Nonprofit · EIN 45-2031385
RICHARD J CARNEY AND DONNA R CARNEY CHARITABLE TRUST
Also known as AMOS JENNIFER A TTEE
Tax-exempt · NEENAH, WI 54957
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $49,786 | $43,145 | $6,641 | $523,218 | $0 | $523,218 |
| December 31, 2024 | 990-PF | $48,020 | $43,855 | $4,165 | $516,574 | $0 | $516,574 |
| December 31, 2023 | 990-PF | $48,880 | $75,501 | -$26,621 | $512,419 | $0 | $512,419 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $15,477
- Net gain from sales of assets
- $34,309
Expenses
- Grants and similar amounts paid
- $27,000
- Compensation of officers, directors and key employees
- $13,193
- Disbursements for charitable purposes
- $42,193
- Excise tax on investment income
- $689
Balance sheet and other
- Total assets, start of year
- $516,574
- Total assets, end of year
- $523,218
- Total liabilities, end of year
- $0
- Net assets, end of year
- $523,218
- Fair market value of assets
- $728,531
- Qualifying distributions
- $42,193
- Net investment income
- $49,786
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 |
|---|---|---|---|
| LEGACY PRIVATE TRUST COMPANY PO BOX 649, NEENAH, WI 54956 | CO-TRUSTEE | 2 | $9,781 |
| JENNIFER A AMOS 19009 DRESDEN DRIVE, SOUTH BEND, IN 46637 | CO-TRUSTEE | 2 | $3,412 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEGACY PRIVATE TRUST COMPANY PO BOX 649, NEENAH, WI 54956 | CO-TRUSTEE | 12 | $7,312 |
| JENNIFER A AMOS 19009 DRESDEN DRIVE, SOUTH BEND, IN 46637 | CO-TRUSTEE | 12 | $3,259 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEGACY PRIVATE TRUST COMPANY PO BOX 649, NEENAH, WI 54956 | CO-TRUSTEE | 12 | $6,564 |
| JENNIFER A AMOS 19009 DRESDEN DRIVE, SOUTH BEND, IN 46637 | CO-TRUSTEE | 12 | $3,102 |
Address and contacts
- Address (IRS master file)
- CO LEGACY PRIVATE TRUST CO PO BOX, NEENAH, WI 54957-0000
- In care of
- % JENNIFER A AMOS
- Signed the 990-PF
- JENNIFER A AMOS, TRUSTEE
- Phone
- (920) 967-5020
- Return prepared by
- TRUST TAX COMPLIANCE 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 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
- 45-2031385
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $523,218
- Income (IRS master file)
- $278,547
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $49,786 | $43,145 | $523,218 | IRS |
| 990-PF | December 2024 | $48,020 | $43,855 | $516,574 | IRS |
| 990-PF | December 2023 | $48,880 | $75,501 | $512,419 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 45-2031385).
Questions about RICHARD J CARNEY AND DONNA R CARNEY CHARITABLE TRUST
- What is the EIN of RICHARD J CARNEY AND DONNA R CARNEY CHARITABLE TRUST?
- The employer identification number (EIN) of RICHARD J CARNEY AND DONNA R CARNEY CHARITABLE TRUST is 45-2031385.
- Is RICHARD J CARNEY AND DONNA R CARNEY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to RICHARD J CARNEY AND DONNA R CARNEY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD J CARNEY AND DONNA R CARNEY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD J CARNEY AND DONNA R CARNEY CHARITABLE TRUST 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 RICHARD J CARNEY AND DONNA R CARNEY CHARITABLE TRUST 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 RICHARD J CARNEY AND DONNA R CARNEY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $9,781 (LEGACY PRIVATE TRUST COMPANY, CO-TRUSTEE).
- How much revenue does RICHARD J CARNEY AND DONNA R CARNEY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,786, expenses of $43,145 and total assets of $523,218 at year end.
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