Nonprofit · EIN 06-6449960
ROBERT G AND MARGUERITE M DERX FOUNDATION
Also known as MCREDMOND EUGENE R TTEE
Tax-exempt · LITCHFIELD, CT 06759
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $478,126 | $361,466 | $116,660 | $5,140,050 | $0 | $5,140,050 |
| December 31, 2024 | 990-PF | $229,962 | $353,974 | -$124,012 | $5,022,364 | $0 | $5,022,364 |
| December 31, 2023 | 990-PF | $686,697 | $351,047 | $335,650 | $5,143,747 | $0 | $5,143,747 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $167,353
- Net gain from sales of assets
- $306,884
- Other income
- $3,889
Expenses
- Grants and similar amounts paid
- $273,750
- Compensation of officers, directors and key employees
- $85,269
- Disbursements for charitable purposes
- $299,732
- Excise tax on investment income
- $5,730
Balance sheet and other
- Total assets, start of year
- $5,022,364
- Total assets, end of year
- $5,140,050
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,140,050
- Fair market value of assets
- $7,165,676
- Qualifying distributions
- $299,732
- Net investment income
- $473,934
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 |
|---|---|---|---|
| UNION SAVINGS BANK 13 North St PO Box 578, LTICHFIELD, CT 06759 | CO- TRUSTEE | 4 | $58,869 |
| NANETTE FALKENBERG 118 DAVENPORT RD, ROXBURY, CT 06783 | CO-TRUSTEE | 2 | $13,200 |
| MAURA J GARYCH 156 Pequot Avenue, Southport, CT 06890 | CO-TRUSTEE | 2 | $13,200 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION SAVINGS BANK 13 North St PO Box 578, LTICHFIELD, CT 06759 | CO- TRUSTEE | 4 | $48,311 |
| NANETTE FALKENBERG 118 DAVENPORT RD, ROXBURY, CT 06783 | CO-TRUSTEE | 2 | $12,000 |
| MAURA J GARYCH 156 Pequot Avenue, Southport, CT 06890 | CO-TRUSTEE | 2 | $12,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION SAVINGS BANK PO BPX 578, LTICHFIELD, CT 06759 | CO- TRUSTEE | 4 | $43,426 |
| NANETTE FALKENBERG 118 DAVENPORT RD, ROXBURY, CT 06783 | CO-TRUSTEE | 2 | $12,000 |
| MAURA J GARYCH 166 CHRISTIAN ST, BRIDGEWATER, CT 06752 | CO-TRUSTEE | 2 | $12,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 578, LITCHFIELD, CT 06759-0578
- In care of
- % USB NANETTE FALKENBERG & EUGENE M
- Signed the 990-PF
- KATHLEEN VANORMER, VICE PRESIDENT
- Phone
- (336) 747-8186
- Return prepared by
- ERNST & YOUNG U S 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
- 06-6449960
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $5,140,050
- Income (IRS master file)
- $1,228,893
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $478,126 | $361,466 | $5,140,050 | IRS |
| 990-PF | December 2024 | $229,962 | $353,974 | $5,022,364 | IRS |
| 990-PF | December 2023 | $686,697 | $351,047 | $5,143,747 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 06-6449960).
Questions about ROBERT G AND MARGUERITE M DERX FOUNDATION
- What is the EIN of ROBERT G AND MARGUERITE M DERX FOUNDATION?
- The employer identification number (EIN) of ROBERT G AND MARGUERITE M DERX FOUNDATION is 06-6449960.
- Is ROBERT G AND MARGUERITE M DERX FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ROBERT G AND MARGUERITE M DERX FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT G AND MARGUERITE M DERX FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT G AND MARGUERITE M DERX FOUNDATION 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 ROBERT G AND MARGUERITE M DERX FOUNDATION 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 ROBERT G AND MARGUERITE M DERX FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $58,869 (UNION SAVINGS BANK, CO- TRUSTEE).
- How much revenue does ROBERT G AND MARGUERITE M DERX FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $478,126, expenses of $361,466 and total assets of $5,140,050 at year end.
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