Nonprofit · EIN 35-2004673
MOFFITT-PEELLE FOUNDATION INC
Tax-exempt · CARMEL, IN 46033
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,627 | $6,686 | $1,941 | $56,068 | $0 | $56,068 |
| December 31, 2024 | 990-PF | $4,644 | $5,743 | -$1,099 | $54,127 | $0 | $54,127 |
| December 31, 2023 | 990-PF | $7,033 | $8,781 | -$1,748 | $55,226 | $0 | $55,226 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $3,324
- Interest
- $3
- Net gain from sales of assets
- $5,300
Expenses
- Grants and similar amounts paid
- $5,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,600
- Excise tax on investment income
- $120
Balance sheet and other
- Total assets, start of year
- $54,127
- Total assets, end of year
- $56,068
- Total liabilities, end of year
- $0
- Net assets, end of year
- $56,068
- Fair market value of assets
- $86,889
- Qualifying distributions
- $6,600
- Net investment income
- $8,627
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 |
|---|---|---|---|
| CYNTHIA M SMALL 5899 SILAS COURT, CARMEL, IN 46033 | PRESIDENT | 0.5 | $0 |
| RICHARD P SMALL 5899 SILAS COURT, CARMEL, IN 46033 | TREASURER | 0.5 | $0 |
| JACQUELYN A MOFFITT 5899 SILAS COURT, CARMEL, IN 46033 | SECRETARY | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNTHIA M SMALL 5899 SILAS COURT, CARMEL, IN 46033 | PRESIDENT | 0.5 | $0 |
| RICHARD P SMALL 5899 SILAS COURT, CARMEL, IN 46033 | TREASURER | 0.5 | $0 |
| JACQUELYN A MOFFITT 5899 SILAS COURT, CARMEL, IN 46033 | SECRETARY | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNTHIA M SMALL 5899 SILAS COURT, CARMEL, IN 46033 | PRESIDENT | 0 | $0 |
| RICHARD P SMALL 5899 SILAS COURT, CARMEL, IN 46033 | TREASURER | 0 | $0 |
| JACQUELYN A MOFFITT 5899 SILAS COURT, CARMEL, IN 46033 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5899 SILAS CT, CARMEL, IN 46033-8832
- In care of
- % RICHARD PEELLE SMALL
- Signed the 990-PF
- RICHARD SMALL, TREASURER
- Phone
- (317) 294-4215
- Return prepared by
- DONOVAN PC
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
- 35-2004673
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T00Z)
- Assets (IRS master file)
- $56,068
- Income (IRS master file)
- $8,627
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,627 | $6,686 | $56,068 | XML |
| 990-PF | December 2024 | $4,644 | $5,743 | $54,127 | IRS |
| 990-PF | December 2023 | $7,033 | $8,781 | $55,226 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 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 35-2004673).
Questions about MOFFITT-PEELLE FOUNDATION INC
- What is the EIN of MOFFITT-PEELLE FOUNDATION INC?
- The employer identification number (EIN) of MOFFITT-PEELLE FOUNDATION INC is 35-2004673.
- Is MOFFITT-PEELLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to MOFFITT-PEELLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MOFFITT-PEELLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MOFFITT-PEELLE FOUNDATION INC 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 MOFFITT-PEELLE FOUNDATION INC 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 MOFFITT-PEELLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MOFFITT-PEELLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,627, expenses of $6,686 and total assets of $56,068 at year end.
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