Nonprofit · EIN 30-1111995
ANN ODONNELL TRUMBULL PERPETUAL CHARITABLE TR
Also known as CURTIS A WARDELMAN TTEE
Tax-exempt · PEORIA, IL 61606
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $329,590 | $501,550 | -$171,960 | $11,908,946 | $0 | $11,908,946 |
| December 31, 2023 | 990-PF | $1,382,397 | $417,961 | $964,436 | $12,047,103 | $0 | $12,047,103 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $282,691
- Interest
- $2,452
- Net gain from sales of assets
- $44,447
Expenses
- Grants and similar amounts paid
- $329,750
- Compensation of officers, directors and key employees
- $66,769
- Disbursements for charitable purposes
- $498,163
- Excise tax on investment income
- $2,193
Balance sheet and other
- Total assets, start of year
- $12,047,103
- Total assets, end of year
- $11,908,946
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,908,946
- Fair market value of assets
- $12,266,023
- Qualifying distributions
- $498,163
- Net investment income
- $329,590
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CURTIS A WARDELMAN 1100 N INSTITUTE PLACE, PEORIA, IL 61606 | TRUSTEE | 0 | $58,092 |
| TODD W BRYANT 9223 N GEICK LANE, BRIMFIELD, IL 61517 | TRUSTEE | 0 | $8,677 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CURTIS A WARDELMAN 1100 N INSTITUTE PLACE, PEORIA, IL 61606 | TRUSTEE | 0 | $42,961 |
| TODD W BRYANT 9223 N GEICK LANE, BRIMFIELD, IL 61517 | TRUSTEE | 0 | $6,440 |
Address and contacts
- Address (IRS master file)
- 1100 N INSTITUTE PL, PEORIA, IL 61606-1019
- In care of
- % CURTIS A WARDELMAN
- Signed the 990-PF
- CURTIS A WARDELMAN, TRUSTEE
- Phone
- (309) 648-4653
- Website
- WWW.TRUMBULLTRUST.COM
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-1111995
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $11,908,946
- Income (IRS master file)
- $2,533,219
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $329,590 | $501,550 | $11,908,946 | IRS |
| 990-PF | December 2023 | $1,382,397 | $417,961 | $12,047,103 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 30-1111995).
Questions about ANN ODONNELL TRUMBULL PERPETUAL CHARITABLE TR
- What is the EIN of ANN ODONNELL TRUMBULL PERPETUAL CHARITABLE TR?
- The employer identification number (EIN) of ANN ODONNELL TRUMBULL PERPETUAL CHARITABLE TR is 30-1111995.
- Is ANN ODONNELL TRUMBULL PERPETUAL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does ANN ODONNELL TRUMBULL PERPETUAL CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN ODONNELL TRUMBULL PERPETUAL CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANN ODONNELL TRUMBULL PERPETUAL CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ANN ODONNELL TRUMBULL PERPETUAL CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $58,092 (CURTIS A WARDELMAN, TRUSTEE).
- How much revenue does ANN ODONNELL TRUMBULL PERPETUAL CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $329,590, expenses of $501,550 and total assets of $11,908,946 at year end.
Other nonprofits in PEORIA
- OSF HEALTHCARE SYSTEM EIN 37-0813229 · last filed 990 for 2025
- OSF MULTI-SPECIALTY GROUP EIN 38-3852646 · last filed 990 for 2025
- CITIZENS EQUITY FIRST CREDIT UNION EIN 37-6028123 · last filed 990 for 2024
- OTTAWA REGIONAL HOSPITAL & HEALTHCARE CENTER EIN 36-2604009 · last filed 990 for 2025
- BRADLEY UNIVERSITY EIN 37-0661494 · last filed 990 for 2025
- CATERPILLAR FOUNDATION EIN 37-6022314 · last filed 990-PF for 2025
- SAMARITAN MINISTRIES INTERNATIONAL EIN 37-1295601 · last filed 990 for 2025
- MENDOTA COMMUNITY HOSPITAL EIN 36-2167785 · last filed 990 for 2025