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Nonprofit · EIN 35-6646654

FLOYD AND GARNET SUMMERS CHARITABLE TR

Tax-exempt · MUNCIE, IN 47305

Financials

$8K$20K2023$21K$25K2024$25K$27K2025
Revenue Expenses · by fiscal year end
Financials of FLOYD AND GARNET SUMMERS CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$24,791$27,180-$2,389$266,961$0$266,961
December 31, 2024990-PF$20,876$25,309-$4,433$269,350$0$269,350
December 31, 2023990-PF$7,558$19,870-$12,312$273,783$0$273,783
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,180
Net gain from sales of assets
$14,611

Expenses

Grants and similar amounts paid
$19,011
Compensation of officers, directors and key employees
$4,676
Disbursements for charitable purposes
$25,281
Excise tax on investment income
$323

Balance sheet and other

Total assets, start of year
$269,350
Total assets, end of year
$266,961
Total liabilities, end of year
$0
Net assets, end of year
$266,961
Fair market value of assets
$409,464
Qualifying distributions
$25,281
Net investment income
$24,791

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
FIRST MERCHANTS PRIVATE WEALTH ADVI ORS
200 EAST JACKSON STREET, MUNCIE, IN 47305
TRUSTEE1$4,676
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FIRST MERCHANTS PRIVATE WEALTH ADVI ORS
200 EAST JACKSON STREET, MUNCIE, IN 47305
TRUSTEE1$4,451
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIRST MERCHANTS PRIVATE WEALTH ADVR
200 EAST JACKSON, MUNCIE, IN 47305
TRUSTEE1$4,014

Address and contacts

Address (IRS master file)
200 E JACKSON ST, MUNCIE, IN 47305-2835
In care of
% FIRST MERCHANTS PRIV WEALTH TTEE
Signed the 990-PF
FIRST MERCHANT PWA, FID. TAX MGR
Phone
(765) 747-1500
Return prepared by
KSM BUSINESS SERVICES INC

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
35-6646654
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$266,961
Income (IRS master file)
$66,044

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$24,791$27,180$266,961IRS
990-PFDecember 2024$20,876$25,309$269,350IRS
990-PFDecember 2023$7,558$19,870$273,783XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 35-6646654).

Questions about FLOYD AND GARNET SUMMERS CHARITABLE TR

What is the EIN of FLOYD AND GARNET SUMMERS CHARITABLE TR?
The employer identification number (EIN) of FLOYD AND GARNET SUMMERS CHARITABLE TR is 35-6646654.
Is FLOYD AND GARNET SUMMERS CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does FLOYD AND GARNET SUMMERS CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of FLOYD AND GARNET SUMMERS CHARITABLE 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 FLOYD AND GARNET SUMMERS CHARITABLE 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 FLOYD AND GARNET SUMMERS CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,676 (FIRST MERCHANTS PRIVATE WEALTH ADVI ORS, TRUSTEE).
How much revenue does FLOYD AND GARNET SUMMERS CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,791, expenses of $27,180 and total assets of $266,961 at year end.

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