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Nonprofit · EIN 35-6011751

JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND TRUST

Tax-exempt · TERRE HAUTE, IN 47808

Financials

$50K$30K2023$56K$41K2024$43K$40K2025
Revenue Expenses · by fiscal year end
Financials of JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$42,518$39,777$2,741$1,464,908$0$1,464,908
December 31, 2024990$56,055$41,415$14,640$1,359,484$0$1,359,484
December 31, 2023990$50,200$29,774$20,426$1,248,372$0$1,248,372
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$42,518
Net gain from sales of assets
$10,383
Other revenue
$0

Expenses

Grants and similar amounts paid
$21,340
Compensation of officers, directors and key employees
$14,237
Salaries, compensation and benefits (total)
$14,237
Professional fundraising fees
$0
Accounting fees
$385
Program services (functional)
$21,340
Management and general (functional)
$18,437

Balance sheet and other

Total assets, start of year
$1,359,484
Total assets, end of year
$1,464,908
Total liabilities, end of year
$0
Net assets, end of year
$1,464,908
Publicly traded securities
$1,135,339
Gross receipts
$42,518
Employees
0
Volunteers
0
Year formed
1938
State of legal domicile
IN

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
First Financial Bank NATrustee
Institutional trustee
2$14,237
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
First Financial Bank NATrustee
Institutional trustee
2$13,367
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
First Financial Bank NATrustee
Institutional trustee
2$12,574

Address and contacts

Address (IRS master file)
FIRST FINANCIAL BANK TRUST DEP, TERRE HAUTE, IN 47808-0000
In care of
% TERRE HAUTE FIRST NATL BK
Principal officer (990 for 2025)
First Financial Bank NA, First Financial Bank Trust Dep, Terre Haute, IN 478080540
Signed the 990
First Financial Bank NA, Trustee
Return prepared by
SACKRIDER & COMPANY INC

Mission

The net income of the trust is distributed annually to help support Indiana State University, St. Mary-of-the-Woods College, and Rose-Hulman Institute of Technology, which are located in Terre Haute, Indiana.

990 for the year ended December 31, 2025

Program accomplishments

  • The trust was established to provide support to educational institutions in Terre Haute, Indiana. The net income is paid yearly to Indiana State University, St. Mary-of-the-Woods College, and Rose-Hulman Institute of Technology.
    Expenses $21,340 · grants $21,340

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-6011751
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1945
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$1,464,908
Income (IRS master file)
$42,518

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$42,518$39,777$1,464,908IRS
990December 2024$56,055$41,415$1,359,484IRS
990December 2023$50,200$29,774$1,248,372XML
990December 2022$14,796$23,555$1,137,940IRS
990December 2021–––IRS
990December 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 35-6011751).

Questions about JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND TRUST

What is the EIN of JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND TRUST?
The employer identification number (EIN) of JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND TRUST is 35-6011751.
Is JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
Are donations to JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND TRUST file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND 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 JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND TRUST?
The 990 for the year ended December 31, 2025 names First Financial Bank NA.
Who are the officers and directors of JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND TRUST?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,237 (First Financial Bank NA, Trustee).
How much revenue does JAMES MCGREGOR EDUCATIONAL INSTITUTIONS ENDOWMENT FUND TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $42,518, expenses of $39,777 and total assets of $1,464,908 at year end.

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