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Nonprofit · EIN 31-6325807

LEO W DUNLAP TESTAMENTARY TRUST

Also known as JOHNSTON ROSS & LINDA K WEILER TTEE

Tax-exempt · NEWARK, OH 43055

Financials

$139K$517K2023$513K$545K2024$239K$726K2025
Revenue Expenses · by fiscal year end
Financials of LEO W DUNLAP TESTAMENTARY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$238,732$725,823-$487,091$7,731,263$0$7,731,263
December 31, 2024990-PF$513,161$544,971-$31,810$8,218,354$0$8,218,354
December 31, 2023990-PF$138,958$516,710-$377,752$4,029,254$20,000$4,009,254
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$110,230
Interest
$2,438
Net rental income
-$4,156
Net gain from sales of assets
$104,479

Expenses

Grants and similar amounts paid
$593,116
Disbursements for charitable purposes
$593,116
Excise tax on investment income
$742

Balance sheet and other

Total assets, start of year
$8,218,354
Total assets, end of year
$7,731,263
Total liabilities, end of year
$0
Net assets, end of year
$7,731,263
Fair market value of assets
$12,075,675
Qualifying distributions
$593,116
Net investment income
$134,253

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
LINDA K WEILER
1630 STONEWALL DRIVE, NEWARK, OH 43055
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
LINDA K WEILER
1630 STONEWALL DRIVE, NEWARK, OH 43055
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
LINDA K WEILER
1630 STONEWALL DRIVE, NEWARK, OH 43055
TRUSTEE0$39,264

Address and contacts

Address (IRS master file)
1630 STONEWALL DR, NEWARK, OH 43055-1725
In care of
% ALLAN BERGER
Signed the 990-PF
LINDA K WEILER, TRUSTEE
Phone
(740) 927-2435
Return prepared by
WINFREE & ASSOCIATES

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
31-6325807
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,731,263
Income (IRS master file)
$910,649

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$238,732$725,823$7,731,263XML
990-PFDecember 2024$513,161$544,971$8,218,354XML
990-PFDecember 2023$138,958$516,710$4,029,254XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 31-6325807).

Questions about LEO W DUNLAP TESTAMENTARY TRUST

What is the EIN of LEO W DUNLAP TESTAMENTARY TRUST?
The employer identification number (EIN) of LEO W DUNLAP TESTAMENTARY TRUST is 31-6325807.
Is LEO W DUNLAP TESTAMENTARY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to LEO W DUNLAP TESTAMENTARY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEO W DUNLAP TESTAMENTARY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of LEO W DUNLAP TESTAMENTARY TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEO W DUNLAP TESTAMENTARY TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LEO W DUNLAP TESTAMENTARY TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does LEO W DUNLAP TESTAMENTARY TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $238,732, expenses of $725,823 and total assets of $7,731,263 at year end.

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