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Nonprofit · EIN 35-2004673

MOFFITT-PEELLE FOUNDATION INC

Tax-exempt · CARMEL, IN 46033

Financials

$7K$9K2023$5K$6K2024$9K$7K2025
Revenue Expenses · by fiscal year end
Financials of MOFFITT-PEELLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,627$6,686$1,941$56,068$0$56,068
December 31, 2024990-PF$4,644$5,743-$1,099$54,127$0$54,127
December 31, 2023990-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.

NameTitleHours / weekCompensation
CYNTHIA M SMALL
5899 SILAS COURT, CARMEL, IN 46033
PRESIDENT0.5$0
RICHARD P SMALL
5899 SILAS COURT, CARMEL, IN 46033
TREASURER0.5$0
JACQUELYN A MOFFITT
5899 SILAS COURT, CARMEL, IN 46033
SECRETARY0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
CYNTHIA M SMALL
5899 SILAS COURT, CARMEL, IN 46033
PRESIDENT0.5$0
RICHARD P SMALL
5899 SILAS COURT, CARMEL, IN 46033
TREASURER0.5$0
JACQUELYN A MOFFITT
5899 SILAS COURT, CARMEL, IN 46033
SECRETARY0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CYNTHIA M SMALL
5899 SILAS COURT, CARMEL, IN 46033
PRESIDENT0$0
RICHARD P SMALL
5899 SILAS COURT, CARMEL, IN 46033
TREASURER0$0
JACQUELYN A MOFFITT
5899 SILAS COURT, CARMEL, IN 46033
SECRETARY0$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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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
Assets (IRS master file)
$56,068
Income (IRS master file)
$8,627

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$8,627$6,686$56,068XML
990-PFDecember 2024$4,644$5,743$54,127IRS
990-PFDecember 2023$7,033$8,781$55,226XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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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