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Nonprofit · EIN 26-6251718

LUCILLE B DEINZER CHARITABLE TR

Tax-exempt · MUNCIE, IN 47305

Financials

−$12K$99K2023$27K$86K2024$41K$82K2025
Revenue Expenses · by fiscal year end
Financials of LUCILLE B DEINZER CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$41,275$81,674-$40,399$396,530$0$396,530
December 31, 2024990-PF$27,447$86,430-$58,983$436,929$0$436,929
December 31, 2023990-PF-$11,617$98,732-$110,349$495,912$0$495,912
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,293
Net gain from sales of assets
$28,982

Expenses

Grants and similar amounts paid
$73,356
Compensation of officers, directors and key employees
$5,929
Disbursements for charitable purposes
$79,777
Excise tax on investment income
$547

Balance sheet and other

Total assets, start of year
$436,929
Total assets, end of year
$396,530
Total liabilities, end of year
$0
Net assets, end of year
$396,530
Fair market value of assets
$518,553
Qualifying distributions
$79,777
Net investment income
$41,275

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$5,929
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$6,439
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIRST MERCHANTS PRIVATE WLTH ADVISO
10 WASHINGTON STREET, MONROE, MI 48161
TRUSTEE1$6,726

Address and contacts

Address (IRS master file)
200 E JACKSON ST, MUNCIE, IN 47305-2835
In care of
% MONROE BANK & TRUST SUCCESSOR TTE
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
26-6251718
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
December
Files
Form 990-PF
Assets (IRS master file)
$396,530
Income (IRS master file)
$198,230

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$41,275$81,674$396,530IRS
990-PFDecember 2024$27,447$86,430$436,929IRS
990-PFDecember 2023-$11,617$98,732$495,912XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 26-6251718).

Questions about LUCILLE B DEINZER CHARITABLE TR

What is the EIN of LUCILLE B DEINZER CHARITABLE TR?
The employer identification number (EIN) of LUCILLE B DEINZER CHARITABLE TR is 26-6251718.
Is LUCILLE B DEINZER CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to LUCILLE B DEINZER CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUCILLE B DEINZER CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of LUCILLE B DEINZER 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 LUCILLE B DEINZER 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 LUCILLE B DEINZER CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,929 (FIRST MERCHANTS PRIVATE WEALTH ADVI ORS, Trustee).
How much revenue does LUCILLE B DEINZER CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $41,275, expenses of $81,674 and total assets of $396,530 at year end.

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