Nonprofit · EIN 36-3146220
CHARLOTTE ANN RUSSELL CHARITABLE TRUST
Tax-exempt · PEORIA, IL 61614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $730,093 | $590,464 | $139,629 | $12,656,177 | $536,750 | $12,119,427 |
| December 31, 2024 | 990 | $686,908 | $620,449 | $66,459 | $12,409,939 | $564,700 | $11,845,239 |
| December 31, 2023 | 990 | $778,400 | $756,680 | $21,720 | $12,212,357 | $700,000 | $11,512,357 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $228,574
- Net gain from sales of assets
- $139,264
- Other revenue
- $501,519
Expenses
- Grants and similar amounts paid
- $536,750
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,900
- Program services (functional)
- $536,750
- Management and general (functional)
- $53,714
Balance sheet and other
- Total assets, start of year
- $12,409,939
- Total assets, end of year
- $12,656,177
- Total liabilities, end of year
- $536,750
- Net assets, end of year
- $12,119,427
- Land, buildings and equipment
- $9,217,613
- Publicly traded securities
- $3,348,538
- Net assets without donor restrictions
- $137,469
- Net assets with donor restrictions
- $11,981,958
- Gross receipts
- $1,675,765
- Employees
- 0
- Year formed
- 1981
- 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 |
|---|---|---|---|
| EMILY BROWN | TRUSTEE Trustee or director | – | $0 |
| RUSS HIATT | TRUSTEE Trustee or director | – | $0 |
| DAVID NELSON | TRUSTEE Trustee or director | – | $0 |
| JIM ROOT | TRUSTEE Trustee or director | – | $0 |
| TODD SHERIDAN | TRUSTEE Trustee or director | – | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY BROWN | TRUSTEE Trustee or director | – | $0 |
| RUSS HIATT | TRUSTEE Trustee or director | – | $0 |
| DAVID NELSON | TRUSTEE Trustee or director | – | $0 |
| JIM ROOT | TRUSTEE Trustee or director | – | $0 |
| TODD SHERIDAN | TRUSTEE Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY BROWN | TRUSTEE Trustee or director | – | $0 |
| RUSS HIATT | TRUSTEE Trustee or director | – | $0 |
| WILLIAM NELSON | TRUSTEE Trustee or director | – | $0 |
| JIM ROOT | TRUSTEE Trustee or director | – | $0 |
| PHILLIP TREGO | TRUSTEE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 5823 N FOREST PARK DRIVE, PEORIA, IL 61614-3514
- In care of
- % WILLIAM NELSON
- Principal officer (990 for 2025)
- TODD SHERIDAN
- Signed the 990
- TODD SHERIDAN, TRUSTEE
- Return prepared by
- RUSSELL LEIGH & ASSOCIATES
Mission
TO SUPPORT VARIOUS ORGANIZATIONS AS SET FORTH IN THE TRUST AGREEMENT
Program accomplishments
- GRANTS TO LOCAL ORGANIZATIONS.Expenses $536,750 · grants $536,750
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
- 36-3146220
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,656,177
- Income (IRS master file)
- $1,675,765
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $730,093 | $590,464 | $12,656,177 | XML |
| 990 | December 2024 | $686,908 | $620,449 | $12,409,939 | XML |
| 990 | December 2023 | $778,400 | $756,680 | $12,212,357 | XML |
| 990 | December 2022 | $816,643 | $768,653 | $12,120,555 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 36-3146220).
Questions about CHARLOTTE ANN RUSSELL CHARITABLE TRUST
- What is the EIN of CHARLOTTE ANN RUSSELL CHARITABLE TRUST?
- The employer identification number (EIN) of CHARLOTTE ANN RUSSELL CHARITABLE TRUST is 36-3146220.
- Is CHARLOTTE ANN RUSSELL CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to CHARLOTTE ANN RUSSELL CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CHARLOTTE ANN RUSSELL CHARITABLE TRUST 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 CHARLOTTE ANN RUSSELL CHARITABLE 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 CHARLOTTE ANN RUSSELL CHARITABLE TRUST 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 CHARLOTTE ANN RUSSELL CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 names TODD SHERIDAN.
- Who are the officers and directors of CHARLOTTE ANN RUSSELL CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CHARLOTTE ANN RUSSELL CHARITABLE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $730,093, expenses of $590,464 and total assets of $12,656,177 at year end.
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