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Nonprofit · EIN 36-1381197

GEORGE C LOVELAND TESTAMENTORY TRUST

Also known as R BRANTNER J KUHN & F GORMAN

Tax-exempt · DIXON, IL 61021

Financials

$177K$181K2023$132K$177K2024$373K$185K2025
Revenue Expenses · by fiscal year end
Financials of GEORGE C LOVELAND TESTAMENTORY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$372,564$185,230$187,334$3,466,304$0$3,466,304
December 31, 2024990-PF$132,142$177,042-$44,900$3,278,970$0$3,278,970
December 31, 2023990-PF$177,110$180,757-$3,647$3,323,870$0$3,323,870
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$7,500
Dividends
$94,028
Net rental income
$32,968
Net gain from sales of assets
$19,391
Other income
$218,677

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$80,303

Balance sheet and other

Total assets, start of year
$3,278,970
Total assets, end of year
$3,466,304
Total liabilities, end of year
$0
Net assets, end of year
$3,466,304
Fair market value of assets
$3,466,304
Net investment income
$146,387

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
GREG HICKS
852 RIVERSIDE DR, DIXON, IL 61021
TRUSTEE0$0
JEANNE KUHN
2134 THORN WOOD DR, DIXON, IL 61021
TRUSTEE0$0
PATRICK GORMAN
3732 W CEDAR ST, DIXON, IL 61021
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
GREG HICKS
852 RIVERSIDE DR, DIXON, IL 61021
TRUSTEE0$0
JEANNE KUHN
2134 THORN WOOD DR, DIXON, IL 61021
TRUSTEE0$0
PATRICK GORMAN
3732 W CEDAR ST, DIXON, IL 61021
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
GREG HICKS
852 RIVERSIDE DR, DIXON, IL 61021
TRUSTEE0$0
JEANNE KUHN
2134 THORN WOOD DR, DIXON, IL 61021
TRUSTEE0$0
PATRICK GORMAN
3732 W CEDAR ST, DIXON, IL 61021
TRUSTEE0$0

Address and contacts

Address (IRS master file)
513 W 2ND ST, DIXON, IL 61021-2960
In care of
% H D NEWCOMER
Signed the 990-PF
JEANNE KUHN, TRUSTEE
Phone
(815) 284-2741
Return prepared by
WIPFLI ADVISORY LLC

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
36-1381197
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation (exempt from paying excise taxes)
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1953
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,466,304
Income (IRS master file)
$616,554

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$372,564$185,230$3,466,304XML
990-PFDecember 2024$132,142$177,042$3,278,970XML
990-PFDecember 2023$177,110$180,757$3,323,870XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 36-1381197).

Questions about GEORGE C LOVELAND TESTAMENTORY TRUST

What is the EIN of GEORGE C LOVELAND TESTAMENTORY TRUST?
The employer identification number (EIN) of GEORGE C LOVELAND TESTAMENTORY TRUST is 36-1381197.
Is GEORGE C LOVELAND TESTAMENTORY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
Are donations to GEORGE C LOVELAND TESTAMENTORY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does GEORGE C LOVELAND TESTAMENTORY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGE C LOVELAND TESTAMENTORY 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 GEORGE C LOVELAND TESTAMENTORY 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 GEORGE C LOVELAND TESTAMENTORY TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does GEORGE C LOVELAND TESTAMENTORY TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $372,564, expenses of $185,230 and total assets of $3,466,304 at year end.

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