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Nonprofit · EIN 42-6326736

MARY K SEELEY TR UW

Tax-exempt · BURLINGTON, IA 52601

Financials

$28K$43K2023$69K$41K2024$39K$46K2025
Revenue Expenses · by fiscal year end
Financials of MARY K SEELEY TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$39,126$45,886-$6,760$674,459$0$674,459
December 31, 2024990-PF$69,270$40,913$28,357$681,219$0$681,219
December 31, 2023990-PF$28,034$43,185-$15,151$652,862$0$652,862
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$17,005
Interest
$8,272
Net gain from sales of assets
$13,849

Expenses

Grants and similar amounts paid
$31,477
Compensation of officers, directors and key employees
$8,574
Disbursements for charitable purposes
$36,294
Excise tax on investment income
$430

Balance sheet and other

Total assets, start of year
$681,219
Total assets, end of year
$674,459
Total liabilities, end of year
$0
Net assets, end of year
$674,459
Fair market value of assets
$825,606
Qualifying distributions
$36,294
Net investment income
$39,126

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.

NameTitleHours / weekCompensation
FARMERS & MERCHANTS BANK & TRUST
PO BOX 928, BURLINGTON, IA 52601
TRUSTEE1$8,574
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FARMERS & MERCHANTS BANK & TRUST
PO BOX 928, BURLINGTON, IA 52601
TRUSTEE1$7,554
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FARMERS & MERCHANTS BANK & TRUST
PO BOX 928, BURLINGTON, IA 52601
TRUSTEE1$7,505

Address and contacts

Address (IRS master file)
PO BOX 928, BURLINGTON, IA 52601-0928
In care of
% FARMERS & MERCHANTS BANK & TRUST
Signed the 990-PF
FARMERS MERCHANTS BANK TRUST, TRUSTEE
Phone
(319) 754-2250
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
42-6326736
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$674,459
Income (IRS master file)
$170,243

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$39,126$45,886$674,459IRS
990-PFDecember 2024$69,270$40,913$681,219IRS
990-PFDecember 2023$28,034$43,185$652,862XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 42-6326736).

Questions about MARY K SEELEY TR UW

What is the EIN of MARY K SEELEY TR UW?
The employer identification number (EIN) of MARY K SEELEY TR UW is 42-6326736.
Is MARY K SEELEY TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to MARY K SEELEY TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY K SEELEY TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY K SEELEY TR UW 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 MARY K SEELEY TR UW 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 MARY K SEELEY TR UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,574 (FARMERS & MERCHANTS BANK & TRUST, TRUSTEE).
How much revenue does MARY K SEELEY TR UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $39,126, expenses of $45,886 and total assets of $674,459 at year end.

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