Nonprofit · EIN 38-6826742
THE@CARSON AND ROSEMARY NOECKER FAMILY FOUNDATION
Tax-exempt · EVANSVILLE, IN 47702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $227,264 | $594,892 | -$367,628 | $1,159,694 | $0 | $1,159,694 |
| June 30, 2024 | 990-PF | $1,107,371 | $769,602 | $337,769 | $1,527,430 | $0 | $1,527,430 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $66,882
- Net gain from sales of assets
- $160,382
Expenses
- Grants and similar amounts paid
- $558,000
- Compensation of officers, directors and key employees
- $13,563
- Disbursements for charitable purposes
- $572,563
- Excise tax on investment income
- $3,022
Balance sheet and other
- Total assets, start of year
- $1,527,430
- Total assets, end of year
- $1,159,694
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,159,694
- Fair market value of assets
- $2,474,497
- Qualifying distributions
- $572,563
- Net investment income
- $227,155
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT 116 E BERRY ST, FORT WAYNE, IN 46802 | TRUSTEE | 1 | $13,563 |
| DEBRA L BREUNLING 116 E BERRY ST, FORT WAYNE, IN 46802 | COMMITTEE MEMBER | 1 | $0 |
| GEORGE R DONNER 116 E BERRY ST, FORT WAYNE, IN 46802 | COMMITTEE MEMBER | 1 | $0 |
| ROBERT A WAGNER 116 E BERRY ST, FORT WAYNE, IN 46802 | COMMITTEE MEMBER | 1 | $0 |
| MONARCH CAPITAL 116 E BERRY ST, FORT WAYNE, IN 46802 | INVESTMENT MANAGER | 1 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT 116 E BERRY ST, FORT WAYNE, IN 46802 | TRUSTEE | 1 | $12,678 |
| DEBRA L BREUNLING 116 E BERRY ST, FORT WAYNE, IN 46802 | COMMITTEE MEMBER | 1 | $0 |
| GEORGE R DONNER 116 E BERRY ST, FORT WAYNE, IN 46802 | COMMITTEE MEMBER | 1 | $0 |
| ROBERT A WAGNER 116 E BERRY ST, FORT WAYNE, IN 46802 | COMMITTEE MEMBER | 1 | $0 |
| MONARCH CAPITAL 116 E BERRY ST, FORT WAYNE, IN 46802 | INVESTMENT MANAGER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 207, EVANSVILLE, IN 47702-0207
- In care of
- % OLD NATIONAL TRUST CO
- Signed the 990-PF
- OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE
- Phone
- (800) 830-0362
- Return prepared by
- DELOITTE TAX 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6826742
- 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
- 2005
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,159,694
- Income (IRS master file)
- $828,878
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $227,264 | $594,892 | $1,159,694 | XML |
| 990-PF | June 2024 | $1,107,371 | $769,602 | $1,527,430 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 38-6826742).
Questions about THE@CARSON AND ROSEMARY NOECKER FAMILY FOUNDATION
- What is the EIN of THE@CARSON AND ROSEMARY NOECKER FAMILY FOUNDATION?
- The employer identification number (EIN) of THE@CARSON AND ROSEMARY NOECKER FAMILY FOUNDATION is 38-6826742.
- Is THE@CARSON AND ROSEMARY NOECKER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to THE@CARSON AND ROSEMARY NOECKER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE@CARSON AND ROSEMARY NOECKER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE@CARSON AND ROSEMARY NOECKER FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE@CARSON AND ROSEMARY NOECKER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE@CARSON AND ROSEMARY NOECKER FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $13,563 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does THE@CARSON AND ROSEMARY NOECKER FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $227,264, expenses of $594,892 and total assets of $1,159,694 at year end.
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