Nonprofit · EIN 26-6236434
BARGER FAMILY CHARITABLE FOUNDATION TR
Tax-exempt · MATTOON, IL 61938
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $45,549 | $18,990 | $26,559 | $204,664 | $0 | $204,664 |
| September 30, 2024 | 990-PF | $14,873 | $16,551 | -$1,678 | $178,105 | $0 | $178,105 |
| September 30, 2023 | 990-PF | $5,400 | $9,556 | -$4,156 | $179,783 | $0 | $179,783 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $7,049
- Net gain from sales of assets
- $38,500
Expenses
- Grants and similar amounts paid
- $14,701
- Compensation of officers, directors and key employees
- $2,563
- Disbursements for charitable purposes
- $16,708
- Excise tax on investment income
- $604
Balance sheet and other
- Total assets, start of year
- $178,105
- Total assets, end of year
- $204,664
- Total liabilities, end of year
- $0
- Net assets, end of year
- $204,664
- Fair market value of assets
- $207,931
- Qualifying distributions
- $16,708
- Net investment income
- $45,549
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT CO PO BOX 529, MATTOON, IL 61938 | TRUSTEE | 1 | $2,563 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT CO PO BOX 529, MATTOON, IL 61938 | TRUSTEE | 1 | $2,466 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT CO PO BOX 529, MATTOON, IL 61938 | TRUSTEE | 1 | $2,373 |
Address and contacts
- Address (IRS master file)
- PO BOX 529, MATTOON, IL 61938-0529
- In care of
- % FIRST MID- ILLINOIS BANK AND TRUS
- Signed the 990-PF
- FIRST MID WEALTH MANAGEMENT CO, TRUSTEE
- Phone
- (217) 258-0633
- Return prepared by
- DOEHRING WINDERS & CO 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 26-6236434
- 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
- 2009
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $204,664
- Income (IRS master file)
- $262,548
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $45,549 | $18,990 | $204,664 | XML |
| 990-PF | September 2024 | $14,873 | $16,551 | $178,105 | XML |
| 990-PF | September 2023 | $5,400 | $9,556 | $179,783 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 26-6236434).
Questions about BARGER FAMILY CHARITABLE FOUNDATION TR
- What is the EIN of BARGER FAMILY CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of BARGER FAMILY CHARITABLE FOUNDATION TR is 26-6236434.
- Is BARGER FAMILY CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to BARGER FAMILY CHARITABLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARGER FAMILY CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARGER FAMILY CHARITABLE FOUNDATION TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARGER FAMILY CHARITABLE FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of BARGER FAMILY CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,563 (FIRST MID WEALTH MANAGEMENT CO, TRUSTEE).
- How much revenue does BARGER FAMILY CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $45,549, expenses of $18,990 and total assets of $204,664 at year end.
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