Nonprofit · EIN 38-6402153
LENA E BORGMEIER TRUST UW
Also known as MONROE BANK & TRUST TTEE
Tax-exempt · MUNCIE, IN 47305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $32,101 | $55,853 | -$23,752 | $423,390 | $0 | $423,390 |
| December 31, 2024 | 990-PF | $35,244 | $23,544 | $11,700 | $447,142 | $0 | $447,142 |
| December 31, 2023 | 990-PF | $12,163 | $16,688 | -$4,525 | $435,442 | $0 | $435,442 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $16,685
- Net gain from sales of assets
- $15,416
Expenses
- Grants and similar amounts paid
- $40,290
- Compensation of officers, directors and key employees
- $6,341
- Disbursements for charitable purposes
- $48,694
- Excise tax on investment income
- $419
Balance sheet and other
- Total assets, start of year
- $447,142
- Total assets, end of year
- $423,390
- Total liabilities, end of year
- $0
- Net assets, end of year
- $423,390
- Fair market value of assets
- $567,908
- Qualifying distributions
- $48,694
- Net investment income
- $32,101
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 |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADVI ORS 200 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE | 1 | $6,341 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADVI ORS 200 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE | 1 | $6,265 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WLTH ADVISO 200 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE | 1 | $5,769 |
Address and contacts
- Address (IRS master file)
- 200 E JACKSON ST, MUNCIE, IN 47305-2835
- 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 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
- 38-6402153
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $423,390
- Income (IRS master file)
- $270,413
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $32,101 | $55,853 | $423,390 | IRS |
| 990-PF | December 2024 | $35,244 | $23,544 | $447,142 | XML |
| 990-PF | December 2023 | $12,163 | $16,688 | $435,442 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 38-6402153).
Questions about LENA E BORGMEIER TRUST UW
- What is the EIN of LENA E BORGMEIER TRUST UW?
- The employer identification number (EIN) of LENA E BORGMEIER TRUST UW is 38-6402153.
- Is LENA E BORGMEIER TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does LENA E BORGMEIER TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LENA E BORGMEIER TRUST UW 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 LENA E BORGMEIER TRUST UW 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 LENA E BORGMEIER TRUST UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,341 (FIRST MERCHANTS PRIVATE WEALTH ADVI ORS, TRUSTEE).
- How much revenue does LENA E BORGMEIER TRUST UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $32,101, expenses of $55,853 and total assets of $423,390 at year end.
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