Nonprofit · EIN 37-6024600
SARAH E WALLACE TRUST
Tax-exempt · MATTOON, IL 61938
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $30,098 | $49,066 | -$18,968 | $405,870 | $0 | $405,870 |
| December 31, 2024 | 990-PF | $9,568 | $10,989 | -$1,421 | $424,838 | $0 | $424,838 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $21,941
- Net gain from sales of assets
- $8,157
Expenses
- Grants and similar amounts paid
- $32,533
- Compensation of officers, directors and key employees
- $7,820
- Disbursements for charitable purposes
- $36,204
- Excise tax on investment income
- $316
Balance sheet and other
- Total assets, start of year
- $424,838
- Total assets, end of year
- $405,870
- Total liabilities, end of year
- $0
- Net assets, end of year
- $405,870
- Fair market value of assets
- $449,615
- Qualifying distributions
- $36,204
- Net investment income
- $30,098
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT 1515 CHARLESTON AVENUE, MATTOON, IL 61938 | TRUSTEE | 2 | $7,820 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT 1515 CHARLESTON AVENUE, MATTOON, IL 61938 | TRUSTEE | 2 | $7,559 |
Address and contacts
- Address (IRS master file)
- PO BOX 529, MATTOON, IL 61938-0529
- In care of
- % FIRST MID-ILLINOIS BANK & TRUST
- Signed the 990-PF
- FIRST MID WEATLH MANAGEMENT, TRUSTEE
- Phone
- (217) 234-7754
- Return prepared by
- WEST & COMPANY 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF 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
- 37-6024600
- Exempt since
- 1900
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $405,870
- Income (IRS master file)
- $357,325
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $30,098 | $49,066 | $405,870 | IRS |
| 990-PF | December 2024 | $9,568 | $10,989 | $424,838 | IRS |
| 990-PF | December 2023 | $29,497 | $52,043 | $465,259 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 37-6024600).
Questions about SARAH E WALLACE TRUST
- What is the EIN of SARAH E WALLACE TRUST?
- The employer identification number (EIN) of SARAH E WALLACE TRUST is 37-6024600.
- Is SARAH E WALLACE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1900.
- Which annual return does SARAH E WALLACE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SARAH E WALLACE 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 SARAH E WALLACE 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 SARAH E WALLACE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,820 (FIRST MID WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does SARAH E WALLACE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $30,098, expenses of $49,066 and total assets of $405,870 at year end.
Other nonprofits in MATTOON
- SARAH BUSH LINCOLN HEALTH CENTER EIN 23-7098532 · last filed 990 for 2025
- COLES-MOULTRIE ELECTRIC COOPERATIVE EIN 37-0223453 · last filed 990 for 2024
- INDEPENDENT ORDER OF ODD FELLOWS EIN 37-0699717 · last filed 990 for 2024
- THE LUMPKIN FAMILY FOUNDATION EIN 23-7423640 · last filed 990-PF for 2024
- COLES COUNTY MENTAL HEALTH ASSOCIATION INC EIN 37-0864416 · last filed 990 for 2025
- OBERLIN CHARITABLE TRUST EIN 36-4323858 · last filed 990-PF for 2024
- SARAH BUSH LINCOLN HEALTH FOUNDATION EIN 37-1136713 · last filed 990 for 2025
- MATTOON AREA YOUNG MENS CHRISTIAN ASSOCIATION EIN 37-1122559 · last filed 990 for 2025