Merlin C Begalske Tr

West Union, IA
Tax-exempt since Dec. 2005
EIN: 20-6335296

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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: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$14.6k (2024)

Expenses

$14.8k (2024)

Total Assets

$299k (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

$14,640

Expenses

$14,842

Net Income

-$202

Net Assets

$299,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$9,229	63.0%
Sales of Assets	$5,406	36.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,000	53.9%
Compensation of Officers*	$2,976	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$299,213
Total Liabilities	$0
Net Assets	$299,213

Compensation

Key Employees and Officers	Compensation	Other
Shannon Schissel (Trustee)	$2,976	$0
Lynn Elliott (Former Trust)	$0	$0

990-PF

Filed on May 9, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$12,460

Expenses

$28,409

Net Income

-$15,949

Net Assets

$299,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300	2.4%
Interest Revenue	$215	1.7%
Dividends	$7,588	60.9%
Sales of Assets	$4,355	35.0%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,000	81.0%
Compensation of Officers*	$3,200	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$299,613
Total Liabilities	$0
Net Assets	$299,613

Compensation

Key Employees and Officers	Compensation	Other
Shannon Schissel (Trustee)	$3,200	$0
Lynn Elliott (Former Trust)	$0	$0

990-PF

Filed on May 13, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$18,003

Expenses

$14,215

Net Income

$3,788

Net Assets

$315,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$74	0.4%
Interest Revenue	$97	0.5%
Dividends	$6,489	36.0%
Sales of Assets	$11,087	61.6%
Other Income	$256	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	70.3%
Compensation of Officers*	$3,200	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$315,856
Total Liabilities	$0
Net Assets	$315,856

Compensation

Key Employees and Officers	Compensation	Other
Lynn Elliott (Former Trust)	$3,200	$0
Shannon Schissel (Trustee)	$0	$0

990-PF

Filed on May 5, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$54,498

Expenses

$18,731

Net Income

$35,767

Net Assets

$312,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$46	0.1%
Interest Revenue	$0
Dividends	$7,052	12.9%
Sales of Assets	$47,400	87.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,000	80.1%
Compensation of Officers*	$3,000	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$312,068
Total Liabilities	$0
Net Assets	$312,068

Compensation

Key Employees and Officers	Compensation	Other
Lynn Elliott (Trustee)	$3,000	$0

990-PF

Filed on May 12, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

-$4,149

Expenses

$24,855

Net Income

-$29,004

Net Assets

$276,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$24
Interest Revenue	$0
Dividends	$6,203
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,094	84.9%
Compensation of Officers*	$2,827	11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$276,301
Total Liabilities	$1
Net Assets	$276,300

Compensation

Key Employees and Officers	Compensation	Other
Lynn Elliott (Trustee)	$2,827	$0

990-PF

Filed on Sept. 7, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$19,343

Expenses

$25,494

Net Income

-$6,151

Net Assets

$305,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20	0.1%
Interest Revenue	$0
Dividends	$6,516	33.7%
Sales of Assets	$12,807	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,571	84.6%
Compensation of Officers*	$2,363	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$305,305
Total Liabilities	$1
Net Assets	$305,304

Compensation

Key Employees and Officers	Compensation	Other
Lynn Elliott (Trustee)	$2,363	$0

990-PF

Filed on Oct. 9, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$16,734

Expenses

$25,489

Net Income

-$8,755

Net Assets

$311,456

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19	0.1%
Interest Revenue	$8	0.0%
Dividends	$7,947	47.5%
Sales of Assets	$8,760	52.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,464	84.2%
Compensation of Officers*	$2,691	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$311,456
Total Liabilities	$0
Net Assets	$311,456

Compensation

Key Employees and Officers	Compensation	Other
Lynn Elliott (Trustee)	$2,691	$0

990-PF

Filed on Sept. 4, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$12,894

Expenses

$26,119

Net Income

-$13,225

Net Assets

$314,302

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20	0.2%
Interest Revenue	$3	0.0%
Dividends	$8,655	67.1%
Sales of Assets	$4,216	32.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,441	82.1%
Compensation of Officers*	$2,661	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$314,302
Total Liabilities	$0
Net Assets	$314,302

Compensation

Key Employees and Officers	Compensation	Other
Lynn Elliott (Trustee)	$2,661	$0

990-PF

Filed on May 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$4,958

Expenses

$18,550

Net Income

-$13,592

Net Assets

$330,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.1%
Dividends	$8,095	> 100%
Sales of Assets	-$3,142
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,439	72.4%
Compensation of Officers*	$2,642	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$330,177
Total Liabilities	$0
Net Assets	$330,177

Compensation

Key Employees and Officers	Compensation	Other
Lynn Elliott (Trustee)	$2,642	$0

990-PF

Filed on May 11, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$13,245

Expenses

$25,794

Net Income

-$12,549

Net Assets

$343,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60	0.5%
Interest Revenue	$12	0.1%
Dividends	$9,753	73.6%
Sales of Assets	$3,420	25.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,393	79.1%
Compensation of Officers*	$4,090	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$343,738
Total Liabilities	$0
Net Assets	$343,738

Compensation

Key Employees and Officers	Compensation	Other
Lynn Elliott (Trustee)	$4,090	$0

990-PF

Filed on May 6, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$12,890

Expenses

$25,644

Net Income

-$12,754

Net Assets

$356,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$31	0.2%
Interest Revenue	$10	0.1%
Dividends	$11,150	86.5%
Sales of Assets	$1,699	13.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,297	79.1%
Compensation of Officers*	$2,699	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$356,293
Total Liabilities	$0
Net Assets	$356,293

Compensation

Key Employees and Officers	Compensation	Other
Lynn Elliott (Trustee)	$2,699	$0

990-PF

Filed on May 12, 2015

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

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$13,990

Expenses

$13,478

Net Income

$512

Net Assets

$369,067

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,636	11.7%
Interest Revenue	$33	0.2%
Dividends	$11,579	82.8%
Sales of Assets	$742	5.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,518	85.5%
Compensation of Officers*	$1,700	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$369,067
Total Liabilities	$0
Net Assets	$369,067

Compensation

Key Employees and Officers	Compensation	Other
Lynn Elliott (Trustee)	$1,700	$0

990-PF

Filed on May 9, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$12,929

Expenses

$21,825

Net Income

-$8,896

Net Assets

$368,628

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,317	10.2%
Interest Revenue	$51	0.4%
Dividends	$11,561	89.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,950	86.8%
Compensation of Officers*	$2,730	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$368,628
Total Liabilities	$0
Net Assets	$368,628

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$12,949

Expenses

$23,199

Net Income

-$10,250

Net Assets

$377,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$60	0.5%
Dividends	$11,889	91.8%
Sales of Assets	$0
Other Income	$1,000	7.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,382	87.9%
Compensation of Officers*	$2,721	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$377,524
Total Liabilities	$0
Net Assets	$377,524

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.

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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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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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.

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Updated January 26, 2026

Merlin C Begalske Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $14.6k (2024)

Expenses $14.8k (2024)

Total Assets $299k (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

$14.6k (2024)

Expenses

$14.8k (2024)

Total Assets

$299k (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