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Nonprofit · EIN 37-6243151

CARRIE L WINTER TRUST UNDER WILL

Tax-exempt · OLNEY, IL 62450

Financials

$139K$219K2023$113K$211K2024$188K$223K2025
Revenue Expenses · by fiscal year end
Financials of CARRIE L WINTER TRUST UNDER WILL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$188,122$223,393-$35,271$737,086$0$737,086
December 31, 2024990-PF$112,820$211,040-$98,220$765,837$0$765,837
December 31, 2023990-PF$138,754$219,214-$80,460$855,601$0$855,601
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$9,657
Net rental income
$7,178
Net gain from sales of assets
$97,213
Other income
$43,464

Expenses

Grants and similar amounts paid
$150,091
Compensation of officers, directors and key employees
$32,697
Disbursements for charitable purposes
$181,206
Excise tax on investment income
$2,051

Balance sheet and other

Total assets, start of year
$765,837
Total assets, end of year
$737,086
Total liabilities, end of year
$0
Net assets, end of year
$737,086
Fair market value of assets
$3,447,306
Qualifying distributions
$181,206
Net investment income
$188,122

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
FIRST NATIONAL BANK IN OLNEY
PO BOX 100, OLNEY, IL 62450
TRUSTEE5$32,697
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FIRST NATIONAL BANK IN OLNEY
PO BOX 100, OLNEY, IL 62450
TRUSTEE5$28,242
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIRST NATIONAL BANK IN OLNEY
PO BOX 100, OLNEY, IL 62450
TRUSTEE5$30,586

Address and contacts

Address (IRS master file)
PO BOX 100, OLNEY, IL 62450-0100
Signed the 990-PF
FIRST NATIONAL BANK IN OLNEY, TRUSTEE
Phone
(618) 395-8541
Return prepared by
KEMPER CPA GROUP LLP

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
37-6243151
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
1986
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$737,086
Income (IRS master file)
$214,702

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$188,122$223,393$737,086IRS
990-PFDecember 2024$112,820$211,040$765,837IRS
990-PFDecember 2023$138,754$219,214$855,601XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 37-6243151).

Questions about CARRIE L WINTER TRUST UNDER WILL

What is the EIN of CARRIE L WINTER TRUST UNDER WILL?
The employer identification number (EIN) of CARRIE L WINTER TRUST UNDER WILL is 37-6243151.
Is CARRIE L WINTER TRUST UNDER WILL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to CARRIE L WINTER TRUST UNDER WILL tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARRIE L WINTER TRUST UNDER WILL file?
Form 990-PF. Private foundations file every year.
When is the next return of CARRIE L WINTER TRUST UNDER WILL 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 CARRIE L WINTER TRUST UNDER WILL 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 CARRIE L WINTER TRUST UNDER WILL?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $32,697 (FIRST NATIONAL BANK IN OLNEY, TRUSTEE).
How much revenue does CARRIE L WINTER TRUST UNDER WILL have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $188,122, expenses of $223,393 and total assets of $737,086 at year end.

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