Nonprofit · EIN 81-6221539
R & L MUELLER MEMORIAL ENDOWMENT TRUST
Tax-exempt · SWANSEA, IL 62226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $28,884 | $34,436 | -$5,552 | $662,277 | $0 | $662,277 |
| December 31, 2024 | 990 | $25,517 | $32,772 | -$7,255 | $668,589 | $0 | $668,589 |
| December 31, 2023 | 990 | $24,552 | $29,825 | -$5,273 | $675,844 | $0 | $675,844 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $28,884
- Net gain from sales of assets
- -$463
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $24,534
- Compensation of officers, directors and key employees
- $8,983
- Salaries, compensation and benefits (total)
- $8,983
- Professional fundraising fees
- $0
- Accounting fees
- $800
- Program services (functional)
- $24,534
- Management and general (functional)
- $9,902
Balance sheet and other
- Total assets, start of year
- $668,589
- Total assets, end of year
- $662,277
- Total liabilities, end of year
- $0
- Net assets, end of year
- $662,277
- Publicly traded securities
- $650,438
- Net assets without donor restrictions
- $662,277
- Gross receipts
- $94,947
- Employees
- 0
- Year formed
- 2016
- State of legal domicile
- IL
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First Bank | Trustee Institutional trustee | 2 | $8,983 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK WEALTH MANAGEMENT | TRUSTEE Institutional trustee | 2 | $8,824 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK WEALTH MANAGEMENT | TRUSTEE Institutional trustee | 5 | $8,491 |
Address and contacts
- Address (IRS master file)
- 4387 N ILLINOIS ST, SWANSEA, IL 62226-1836
- In care of
- % FIRST BANK WEALTH MNAGEMENT
- Principal officer (990 for 2025)
- Jill Bastian, 4387 N Illinois St, Swansea, IL 62226
- Signed the 990
- JILL BASTIAN, Vice President
- Phone
- (314) 889-1010
- Return prepared by
- DELOITTE TAX LLP
Mission
The exempt purpose for this trust is to donate the income to the Zoar United Church of Christ and The Monroe County Fair Association Equally.
Program accomplishments
- The exempt purpose for this trust is to donate the income to the Zoar United Church of Christ and The Monroe County Fair Association Equally.Expenses $8,983 · grants $8,983
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-6221539
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $662,277
- Income (IRS master file)
- $94,947
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $28,884 | $34,436 | $662,277 | IRS |
| 990 | December 2024 | $25,517 | $32,772 | $668,589 | IRS |
| 990 | December 2023 | $24,552 | $29,825 | $675,844 | XML |
| 990 | December 2022 | $20,726 | $24,551 | $681,117 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 81-6221539).
Questions about R & L MUELLER MEMORIAL ENDOWMENT TRUST
- What is the EIN of R & L MUELLER MEMORIAL ENDOWMENT TRUST?
- The employer identification number (EIN) of R & L MUELLER MEMORIAL ENDOWMENT TRUST is 81-6221539.
- Is R & L MUELLER MEMORIAL ENDOWMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to R & L MUELLER MEMORIAL ENDOWMENT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does R & L MUELLER MEMORIAL ENDOWMENT TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of R & L MUELLER MEMORIAL ENDOWMENT 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 R & L MUELLER MEMORIAL ENDOWMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of R & L MUELLER MEMORIAL ENDOWMENT TRUST?
- The 990 for the year ended December 31, 2025 names Jill Bastian.
- Who are the officers and directors of R & L MUELLER MEMORIAL ENDOWMENT TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,983 (First Bank, Trustee).
- How much revenue does R & L MUELLER MEMORIAL ENDOWMENT TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $28,884, expenses of $34,436 and total assets of $662,277 at year end.
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