Nonprofit · EIN 20-5260732
ROBET FOUNDATION INC
Tax-exempt · MUNCIE, IN 47305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF (amended) | $605,884 | $309,955 | $295,929 | $3,991,705 | $0 | $3,991,705 |
| December 31, 2024 | 990-PF | $575,389 | $277,531 | $297,858 | $3,695,776 | $0 | $3,695,776 |
| December 31, 2023 | 990-PF | $218,741 | $260,877 | -$42,136 | $3,397,918 | $0 | $3,397,918 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $220,164
- Interest
- $9,671
- Net gain from sales of assets
- $375,761
- Other income
- $288
Expenses
- Grants and similar amounts paid
- $276,500
- Disbursements for charitable purposes
- $282,642
- Excise tax on investment income
- $7,664
Balance sheet and other
- Total assets, start of year
- $3,695,776
- Total assets, end of year
- $3,991,705
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,991,705
- Fair market value of assets
- $6,295,565
- Qualifying distributions
- $282,642
- Net investment income
- $569,888
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 |
|---|---|---|---|
| LAUREN CONNOR 400 S WALNUT STREET STE 200, MUNCIE, IN 47305 | PRESIDENT | 0.5 | $0 |
| JAMES P BORGMANN 400 S WALNUT STREET STE 200, MUNCIE, IN 47305 | SECRETARY | 0.5 | $0 |
| BRAD LATOUR 400 S WALNUT STREET STE 200, MUNCIE, IN 47305 | TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN CONNER 400 S WALNUT STREET STE 200, MUNCIE, IN 47305 | PRESIDENT | 0.5 | $0 |
| JAMES P BORGMANN 400 S WALNUT STREET STE 200, MUNCIE, IN 47305 | SECRETARY | 0.5 | $0 |
| BRAD LATOUR 400 S WALNUT STREET STE 200, MUNCIE, IN 47305 | TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN CONNER 3373 E OVERBY RD, LAKE LEELANAU, MI 49653 | PRESIDENT | 0.5 | $0 |
| JAMES P BORGMANN 400 S WALNUT STREET STE 200, MUNCIE, IN 47305 | SECRETARY | 0.5 | $0 |
| BRAD LATOUR 315 W ADAMS STREET, MUNCIE, IN 47305 | TREASURER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 400 S WALNUT ST STE 200, MUNCIE, IN 47305-2482
- In care of
- % JAMES P BORGMANN
- Signed the 990-PF
- JAMES P BORGMANN, SECRETARY
- Phone
- (765) 288-3651
- Return prepared by
- Fiduciary Tax Services LLC
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
- 20-5260732
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,991,705
- Income (IRS master file)
- $653,916
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $605,884 | $309,955 | $3,991,705 | XML |
| 990-PF | December 2024 | $575,389 | $277,531 | $3,695,776 | XML |
| 990-PF | December 2023 | $218,741 | $260,877 | $3,397,918 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 20-5260732).
Questions about ROBET FOUNDATION INC
- What is the EIN of ROBET FOUNDATION INC?
- The employer identification number (EIN) of ROBET FOUNDATION INC is 20-5260732.
- Is ROBET FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to ROBET FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBET FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBET FOUNDATION INC 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 ROBET FOUNDATION INC 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 ROBET FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBET FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $605,884, expenses of $309,955 and total assets of $3,991,705 at year end.
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