Nonprofit · EIN 42-6300079
HERBERT W MEHL CHARITABLE TR
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $50,168 | $53,537 | -$3,369 | $540,458 | $0 | $540,458 |
| December 31, 2024 | 990-PF | $50,479 | $52,757 | -$2,278 | $543,827 | $0 | $543,827 |
| December 31, 2023 | 990-PF | $27,298 | $51,117 | -$23,819 | $546,105 | $0 | $546,105 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,265
- Interest
- $7,780
- Net gain from sales of assets
- $31,123
Expenses
- Grants and similar amounts paid
- $44,530
- Compensation of officers, directors and key employees
- $6,679
- Disbursements for charitable purposes
- $44,530
- Excise tax on investment income
- $585
Balance sheet and other
- Total assets, start of year
- $543,827
- Total assets, end of year
- $540,458
- Total liabilities, end of year
- $0
- Net assets, end of year
- $540,458
- Fair market value of assets
- $792,278
- Qualifying distributions
- $44,530
- Net investment income
- $50,168
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK TRUST PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $6,679 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK TRUST PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $6,552 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK TRUST PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $6,238 |
Address and contacts
- Address (IRS master file)
- PO BOX 728, BURLINGTON, IA 52601-0728
- In care of
- % TWO RIVERS BANK & TRUST TTEE
- Signed the 990-PF
- TWO RIVERS BANK TRUST, TRUSTEE
- Phone
- (319) 753-9130
- Return prepared by
- MENKE & COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6300079
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $540,458
- Income (IRS master file)
- $97,194
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $50,168 | $53,537 | $540,458 | IRS |
| 990-PF | December 2024 | $50,479 | $52,757 | $543,827 | IRS |
| 990-PF | December 2023 | $27,298 | $51,117 | $546,105 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-6300079).
Questions about HERBERT W MEHL CHARITABLE TR
- What is the EIN of HERBERT W MEHL CHARITABLE TR?
- The employer identification number (EIN) of HERBERT W MEHL CHARITABLE TR is 42-6300079.
- Is HERBERT W MEHL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Which annual return does HERBERT W MEHL CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT W MEHL CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERBERT W MEHL CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HERBERT W MEHL CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,679 (TWO RIVERS BANK TRUST, TRUSTEE).
- How much revenue does HERBERT W MEHL CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $50,168, expenses of $53,537 and total assets of $540,458 at year end.
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