Nonprofit · EIN 27-6952682
LUCIENNE BEATRICE & PHILIP M SPREUER CHARITABLE TRUST FBO
Tax-exempt · ELKHART, IN 46516
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $81,672 | $39,135 | $42,537 | $1,288,657 | $0 | $1,288,657 |
| December 31, 2024 | 990 | $74,368 | $96,067 | -$21,699 | $1,186,895 | $0 | $1,186,895 |
| December 31, 2023 | 990 | $49,364 | $23,517 | $25,847 | $1,153,939 | $0 | $1,153,939 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $81,672
- Net gain from sales of assets
- $47,626
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $22,165
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,222
- Program services (functional)
- $39,135
Balance sheet and other
- Total assets, start of year
- $1,186,895
- Total assets, end of year
- $1,288,657
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,288,657
- Gross receipts
- $171,095
- Employees
- 0
- Year formed
- 2018
- State of legal domicile
- IN
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST STATE BANK FIRST STATE BANK | TRUSTEE Institutional trustee | – | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST STATE BANK FIRST STATE BANK | TRUSTEE Institutional trustee | – | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST STATE BANK FIRST STATE BANK | TRUSTEE Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- 200 NIBCO PARKWAY, ELKHART, IN 46516-3568
- In care of
- % WILLIAM C COLEMAN
- Principal officer (990 for 2025)
- FIRST STATE BANK FIRST STATE BANK, 200 NIBCO PKWY, ELKHART, IN 46516
- Signed the 990
- FIRST STATE BANK, TRUSTEE
- Phone
- (574) 295-3949
- Return prepared by
- RED DOOR CPA GROUP
Mission
TO PROVIDE SUPPORT FOR CHARITABLE, RELIGIOUS, AND EDUCATION PURPOSES FOR THE BENEFIT OF THE LAGRANGE FIRST UNITED METHODIST CHURCH OF LAGRANGE INDIANA
Program accomplishments
- GRANTS DISTRIBUTED IN ACCORDANCE WITH TRUST DOCUMENTS TO PROVIDE FOR CHARITABLE, RELIGIOUS, AND EDUCATIONAL NEEDS OF THE FIRST UNITED METHODIST CHURCH IN LAGRANGE INDIANA.
- GRANTS DISTRIBUTED IN ACCORDANCE WITH TRUST DOCUMENTS TO PROVIDE FOR CHARITABLE, RELIGIOUS, AND EDUCATIONAL NEEDS OF THE FIRST UNITED METHODIST CHURCH IN LAGRANGE INDIANA.Expenses $39,135 · grants $22,165
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-6952682
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $1,288,657
- Income (IRS master file)
- $171,095
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $81,672 | $39,135 | $1,288,657 | XML |
| 990 | December 2024 | $74,368 | $96,067 | $1,186,895 | IRS |
| 990 | December 2023 | $49,364 | $23,517 | $1,153,939 | XML |
| 990 | December 2022 | $46,783 | $21,684 | $1,029,633 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 27-6952682).
Questions about LUCIENNE BEATRICE & PHILIP M SPREUER CHARITABLE TRUST FBO
- What is the EIN of LUCIENNE BEATRICE & PHILIP M SPREUER CHARITABLE TRUST FBO?
- The employer identification number (EIN) of LUCIENNE BEATRICE & PHILIP M SPREUER CHARITABLE TRUST FBO is 27-6952682.
- Is LUCIENNE BEATRICE & PHILIP M SPREUER CHARITABLE TRUST FBO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to LUCIENNE BEATRICE & PHILIP M SPREUER CHARITABLE TRUST FBO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does LUCIENNE BEATRICE & PHILIP M SPREUER CHARITABLE TRUST FBO file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LUCIENNE BEATRICE & PHILIP M SPREUER CHARITABLE TRUST FBO 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 LUCIENNE BEATRICE & PHILIP M SPREUER CHARITABLE TRUST FBO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LUCIENNE BEATRICE & PHILIP M SPREUER CHARITABLE TRUST FBO?
- The 990 for the year ended December 31, 2025 names FIRST STATE BANK FIRST STATE BANK.
- Who are the officers and directors of LUCIENNE BEATRICE & PHILIP M SPREUER CHARITABLE TRUST FBO?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does LUCIENNE BEATRICE & PHILIP M SPREUER CHARITABLE TRUST FBO have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $81,672, expenses of $39,135 and total assets of $1,288,657 at year end.
Other nonprofits in ELKHART
- COMMUNITY FOUNDATION OF ELKHART COUNTY INC EIN 31-1255886 · last filed 990 for 2025
- STRATEGIC GLOBAL ASSISTANCE INC EIN 35-2076939 · last filed 990 for 2025
- REX AND ALICE A MARTIN FOUNDATION INC EIN 35-2117025 · last filed 990-PF for 2025
- IRIONS FOUNDATION INC EIN 35-2022821 · last filed 990-PF for 2025
- BILL DEPUTY FOUNDATION EIN 26-2480796 · last filed 990-PF for 2024
- MIGHTY ACORN FOUNDATION INC EIN 46-2778460 · last filed 990 for 2024
- JOSHUA AND KRISTINE OSTROM FOUNDATION INC EIN 33-1714298 · last filed 990-PF for 2024
- INDIANA ULTIMATE PARENT BOOSTER CLUB EIN 16-1763402 · last filed 990 for 2024
All nonprofits in ELKHART · Indiana · Philanthropy, voluntarism and grantmaking foundations