Nonprofit · EIN 35-2059574
ROLLS-ROYCE HERITAGE TR ALLISON BRANCH INC
Tax-exempt · INDIANAPOLIS, IN 46241
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $256,078 | $226,356 | $29,722 | $686,499 | $0 | $686,499 |
| December 31, 2024 | 990-PF | $254,609 | $190,433 | $64,176 | $655,026 | $0 | $655,026 |
| December 31, 2023 | 990-PF | $255,899 | $176,808 | $79,091 | $590,850 | $0 | $590,850 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $250,978
- Interest
- $1,013
- Other income
- $250
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $220,405
Balance sheet and other
- Total assets, start of year
- $655,026
- Total assets, end of year
- $686,499
- Total liabilities, end of year
- $0
- Net assets, end of year
- $686,499
- Fair market value of assets
- $686,499
- Qualifying distributions
- $220,405
- Net investment income
- $1,013
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 |
|---|---|---|---|
| PHILIP V CAGLE 1911 EXECUTIVE DRIVE SUITE A, INDIANAPOLIS, IN 46241 | PRESIDENT | 1 | $0 |
| RODNEY E VOGEL 1911 EXECUTIVE DRIVE SUITE A, INDIANAPOLIS, IN 46241 | VICE PRESIDENT | 1 | $0 |
| ROSS BELONI 1911 EXECUTIVE DRIVE SUITE A, INDIANAPOLIS, IN 46241 | CHAIRMAN | 1 | $0 |
| DANIEL JENSEN 1911 EXECUTIVE DRIVE SUITE A, INDIANAPOLIS, IN 46241 | SECRETARY | 1 | $0 |
| NANCY PRICE 1911 EXECUTIVE DRIVE SUITE A, INDIANAPOLIS, IN 46241 | TREASURER | 1 | $0 |
| LAURENCE LEVAN 1911 EXECUTIVE DRIVE SUITE A, INDIANAPOLIS, IN 46241 | CHIEF TECHNOLOGY OFFICER | 1 | $0 |
| CATHY WELCH 1911 EXECUTIVE DRIVE SUITE A, INDIANAPOLIS, IN 46241 | APPOINTED DIRECTOR AT LARGE | 1 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP V CAGLE 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | PRESIDENT | 1 | $0 |
| RODNEY E VOGEL 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | VICE PRESIDENT | 1 | $0 |
| ROSS BELONI 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | CHAIRMAN | 1 | $0 |
| DANIEL JENSEN 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | SECRETARY | 1 | $0 |
| NANCY PRICE 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | TREASURER | 1 | $0 |
| LAURENCE LEVAN 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | CHIEF TECHNOLOGY OFFICER | 1 | $0 |
| CATHY WELCH 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | APPOINTED DIRECTOR AT LARGE | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA HURTMAN 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | DIRECTOR (THRU 03/2023) | 1 | $0 |
| ROSS BELONI 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | CHAIRMAN | 1 | $0 |
| NANCY PRICE 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | TREASURER | 1 | $0 |
| DANIEL JENSEN 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | SECRETARY | 1 | $0 |
| PHILIP V CAGLE 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | PRESIDENT | 1 | $0 |
| RODNEY E VOGEL 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | VICE PRESIDENT | 1 | $0 |
| CATHY WELCH 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | APPOINTED DIRECTOR AT LARGE | 1 | $0 |
| LAUREN LEVAN 450 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 462251103 | CHIEF TECHNOLOGY OFFICER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1911 EXECUTIVE DR STE A, INDIANAPOLIS, IN 46241-4320
- In care of
- % ROBERT A TITLOW
- Signed the 990-PF
- NANCY PRICE, TREASURER
- Phone
- (317) 506-6301
- Return prepared by
- CROWE 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 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
- 35-2059574
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A50)
- Assets (IRS master file)
- $686,499
- Income (IRS master file)
- $256,078
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $256,078 | $226,356 | $686,499 | IRS |
| 990-PF | December 2024 | $254,609 | $190,433 | $655,026 | IRS |
| 990-PF | December 2023 | $255,899 | $176,808 | $590,850 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 35-2059574).
Questions about ROLLS-ROYCE HERITAGE TR ALLISON BRANCH INC
- What is the EIN of ROLLS-ROYCE HERITAGE TR ALLISON BRANCH INC?
- The employer identification number (EIN) of ROLLS-ROYCE HERITAGE TR ALLISON BRANCH INC is 35-2059574.
- Is ROLLS-ROYCE HERITAGE TR ALLISON BRANCH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ROLLS-ROYCE HERITAGE TR ALLISON BRANCH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does ROLLS-ROYCE HERITAGE TR ALLISON BRANCH INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROLLS-ROYCE HERITAGE TR ALLISON BRANCH INC 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 ROLLS-ROYCE HERITAGE TR ALLISON BRANCH INC 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 ROLLS-ROYCE HERITAGE TR ALLISON BRANCH INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does ROLLS-ROYCE HERITAGE TR ALLISON BRANCH INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $256,078, expenses of $226,356 and total assets of $686,499 at year end.
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