Nonprofit · EIN 38-6146348
LEON WELLS TRUST U W NECT MONROE BANK & TRUST
Tax-exempt · MUNCIE, IN 47305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $20,100 | $19,144 | $956 | $254,915 | $0 | $254,915 |
| May 31, 2025 | 990-PF | $18,510 | $16,238 | $2,272 | $253,959 | $0 | $253,959 |
| May 31, 2024 | 990-PF | $6,182 | $16,353 | -$10,171 | $251,687 | $0 | $251,687 |
| May 31, 2022 | 990-PF | $34,401 | $19,983 | $14,418 | $278,395 | $0 | $278,395 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $9,694
- Net gain from sales of assets
- $10,406
Expenses
- Grants and similar amounts paid
- $14,000
- Compensation of officers, directors and key employees
- $4,262
- Disbursements for charitable purposes
- $16,043
- Excise tax on investment income
- $241
Balance sheet and other
- Total assets, start of year
- $253,959
- Total assets, end of year
- $254,915
- Total liabilities, end of year
- $0
- Net assets, end of year
- $254,915
- Fair market value of assets
- $381,089
- Qualifying distributions
- $16,043
- Net investment income
- $20,100
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS BANK 10 WASHINGTON ST, MONROE, MI 481612162 | TRUSTEE | 0 | $4,262 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS BANK 10 WASHINGTON ST, MONROE, MI 481612162 | TRUSTEE | 0 | $4,052 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS BANK 10 WASHINGTON ST, MONROE, MI 481612162 | TRUSTEE | 0 | $3,583 |
990-PF for the year ended May 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS BANK 10 WASHINGTON ST, MONROE, MI 481612162 | TRUSTEE | 1 | $3,633 |
Address and contacts
- Address (IRS master file)
- 200 E JACKSON ST, MUNCIE, IN 47305-2835
- In care of
- % MONROE BANK & TRUST
- Signed the 990-PF
- KASSIE NIPPER, TRUSTEE
- Phone
- (734) 384-8139
- Return prepared by
- CALKINS HEHL RAFKO CPAS PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6146348
- Exempt since
- 1974
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $254,915
- Income (IRS master file)
- $33,939
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $20,100 | $19,144 | $254,915 | XML |
| 990-PF | May 2025 | $18,510 | $16,238 | $253,959 | XML |
| 990-PF | May 2024 | $6,182 | $16,353 | $251,687 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | $34,401 | $19,983 | $278,395 | XML |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 38-6146348).
Questions about LEON WELLS TRUST U W NECT MONROE BANK & TRUST
- What is the EIN of LEON WELLS TRUST U W NECT MONROE BANK & TRUST?
- The employer identification number (EIN) of LEON WELLS TRUST U W NECT MONROE BANK & TRUST is 38-6146348.
- Is LEON WELLS TRUST U W NECT MONROE BANK & TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1974.
- Which annual return does LEON WELLS TRUST U W NECT MONROE BANK & TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEON WELLS TRUST U W NECT MONROE BANK & TRUST due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEON WELLS TRUST U W NECT MONROE BANK & TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of LEON WELLS TRUST U W NECT MONROE BANK & TRUST?
- The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $4,262 (FIRST MERCHANTS BANK, TRUSTEE).
- How much revenue does LEON WELLS TRUST U W NECT MONROE BANK & TRUST have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $20,100, expenses of $19,144 and total assets of $254,915 at year end.
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