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Nonprofit · EIN 20-1178042

INGRAM FAMILY CHARITABLE TR

Also known as INGRAM JULIAN TTEE

Tax-exempt · KANSAS CITY, MO 64141

Financials

$40K$63K2023$69K$66K2024$42K$68K2025
Revenue Expenses · by fiscal year end
Financials of INGRAM FAMILY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$41,963$68,324-$26,361$1,023,780$0$1,023,780
December 31, 2024990-PF$69,351$65,776$3,575$1,049,932$0$1,049,932
December 31, 2023990-PF$39,589$62,629-$23,040$1,045,573$0$1,045,573
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$41,963

Expenses

Grants and similar amounts paid
$54,539
Compensation of officers, directors and key employees
$11,479
Disbursements for charitable purposes
$57,424
Excise tax on investment income
$456

Balance sheet and other

Total assets, start of year
$1,049,932
Total assets, end of year
$1,023,780
Total liabilities, end of year
$0
Net assets, end of year
$1,023,780
Fair market value of assets
$1,359,715
Qualifying distributions
$57,424
Net investment income
$41,963

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
UMB BANK
PO Box 415044 M/S 1020307, KANSAS CITY, MO 641416692
TRUSTEE1$11,479
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
UMB BANK
4571 GUILFORD ROAD, ROCKFORD, IL 611072228
TRUSTEE1$10,834
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ILLINOIS BANK TRUST
4571 GUILFORD RD, ROCKFORD, IL 611072228
TRUSTEE40$9,833

Address and contacts

Address (IRS master file)
PO BOX 415044, KANSAS CITY, MO 64141-5044
Signed the 990-PF
GEORGE FISCHER, Officer
Phone
(888) 862-4045
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 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
20-1178042
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,023,780
Income (IRS master file)
$41,963

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$41,963$68,324$1,023,780IRS
990-PFDecember 2024$69,351$65,776$1,049,932IRS
990-PFDecember 2023$39,589$62,629$1,045,573XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 20-1178042).

Questions about INGRAM FAMILY CHARITABLE TR

What is the EIN of INGRAM FAMILY CHARITABLE TR?
The employer identification number (EIN) of INGRAM FAMILY CHARITABLE TR is 20-1178042.
Is INGRAM FAMILY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to INGRAM FAMILY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does INGRAM FAMILY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of INGRAM FAMILY CHARITABLE 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 INGRAM FAMILY CHARITABLE 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 INGRAM FAMILY CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,479 (UMB BANK, TRUSTEE).
How much revenue does INGRAM FAMILY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $41,963, expenses of $68,324 and total assets of $1,023,780 at year end.

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