Nonprofit · EIN 37-6024603
RUTH A APPERSON DECD TRUST UW FIRST NATL BANK TTEE
Tax-exempt · MATTOON, IL 61938
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $241,936 | $119,501 | $122,435 | $948,400 | $0 | $948,400 |
| March 31, 2025 | 990-PF | $93,928 | $115,194 | -$21,266 | $825,965 | $0 | $825,965 |
| March 31, 2024 | 990-PF | $178,318 | $115,805 | $62,513 | $847,231 | $0 | $847,231 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $18,364
- Interest
- $5,397
- Net rental income
- $37,168
- Net gain from sales of assets
- $172,972
Expenses
- Grants and similar amounts paid
- $96,471
- Compensation of officers, directors and key employees
- $10,342
- Disbursements for charitable purposes
- $101,133
- Excise tax on investment income
- $3,122
Balance sheet and other
- Total assets, start of year
- $825,965
- Total assets, end of year
- $948,400
- Total liabilities, end of year
- $0
- Net assets, end of year
- $948,400
- Fair market value of assets
- $2,148,324
- Qualifying distributions
- $101,133
- Net investment income
- $241,936
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT 1515 CHARLESTON AVENUE, MATTOON, IL 61938 | TRUSTEE | 3 | $10,342 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT 1515 CHARLESTON AVENUE, MATTOON, IL 61938 | TRUSTEE | 3 | $13,490 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT 1515 CHARLESTON AVENUE, MATTOON, IL 61938 | TRUSTEE | 3 | $12,856 |
Address and contacts
- Address (IRS master file)
- PO BOX 529, MATTOON, IL 61938-0529
- In care of
- % FIRST NATL BANK TRUSTEE
- Signed the 990-PF
- FIRST MID WEALTH MANAGEMENT, TRUSTEE
- Phone
- (217) 234-7454
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 37-6024603
- 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
- 1954
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $948,400
- Income (IRS master file)
- $606,294
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $241,936 | $119,501 | $948,400 | XML |
| 990-PF | March 2025 | $93,928 | $115,194 | $825,965 | XML |
| 990-PF | March 2024 | $178,318 | $115,805 | $847,231 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 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 37-6024603).
Questions about RUTH A APPERSON DECD TRUST UW FIRST NATL BANK TTEE
- What is the EIN of RUTH A APPERSON DECD TRUST UW FIRST NATL BANK TTEE?
- The employer identification number (EIN) of RUTH A APPERSON DECD TRUST UW FIRST NATL BANK TTEE is 37-6024603.
- Is RUTH A APPERSON DECD TRUST UW FIRST NATL BANK TTEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to RUTH A APPERSON DECD TRUST UW FIRST NATL BANK TTEE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUTH A APPERSON DECD TRUST UW FIRST NATL BANK TTEE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUTH A APPERSON DECD TRUST UW FIRST NATL BANK TTEE due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RUTH A APPERSON DECD TRUST UW FIRST NATL BANK TTEE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of RUTH A APPERSON DECD TRUST UW FIRST NATL BANK TTEE?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $10,342 (FIRST MID WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does RUTH A APPERSON DECD TRUST UW FIRST NATL BANK TTEE have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $241,936, expenses of $119,501 and total assets of $948,400 at year end.
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