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Nonprofit · EIN 20-6121896

JAMES A MYERS CHARITABLE MEMORIAL TR

Tax-exempt · MUNCIE, IN 47305

Financials

$28K$62K2023$362K$70K2024$76K$205K2025
Revenue Expenses · by fiscal year end
Financials of JAMES A MYERS CHARITABLE MEMORIAL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$76,279$205,243-$128,964$858,279$0$858,279
December 31, 2024990-PF$362,225$70,426$291,799$986,225$0$986,225
December 31, 2023990-PF$28,127$62,279-$34,152$695,461$0$695,461
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$23,871
Net gain from sales of assets
$52,408

Expenses

Grants and similar amounts paid
$57,510
Compensation of officers, directors and key employees
$13,317
Disbursements for charitable purposes
$69,829
Excise tax on investment income
$998

Balance sheet and other

Total assets, start of year
$986,225
Total assets, end of year
$858,279
Total liabilities, end of year
$0
Net assets, end of year
$858,279
Fair market value of assets
$1,095,081
Qualifying distributions
$69,829
Net investment income
$76,279

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
FIRST MERCHANTS PRIVATE WEALTH ADVI ORS
200 EAST JACKSON STREET, MUNCIE, IN 47305
TRUSTEE1$13,317
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FIRST MERCHANTS PRIVATE WEALTH ADVI ORS
200 EAST JACKSON STREET, MUNCIE, IN 47305
TRUSTEE1$13,375
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIRST MERCHANTS PRIVATE WLTH ADVISO
200 EAST JACKSON STREET, MUNCIE, IN 47305
TRUSTEE1$12,114

Address and contacts

Address (IRS master file)
200 E JACKSON ST, MUNCIE, IN 47305-2835
In care of
% FIRST MERCHANTS PRIVATE WEALTH A
Signed the 990-PF
FIRST MERCHANT PWA, FID. TAX MGR
Phone
(765) 747-1500
Return prepared by
KSM BUSINESS SERVICES INC

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
20-6121896
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$858,279
Income (IRS master file)
$346,108

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$76,279$205,243$858,279IRS
990-PFDecember 2024$362,225$70,426$986,225IRS
990-PFDecember 2023$28,127$62,279$695,461XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 20-6121896).

Questions about JAMES A MYERS CHARITABLE MEMORIAL TR

What is the EIN of JAMES A MYERS CHARITABLE MEMORIAL TR?
The employer identification number (EIN) of JAMES A MYERS CHARITABLE MEMORIAL TR is 20-6121896.
Is JAMES A MYERS CHARITABLE MEMORIAL TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does JAMES A MYERS CHARITABLE MEMORIAL TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES A MYERS CHARITABLE MEMORIAL 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 JAMES A MYERS CHARITABLE MEMORIAL 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 JAMES A MYERS CHARITABLE MEMORIAL TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,317 (FIRST MERCHANTS PRIVATE WEALTH ADVI ORS, TRUSTEE).
How much revenue does JAMES A MYERS CHARITABLE MEMORIAL TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $76,279, expenses of $205,243 and total assets of $858,279 at year end.

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