Nonprofit · EIN 47-6186514
MERLYN ANDERSON TRUST
Tax-exempt · BEATRICE, NE 68310
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $107,334 | $602,544 | -$495,210 | $533,905 | $275,000 | $258,905 |
| December 31, 2024 | 990-PF | $82,844 | $56,903 | $25,941 | $753,990 | $0 | $753,990 |
| December 31, 2023 | 990-PF | $3,928 | $51,144 | -$47,216 | $727,957 | $0 | $727,957 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,035
- Interest
- $1,522
- Net gain from sales of assets
- $34,914
Expenses
- Grants and similar amounts paid
- $569,500
- Compensation of officers, directors and key employees
- $7,833
- Disbursements for charitable purposes
- $569,500
- Excise tax on investment income
- $660
Balance sheet and other
- Total assets, start of year
- $753,990
- Total assets, end of year
- $533,905
- Total liabilities, end of year
- $275,000
- Net assets, end of year
- $258,905
- Fair market value of assets
- $4,117,751
- Qualifying distributions
- $569,500
- Net investment income
- $47,471
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 |
|---|---|---|---|
| PINNACLE BANK 523 COURT STREET, BEATRICE, NE 68310 | TRUSTEE | 1 | $7,833 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PINNACLE BANK 523 COURT STREET, BEATRICE, NE 68310 | TRUSTEE | 1 | $6,931 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PINNACLE BANK 523 COURT STREET, BEATRICE, NE 68310 | TRUSTEE | 1 | $5,704 |
Address and contacts
- Address (IRS master file)
- 523 COURT ST, BEATRICE, NE 68310-3923
- In care of
- % PINNACLE BANK TRUSTEE
- Signed the 990-PF
- LYNDA ANDERSON, TRUST OFFICER
- Phone
- (402) 228-2995
- Return prepared by
- HBE LLP
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
- 47-6186514
- 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
- 2026
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $533,905
- Income (IRS master file)
- $389,255
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $107,334 | $602,544 | $533,905 | IRS |
| 990-PF | December 2024 | $82,844 | $56,903 | $753,990 | XML |
| 990-PF | December 2023 | $3,928 | $51,144 | $727,957 | XML |
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 47-6186514).
Questions about MERLYN ANDERSON TRUST
- What is the EIN of MERLYN ANDERSON TRUST?
- The employer identification number (EIN) of MERLYN ANDERSON TRUST is 47-6186514.
- Is MERLYN ANDERSON TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to MERLYN ANDERSON TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERLYN ANDERSON TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERLYN ANDERSON TRUST 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 MERLYN ANDERSON TRUST 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 MERLYN ANDERSON TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,833 (PINNACLE BANK, TRUSTEE).
- How much revenue does MERLYN ANDERSON TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $107,334, expenses of $602,544 and total assets of $533,905 at year end.
Other nonprofits in BEATRICE
- COMMUNITY PANTRY AND EMERGENCY SERVICES INC EIN 26-2119018 · last filed 990-EZ for 2024
- BEATRICE PUBLIC LIBRARY FDN INC EIN 47-0616289 · last filed 990 for 2025
- LOIS KORS SCHOLARSHIP TR EIN 90-2806519 · last filed 990-PF for 2025
- 4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS EIN 47-0534739 · last filed 990-EZ for 2025
- RADENE GOLDBERG STUMP MEMORIAL SCHOLARSHIP TR EIN 84-6890477 · last filed 990-PF for 2024
- ST ISIDORE CATHOLIC RADIO OF BEATRICE EIN 46-4065876 · last filed 990-N for 2025
- NEBRASKA LEAD ALUMNI ASSOCIATION EIN 91-1754848 · last filed 990-N for 2025
- FAITHFUL FAMILIES INC EIN 84-2935646 · last filed 990-N for 2025