Herbert W Mehl Charitable Tr

Burlington, IA
Tax-exempt since June 2000
EIN: 42-6300079

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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 Grantmaking Foundations (NTEE)

Revenue

$50.5k (2024)

Expenses

$52.8k (2024)

Total Assets

$544k (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

$50,479

Expenses

$52,757

Net Income

-$2,278

Net Assets

$543,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,627	21.1%
Dividends	$12,105	24.0%
Sales of Assets	$27,728	54.9%
Other Income	$19	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,680	84.7%
Compensation of Officers*	$6,552	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$543,827
Total Liabilities	$0
Net Assets	$543,827

Compensation

Key Employees and Officers	Compensation	Other
Two Rivers Bank Trust (Trustee)	$6,552	$0

990-PF

Filed on May 15, 2025

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

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$27,298

Expenses

$51,117

Net Income

-$23,819

Net Assets

$546,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,837	39.7%
Dividends	$11,292	41.4%
Sales of Assets	$4,694	17.2%
Other Income	$475	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,580	83.3%
Compensation of Officers*	$6,238	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$546,105
Total Liabilities	$0
Net Assets	$546,105

Compensation

Key Employees and Officers	Compensation	Other
Two Rivers Bank Trust (Trustee)	$6,238	$0

990-PF

Filed on May 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$37,779

Expenses

$60,466

Net Income

-$22,687

Net Assets

$569,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,740	31.1%
Dividends	$10,597	28.0%
Sales of Assets	$15,442	40.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,560	85.3%
Compensation of Officers*	$7,485	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$569,924
Total Liabilities	$0
Net Assets	$569,924

Compensation

Key Employees and Officers	Compensation	Other
Two Rivers Bank Trust (Trustee)	$7,485	$0

990-PF

Filed on May 15, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$43,458

Expenses

$59,687

Net Income

-$16,229

Net Assets

$592,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,072	25.5%
Dividends	$9,862	22.7%
Sales of Assets	$19,816	45.6%
Other Income	$2,708	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,762	85.0%
Compensation of Officers*	$7,615	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$592,611
Total Liabilities	$0
Net Assets	$592,611

Compensation

Key Employees and Officers	Compensation	Other
Two Rivers Bank Trust (Trustee)	$7,615	$0

990-PF

Filed on May 9, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$40,495

Expenses

$58,709

Net Income

-$18,214

Net Assets

$608,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,852	26.8%
Dividends	$9,506	23.5%
Sales of Assets	$20,137	49.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,550	84.4%
Compensation of Officers*	$7,254	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$608,840
Total Liabilities	$1
Net Assets	$608,839

Compensation

Key Employees and Officers	Compensation	Other
Two Rivers Bank Trust (Trustee)	$7,254	$0

990-PF

Filed on April 20, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$34,653

Expenses

$50,507

Net Income

-$15,854

Net Assets

$627,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,487	36.0%
Dividends	$10,512	30.3%
Sales of Assets	$11,654	33.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,132	89.4%
Compensation of Officers*	$6,467	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$627,052
Total Liabilities	$1
Net Assets	$627,051

Compensation

Key Employees and Officers	Compensation	Other
Two Rivers Bank Trust (Trustee)	$6,467	$0

990-PF

Filed on May 4, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$50,179

Expenses

$59,598

Net Income

-$9,419

Net Assets

$642,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,517	24.9%
Dividends	$8,986	17.9%
Sales of Assets	$28,676	57.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,019	89.0%
Compensation of Officers*	$7,340	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$642,906
Total Liabilities	$0
Net Assets	$642,906

Compensation

Key Employees and Officers	Compensation	Other
Two Rivers Bank Trust (Trustee)	$7,340	$0

990-PF

Filed on April 30, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$31,940

Expenses

$55,920

Net Income

-$23,980

Net Assets

$652,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,341	41.8%
Dividends	$7,181	22.5%
Sales of Assets	$11,418	35.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,673	92.4%
Compensation of Officers*	$7,012	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	$652,325
Total Liabilities	$0
Net Assets	$652,325

Compensation

Key Employees and Officers	Compensation	Other
Two Rivers Bank Trust (Trustee)	$7,012	$0

990-PF

Filed on May 4, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$31,402

Expenses

$56,874

Net Income

-$25,472

Net Assets

$676,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,428	45.9%
Dividends	$10,245	32.6%
Sales of Assets	$6,729	21.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,174	97.0%
Compensation of Officers*	$7,012	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$676,305
Total Liabilities	$0
Net Assets	$676,305

Compensation

Key Employees and Officers	Compensation	Other
Two Rivers Bank Trust (Trustee)	$7,012	$0

990-PF

Filed on April 3, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$33,252

Expenses

$58,937

Net Income

-$25,685

Net Assets

$701,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,017	42.2%
Dividends	$11,248	33.8%
Sales of Assets	$7,987	24.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,404	97.4%
Compensation of Officers*	$4,830	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$701,777
Total Liabilities	$0
Net Assets	$701,777

Compensation

Key Employees and Officers	Compensation	Other
Two Rivers Bank Trust (Trustee)	$4,830	$0

990-PF

Filed on April 26, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$159,683

Expenses

$53,988

Net Income

$105,695

Net Assets

$727,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,601	9.1%
Dividends	$14,117	8.8%
Sales of Assets	$130,965	82.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,631	95.6%
Compensation of Officers*	$2,870	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$727,462
Total Liabilities	$0
Net Assets	$727,462

Compensation

Key Employees and Officers	Compensation	Other
Lee County Bank Trust (Trustee)	$2,870	$0
Two Rivers Bank Trust (Trustee)	$0	$0

990-PF

Filed on May 14, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$38,805

Expenses

$55,671

Net Income

-$16,866

Net Assets

$621,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$196	0.5%
Dividends	$24,022	61.9%
Sales of Assets	$14,586	37.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,671	100%
Compensation of Officers*	$5,335	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$621,767
Total Liabilities	$0
Net Assets	$621,767

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$39,718

Expenses

$54,374

Net Income

-$14,656

Net Assets

$638,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,786	37.2%
Dividends	$10,340	26.0%
Sales of Assets	$14,285	36.0%
Other Income	$307	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,911	91.8%
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	$638,632
Total Liabilities	$1
Net Assets	$638,631

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$23,914

Expenses

$55,485

Net Income

-$31,571

Net Assets

$653,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,631	65.4%
Dividends	$6,688	28.0%
Sales of Assets	$1,595	6.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,717	91.4%
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	$653,287
Total Liabilities	$0
Net Assets	$653,287

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 3) PDF (3 of 3)

About This Data

What Is This Data?

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.

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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

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Updated March 23, 2026

Herbert W Mehl Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $50.5k (2024)

Expenses $52.8k (2024)

Total Assets $544k (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

Document Links

990-PF

Revenue

$50.5k (2024)

Expenses

$52.8k (2024)

Total Assets

$544k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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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

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2011

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2010

Fiscal Year Ending Dec.
2009

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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001