Nonprofit · EIN 31-6192613
BYRON A ROOT MEMORIAL TRUST FUND
Tax-exempt · MERRILLVILLE, IN 46410
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $32,637 | $39,285 | -$6,648 | $476,594 | $0 | $476,594 |
| December 31, 2024 | 990-PF | $20,891 | $45,400 | -$24,509 | $483,242 | $0 | $483,242 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $32,637
Expenses
- Grants and similar amounts paid
- $30,170
- Compensation of officers, directors and key employees
- $5,000
- Disbursements for charitable purposes
- $36,544
- Excise tax on investment income
- $416
Balance sheet and other
- Total assets, start of year
- $483,242
- Total assets, end of year
- $476,594
- Total liabilities, end of year
- $0
- Net assets, end of year
- $476,594
- Fair market value of assets
- $778,403
- Qualifying distributions
- $36,544
- Net investment income
- $32,637
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 |
|---|---|---|---|
| BURKE COSTANZA CARBERRY LLP 9191 BROADWAY, MERRILLVILLE, IN 46410 | TRUSTEE | 2 | $5,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURKE COSTANZA CARBERRY LLP 9191 BROADWAY, MERRILLVILLE, IN 46410 | TRUSTEE | 2 | $5,000 |
Address and contacts
- Address (IRS master file)
- 9191 BROADWAY, MERRILLVILLE, IN 46410-7043
- In care of
- % JOSEPH N THOMAS ATTY
- Signed the 990-PF
- BURKE COSTANZA CARBERRY LLP, TRUSTEE
- Phone
- (219) 769-1313
- Return prepared by
- CBIZ ADVISORS 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
- 31-6192613
- 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
- 1977
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $476,594
- Income (IRS master file)
- $32,637
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $18,712 | $33,669 | $507,751 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BYRON A ROOT MEMORIAL TRUST FUND
- What is the EIN of BYRON A ROOT MEMORIAL TRUST FUND?
- The employer identification number (EIN) of BYRON A ROOT MEMORIAL TRUST FUND is 31-6192613.
- Is BYRON A ROOT MEMORIAL TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to BYRON A ROOT MEMORIAL TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BYRON A ROOT MEMORIAL TRUST FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BYRON A ROOT MEMORIAL TRUST FUND 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 BYRON A ROOT MEMORIAL TRUST FUND 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 BYRON A ROOT MEMORIAL TRUST FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,000 (BURKE COSTANZA CARBERRY LLP, TRUSTEE).
- How much revenue does BYRON A ROOT MEMORIAL TRUST FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $32,637, expenses of $39,285 and total assets of $476,594 at year end.
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