Nonprofit · EIN 35-6564708
CHAUNCEY ROSE EQUIPMENT ENDOWMENT FUND
Tax-exempt · TERRE HAUTE, IN 47807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $245,923 | $228,754 | $17,169 | $3,523,217 | $0 | $3,523,217 |
| October 31, 2024 | 990-PF | $209,924 | $208,412 | $1,512 | $3,506,048 | $0 | $3,506,048 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $67,025
- Interest
- $33,219
- Net gain from sales of assets
- $145,679
Expenses
- Grants and similar amounts paid
- $202,991
- Compensation of officers, directors and key employees
- $21,608
- Disbursements for charitable purposes
- $205,228
- Excise tax on investment income
- $3,140
Balance sheet and other
- Total assets, start of year
- $3,506,048
- Total assets, end of year
- $3,523,217
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,523,217
- Fair market value of assets
- $4,669,654
- Qualifying distributions
- $205,228
- Net investment income
- $245,923
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First Financial Bank NA One First Financial Plaza, Terre Haute, IN 478073226 | Trustee | 2 | $21,608 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First Financial Bank NA One First Financial Plaza, Terre Haute, IN 478073226 | Trustee | 2 | $20,700 |
Address and contacts
- Address (IRS master file)
- FFB TRUST DEPARTMENT, TERRE HAUTE, IN 47807-0000
- In care of
- % FIRST FINANCIAL BANK NA
- Signed the 990-PF
- Peter Jacob Panagouleas, Trustee Tax Officer
- Phone
- (812) 238-6218
- Return prepared by
- SACKRIDER & COMPANY 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6564708
- 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
- 1993
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,523,217
- Income (IRS master file)
- $607,982
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $245,923 | $228,754 | $3,523,217 | XML |
| 990-PF | October 2024 | $209,924 | $208,412 | $3,506,048 | XML |
| 990-PF | October 2023 | – | – | – | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 35-6564708).
Questions about CHAUNCEY ROSE EQUIPMENT ENDOWMENT FUND
- What is the EIN of CHAUNCEY ROSE EQUIPMENT ENDOWMENT FUND?
- The employer identification number (EIN) of CHAUNCEY ROSE EQUIPMENT ENDOWMENT FUND is 35-6564708.
- Is CHAUNCEY ROSE EQUIPMENT ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to CHAUNCEY ROSE EQUIPMENT ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHAUNCEY ROSE EQUIPMENT ENDOWMENT FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHAUNCEY ROSE EQUIPMENT ENDOWMENT FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHAUNCEY ROSE EQUIPMENT ENDOWMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of CHAUNCEY ROSE EQUIPMENT ENDOWMENT FUND?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,608 (First Financial Bank NA, Trustee).
- How much revenue does CHAUNCEY ROSE EQUIPMENT ENDOWMENT FUND have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $245,923, expenses of $228,754 and total assets of $3,523,217 at year end.
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