Nonprofit · EIN 26-2521253
TERRY D AND CAROL A AGNESS FAMILY FOUNDATION
Tax-exempt · INDIANAPOLIS, IN 46228
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $393,650 | $368,271 | $25,379 | $3,853,808 | $0 | $3,853,808 |
| December 31, 2024 | 990-PF | $417,146 | $406,511 | $10,635 | $3,887,146 | $0 | $3,887,146 |
| December 31, 2023 | 990-PF | $214,953 | $320,881 | -$105,928 | $3,879,311 | $0 | $3,879,311 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $303,974
- Net gain from sales of assets
- $89,676
Expenses
- Grants and similar amounts paid
- $308,500
- Compensation of officers, directors and key employees
- $30,000
- Disbursements for charitable purposes
- $368,271
- Excise tax on investment income
- $5,472
Balance sheet and other
- Total assets, start of year
- $3,887,146
- Total assets, end of year
- $3,853,808
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,853,808
- Fair market value of assets
- $4,470,326
- Qualifying distributions
- $368,271
- Net investment income
- $393,650
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 |
|---|---|---|---|
| LANA BARNHISEL 1752 GLENCARY CREST, INDIANAPOLIS, IN 46228 | TRUSTEE | 7 | $15,000 |
| LANCE AGNESS 909 NORTH 100 EAST, WABASH, IN 46992 | TRUSTEE | 7 | $15,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LANA BARNHISEL 1752 GLENCARY CREST, INDIANAPOLIS, IN 46228 | TRUSTEE | 7 | $15,000 |
| LANCE AGNESS 909 NORTH 100 EAST, WABASH, IN 46992 | TRUSTEE | 7 | $15,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LANA BARNHISEL 13 RIDGELINE DRIVE, BROWNSBURG, IN 46112 | TRUSTEE | 7 | $15,000 |
| LANCE AGNESS 909 NORTH 100 EAST, WABASH, IN 46992 | TRUSTEE | 7 | $15,000 |
Address and contacts
- Address (IRS master file)
- 1752 GLENCARY CRST, INDIANAPOLIS, IN 46228-3363
- In care of
- % LANA BARNHISEL
- Signed the 990-PF
- LANA BARNHISEL, TRUSTEE
- Phone
- (317) 590-1501
- Return prepared by
- PILE CPA'S
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
- 26-2521253
- 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 (T20)
- Assets (IRS master file)
- $3,853,808
- Income (IRS master file)
- $1,028,171
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $393,650 | $368,271 | $3,853,808 | IRS |
| 990-PF | December 2024 | $417,146 | $406,511 | $3,887,146 | XML |
| 990-PF | December 2023 | $214,953 | $320,881 | $3,879,311 | 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 26-2521253).
Questions about TERRY D AND CAROL A AGNESS FAMILY FOUNDATION
- What is the EIN of TERRY D AND CAROL A AGNESS FAMILY FOUNDATION?
- The employer identification number (EIN) of TERRY D AND CAROL A AGNESS FAMILY FOUNDATION is 26-2521253.
- Is TERRY D AND CAROL A AGNESS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to TERRY D AND CAROL A AGNESS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TERRY D AND CAROL A AGNESS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TERRY D AND CAROL A AGNESS FAMILY 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 TERRY D AND CAROL A AGNESS FAMILY 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 TERRY D AND CAROL A AGNESS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $15,000 (LANA BARNHISEL, TRUSTEE).
- How much revenue does TERRY D AND CAROL A AGNESS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $393,650, expenses of $368,271 and total assets of $3,853,808 at year end.
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