Nonprofit · EIN 51-0177489
40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND
Tax-exempt · MUNCIE, IN 47305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $169,566 | $48,382 | $121,184 | $2,671,008 | $0 | $2,671,008 |
| July 31, 2024 | 990 | $71,236 | $54,553 | $16,683 | $2,549,823 | $0 | $2,549,823 |
| July 31, 2023 | 990 | $455,151 | $51,602 | $403,549 | $2,533,140 | $0 | $2,533,140 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $31,551
- Program service revenue
- $0
- Investment income
- $138,015
- Net gain from sales of assets
- $65,591
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,935
- Compensation of officers, directors and key employees
- $23,698
- Salaries, compensation and benefits (total)
- $23,698
- Professional fundraising fees
- $0
- Accounting fees
- $339
- Program services (functional)
- $25,989
- Management and general (functional)
- $22,393
Balance sheet and other
- Total assets, start of year
- $2,549,824
- Total assets, end of year
- $2,671,008
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,671,008
- Publicly traded securities
- $1,931,293
- Net assets without donor restrictions
- $2,671,008
- Gross receipts
- $736,416
- Employees
- 0
- Year formed
- 1975
- State of legal domicile
- IN
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 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADV FIRST MERCHANTS PRIVATE WEALTH ADV | TRUSTEE Institutional trustee | 5 | $23,698 |
| JOHN DIGILIO JR | OFFICER Officer | – | $0 |
| FRANK KRONEN | OFFICER Officer | – | $0 |
| BERNIE SAMPSON | OFFICER Officer | – | $0 |
990 for the year ended July 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADV FIRST MERCHANTS PRIVATE WEALTH ADV | TRUSTEE Institutional trustee | 5 | $21,728 |
| JOHN T DIGILIO JR | OFFICER Officer | – | $0 |
| FRANK KRONEN | OFFICER Officer | – | $0 |
| WILLIAM SIMPSON | OFFICER Officer | – | $0 |
990 for the year ended July 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADV FIRST MERCHANTS PRIVATE WEALTH ADV | TRUSTEE Institutional trustee | 5 | $20,349 |
| JOHN T DIGILIO JR | OFFICER Officer | – | $0 |
| FRANK KRONEN | OFFICER Officer | – | $0 |
| WILLIAM SIMPSON | OFFICER Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 200 E JACKSON ST, MUNCIE, IN 47305-2835
- In care of
- % INDIANA NATL BANK
- Principal officer (990 for 2024)
- FIRST MERCHANTS PRIVATE WEALTH ADV FIRST MERCHANTS PRIVATE WEALTH ADV, 200 EAST JACKSON, MUNCIE, IN 47305
- Signed the 990
- FIRST MERCHANTS PRIVATE WEALTH ADV, TRUSTEE
- Phone
- (765) 747-1551
- Return prepared by
- KELLEY HARDESTY SMITH AND CO
Mission
PAYMENTS TO OR FOR THE BENEFIT OF NEEDY CHILDREN FOR EMERGENCY FOOD, CLOTHING, MEDICAL SERVICES, ETC.
Program accomplishments
- PAYMENTS TO OR FOR THE BENEFIT OF NEEDY CHILDREN FOR EMERGENCY FOOD, CLOTHING, MEDICAL SERVICES, ETC.Expenses $25,989 · grants $3,935
- PAYMENTS TO OR FOR THE BENEFIT OF NEEDY CHILDREN FOR EMERGENCY FOOD, CLOTHING, MEDICAL SERVICES, ETC.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 51-0177489
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,671,008
- Income (IRS master file)
- $736,416
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $169,566 | $48,382 | $2,671,008 | XML |
| 990 | July 2024 | $71,236 | $54,553 | $2,549,823 | XML |
| 990 | July 2023 | $455,151 | $51,602 | $2,533,140 | XML |
| 990 | July 2022 | $189,862 | $53,773 | $2,129,591 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | 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 51-0177489).
Questions about 40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND
- What is the EIN of 40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND?
- The employer identification number (EIN) of 40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND is 51-0177489.
- Is 40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to 40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does 40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of 40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did 40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of 40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND?
- The 990 for the year ended July 31, 2025 names FIRST MERCHANTS PRIVATE WEALTH ADV FIRST MERCHANTS PRIVATE WEALTH ADV.
- Who are the officers and directors of 40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND?
- The 990 for the year ended July 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $23,698 (FIRST MERCHANTS PRIVATE WEALTH ADV FIRST MERCHANTS PRIVATE WEALTH ADV, TRUSTEE).
- How much revenue does 40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $169,566, expenses of $48,382 and total assets of $2,671,008 at year end.
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