Charles D & Gertrude H Oconner Educational Tr

Wolcott, IN
Tax-exempt since Nov. 1981
EIN: 31-1012552

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$163k (2024)

Expenses

$143k (2024)

Total Assets

$1.9M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$162,598

Expenses

$143,343

Net Income

$19,255

Net Assets

$1,902,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,130	14.2%
Dividends	$22,060	13.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,453	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,902,226
Total Liabilities	$0
Net Assets	$1,902,226

Compensation

Key Employees and Officers	Compensation	Other
Kelly Minniear (Trustee)	$0	$0
Margaret Howard (Trustee)	$0	$0
Mark Mills (Treasurer)	$0	$0
Don Lehe (Trustee)	$0	$0
Stephanie Gick (Trustee)	$0	$0
Laura Bossaer (Secretary)	$0	$0
John Demerly (Chairman/Fm)	$0	$0

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990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$146,495

Expenses

$122,353

Net Income

$24,142

Net Assets

$1,884,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,160	15.8%
Dividends	$6,726	4.6%
Sales of Assets	$0
Other Income	$60	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,373	82.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,884,835
Total Liabilities	$0
Net Assets	$1,884,835

Compensation

Key Employees and Officers	Compensation	Other
Kelly Minniear (Trustee)	$0	$0
Margaret Howard (Trustee)	$0	$0
Mark Mills (Treasurer)	$0	$0
Don Lehe (Trustee)	$0	$0
Stephanie Gick (Trustee)	$0	$0
Laura Bossaer (Secretary)	$0	$0
John Demerly (Chairman/Fm)	$0	$0

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990-PF

Filed on May 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$134,764

Expenses

$118,045

Net Income

$16,719

Net Assets

$1,860,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,144	2.3%
Dividends	$22,005	16.3%
Sales of Assets	$0
Other Income	$56	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,499	84.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,863,193
Total Liabilities	$2,500
Net Assets	$1,860,693

Compensation

Key Employees and Officers	Compensation	Other
Kelly Minniear (Trustee)	$0	$0
Margaret Howard (Trustee)	$0	$0
Mark Mills (Treasurer)	$0	$0
Don Lehe (Trustee)	$0	$0
Stephanie Gick (Trustee)	$0	$0
Laura Bossaer (Secretary)	$0	$0
John Demerly (Chairman/Fm)	$0	$0

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990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$105,009

Expenses

$117,760

Net Income

-$12,751

Net Assets

$1,843,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,530	1.5%
Dividends	$5,651	5.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,086	85.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,844,624
Total Liabilities	$650
Net Assets	$1,843,974

Compensation

Key Employees and Officers	Compensation	Other
Kelly Minniear (Trustee)	$0	$0
Margaret Howard (Trustee)	$0	$0
Mark Mills (Treasurer)	$0	$0
Don Lehe (Trustee)	$0	$0
Stephanie Gick (Trustee)	$0	$0
Laura Bossaer (Secretary)	$0	$0
John Demerly (Chairman/Fm)	$0	$0

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990-PF

Filed on May 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$111,170

Expenses

$121,236

Net Income

-$10,066

Net Assets

$1,856,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,391	12.9%
Dividends	$3,125	2.8%
Sales of Assets	$0
Other Income	$23	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,755	83.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,856,725
Total Liabilities	$1
Net Assets	$1,856,724

Compensation

Key Employees and Officers	Compensation	Other
Kelly Minniear (Trustee)	$0	$0
Margaret Howard (Trustee)	$0	$0
Mark Mills (Treasurer)	$0	$0
Don Lehe (Trustee)	$0	$0
Stephanie Gick (Trustee)	$0	$0
Laura Bossaer (Secretary)	$0	$0
John Demerly (Chairman/Fm)	$0	$0

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990-PF

Filed on July 29, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$106,288

Expenses

$137,563

Net Income

-$31,275

Net Assets

$1,866,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,213	34.1%
Dividends	$2,279	2.1%
Sales of Assets	$0
Other Income	$45	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,723	79.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,866,791
Total Liabilities	$1
Net Assets	$1,866,790

Compensation

Key Employees and Officers	Compensation	Other
Kelly Minniear (Trustee)	$0	$0
Margaret Howard (Trustee)	$0	$0
Mark Mills (Treasurer)	$0	$0
Don Lehe (Trustee)	$0	$0
Stephanie Gick (Trustee)	$0	$0
Laura Bossaer (Secretary)	$0	$0
John Demerly (Chairman/Fm)	$0	$0

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990-PF

Filed on April 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$127,044

Expenses

$140,859

Net Income

-$13,815

Net Assets

$1,898,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31,514	24.8%
Dividends	$2,280	1.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,867	79.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,901,450
Total Liabilities	$3,384
Net Assets	$1,898,066

Compensation

Key Employees and Officers	Compensation	Other
Janet Hasser (Trustee)	$0	$0
Margaret Howard (Trustee)	$0	$0
Mark Mills (Treasurer)	$0	$0
Don Lehe (Trustee)	$0	$0
Betsy Bossaer (Secretary)	$0	$0
John Demerly (Chairman/Fm)	$0	$0

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990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$123,715

Expenses

$141,411

Net Income

-$17,696

Net Assets

$1,911,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,871	22.5%
Dividends	$2,280	1.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,231	79.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,915,265
Total Liabilities	$3,384
Net Assets	$1,911,881

Compensation

Key Employees and Officers	Compensation	Other
Bruce Illingworth (Trustee)	$0	$0
Janet Hasser (Trustee)	$0	$0
Margaret Howard (Trustee)	$0	$0
Mark Mills (Treasurer)	$0	$0
Don Lehe (Trustee)	$0	$0
Betsy Bossaer (Secretary)	$0	$0
John Demerly (Chairman/Fm Mgr)	$0	$0

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990-PF

Filed on May 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$127,522

Expenses

$150,076

Net Income

-$22,554

Net Assets

$1,929,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,563	21.6%
Dividends	$2,282	1.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,977	74.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,932,961
Total Liabilities	$3,384
Net Assets	$1,929,577

Compensation

Key Employees and Officers	Compensation	Other
Bruce Illingworth (Trustee)	$0	$0
Margaret Howard (Trustee)	$0	$0
Mark Mills (Treasurer)	$0	$0
Don Lehe (Trustee)	$0	$0
Betsy Bossaer (Secretary)	$0	$0
John Demerly (Chairman/Fm Mgr)	$0	$0

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990-PF

Filed on Nov. 20, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$133,678

Expenses

$141,190

Net Income

-$7,512

Net Assets

$1,952,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,795	19.3%
Dividends	$2,279	1.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,978	78.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,959,177
Total Liabilities	$7,046
Net Assets	$1,952,131

Compensation

Key Employees and Officers	Compensation	Other
Bruce Illingworth (Trustee)	$0	$0
Jack Blankman (Trustee)	$0	$0
Margaret Howard (Treasurer)	$0	$0
Mark Mills (Secretary)	$0	$0
Don Lehe (Trustee)	$0	$0
Betsy Bossaer (Trustee)	$0	$0
John Demerly (Chairman/Fm Mgr)	$0	$0

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990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$143,671

Expenses

$131,316

Net Income

$12,355

Net Assets

$1,959,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,336	17.6%
Dividends	$2,280	1.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,995	76.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,964,905
Total Liabilities	$5,262
Net Assets	$1,959,643

Compensation

Key Employees and Officers	Compensation	Other
Bruce Illingworth (Trustee)	$0	$0
Jack Blankman (Trustee)	$0	$0
Margaret Howard (Treasurer)	$0	$0
Mark Mills (Secretary)	$0	$0
Don Lehe (Trustee)	$0	$0
Betsy Bossaer (Trustee)	$0	$0
John Demerly (Chairman/Fm Mgr)	$0	$0

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990-PF

Filed on May 5, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$148,105

Expenses

$137,889

Net Income

$10,216

Net Assets

$1,947,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,990	18.2%
Dividends	$2,280	1.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,920	76.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,974,832
Total Liabilities	$27,544
Net Assets	$1,947,288

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$147,735

Expenses

$130,165

Net Income

$17,570

Net Assets

$1,937,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,733	19.4%
Dividends	$2,282	1.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,838	77.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,937,772
Total Liabilities	$700
Net Assets	$1,937,072

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$129,647

Expenses

$121,737

Net Income

$7,910

Net Assets

$1,919,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34,722	26.8%
Dividends	$2,279	1.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,726	74.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,920,202
Total Liabilities	$700
Net Assets	$1,919,502

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated January 26, 2026

Charles D & Gertrude H Oconner Educational Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $163k (2024)

Expenses $143k (2024)

Total Assets $1.9M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$163k (2024)

Expenses

$143k (2024)

Total Assets

$1.9M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001