Nonprofit · EIN 35-2122616
PAULINE J BARKER EDUCATION TRUST 005741
Tax-exempt · MUNCIE, IN 47305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990-PF | $257,941 | $103,501 | $154,440 | $1,718,041 | $0 | $1,718,041 |
| July 31, 2025 | 990-PF | $67,119 | $105,172 | -$38,053 | $1,561,703 | $0 | $1,561,703 |
| July 31, 2024 | 990-PF | $204,867 | $96,208 | $108,659 | $1,598,402 | $0 | $1,598,402 |
Financial details: 990-PF for the year ended July 31, 2026
Revenue
- Dividends
- $45,461
- Net gain from sales of assets
- $212,480
Expenses
- Grants and similar amounts paid
- $75,000
- Compensation of officers, directors and key employees
- $25,631
- Disbursements for charitable purposes
- $95,212
- Excise tax on investment income
- $3,470
Balance sheet and other
- Total assets, start of year
- $1,561,703
- Total assets, end of year
- $1,718,041
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,718,041
- Fair market value of assets
- $2,206,904
- Qualifying distributions
- $95,212
- Net investment income
- $257,941
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 July 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADV 200 EAST JACKSON STREET, Muncie, IN 47305 | Trustee | 1 | $25,631 |
990-PF for the year ended July 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADV 200 EAST JACKSON STREET, Muncie, IN 47305 | Trustee | 1 | $21,526 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADV 200 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE | 1 | $18,929 |
Address and contacts
- Address (IRS master file)
- 200 E JACKSON ST, MUNCIE, IN 47305-2835
- In care of
- % FIRST MERCHANTS BANK NA
- 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | 990-PF on file |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 35-2122616
- 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
- 2001
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $1,718,041
- Income (IRS master file)
- $979,429
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2026 | $257,941 | $103,501 | $1,718,041 | XML |
| 990-PF | July 2025 | $67,119 | $105,172 | $1,561,703 | XML |
| 990-PF | July 2024 | $204,867 | $96,208 | $1,598,402 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 35-2122616).
Questions about PAULINE J BARKER EDUCATION TRUST 005741
- What is the EIN of PAULINE J BARKER EDUCATION TRUST 005741?
- The employer identification number (EIN) of PAULINE J BARKER EDUCATION TRUST 005741 is 35-2122616.
- Is PAULINE J BARKER EDUCATION TRUST 005741 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to PAULINE J BARKER EDUCATION TRUST 005741 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAULINE J BARKER EDUCATION TRUST 005741 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAULINE J BARKER EDUCATION TRUST 005741 due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PAULINE J BARKER EDUCATION TRUST 005741 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2026.
- Who are the officers and directors of PAULINE J BARKER EDUCATION TRUST 005741?
- The 990-PF for the year ended July 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $25,631 (FIRST MERCHANTS PRIVATE WEALTH ADV, Trustee).
- How much revenue does PAULINE J BARKER EDUCATION TRUST 005741 have?
- On its 990-PF for the year ended July 31, 2026 it reported revenue of $257,941, expenses of $103,501 and total assets of $1,718,041 at year end.
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