Nonprofit · EIN 35-7227296
DALE R FULTON CHARITABLE TR
Tax-exempt · MONTICELLO, IL 61856
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $136,955 | $139,209 | -$2,254 | $5,405,565 | $0 | $5,405,565 |
| December 31, 2024 | 990 | $157,101 | $129,820 | $27,281 | $5,407,448 | $0 | $5,407,448 |
| December 31, 2023 | 990 | $237,974 | $99,046 | $138,928 | $5,379,774 | $0 | $5,379,774 |
| December 31, 2022 | 990 | $77,551 | $125,676 | -$48,125 | $5,341,792 | $0 | $5,341,792 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $34,276
- Net rental income
- $102,679
- Other revenue
- $102,679
Expenses
- Grants and similar amounts paid
- $110,000
- Compensation of officers, directors and key employees
- $24,629
- Salaries, compensation and benefits (total)
- $24,629
- Professional fundraising fees
- $0
- Depreciation
- $4,580
- Program services (functional)
- $136,746
- Fundraising (functional)
- $2,463
Balance sheet and other
- Total assets, start of year
- $5,407,448
- Total assets, end of year
- $5,405,565
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,405,565
- Land, buildings and equipment
- $4,554,630
- Gross receipts
- $321,589
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2019
- State of legal domicile
- IL
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First State Bank and Trust | Trustee Institutional trustee | 1 | $24,629 |
| Josh Ponder | Trustee Trustee or director | 1 | $0 |
| William Blickhan | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First State Bank and Trust | Trustee Institutional trustee | 1 | $25,240 |
| Josh Ponder | Trustee Trustee or director | 1 | $0 |
| William Blickhan | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First State Bank and Trust | Trustee Institutional trustee | 1 | $29,046 |
| Josh Ponder | Trustee Trustee or director | 1 | $0 |
| William Blickhan | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST STATE BANK | TRUSTEE Institutional trustee | 1 | $25,676 |
| JOSH PONDER | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM BLICKHAN | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 201 W MAIN ST, MONTICELLO, IL 61856-1860
- In care of
- % FIRST STATE BANK
- Principal officer (990 for 2025)
- Nikki Mann, 201 W Main Street, Monticello, IL 61856
- Signed the 990
- Nikki Mann, Trustee
- Phone
- (217) 762-9431
- Return prepared by
- Forvis Mazars LLP
Mission
THE TRUST IS DEDICATED TO SUPPORTING FRIENDSHIP HILL, INC. OF ILLINOIS
Program accomplishments
- THE TRUST IS DEDICATED TO SUPPORTING FRIENDSHIP HILL, INC. OF ILLINOIS.Expenses $136,746 · grants $110,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-7227296
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $5,405,565
- Income (IRS master file)
- $321,589
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $136,955 | $139,209 | $5,405,565 | XML |
| 990 | December 2024 | $157,101 | $129,820 | $5,407,448 | IRS |
| 990 | December 2023 | $237,974 | $99,046 | $5,379,774 | XML |
| 990 | December 2022 | $77,551 | $125,676 | $5,341,792 | XML |
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 35-7227296).
Questions about DALE R FULTON CHARITABLE TR
- What is the EIN of DALE R FULTON CHARITABLE TR?
- The employer identification number (EIN) of DALE R FULTON CHARITABLE TR is 35-7227296.
- Is DALE R FULTON CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to DALE R FULTON CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does DALE R FULTON CHARITABLE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DALE R FULTON CHARITABLE TR 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 DALE R FULTON CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of DALE R FULTON CHARITABLE TR?
- The 990 for the year ended December 31, 2025 names Nikki Mann.
- Who are the officers and directors of DALE R FULTON CHARITABLE TR?
- The 990 for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $24,629 (First State Bank and Trust, Trustee).
- How much revenue does DALE R FULTON CHARITABLE TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $136,955, expenses of $139,209 and total assets of $5,405,565 at year end.
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