Jay And Phyllis Conrad Family Foundation Inc

Berne, IN
Tax-exempt since Oct. 1993
EIN: 35-1899472

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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

$142k (2024)

Expenses

$273k (2024)

Total Assets

$3.61M (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

$142,024

Expenses

$273,340

Net Income

-$131,316

Net Assets

$3,613,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	7.0%
Interest Revenue	$106,356	74.9%
Dividends	$22,046	15.5%
Sales of Assets	$0
Other Income	$3,622	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$273,340	100%
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	$3,613,563
Total Liabilities	$0
Net Assets	$3,613,563

Compensation

Key Employees and Officers	Compensation	Other
Jean Conrad (Treasurer)	$0	$0
Arleen Conrad (Secretary)	$0	$0
Beth Conrad (Director)	$0	$0
Mark Conrad (President)	$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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$142,384

Expenses

$223,680

Net Income

-$81,296

Net Assets

$3,744,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,000	42.1%
Interest Revenue	$54,739	38.4%
Dividends	$23,264	16.3%
Sales of Assets	$0
Other Income	$4,381	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,655	97.8%
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	$3,744,878
Total Liabilities	$0
Net Assets	$3,744,878

Compensation

Key Employees and Officers	Compensation	Other
Jean Conrad (Treasurer)	$0	$0
Arleen Conrad (Secretary)	$0	$0
Beth Conrad (Director)	$0	$0
Mark Conrad (President)	$0	$0

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990-PF

Filed on June 25, 2025

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

View Filing

Schedules ▼

XML

View Filing (2 of 2)

Fiscal Year Ending Dec.
2022

Revenue

$94,216

Expenses

$215,903

Net Income

-$121,687

Net Assets

$3,826,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	53.1%
Interest Revenue	$14,415	15.3%
Dividends	$24,433	25.9%
Sales of Assets	$0
Other Income	$5,368	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,100	98.7%
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	$3,826,175
Total Liabilities	$0
Net Assets	$3,826,175

Compensation

Key Employees and Officers	Compensation	Other
Jean Conrad (Treasurer)	$0	$0
Arleen Conrad (President)	$0	$0
Beth Conrad (Secretary)	$0	$0

990-PF

Filed on May 11, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$190,072

Expenses

$172,493

Net Income

$17,579

Net Assets

$3,947,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	52.6%
Interest Revenue	$12,603	6.6%
Dividends	$74,008	38.9%
Sales of Assets	$0
Other Income	$3,461	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$3,947,862
Total Liabilities	$0
Net Assets	$3,947,862

Compensation

Key Employees and Officers	Compensation	Other
Jean Conrad (Treasurer)	$0	$0
Arleen Conrad (President)	$0	$0
Beth Conrad (Secretary)	$0	$0

990-PF

Filed on May 13, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$339,522

Expenses

$184,263

Net Income

$155,259

Net Assets

$3,930,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$130,000	38.3%
Interest Revenue	$7,008	2.1%
Dividends	$198,998	58.6%
Sales of Assets	$0
Other Income	$3,516	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,040	98.8%
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	$3,930,283
Total Liabilities	$1
Net Assets	$3,930,282

Compensation

Key Employees and Officers	Compensation	Other
Jean Conrad (Treasurer)	$0	$0
Arleen Conrad (President)	$0	$0
Beth Conrad (Secretary)	$0	$0

990-PF

Filed on Aug. 25, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$303,133

Expenses

$173,662

Net Income

$129,471

Net Assets

$3,775,023

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$130,000	42.9%
Interest Revenue	$4,113	1.4%
Dividends	$169,020	55.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,050	98.5%
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	$3,775,024
Total Liabilities	$1
Net Assets	$3,775,023

Compensation

Key Employees and Officers	Compensation	Other
Jean Conrad (Treasurer)	$0	$0
Arleen Conrad (President)	$0	$0
Beth Conrad (Secretary)	$0	$0

990-PF

Filed on July 8, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

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.
2017

Revenue

$218,617

Expenses

$150,424

Net Income

$68,193

Net Assets

$3,519,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$130,000	59.5%
Interest Revenue	$612	0.3%
Dividends	$88,005	40.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,125	98.5%
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	$3,519,748
Total Liabilities	$0
Net Assets	$3,519,748

Compensation

Key Employees and Officers	Compensation	Other
Jean Conrad (Treasurer)	$0	$0
Arleen Conrad (President)	$0	$0
Beth Conrad (Secretary)	$0	$0

990-PF

Filed on Aug. 7, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$281,017

Expenses

$154,962

Net Income

$126,055

Net Assets

$3,451,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	53.4%
Interest Revenue	$480	0.2%
Dividends	$130,537	46.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,850	98.6%
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	$3,451,555
Total Liabilities	$0
Net Assets	$3,451,555

Compensation

Key Employees and Officers	Compensation	Other
Jean Conrad (Treasurer)	$0	$0
Arleen Conrad (President)	$0	$0
Beth Conrad (Secretary)	$0	$0

990-PF

Filed on May 12, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$264,350

Expenses

$157,234

Net Income

$107,116

Net Assets

$3,325,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	56.7%
Interest Revenue	$245	0.1%
Dividends	$114,105	43.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,300	99.4%
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	$3,325,500
Total Liabilities	$0
Net Assets	$3,325,500

Compensation

Key Employees and Officers	Compensation	Other
Jean Conrad (Treasurer)	$0	$0
Arlene Conrad (President)	$0	$0
Beth Conrad (Secretary)	$0	$0

990-PF

Filed on May 17, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$272,589

Expenses

$171,870

Net Income

$100,719

Net Assets

$3,218,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	55.0%
Interest Revenue	$306	0.1%
Dividends	$122,283	44.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,350	98.5%
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	$3,218,384
Total Liabilities	$0
Net Assets	$3,218,384

Compensation

Key Employees and Officers	Compensation	Other
Jean Conrad (Treasurer)	$0	$0
Arlene Conrad (President)	$0	$0
Beth Conrad (Secretary)	$0	$0

990-PF

Filed on May 18, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$235,379

Expenses

$165,909

Net Income

$69,470

Net Assets

$3,117,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$130,321	55.4%
Interest Revenue	$433	0.2%
Dividends	$104,625	44.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$3,117,665
Total Liabilities	$0
Net Assets	$3,117,665

Compensation

Key Employees and Officers	Compensation	Other
Jean Conrad (Treasurer)	$0	$0
Arlene Conrad (President)	$0	$0
Beth Conrad (Secretary)	$0	$0

990-PF

Filed on May 14, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$231,187

Expenses

$175,578

Net Income

$55,609

Net Assets

$3,048,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$102,000	44.1%
Interest Revenue	$250	0.1%
Dividends	$128,937	55.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,200	97.5%
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	$3,048,195
Total Liabilities	$1
Net Assets	$3,048,194

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$206,896

Expenses

$152,552

Net Income

$54,344

Net Assets

$2,992,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,000	29.0%
Interest Revenue	$213	0.1%
Dividends	$146,683	70.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,725	97.5%
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	$2,992,586
Total Liabilities	$1
Net Assets	$2,992,585

990-PF

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

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

PDF

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.

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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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Updated January 26, 2026

Jay And Phyllis Conrad Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $142k (2024)

Expenses $273k (2024)

Total Assets $3.61M (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

No Extracted Financial Data

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$142k (2024)

Expenses

$273k (2024)

Total Assets

$3.61M (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