Judge And Mrs Carl B Felger Memorial Trust

Piqua, OH
Tax-exempt since Jan. 1997
EIN: 31-6539962

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$570k (2024)

Expenses

$409k (2024)

Total Assets

$4.43M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$570,325

Expenses

$408,602

Net Income

$161,723

Net Assets

$4,427,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$97,872	17.2%
Sales of Assets	$472,093	82.8%
Other Income	$360	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$358,184	87.7%
Compensation of Officers*	$26,584	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,427,640
Total Liabilities	$0
Net Assets	$4,427,640

Compensation

Key Employees and Officers	Compensation	Other
William B Mcneil (Trustee)	$8,862	$0
Jack L Neuenschwander (Trustee)	$8,861	$0
Dale G Davis (Trustee)	$8,861	$0

990-PF

Filed on April 22, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$418,580

Expenses

$362,598

Net Income

$55,982

Net Assets

$4,375,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,715	22.1%
Sales of Assets	$325,740	77.8%
Other Income	$125	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$304,037	83.8%
Compensation of Officers*	$24,965	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,375,920
Total Liabilities	$0
Net Assets	$4,375,920

Compensation

Key Employees and Officers	Compensation	Other
William B Mcneil (Trustee)	$8,322	$0
Jack L Neuenschwander (Trustee)	$8,322	$0
Dale G Davis (Trustee)	$8,321	$0

990-PF

Filed on May 13, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$382,968

Expenses

$471,824

Net Income

-$88,856

Net Assets

$4,299,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,922	23.2%
Sales of Assets	$293,947	76.8%
Other Income	$99	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$400,924	85.0%
Compensation of Officers*	$29,092	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,324,527
Total Liabilities	$24,965
Net Assets	$4,299,562

Compensation

Key Employees and Officers	Compensation	Other
William B Mcneil (Trustee)	$9,698	$0
Jack L Neuenschwander (Trustee)	$9,697	$0
Dale G Davis (Trustee)	$9,697	$0

990-PF

Filed on May 5, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$745,231

Expenses

$401,181

Net Income

$344,050

Net Assets

$4,380,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,756	12.6%
Sales of Assets	$651,471	87.4%
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$346,317	86.3%
Compensation of Officers*	$26,181	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,409,607
Total Liabilities	$29,092
Net Assets	$4,380,515

Compensation

Key Employees and Officers	Compensation	Other
William B Mcneil (Trustee)	$8,727	$0
Jack L Neuenschwander (Trustee)	$8,727	$0
Dale G Davis (Trustee)	$8,727	$0

990-PF

Filed on May 13, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$542,080

Expenses

$295,304

Net Income

$246,776

Net Assets

$4,054,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$87,061	16.1%
Sales of Assets	$454,940	83.9%
Other Income	$78	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$295,304	100%
Compensation of Officers*	$23,714	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,151,869
Total Liabilities	$97,639
Net Assets	$4,054,230

Compensation

Key Employees and Officers	Compensation	Other
William B Mcneil (Trustee)	$7,905	$0
Jack L Neuenschwander (Trustee)	$7,905	$0
Dale G Davis (Trustee)	$7,904	$0

990-PF

Filed on April 30, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$413,279

Expenses

$360,273

Net Income

$53,006

Net Assets

$3,868,011

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$94,232	22.8%
Sales of Assets	$318,931	77.2%
Other Income	$115	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$360,273	100%
Compensation of Officers*	$21,590	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,971,975
Total Liabilities	$103,964
Net Assets	$3,868,011

Compensation

Key Employees and Officers	Compensation	Other
Paul P Gutmann (Trustee)	$7,197	$0
William B Mcneil (Trustee)	$7,197	$0
Jack L Neuenschwander (Trustee)	$7,196	$0

990-PF

Filed on May 14, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$506,419

Expenses

$355,849

Net Income

$150,570

Net Assets

$3,837,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$85,881	17.0%
Sales of Assets	$420,420	83.0%
Other Income	$116	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$355,849	100%
Compensation of Officers*	$23,240	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,859,294
Total Liabilities	$21,590
Net Assets	$3,837,704

Compensation

Key Employees and Officers	Compensation	Other
Paul P Gutmann (Trustee)	$7,747	$0
William B Mcneil (Trustee)	$7,747	$0
Jack L Neuenschwander (Trustee)	$7,746	$0

990-PF

Filed on May 10, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$440,390

Expenses

$305,384

Net Income

$135,006

Net Assets

$3,692,722

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$86,092	19.5%
Sales of Assets	$354,164	80.4%
Other Income	$133	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$305,384	100%
Compensation of Officers*	$21,396	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,715,962
Total Liabilities	$23,240
Net Assets	$3,692,722

Compensation

Key Employees and Officers	Compensation	Other
Paul P Gutmann (Trustee)	$7,132	$0
William B Mcneil (Trustee)	$7,132	$0
Jack L Neuenschwander (Trustee)	$7,132	$0

990-PF

Filed on May 9, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

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

Fiscal Year Ending Dec.
2015

Revenue

$313,175

Expenses

$318,339

Net Income

-$5,164

Net Assets

$3,722,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$78,210	25.0%
Sales of Assets	$234,816	75.0%
Other Income	$146	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$318,339	100%
Compensation of Officers*	$22,196	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,743,833
Total Liabilities	$21,099
Net Assets	$3,722,734

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$436,928

Expenses

$314,255

Net Income

$122,673

Net Assets

$3,707,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$75,696	17.3%
Sales of Assets	$361,107	82.6%
Other Income	$120	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$314,255	100%
Compensation of Officers*	$21,307	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,727,442
Total Liabilities	$19,961
Net Assets	$3,707,481

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$516,891

Expenses

$274,939

Net Income

$241,952

Net Assets

$3,498,265

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$70,814	13.7%
Sales of Assets	$445,939	86.3%
Other Income	$134	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$274,939	100%
Compensation of Officers*	$18,667	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,542,321
Total Liabilities	$44,056
Net Assets	$3,498,265

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$190,488

Expenses

$274,430

Net Income

-$83,942

Net Assets

$3,255,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$80,489	42.3%
Sales of Assets	$109,997	57.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$274,430	100%
Compensation of Officers*	$18,016	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,316,683
Total Liabilities	$60,766
Net Assets	$3,255,917

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$240,909

Expenses

$248,722

Net Income

-$7,813

Net Assets

$3,298,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$75,147	31.2%
Sales of Assets	$165,759	68.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$248,722	100%
Compensation of Officers*	$18,469	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,363,477
Total Liabilities	$65,360
Net Assets	$3,298,117

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.

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Updated January 26, 2026

Judge And Mrs Carl B Felger Memorial Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $570k (2024)

Expenses $409k (2024)

Total Assets $4.43M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$570k (2024)

Expenses

$409k (2024)

Total Assets

$4.43M (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.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001