Nonprofit · EIN 36-7414569
MINER FAMILY CHARITABLE TRUST
Tax-exempt · ROCKFORD, IL 61108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $311,554 | $217,136 | $94,418 | $2,991,524 | $0 | $2,991,524 |
| December 31, 2024 | 990-PF | $150,813 | $206,592 | -$55,779 | $2,898,037 | $0 | $2,898,037 |
| December 31, 2023 | 990-PF | $124,542 | $215,840 | -$91,298 | $2,951,456 | $0 | $2,951,456 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $120,710
- Net gain from sales of assets
- $190,844
Expenses
- Grants and similar amounts paid
- $142,685
- Compensation of officers, directors and key employees
- $72,815
- Disbursements for charitable purposes
- $172,103
- Excise tax on investment income
- $3,705
Balance sheet and other
- Total assets, start of year
- $2,898,037
- Total assets, end of year
- $2,991,524
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,991,524
- Fair market value of assets
- $3,746,162
- Qualifying distributions
- $172,103
- Net investment income
- $311,554
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 |
|---|---|---|---|
| Midland States Bank 6838 STATE ST, ROCKFORD, IL 61108 | Co-trustee | 40 | $36,408 |
| Brian Reese Esq 979 N Main St, Rockford, IL 61108 | Co-trustee | 2 | $36,407 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Midland States Bank 6838 STATE ST, ROCKFORD, IL 61108 | Co-trustee | 40 | $35,460 |
| Brian Reese Esq 979 N Main St, Rockford, IL 61108 | Co-trustee | 2 | $35,169 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Reese Esq 979 N Main St, Rockford, IL 61108 | Co-trustee | 2 | $33,752 |
| Midland States Bank 6838 STATE ST, ROCKFORD, IL 61108 | Co-trustee | 40 | $33,750 |
Address and contacts
- Address (IRS master file)
- 6838 E STATE STREET SUITE 2, ROCKFORD, IL 61108-4610
- In care of
- % BELVIDERE NATIONAL BANK
- Signed the 990-PF
- KRISTIN STUPPLES, VICE PRESIDENT
- Phone
- (815) 547-5200
- Return prepared by
- ERNST & YOUNG US LLP
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
- 36-7414569
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,991,524
- Income (IRS master file)
- $1,395,601
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $311,554 | $217,136 | $2,991,524 | IRS |
| 990-PF | December 2024 | $150,813 | $206,592 | $2,898,037 | IRS |
| 990-PF | December 2023 | $124,542 | $215,840 | $2,951,456 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 36-7414569).
Questions about MINER FAMILY CHARITABLE TRUST
- What is the EIN of MINER FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of MINER FAMILY CHARITABLE TRUST is 36-7414569.
- Is MINER FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to MINER FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does MINER FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MINER FAMILY CHARITABLE 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 MINER FAMILY CHARITABLE 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 MINER FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $36,408 (Midland States Bank, Co-trustee).
- How much revenue does MINER FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $311,554, expenses of $217,136 and total assets of $2,991,524 at year end.
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