Nonprofit · EIN 47-4541691
UFCW LOCAL 700 CHARITABLE FOUNDATION
Tax-exempt (reinstated) · CARMEL, IN 46280
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $62,100 | $59,165 | $2,935 | $22,933 | $0 | $22,933 |
| December 31, 2024 | 990-PF | $51,077 | $43,940 | $7,137 | $19,998 | $0 | $19,998 |
| December 31, 2023 | 990-PF | $56,876 | $63,365 | -$6,489 | $12,861 | $0 | $12,861 |
| December 31, 2021 | 990-PF | $49,028 | $78,314 | -$29,286 | $36,420 | $0 | $36,420 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $56,097
- Interest
- $3
- Other income
- $6,000
Expenses
- Grants and similar amounts paid
- $55,867
- Disbursements for charitable purposes
- $55,867
Balance sheet and other
- Total assets, start of year
- $19,998
- Total assets, end of year
- $22,933
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,933
- Fair market value of assets
- $22,933
- Qualifying distributions
- $55,867
- Net investment income
- $3
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 |
|---|---|---|---|
| Tracy Bartak 3091 E 98 St Suite 150, Indianapolis, IN 46280 | Trustee | 1 | $0 |
| Scott Barnett 391 E 98 St Suite 150, Indianapolis, IN 46280 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tracy Bartak 3091 E 98 St Suite 150, Indianapolis, IN 46280 | Trustee | 1 | $0 |
| Scott Barnett 391 E 98 St Suite 150, Indianapolis, IN 46280 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tracy Bartak 3091 E 98 St Suite 150, Indianapolis, IN 46280 | Trustee | 1 | $0 |
| Michael Merrell 391 E 98 St Suite 150, Indianapolis, IN 46280 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2021: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph Chorpenning II 3091 E 98 St Suite 150, Indianapolis, IN 46280 | Trustee | 1 | $0 |
| Michael Merrell 391 E 98 St Suite 150, Indianapolis, IN 46280 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3091 E 98TH ST STE 150, CARMEL, IN 46280-2911
- In care of
- % TRACY BARTAK
- Signed the 990-PF
- Michael Merrell, Secretary Treasurer
- Return prepared by
- LaPadula Carlson Co
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
- 47-4541691
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $22,933
- Income (IRS master file)
- $62,100
Revocation and reinstatement
- Exemption revoked
- May 15, 2018
- Posted by the IRS
- August 13, 2018
- Reinstated
- Effective May 15, 2018
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $62,100 | $59,165 | $22,933 | XML |
| 990-PF | December 2024 | $51,077 | $43,940 | $19,998 | IRS |
| 990-PF | December 2023 | $56,876 | $63,365 | $12,861 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $49,028 | $78,314 | $36,420 | XML |
| 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 47-4541691).
Questions about UFCW LOCAL 700 CHARITABLE FOUNDATION
- What is the EIN of UFCW LOCAL 700 CHARITABLE FOUNDATION?
- The employer identification number (EIN) of UFCW LOCAL 700 CHARITABLE FOUNDATION is 47-4541691.
- Is UFCW LOCAL 700 CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2018 and reinstated it effective May 15, 2018.
- Are donations to UFCW LOCAL 700 CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does UFCW LOCAL 700 CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UFCW LOCAL 700 CHARITABLE FOUNDATION 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 UFCW LOCAL 700 CHARITABLE FOUNDATION 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 UFCW LOCAL 700 CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does UFCW LOCAL 700 CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $62,100, expenses of $59,165 and total assets of $22,933 at year end.
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