Nonprofit · EIN 35-6659861
ROBERT & ANNA ULLOM TRUST
Tax-exempt · MUNCIE, IN 47305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $61,368 | $71,376 | -$10,008 | $637,491 | $0 | $637,491 |
| December 31, 2024 | 990-PF | $90,378 | $49,282 | $41,096 | $645,893 | $0 | $645,893 |
| December 31, 2023 | 990-PF | $25,655 | $48,090 | -$22,435 | $606,401 | $0 | $606,401 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $25,272
- Net gain from sales of assets
- $36,096
Expenses
- Grants and similar amounts paid
- $53,655
- Compensation of officers, directors and key employees
- $13,003
- Disbursements for charitable purposes
- $65,027
- Excise tax on investment income
- $798
Balance sheet and other
- Total assets, start of year
- $645,893
- Total assets, end of year
- $637,491
- Total liabilities, end of year
- $0
- Net assets, end of year
- $637,491
- Fair market value of assets
- $1,134,127
- Qualifying distributions
- $65,027
- Net investment income
- $61,368
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 | $13,003 |
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 | $12,262 |
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 | $10,743 |
Address and contacts
- Address (IRS master file)
- 200 E JACKSON ST, MUNCIE, IN 47305-2835
- 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
- 35-6659861
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $637,491
- Income (IRS master file)
- $100,421
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $61,368 | $71,376 | $637,491 | IRS |
| 990-PF | December 2024 | $90,378 | $49,282 | $645,893 | IRS |
| 990-PF | December 2023 | $25,655 | $48,090 | $606,401 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 35-6659861).
Questions about ROBERT & ANNA ULLOM TRUST
- What is the EIN of ROBERT & ANNA ULLOM TRUST?
- The employer identification number (EIN) of ROBERT & ANNA ULLOM TRUST is 35-6659861.
- Is ROBERT & ANNA ULLOM TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROBERT & ANNA ULLOM TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT & ANNA ULLOM TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT & ANNA ULLOM 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 ROBERT & ANNA ULLOM TRUST 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 ROBERT & ANNA ULLOM TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,003 (FIRST MERCHANTS PRIVATE WEALTH ADVI ORS, TRUSTEE).
- How much revenue does ROBERT & ANNA ULLOM TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $61,368, expenses of $71,376 and total assets of $637,491 at year end.
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