Nonprofit · EIN 35-6398629
DR FERRELL W DUNN MEMORIAL FUND
Tax-exempt · MUNCIE, IN 47305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $36,891 | $38,767 | -$1,876 | $459,133 | $0 | $459,133 |
| May 31, 2025 | 990-PF | $53,090 | $49,310 | $3,780 | $461,009 | $0 | $461,009 |
| May 31, 2024 | 990-PF | $115,953 | $47,237 | $68,716 | $457,229 | $0 | $457,229 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $18,137
- Net gain from sales of assets
- $18,754
Expenses
- Grants and similar amounts paid
- $29,097
- Compensation of officers, directors and key employees
- $7,246
- Disbursements for charitable purposes
- $36,439
- Excise tax on investment income
- $480
Balance sheet and other
- Total assets, start of year
- $461,009
- Total assets, end of year
- $459,133
- Total liabilities, end of year
- $0
- Net assets, end of year
- $459,133
- Fair market value of assets
- $627,708
- Qualifying distributions
- $36,439
- Net investment income
- $36,891
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADVI ORS 200 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE | 1 | $7,246 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADVI ORS 200 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE | 1 | $7,012 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADV 200 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE | 1 | $6,612 |
Address and contacts
- Address (IRS master file)
- 200 E JACKSON ST, MUNCIE, IN 47305-2835
- In care of
- % FIRST MERCHANTS BANK NA TTEE
- 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6398629
- 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
- 1985
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $459,133
- Income (IRS master file)
- $53,363
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $36,891 | $38,767 | $459,133 | XML |
| 990-PF | May 2025 | $53,090 | $49,310 | $461,009 | XML |
| 990-PF | May 2024 | $115,953 | $47,237 | $457,229 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 35-6398629).
Questions about DR FERRELL W DUNN MEMORIAL FUND
- What is the EIN of DR FERRELL W DUNN MEMORIAL FUND?
- The employer identification number (EIN) of DR FERRELL W DUNN MEMORIAL FUND is 35-6398629.
- Is DR FERRELL W DUNN MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to DR FERRELL W DUNN MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DR FERRELL W DUNN MEMORIAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DR FERRELL W DUNN MEMORIAL FUND due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DR FERRELL W DUNN MEMORIAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of DR FERRELL W DUNN MEMORIAL FUND?
- The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $7,246 (FIRST MERCHANTS PRIVATE WEALTH ADVI ORS, TRUSTEE).
- How much revenue does DR FERRELL W DUNN MEMORIAL FUND have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $36,891, expenses of $38,767 and total assets of $459,133 at year end.
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