Nonprofit · EIN 31-6539962
JUDGE AND MRS CARL B FELGER MEMORIAL TRUST
Tax-exempt · PIQUA, OH 45356
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $595,159 | $478,332 | $116,827 | $4,545,243 | $0 | $4,545,243 |
| December 31, 2024 | 990-PF | $570,325 | $408,602 | $161,723 | $4,427,640 | $0 | $4,427,640 |
| December 31, 2023 | 990-PF | $418,580 | $362,598 | $55,982 | $4,375,920 | $0 | $4,375,920 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $115,569
- Net gain from sales of assets
- $479,545
- Other income
- $45
Expenses
- Grants and similar amounts paid
- $384,136
- Compensation of officers, directors and key employees
- $29,543
- Disbursements for charitable purposes
- $413,679
- Excise tax on investment income
- $7,862
Balance sheet and other
- Total assets, start of year
- $4,427,640
- Total assets, end of year
- $4,545,243
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,545,243
- Fair market value of assets
- $8,264,078
- Qualifying distributions
- $413,679
- Net investment income
- $595,159
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 |
|---|---|---|---|
| WILLIAM B MCNEIL PO BOX 910, PIQUA, OH 45356 | TRUSTEE | 1 | $9,848 |
| JACK L NEUENSCHWANDER PO BOX 910, PIQUA, OH 45356 | TRUSTEE | 1 | $9,848 |
| DALE G DAVIS PO BOX 910, PIQUA, OH 45356 | TRUSTEE | 1 | $9,847 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM B MCNEIL PO BOX 910, PIQUA, OH 45356 | TRUSTEE | 1 | $8,862 |
| JACK L NEUENSCHWANDER PO BOX 910, PIQUA, OH 45356 | TRUSTEE | 1 | $8,861 |
| DALE G DAVIS PO BOX 910, PIQUA, OH 45356 | TRUSTEE | 1 | $8,861 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM B MCNEIL PO BOX 910, PIQUA, OH 45356 | TRUSTEE | 1 | $8,322 |
| JACK L NEUENSCHWANDER PO BOX 910, PIQUA, OH 45356 | TRUSTEE | 1 | $8,322 |
| DALE G DAVIS PO BOX 910, PIQUA, OH 45356 | TRUSTEE | 1 | $8,321 |
Address and contacts
- Address (IRS master file)
- PO BOX 910, PIQUA, OH 45356-0910
- In care of
- % WILLIAM B MCNEIL
- Signed the 990-PF
- WILLIAM B MCNEIL, TRUSTEE
- Phone
- (937) 773-3212
- Return prepared by
- MCCULLOCH FELGER FITE & GUTMANN CO LPA
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
- 31-6539962
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $4,545,243
- Income (IRS master file)
- $2,170,834
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $595,159 | $478,332 | $4,545,243 | XML |
| 990-PF | December 2024 | $570,325 | $408,602 | $4,427,640 | XML |
| 990-PF | December 2023 | $418,580 | $362,598 | $4,375,920 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 31-6539962).
Questions about JUDGE AND MRS CARL B FELGER MEMORIAL TRUST
- What is the EIN of JUDGE AND MRS CARL B FELGER MEMORIAL TRUST?
- The employer identification number (EIN) of JUDGE AND MRS CARL B FELGER MEMORIAL TRUST is 31-6539962.
- Is JUDGE AND MRS CARL B FELGER MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to JUDGE AND MRS CARL B FELGER MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JUDGE AND MRS CARL B FELGER MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JUDGE AND MRS CARL B FELGER MEMORIAL TRUST 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 JUDGE AND MRS CARL B FELGER MEMORIAL TRUST 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 JUDGE AND MRS CARL B FELGER MEMORIAL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $9,848 (WILLIAM B MCNEIL, TRUSTEE).
- How much revenue does JUDGE AND MRS CARL B FELGER MEMORIAL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $595,159, expenses of $478,332 and total assets of $4,545,243 at year end.
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All nonprofits in PIQUA · Ohio · Philanthropy, voluntarism and grantmaking foundations