Elmer J and Eva Werner 5 Total Return Trust
Elmer J and Eva Werner 5 Total Return Trust is a private foundation, based in Muncie, IN. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $681K in total assets. In 2025, it awarded 1 grant totaling $47K. Net investment income was $65K.
Elmer J and Eva Werner 5 Total Return Trust at a glance
In short: Elmer J and Eva Werner 5 Total Return Trust gave $47K across 1 grant in 2025 (avg $47K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $47,136
- -1.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $47,136
- -1.8% vs 2024
- Median grant
- $47,136
- Total assets
- $681,403
- +0.9% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Elmer J and Eva Werner 5 Total Return Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Lynn Treece Boys & Girls Club ($47K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Elmer J and Eva Werner 5 Total Return Trust gives
- In 2025 it paid out 115% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $47K (2025) to $49K (2023). In 2025 it made 1 grant totaling $47K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lynn Treece Boys & Girls Club Lafayette, IN | General Operations | $47,136 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $681,403 | $70,105 | $64,337 | $47,136 | 1 | $58,814 | $64,915 | $51,323 |
| 2024 | $675,635 | $64,200 | $64,406 | $48,001 | 1 | $59,181 | $60,375 | $48,264 |
| 2023 | $675,841 | $56,625 | $60,060 | $48,749 | 1 | $56,489 | $48,775 | $43,207 |
Under IRS private-foundation payout rules, Elmer J and Eva Werner 5 Total Return Trust reported a distributable amount of $51K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Elmer J and Eva Werner 5 Total Return Trust's only listed officer is First Merchants Private Wealth Advi ORS, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
First Merchants Private Wealth Advi ORS
Trustee
On filings since 2024
1 hr/week
$12K (2024) → $12K (2025)
Former officers (1)
- Former: First Merchants Private Wlth Adviso (2023) — Trustee
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $12K, to First Merchants Private Wealth Advi ORS (Trustee).
Frequently asked questions about Elmer J and Eva Werner 5 Total Return Trust
How much does Elmer J and Eva Werner 5 Total Return Trust give each year?
Elmer J and Eva Werner 5 Total Return Trust gave $47K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $48K across 1 grant.
How large is Elmer J and Eva Werner 5 Total Return Trust?
Elmer J and Eva Werner 5 Total Return Trust reported $681K in total assets on its 2025 IRS Form 990-PF. It paid out $59K in qualifying distributions that year, against a required minimum of $51K (roughly 5% of its investment assets).
Where does Elmer J and Eva Werner 5 Total Return Trust operate?
Elmer J and Eva Werner 5 Total Return Trust has awarded grants in Indiana.
What is Elmer J and Eva Werner 5 Total Return Trust's EIN?
Elmer J and Eva Werner 5 Total Return Trust's EIN (Employer Identification Number) is 35-6534658. IRS Form 990 filing data is available on this page for 2023–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2023–2024
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