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Nonprofit · EIN 82-6293131

MARY WARD & RUTH BUEHLER EDUCATION TR

Tax-exempt · BURLINGTON, IA 52601

Financials

$13K$28K2023$59K$27K2024$22K$30K2025
Revenue Expenses · by fiscal year end
Financials of MARY WARD & RUTH BUEHLER EDUCATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$21,887$29,756-$7,869$418,054$0$418,054
December 31, 2024990-PF$58,691$26,648$32,043$425,923$0$425,923
December 31, 2023990-PF$12,885$27,595-$14,710$393,880$0$393,880
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,518
Interest
$4,192
Net gain from sales of assets
$11,177

Expenses

Grants and similar amounts paid
$20,764
Compensation of officers, directors and key employees
$5,899
Disbursements for charitable purposes
$24,059
Excise tax on investment income
$246

Balance sheet and other

Total assets, start of year
$425,923
Total assets, end of year
$418,054
Total liabilities, end of year
$0
Net assets, end of year
$418,054
Fair market value of assets
$560,368
Qualifying distributions
$24,059
Net investment income
$21,887

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$5,899
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FARMERS MERCHANTS BANK TRUST
PO BOX 928, BURLINGTON, IA 52601
TRUSTEE1$5,287
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FARMERS MERCHANTS BANK TRUST
PO BOX 928, BURLINGTON, IA 52601
TRUSTEE1$4,816

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
82-6293131
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$418,054
Income (IRS master file)
$147,454

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$21,887$29,756$418,054IRS
990-PFDecember 2024$58,691$26,648$425,923IRS
990-PFDecember 2023$12,885$27,595$393,880XML
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 82-6293131).

Questions about MARY WARD & RUTH BUEHLER EDUCATION TR

What is the EIN of MARY WARD & RUTH BUEHLER EDUCATION TR?
The employer identification number (EIN) of MARY WARD & RUTH BUEHLER EDUCATION TR is 82-6293131.
Is MARY WARD & RUTH BUEHLER EDUCATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to MARY WARD & RUTH BUEHLER EDUCATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY WARD & RUTH BUEHLER EDUCATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY WARD & RUTH BUEHLER EDUCATION 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 MARY WARD & RUTH BUEHLER EDUCATION 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 MARY WARD & RUTH BUEHLER EDUCATION TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,899 (FARMERS MERCHANTS BANK TRUST, TRUSTEE).
How much revenue does MARY WARD & RUTH BUEHLER EDUCATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,887, expenses of $29,756 and total assets of $418,054 at year end.

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