Nonprofit · EIN 35-6534658
ELMER J & EVA WERNER 5 TOTAL RETURN TR 009310
Also known as FIRST MERCHANTS PRIVATE WE TTEE
Tax-exempt · MUNCIE, IN 47305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $70,105 | $64,337 | $5,768 | $681,403 | $0 | $681,403 |
| December 31, 2024 | 990-PF | $64,200 | $64,406 | -$206 | $675,635 | $0 | $675,635 |
| December 31, 2023 | 990-PF | $56,625 | $60,060 | -$3,435 | $675,841 | $0 | $675,841 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $27,176
- Net gain from sales of assets
- $41,849
- Other income
- $1,080
Expenses
- Grants and similar amounts paid
- $47,136
- Compensation of officers, directors and key employees
- $12,447
- Disbursements for charitable purposes
- $58,814
Balance sheet and other
- Total assets, start of year
- $675,635
- Total assets, end of year
- $681,403
- Total liabilities, end of year
- $0
- Net assets, end of year
- $681,403
- Fair market value of assets
- $1,088,247
- Qualifying distributions
- $58,814
- Net investment income
- $69,025
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 |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADVI ORS 200 EAST JACKSON STREET, MUNCIE, IN 47305 | Trustee | 1 | $12,447 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADVI ORS 200 EAST JACKSON STREET, MUNCIE, IN 47305 | Trustee | 1 | $11,821 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WLTH ADVISO 200 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE | 1 | $10,665 |
Address and contacts
- Address (IRS master file)
- 200 E JACKSON ST, MUNCIE, IN 47305-2835
- In care of
- % FIRST MERCHANTS PRIVATE WEALTH AD
- 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 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
- 35-6534658
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $681,403
- Income (IRS master file)
- $309,755
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $70,105 | $64,337 | $681,403 | IRS |
| 990-PF | December 2024 | $64,200 | $64,406 | $675,635 | XML |
| 990-PF | December 2023 | $56,625 | $60,060 | $675,841 | XML |
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 35-6534658).
Questions about ELMER J & EVA WERNER 5 TOTAL RETURN TR 009310
- What is the EIN of ELMER J & EVA WERNER 5 TOTAL RETURN TR 009310?
- The employer identification number (EIN) of ELMER J & EVA WERNER 5 TOTAL RETURN TR 009310 is 35-6534658.
- Is ELMER J & EVA WERNER 5 TOTAL RETURN TR 009310 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does ELMER J & EVA WERNER 5 TOTAL RETURN TR 009310 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELMER J & EVA WERNER 5 TOTAL RETURN TR 009310 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 ELMER J & EVA WERNER 5 TOTAL RETURN TR 009310 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 ELMER J & EVA WERNER 5 TOTAL RETURN TR 009310?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,447 (FIRST MERCHANTS PRIVATE WEALTH ADVI ORS, Trustee).
- How much revenue does ELMER J & EVA WERNER 5 TOTAL RETURN TR 009310 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $70,105, expenses of $64,337 and total assets of $681,403 at year end.
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