Nonprofit · EIN 85-4308424
CARNER FAMILY TRUST
Tax-exempt · EAST AURORA, NY 14052
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $284,371 | $550,932 | -$266,561 | $7,341,228 | $0 | $7,341,228 |
| December 31, 2024 | 990-PF | $271,920 | $545,852 | -$273,932 | $7,219,582 | $0 | $7,219,582 |
| December 31, 2023 | 990-PF | $2,067,046 | $272,491 | $1,794,555 | $6,915,606 | $0 | $6,915,606 |
| December 31, 2021 | 990-PF | $3,030,209 | $66,848 | $2,963,361 | $4,124,365 | $30,386 | $4,093,979 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $8,323
- Dividends
- $150,253
- Interest
- $2,512
- Net gain from sales of assets
- $123,283
Expenses
- Grants and similar amounts paid
- $317,975
- Compensation of officers, directors and key employees
- $150,000
- Disbursements for charitable purposes
- $469,925
- Excise tax on investment income
- $2,773
Balance sheet and other
- Total assets, start of year
- $7,219,582
- Total assets, end of year
- $7,341,228
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,341,228
- Fair market value of assets
- $7,341,228
- Qualifying distributions
- $469,925
- Net investment income
- $276,048
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 |
|---|---|---|---|
| THEODORE CARNER 13286 SCHANG ROAD, EAST AURORA, NY 14052 | TRUSTEE | 30 | $75,000 |
| ROBIN CARNER 13286 SCHANG ROAD, EAST AURORA, NY 14052 | TRUSTEE | 30 | $75,000 |
| KATHLEEN MILLER 13286 SCHANG ROAD, EAST AURORA, NY 14052 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THEODORE CARNER 13286 SCHANG ROAD, EAST AURORA, NY 14052 | TRUSTEE | 30 | $75,000 |
| ROBIN CARNER 13286 SCHANG ROAD, EAST AURORA, NY 14052 | TRUSTEE | 30 | $75,000 |
| KATHLEEN MILLER 13286 SCHANG ROAD, EAST AURORA, NY 14052 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THEODORE CARNER 13286 SCHANG ROAD, EAST AURORA, NY 14052 | TRUSTEE | 30 | $75,000 |
| ROBIN CARNER 13286 SCHANG ROAD, EAST AURORA, NY 14052 | TRUSTEE | 30 | $75,000 |
| KATHLEEN MILLER 13286 SCHANG ROAD, EAST AURORA, NY 14052 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2021: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN MILLER 13286 SCHANG ROAD, EAST AURORA, NY 14052 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 13286 SCHANG RD, EAST AURORA, NY 14052-9516
- Signed the 990-PF
- KATHLEEN MILLER, TRUSTEE
- Phone
- (716) 380-4808
- Return prepared by
- LUMSDEN & MCCORMICK 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
- 85-4308424
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $7,341,228
- Income (IRS master file)
- $2,962,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $284,371 | $550,932 | $7,341,228 | IRS |
| 990-PF | December 2024 | $271,920 | $545,852 | $7,219,582 | IRS |
| 990-PF | December 2023 | $2,067,046 | $272,491 | $6,915,606 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $3,030,209 | $66,848 | $4,124,365 | XML |
| 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 85-4308424).
Questions about CARNER FAMILY TRUST
- What is the EIN of CARNER FAMILY TRUST?
- The employer identification number (EIN) of CARNER FAMILY TRUST is 85-4308424.
- Is CARNER FAMILY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to CARNER FAMILY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARNER FAMILY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARNER FAMILY 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 CARNER FAMILY 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 CARNER FAMILY TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $75,000 (THEODORE CARNER, TRUSTEE).
- How much revenue does CARNER FAMILY TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $284,371, expenses of $550,932 and total assets of $7,341,228 at year end.
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