Nonprofit · EIN 35-2023439
IRENE BARTELT MEMORIAL EDUCATION FUND
Also known as STEVEN H HENKE TTEE
Tax-exempt · WESTFIELD, IN 46074
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $95,388 | $48,657 | $46,731 | $569,077 | $19,000 | $550,077 |
| December 31, 2023 | 990-PF | $8,371 | $58,675 | -$50,304 | $522,214 | $19,000 | $503,214 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $8,517
- Interest
- $51
- Net gain from sales of assets
- $86,820
Expenses
- Grants and similar amounts paid
- $39,000
- Salaries, compensation and benefits (total)
- $2,000
- Disbursements for charitable purposes
- $41,036
- Excise tax on investment income
- $1,220
Balance sheet and other
- Total assets, start of year
- $522,214
- Total assets, end of year
- $569,077
- Total liabilities, end of year
- $19,000
- Net assets, end of year
- $550,077
- Fair market value of assets
- $924,389
- Qualifying distributions
- $41,036
- Net investment income
- $95,388
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steven H Henke 20432 Chatham Pointe Lane, Westfield, IN 46074 | Trustee | 3 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steven H Henke 3650 S US 421, Zionsville, IN 46077 | Trustee | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 20432 CHATHAM POINTE LN, WESTFIELD, IN 46074-7697
- Signed the 990-PF
- Steven H Henke, Trustee
- Phone
- (317) 439-8803
- Return prepared by
- Coots Henke & Wheeler PC
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 | Not 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
- 35-2023439
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $569,077
- Income (IRS master file)
- $204,017
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $95,388 | $48,657 | $569,077 | XML |
| 990-PF | December 2023 | $8,371 | $58,675 | $522,214 | 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 35-2023439).
Questions about IRENE BARTELT MEMORIAL EDUCATION FUND
- What is the EIN of IRENE BARTELT MEMORIAL EDUCATION FUND?
- The employer identification number (EIN) of IRENE BARTELT MEMORIAL EDUCATION FUND is 35-2023439.
- Is IRENE BARTELT MEMORIAL EDUCATION FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to IRENE BARTELT MEMORIAL EDUCATION FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IRENE BARTELT MEMORIAL EDUCATION FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IRENE BARTELT MEMORIAL EDUCATION FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IRENE BARTELT MEMORIAL EDUCATION FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of IRENE BARTELT MEMORIAL EDUCATION FUND?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does IRENE BARTELT MEMORIAL EDUCATION FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $95,388, expenses of $48,657 and total assets of $569,077 at year end.
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