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Nonprofit · EIN 42-6554728

MEYERHOFF CHARITABLE TR

Also known as NEUMANN ROGER TTEE

Tax-exempt · WATERLOO, IA 50701

Financials

$128K$64K2023$178K$89K2024$98K$89K2025
Revenue Expenses · by fiscal year end
Financials of MEYERHOFF CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$97,661$88,762$8,899$768,822$0$768,822
December 31, 2024990-PF$178,382$89,292$89,090$759,923$0$759,923
December 31, 2023990-PF$128,433$63,990$64,443$670,833$0$670,833
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$45,958
Interest
$1
Net gain from sales of assets
$51,702

Expenses

Grants and similar amounts paid
$47,400
Salaries, compensation and benefits (total)
$11,100
Disbursements for charitable purposes
$55,050

Balance sheet and other

Total assets, start of year
$759,923
Total assets, end of year
$768,822
Total liabilities, end of year
$0
Net assets, end of year
$768,822
Fair market value of assets
$1,644,867
Qualifying distributions
$55,050
Net investment income
$97,661

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
ROGER NEUMANN
1806 PINEHURST, WATERLOO, IA 50701
TRUSTEE0$0
JOE NUTTING
815 LYNDA ROAD, WATERLOO, IA 50701
CO-TRUSTEE0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
ROGER NEUMANN
1806 PINEHURST, WATERLOO, IA 50701
TRUSTEE0$9,788
JOE NUTTING
815 LYNDA ROAD, WATERLOO, IA 50701
CO-TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ROGER NEUMANN
1806 PINEHURST, WATERLOO, IA 50701
TRUSTEE0$0
JOE NUTTING
815 LYNDA ROAD, WATERLOO, IA 50701
CO-TRUSTEE0$0

Address and contacts

Address (IRS master file)
815 LYNDA RD, WATERLOO, IA 50701-5209
Signed the 990-PF
ROGER NEUMANN, TRUSTEE
Phone
(319) 493-0069
Return prepared by
ADAMS EVENSON & CO CPA'S

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
42-6554728
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$768,822
Income (IRS master file)
$261,178

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$97,661$88,762$768,822XML
990-PFDecember 2024$178,382$89,292$759,923XML
990-PFDecember 2023$128,433$63,990$670,833XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 42-6554728).

Questions about MEYERHOFF CHARITABLE TR

What is the EIN of MEYERHOFF CHARITABLE TR?
The employer identification number (EIN) of MEYERHOFF CHARITABLE TR is 42-6554728.
Is MEYERHOFF CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does MEYERHOFF CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MEYERHOFF 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 MEYERHOFF 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 MEYERHOFF CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does MEYERHOFF CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $97,661, expenses of $88,762 and total assets of $768,822 at year end.

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