Herbert W Mehl Trust

Private foundation · Grantmaker Burlington, IA EIN: 42-6300079

Herbert W Mehl Trust is a private foundation, based in Burlington, IA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $540K in total assets. In 2025, it awarded 6 grants totaling $45K. Net investment income was $42K.

Herbert W Mehl Trust at a glance

In short: Herbert W Mehl Trust gave $45K across 6 grants in 2025 (avg $7K), top state Iowa. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$44,530
-0.3% vs 2024
Grants made (2025)
6
+0.0% vs 2024
Average grant
$7,422
-0.3% vs 2024
Median grant
$8,706
Total assets
$540,458
-0.6% vs 2024
Primary geography
Iowa (20% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Herbert W Mehl Trust funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Easter Seals Society of Iowa: $9KEaster Seals Society of Iowa$9KEmmaus Homes Inc: $9KEmmaus Homes Inc$9KMennonite Central Committee: $9KMennonite Central Committee$9KPiney Woods Country Life School: $9KPiney Woods Country LifeSchool$9KShriners Hospital for Children: $9KShriners Hospital for Children$9KSalvation Army: $1KSalvation Army$1K

The largest 2025 recipient was Easter Seals Society of Iowa ($9K). Together the top 6 received $45K.

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 30 grants of 30 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

AkronDes MoinesPiney WoodsSt CharlesTampaBurlingtonHoffman Estates

How Herbert W Mehl Trust gives

  • Giving held roughly steady from 2022 to 2025 (−14%). Method
  • In 2025 it paid out 120% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K6 grants2019 6 grants2020 6 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $43K (2023) to $52K (2022). In 2025 it made 6 grants totaling $45K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Easter Seals Society of Iowa Des Moines, IAGeneral Support$8,706
Emmaus Homes Inc St Charles, MOGeneral Support$8,706
Mennonite Central Committee Akron, PAGeneral Support$8,706
Piney Woods Country Life School Piney Woods, MSGeneral Support$8,706
Shriners Hospital for Children Tampa, FLGeneral Support$8,706
Salvation Army Hoffman Estates, ILGeneral Support$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$540,458$50,168$53,537$44,5306$44,530$42,119$37,200
2024$543,827$50,479$52,757$44,6806$44,680$42,548$35,671
2023$546,105$27,298$51,117$42,5806$42,580$19,040$34,787
2022$569,924$37,779$60,466$51,5606$51,560$28,984$37,889
2021$592,611$43,458$59,687$50,7626$50,762$12,952$41,880
2020$608,840$40,495$58,709$49,5506—$15,151$40,468
2019$627,052$34,653$50,507$42,8306—$23,115$36,960

Under IRS private-foundation payout rules, Herbert W Mehl Trust reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Herbert W Mehl Trust's only listed officer is TWO Rivers Bank Trust, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • TWO Rivers Bank Trust

    Trustee

    On filings since 2019

    1 hr/week

    $6K (2019) → $7K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Two Rivers Bank Trust — Trustee: $7KTwo Rivers Bank TrustTrustee$7K

The highest reported compensation on the 2025 filing was $7K, to Two Rivers Bank Trust (Trustee).

Frequently asked questions about Herbert W Mehl Trust

How much does Herbert W Mehl Trust give each year?

Herbert W Mehl Trust gave $45K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $45K across 6 grants.

What is Herbert W Mehl Trust's typical grant size?

Herbert W Mehl Trust's median grant in 2025 was $8,706, and its average grant was $7,422, across 6 grants on its 2025 IRS Form 990-PF.

Where does Herbert W Mehl Trust give grants?

Herbert W Mehl Trust's top state is Iowa, with 20% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Missouri (20%) and Pennsylvania (20%).

Does Herbert W Mehl Trust give general operating support?

Yes: 100% of Herbert W Mehl Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Herbert W Mehl Trust's largest grantees?

Herbert W Mehl Trust's largest 2025 grantees include Easter Seals Society of Iowa ($8,706), Emmaus Homes Inc ($8,706) and Mennonite Central Committee ($8,706), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.

How large is Herbert W Mehl Trust?

Herbert W Mehl Trust reported $540K in total assets on its 2025 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).

What is Herbert W Mehl Trust's EIN?

Herbert W Mehl Trust's EIN (Employer Identification Number) is 42-6300079. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 19, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  8. IRS filings on file for fiscal years 2019–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Herbert W Mehl Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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