Skip to main content

Nonprofit · EIN 35-6608360

FRANK & MARGARET ARVIN FAMILY EDUCATIONAL ASSISTANCE TR

Tax-exempt · JASPER, IN 47546

Financials

$27K$21K2023$28K$28K2024$35K$34K2025
Revenue Expenses · by fiscal year end
Financials of FRANK & MARGARET ARVIN FAMILY EDUCATIONAL ASSISTANCE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$35,149$34,289$860$285,711$0$285,711
December 31, 2024990-PF$27,532$27,770-$238$284,345$0$284,345
December 31, 2023990-PF$27,435$21,045$6,390$283,684$0$283,684
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$9,940
Net gain from sales of assets
$25,209

Expenses

Grants and similar amounts paid
$27,155
Compensation of officers, directors and key employees
$6,055
Disbursements for charitable purposes
$27,155
Excise tax on investment income
$398

Balance sheet and other

Total assets, start of year
$284,344
Total assets, end of year
$285,711
Total liabilities, end of year
$0
Net assets, end of year
$285,711
Fair market value of assets
$515,255
Qualifying distributions
$27,155
Net investment income
$35,149

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
GERMAN AMERICA BANCORP
711 MAIN STREET, JASPER, IN 47546
TRUSTEE1$6,055
JEFFREY DOYLE
373 NORTH MAIN STREET, MONTGOMERY, IN 47558
PRINCIPAL0$0
TRAVIS MADISON
373 NORTH MAIN STREET, MONTGOMERY, IN 47558
SUPERINTENDENT0$0
CHASSITY SWARD
373 NORTH MAIN STREET, MONTGOMERY, IN 47558
COUNSELOR0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
GERMAN AMERICA BANCORP
711 MAIN STREET, JASPER, IN 47546
TRUSTEE1$5,700
JEFFREY DOYLE
373 NORTH MAIN STREET, MONTGOMERY, IN 47558
PRINCIPAL0$0
TRAVIS MADISON
373 NORTH MAIN STREET, MONTGOMERY, IN 47558
SUPERINTENDENT0$0
CHASSITY SWARD
373 NORTH MAIN STREET, MONTGOMERY, IN 47558
COUNSELOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
GERMAN AMERICA BANCORP
711 MAIN STREET, JASPER, IN 47546
TRUSTEE1$5,019
JEFFREY DOYLE
373 NORTH MAIN STREET, MONTGOMERY, IN 47558
PRINCIPAL0$0
TRAVIS MADISON
373 NORTH MAIN STREET, MONTGOMERY, IN 47558
SUPERINTENDENT0$0
CHASSITY SWARD
373 NORTH MAIN STREET, MONTGOMERY, IN 47558
COUNSELOR0$0

Address and contacts

Address (IRS master file)
711 MAIN ST, JASPER, IN 47546-3042
In care of
% PEOPLES BANK
Signed the 990-PF
GERMAN AMERICAN BANK, TRUSTEE
Phone
(812) 668-2519
Return prepared by
KRUGGEL LAWTON & COMPANY LLC

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
35-6608360
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
1995
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$285,711
Income (IRS master file)
$61,538

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$35,149$34,289$285,711IRS
990-PFDecember 2024$27,532$27,770$284,345IRS
990-PFDecember 2023$27,435$21,045$283,684XML
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 35-6608360).

Questions about FRANK & MARGARET ARVIN FAMILY EDUCATIONAL ASSISTANCE TR

What is the EIN of FRANK & MARGARET ARVIN FAMILY EDUCATIONAL ASSISTANCE TR?
The employer identification number (EIN) of FRANK & MARGARET ARVIN FAMILY EDUCATIONAL ASSISTANCE TR is 35-6608360.
Is FRANK & MARGARET ARVIN FAMILY EDUCATIONAL ASSISTANCE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to FRANK & MARGARET ARVIN FAMILY EDUCATIONAL ASSISTANCE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANK & MARGARET ARVIN FAMILY EDUCATIONAL ASSISTANCE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANK & MARGARET ARVIN FAMILY EDUCATIONAL ASSISTANCE TR 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 FRANK & MARGARET ARVIN FAMILY EDUCATIONAL ASSISTANCE TR 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 FRANK & MARGARET ARVIN FAMILY EDUCATIONAL ASSISTANCE TR?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $6,055 (GERMAN AMERICA BANCORP, TRUSTEE).
How much revenue does FRANK & MARGARET ARVIN FAMILY EDUCATIONAL ASSISTANCE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,149, expenses of $34,289 and total assets of $285,711 at year end.

Other nonprofits in JASPER

All nonprofits in JASPER · Indiana · Education