855
Total Liabilities	$1
Net Assets	$22,886,854

Compensation

Key Employees and Officers	Compensation	Other
Joseph H Stanley (President)	$0	$0
Elizabeth Shriver (Vice Pres/Director)	$0	$0
Cassie Batzkiel (Treasurer)	$0	$0
Erin Gould (Secretary)	$0	$0
Lincoln Stanley (Director)	$0	$0
Brian Hanson (Director)	$0	$0
Catherine Elliot (Director)	$0	$0
Donna Buckles (Director)	$0	$0

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990-PF

Filed on Sept. 27, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$2,357,081

Expenses

$1,827,172

Net Income

$529,909

Net Assets

$22,244,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$776,955	33.0%
Sales of Assets	$1,580,116	67.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,799,895	98.5%
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	$22,244,997
Total Liabilities	$1
Net Assets	$22,244,996

Compensation

Key Employees and Officers	Compensation	Other
Joseph H Stanley (President)	$0	$0
Elizabeth Shriver (Vice Pres/Director)	$0	$0
Dana W Pittman (Treasurer (1/1/19 5/1/19))	$0	$0
Cassie Mathias (Treasurer (5/1/19 12/31/19))	$0	$0
Erin Gould (Secretary)	$0	$0
Lincoln Stanley (Director)	$0	$0
Brian Hanson (Director)	$0	$0
Catherine Elliot (Director)	$0	$0
Donna Buckles (Director)	$0	$0

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990-PF

Filed on Nov. 16, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$2,088,607

Expenses

$1,648,703

Net Income

$439,904

Net Assets

$21,715,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$780,985	37.4%
Sales of Assets	$1,307,618	62.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,584,197	96.1%
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	$21,715,088
Total Liabilities	$0
Net Assets	$21,715,088

Compensation

Key Employees and Officers	Compensation	Other
Joseph H Stanley (President (4/27 12/31/18)/Vp(1/1 4/27))	$0	$0
Elizabeth Shriver (Vice Pres/Director (4/27 12/31/18))	$0	$0
Dana W Pittman (Treasurer)	$0	$0
Erin Gould (Secretary)	$0	$0
Lincoln Stanley (Director)	$0	$0
Brian Hanson (Director)	$0	$0
Catherine Elliot (Director)	$0	$0
Donna Buckles (Director (1/1/18 4/14/18))	$0	$0

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990-PF

Filed on Oct. 4, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$1,704,020

Expenses

$1,478,268

Net Income

$225,752

Net Assets

$21,275,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$733,355	43.0%
Sales of Assets	$970,664	57.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,433,264	97.0%
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	$21,275,184
Total Liabilities	$0
Net Assets	$21,275,184

Compensation

Key Employees and Officers	Compensation	Other
Richard H Stanley (President)	$0	$0
Joseph H Stanley (Vice President/Director)	$0	$0
Dana W Pittman (Treasurer)	$0	$0
Betty Anders (Secretary (1/1 11/2/17))	$0	$0
Erin Gould (Secretary (11/3 12/31/17))	$0	$0
Joseph H Stanley (Director)	$0	$0
Lincoln Stanley (Director)	$0	$0
Donna Buckles (Director)	$0	$0
Brian Hanson (Director)	$0	$0
Catherine Elliot (Director)	$0	$0

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990-PF

Filed on Nov. 5, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$1,584,430

Expenses

$1,520,844

Net Income

$63,586

Net Assets

$21,049,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$711,979	44.9%
Sales of Assets	$872,450	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,482,042	97.4%
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	$21,049,432
Total Liabilities	$0
Net Assets	$21,049,432

Compensation

Key Employees and Officers	Compensation	Other
Richard H Stanley (President)	$0	$0
Joseph H Stanley (Vice President/Director)	$0	$0
Dana W Pittman (Treasurer)	$0	$0
Betty Anders (Secretary)	$0	$0
Joseph H Stanley (Director)	$0	$0
Lincoln Stanley (Director)	$0	$0
Donna Buckles (Director)	$0	$0
Brian Hanson (Director)	$0	$0
Catherine Elliot (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$1,714,547

Expenses

$1,490,179

Net Income

$224,368

Net Assets

$20,985,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$703,422	41.0%
Sales of Assets	$1,011,124	59.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,443,647	96.9%
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	$20,985,846
Total Liabilities	$0
Net Assets	$20,985,846

Compensation

Key Employees and Officers	Compensation	Other
Donna Buckles (Director)	$0	$0
Brian Hanson (Director)	$0	$0
Catherine Elliot (Director)	$0	$0
Richard H Stanley (President)	$0	$0
Joseph H Stanley (Vice President/Director)	$0	$0
Dana W Pittman (Treasurer)	$0	$0
Betty Anders (Secretary)	$0	$0
Lynne E Stanley (Director)	$0	$0
Lincoln Stanley (Director)	$0	$0

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990-PF

Filed on Aug. 12, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$1,622,126

Expenses

$1,220,663

Net Income

$401,463

Net Assets

$20,761,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$749,089	46.2%
Sales of Assets	$873,036	53.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,174,316	96.2%
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	$20,761,478
Total Liabilities	$0
Net Assets	$20,761,478

Compensation

Key Employees and Officers	Compensation	Other
Donna Buckles (Director)	$0	$0
Brian Hanson (Director)	$0	$0
Sarah Stanley (Director)	$0	$0
Richard H Stanley (President)	$0	$0
Joseph H Stanley (Vice President/Director)	$0	$0
Dana W Pittman (Treasurer)	$0	$0
Betty Anders (Secretary)	$0	$0
Lynne E Stanley (Director)	$0	$0
Lincoln Stanley (Director)	$0	$0

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990-PF

Filed on Aug. 17, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$1,727,596

Expenses

$1,146,255

Net Income

$581,341

Net Assets

$20,360,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$593,474	34.4%
Sales of Assets	$1,134,120	65.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$993,967	86.7%
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	$20,360,015
Total Liabilities	$0
Net Assets	$20,360,015

Compensation

Key Employees and Officers	Compensation	Other
Brian Hanson (Director)	$0	$0
Sarah Stanley (Director)	$0	$0
Elizabeth Shriver (Director)	$0	$0
Richard H Stanley (President)	$0	$0
Joseph H Stanley (Vice President/Director)	$0	$0
Dana W Pittman (Treasurer)	$0	$0
Betty Anders (Secretary)	$0	$0
Lynne E Stanley (Director)	$0	$0
Lincoln Stanley (Director)	$0	$0

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990-PF

Filed on Aug. 14, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$858,281

Expenses

$1,139,133

Net Income

-$280,852

Net Assets

$19,778,673

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$679,698	79.2%
Sales of Assets	$178,580	20.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,051,100	92.3%
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	$19,778,674
Total Liabilities	$1
Net Assets	$19,778,673

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$702,630

Expenses

$986,070

Net Income

-$283,440

Net Assets

$20,059,525

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$593,868	84.5%
Sales of Assets	$108,758	15.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$902,201	91.5%
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	$20,059,526
Total Liabilities	$1
Net Assets	$20,059,525

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

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Holthues Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.52M (2024)

Expenses $2.17M (2024)

Total Assets $26.6M (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

$3.52M (2024)

Expenses

$2.17M (2024)

Total Assets

$26.6M (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