Nonprofit · EIN 36-7766499
JANICE L BURGETTE FOUNDATION TR
Tax-exempt · FORT WAYNE, IN 46804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $148,869 | $358,237 | -$209,368 | $1,505,003 | $0 | $1,505,003 |
| December 31, 2024 | 990-PF | $76,326 | $371,381 | -$295,055 | $1,714,574 | $0 | $1,714,574 |
| December 31, 2023 | 990-PF | $18,760 | $226,674 | -$207,914 | $2,010,458 | $0 | $2,010,458 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $55,147
- Interest
- $1,044
- Net gain from sales of assets
- $92,678
Expenses
- Grants and similar amounts paid
- $330,000
- Compensation of officers, directors and key employees
- $6,928
- Salaries, compensation and benefits (total)
- $17,160
- Disbursements for charitable purposes
- $352,677
- Excise tax on investment income
- $2,008
Balance sheet and other
- Total assets, start of year
- $1,714,574
- Total assets, end of year
- $1,505,003
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,505,003
- Fair market value of assets
- $1,997,822
- Qualifying distributions
- $352,677
- Net investment income
- $148,869
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 |
|---|---|---|---|
| LAKE CITY BANK 6851 W JEFFERSON BLVD, FORT WAYNE, IN 46804 | TRUSTEE | 1 | $6,928 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT PO BOX 207, EVANSVILLE, IN 477020207 | TRUSTEE | 1 | $28,702 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT PO BOX 207, EVANSVILLE, IN 477020207 | TRUSTEE | 1 | $24,938 |
Address and contacts
- Address (IRS master file)
- 6851 W JEFFERSON BLVD, FORT WAYNE, IN 46804-6211
- In care of
- % OLD NATIONAL BANK TTEE
- Signed the 990-PF
- LAKE CITY BANK, TRUSTEE
- Phone
- (260) 399-2482
- Return prepared by
- LEONARD J ANDORFER & CO 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
- 36-7766499
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,505,003
- Income (IRS master file)
- $1,032,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $148,869 | $358,237 | $1,505,003 | IRS |
| 990-PF | December 2024 | $76,326 | $371,381 | $1,714,574 | XML |
| 990-PF | December 2023 | $18,760 | $226,674 | $2,010,458 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 36-7766499).
Questions about JANICE L BURGETTE FOUNDATION TR
- What is the EIN of JANICE L BURGETTE FOUNDATION TR?
- The employer identification number (EIN) of JANICE L BURGETTE FOUNDATION TR is 36-7766499.
- Is JANICE L BURGETTE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to JANICE L BURGETTE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JANICE L BURGETTE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JANICE L BURGETTE FOUNDATION TR 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 JANICE L BURGETTE FOUNDATION TR 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 JANICE L BURGETTE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,928 (LAKE CITY BANK, TRUSTEE).
- How much revenue does JANICE L BURGETTE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $148,869, expenses of $358,237 and total assets of $1,505,003 at year end.
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