Edward J And Agnes Kurtz Hose Charitable Trust

Ottumwa, IA
Tax-exempt since Sept. 2004
EIN: 42-6610727

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$53.3k (2024)

Expenses

$62.2k (2024)

Total Assets

$807k (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

$53,250

Expenses

$62,248

Net Income

-$8,998

Net Assets

$806,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$903	1.7%
Dividends	$23,608	44.3%
Sales of Assets	$27,889	52.4%
Other Income	$850	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,934	67.4%
Compensation of Officers*	$17,814	28.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$806,983
Total Liabilities	$0
Net Assets	$806,983

Compensation

Key Employees and Officers	Compensation	Other
South Ottumwa Savings Bank (Trustee)	$14,814	$0
Cheryl Jones (Agent Fee)	$3,000	$0
Dr Ted Haas (Advisory Com)	$0	$0
Fr James Betzen (Advisory Com)	$0	$0
Richard Gaumer (Advisory Com)	$0	$0
Dr Eric Dodson (Advisory Com)	$0	$0
Dr Tom Williamson (Advisory Com)	$0	$0

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990-PF

Filed on March 28, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$28,205

Expenses

$61,803

Net Income

-$33,598

Net Assets

$816,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$690	2.4%
Dividends	$21,569	76.5%
Sales of Assets	$5,946	21.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,613	68.9%
Compensation of Officers*	$16,690	27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$816,184
Total Liabilities	$0
Net Assets	$816,184

Compensation

Key Employees and Officers	Compensation	Other
South Ottumwa Savings Bank (Trustee)	$13,290	$0
Cheryl Jones (Agent Fee)	$3,400	$0
Dr Ted Haas (Advisory Com)	$0	$0
Fr James Betzen (Advisory Com)	$0	$0
Richard Gaumer (Advisory Com)	$0	$0
Dr Eric Dodson (Advisory Com)	$0	$0
Dr Tom Williamson (Advisory Com)	$0	$0

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990-PF

Filed on May 13, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$19,807

Expenses

$59,627

Net Income

-$39,820

Net Assets

$849,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$132	0.7%
Dividends	$19,078	96.3%
Sales of Assets	$303	1.5%
Other Income	$294	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,307	65.9%
Compensation of Officers*	$17,820	29.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$849,784
Total Liabilities	$0
Net Assets	$849,784

Compensation

Key Employees and Officers	Compensation	Other
South Ottumwa Savings Bank (Trustee)	$13,620	$0
Cheryl Jones (Agent Fee)	$3,000	$0
Dr Ted Haas (Advisory Com)	$300	$0
Richard Gaumer (Advisory Com)	$300	$0
Fr James Betzen (Advisory Com)	$200	$0
Dr Eric Dodson (Advisory Com)	$200	$0
Dr Tom Williamson (Advisory Com)	$200	$0

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990-PF

Filed on April 8, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$230,389

Expenses

$58,260

Net Income

$172,129

Net Assets

$889,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$17,782	7.7%
Sales of Assets	$212,487	92.2%
Other Income	$118	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,926	61.7%
Compensation of Officers*	$19,834	34.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$889,604
Total Liabilities	$0
Net Assets	$889,604

Compensation

Key Employees and Officers	Compensation	Other
South Ottumwa Savings Bank (Trustee)	$15,534	$0
Cheryl Jones (Agent Fee)	$3,000	$0
Dr Ted Haas (Advisory Com)	$300	$0
Richard Gaumer (Advisory Com)	$300	$0
Dr Eric Dodson (Advisory Com)	$300	$0
Fr James Betzen (Advisory Com)	$200	$0
Dr Tom Williamson (Advisory Com)	$200	$0

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990-PF

Filed on May 16, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$22,045

Expenses

$57,012

Net Income

-$34,967

Net Assets

$717,474

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$90	0.4%
Dividends	$18,492	83.9%
Sales of Assets	$3,463	15.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,791	64.5%
Compensation of Officers*	$17,510	30.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$717,475
Total Liabilities	$1
Net Assets	$717,474

Compensation

Key Employees and Officers	Compensation	Other
South Ottumwa Savings Bank (Trustee)	$13,510	$0
Cheryl Jones (Agent Fee)	$3,000	$0
Dr Ted Haas (Advisory Com)	$200	$0
Fr James Betzen (Advisory Com)	$200	$0
Richard Gaumer (Advisory Com)	$200	$0
Dr Eric Dodson (Advisory Com)	$200	$0
Dr Tom Williamson (Advisory Com)	$200	$0

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990-PF

Filed on April 19, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$39,390

Expenses

$57,397

Net Income

-$18,007

Net Assets

$752,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$599	1.5%
Dividends	$22,008	55.9%
Sales of Assets	$16,783	42.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,148	64.7%
Compensation of Officers*	$17,749	30.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$752,027
Total Liabilities	$1
Net Assets	$752,026

Compensation

Key Employees and Officers	Compensation	Other
South Ottumwa Savings Bank (Trustee)	$13,349	$0
Cheryl Jones (Agent Fee)	$3,000	$0
Dr Ted Haas (Advisory Com)	$300	$0
Fr James Betzen (Advisory Com)	$300	$0
Richard Gaumer (Advisory Com)	$300	$0
Dr Eric Dodson (Advisory Com)	$300	$0
Dr Tom Williamson (Advisory Com)	$200	$0

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990-PF

Filed on May 22, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$54,209

Expenses

$59,547

Net Income

-$5,338

Net Assets

$770,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$361	0.7%
Dividends	$21,664	40.0%
Sales of Assets	$32,184	59.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,728	65.0%
Compensation of Officers*	$18,037	30.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$770,034
Total Liabilities	$0
Net Assets	$770,034

Compensation

Key Employees and Officers	Compensation	Other
South Ottumwa Savings Bank (Trustee)	$13,287	$0
Cheryl Jones (Agent Fee)	$3,250	$0
Dr Ted Haas (Advisory Com)	$300	$0
Fr James Betzen (Advisory Com)	$300	$0
Richard Gaumer (Advisory Com)	$300	$0
Dr Eric Dodson (Advisory Com)	$200	$0
Dr Tom Williamson (Advisory Com)	$200	$0
Dr Wayne Monroe (Advisory Com)	$100	$0
Dr Jay Heitsman (Advisory Com)	$100	$0

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990-PF

Filed on March 12, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$32,635

Expenses

$56,951

Net Income

-$24,316

Net Assets

$773,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$106	0.3%
Dividends	$20,176	61.8%
Sales of Assets	$12,353	37.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,806	66.4%
Compensation of Officers*	$16,416	28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$773,880
Total Liabilities	$0
Net Assets	$773,880

Compensation

Key Employees and Officers	Compensation	Other
South Ottumwa Savings Bank (Trustee)	$13,016	$0
Cheryl Jones (Agent Fee)	$3,000	$0
Dr Wayne Monroe (Advisory Com)	$100	$0
Dr Ted Haas (Advisory Com)	$100	$0
Dr Jay Heitsman (Advisory Com)	$100	$0
Fr James Betzen (Advisory Com)	$100	$0

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990-PF

Filed on April 2, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$52,650

Expenses

$59,764

Net Income

-$7,114

Net Assets

$798,471

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$63	0.1%
Dividends	$22,110	42.0%
Sales of Assets	$30,477	57.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,218	67.3%
Compensation of Officers*	$16,766	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$798,471
Total Liabilities	$0
Net Assets	$798,471

Compensation

Key Employees and Officers	Compensation	Other
South Ottumwa Savings Bank (Trustee)	$12,666	$0
Cheryl Jones (Agent Fee)	$3,000	$0
Richard Gaumer (Advisory Com)	$300	$0
Dr Wayne Monroe (Advisory Com)	$300	$0
Dr Ted Haas (Advisory Com)	$300	$0
Dr Jay Heitsman (Advisory Com)	$100	$0
Fr James Betzen (Advisory Com)	$100	$0

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990-PF

Filed on Feb. 27, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$44,935

Expenses

$59,381

Net Income

-$14,446

Net Assets

$811,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$21,262	47.3%
Sales of Assets	$23,316	51.9%
Other Income	$345	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,446	66.4%
Compensation of Officers*	$17,176	28.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$811,079
Total Liabilities	$0
Net Assets	$811,079

Compensation

Key Employees and Officers	Compensation	Other
South Ottumwa Savings Bank (Trustee)	$13,126	$0
Cheryl Jones (Agent Fee)	$3,250	$0
Richard Gaumer (Advisory Com)	$200	$0
Dr Ted Haas (Advisory Com)	$200	$0
Fr James Betzen (Advisory Com)	$200	$0
Dr Wayne Monroe (Advisory Com)	$100	$0
Dr Jay Heitsman (Advisory Com)	$100	$0

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990-PF

Filed on March 8, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$46,453

Expenses

$63,451

Net Income

-$16,998

Net Assets

$827,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,068	47.5%
Sales of Assets	$23,082	49.7%
Other Income	$1,303	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,482	68.5%
Compensation of Officers*	$11,886	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$827,017
Total Liabilities	$0
Net Assets	$827,017

Compensation

Key Employees and Officers	Compensation	Other
South Ottumwa Savings Bank (Trustee)	$8,286	$0
Cheryl Jones (Agent Fee)	$3,000	$0
Dr Wayne Monroe (Advisory Com)	$200	$0
Dr Ted Haas (Advisory Com)	$200	$0
Richard Gaumer (Advisory Com)	$100	$0
Dr Jay Heitsman (Advisory Com)	$100	$0

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990-PF

Filed on April 2, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$38,708

Expenses

$61,706

Net Income

-$22,998

Net Assets

$843,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$20,966	54.2%
Sales of Assets	$16,361	42.3%
Other Income	$1,371	3.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,448	52.6%
Compensation of Officers*	$12,564	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$843,651
Total Liabilities	$0
Net Assets	$843,651

Compensation

Key Employees and Officers	Compensation	Other
South Ottumwa Savings Bank (Trustee)	$7,964	$0
Cheryl Jones (Agent Fee)	$3,000	$0
Dr Ted Haas (Advisory Com)	$400	$0
David Hester (Advisory Com)	$300	$0
Dr Wayne Monroe (Advisory Com)	$300	$0
Father Bernie Weir (Advisory Com)	$300	$0
Dr Jay Heitsman (Advisory Com)	$300	$0

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990-PF

Filed on May 13, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$227,160

Expenses

$71,095

Net Income

$156,065

Net Assets

$866,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,414	1.5%
Dividends	$20,339	9.0%
Sales of Assets	$203,299	89.5%
Other Income	$108	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,661	64.2%
Compensation of Officers*	$13,050	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$866,796
Total Liabilities	$1
Net Assets	$866,795

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$50,395

Expenses

$88,149

Net Income

-$37,754

Net Assets

$676,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,769	15.4%
Dividends	$12,182	24.2%
Sales of Assets	$30,222	60.0%
Other Income	$222	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,406	66.3%
Compensation of Officers*	$11,741	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$676,186
Total Liabilities	$1
Net Assets	$676,185

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

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Updated March 23, 2026

Edward J And Agnes Kurtz Hose Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $53.3k (2024)

Expenses $62.2k (2024)

Total Assets $807k (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

$53.3k (2024)

Expenses

$62.2k (2024)

Total Assets

$807k (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