FORM 1023-EZ for SOUTH STORY BANK CHARITABLE FOUNDATION

Field Data
EIN 81-4231257
Case Number EO-2016335-000279
Form 1023-EZ version 62014
Eligibility Worksheet 1
Organization Name SOUTH STORY BANK CHARITABLE FOUNDATION
Organization’s Mailing Address 905 N HWY 69
City HUXLEY
State IA
ZIP 50124
Accounting period End 12
Primary contact name LUANN R CARLSON
Primary contact phone [Hidden]
Primary contact phone extension [Hidden]
Primary contact fax [Hidden]
User fee submitted $275.00
Officer/Director/Trustee One

KEVIN BROOKS
PRESIDENT
2716 NW 158TH AVE
SLATER IA 50244

Officer/Director/Trustee Two

LUANN CARLSON
TREASURER
905 N HWY 69
HUXLEY IA 50124

Officer/Director/Trustee Three

ELIZABETH GARST
DIRECTOR
1313 FIG AVE
COON RAPIDS IA 50058

Officer/Director/Trustee Four

JENNIFER GARST
DIRECTOR
708 BROOKRIDGE AVE
AMES IA 50010

Officer/Director/Trustee Five

SID JONES
DIRECTOR
1203 RUSHRIDGE ROAD
JEFFERSON IA 50129

Organization’s website
Organization’s email
Organization Incorporated Yes
Organization trust No
Necessary Organizing Documents Yes
Organization Incorporation Date 9/7/2016
Organization Incorporation State IA
Contains Limitation Yes
Does not expressly empower Yes
Contains dissolution Yes
National Taxonomy of Exempt Entities (NTEE) code T21 - Corporate Foundations
Organization’s purpose Charitable: Yes
Religious: No
Educational: Yes
Scientific: Yes
Literary: No
Public Safety: No
Amateur Sports: No
Cruelty Prevention: No
Qualify For Exemption No
Legislation influence No
Compensation of Officer director trustee No
Donation of funds No
Conducting Activities Outside of United States No
Financial transactions with officers Yes
Unrelated Gross Income $1,000 or More No
Gaming Activity No
Disaster relief assistance No
One Third Support Public No
One Third Support Gifts No
Benefit of College No
Private Foundation 508(e) Yes
Seeking Retroactive Reinstatement No
Seeking Section 7 Reinstatement No
Correctness Declaration Yes
Signature Name
Signature Title
Signature Date

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