Nonprofit · EIN 37-6284353
ANNA B WELCH MEMORIAL TRUST
Tax-exempt · MATTOON, IL 61938
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $195,296 | $111,888 | $83,408 | $1,202,401 | $0 | $1,202,401 |
| February 28, 2025 | 990-PF | $78,080 | $108,773 | -$30,693 | $1,115,153 | $0 | $1,115,153 |
| February 29, 2024 | 990-PF | $97,874 | $115,395 | -$17,521 | $1,144,346 | $0 | $1,144,346 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $36,447
- Interest
- $970
- Net rental income
- $18,842
- Net gain from sales of assets
- $133,424
Expenses
- Grants and similar amounts paid
- $84,240
- Compensation of officers, directors and key employees
- $16,709
- Disbursements for charitable purposes
- $91,224
- Excise tax on investment income
- $2,439
Balance sheet and other
- Total assets, start of year
- $1,115,153
- Total assets, end of year
- $1,202,401
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,202,401
- Fair market value of assets
- $1,973,570
- Qualifying distributions
- $91,224
- Net investment income
- $195,296
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT 1515 CHARLESTON AVENUE, MATTOON, IL 61938 | TRUSTEE | 3 | $16,709 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT 1515 CHARLESTON AVENUE, MATTOON, IL 61938 | TRUSTEE | 3 | $16,965 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT 1515 CHARLESTON AVENUE, MATTOON, IL 61938 | TRUSTEE | 3 | $15,347 |
Address and contacts
- Address (IRS master file)
- PO BOX 529, MATTOON, IL 61938-0529
- In care of
- % FIRST MID-ILLINOIS BANK AND TRUST
- 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 37-6284353
- 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
- 1991
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,202,401
- Income (IRS master file)
- $765,770
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $195,296 | $111,888 | $1,202,401 | XML |
| 990-PF | February 2025 | $78,080 | $108,773 | $1,115,153 | XML |
| 990-PF | February 2024 | $97,874 | $115,395 | $1,144,346 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 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 37-6284353).
Questions about ANNA B WELCH MEMORIAL TRUST
- What is the EIN of ANNA B WELCH MEMORIAL TRUST?
- The employer identification number (EIN) of ANNA B WELCH MEMORIAL TRUST is 37-6284353.
- Is ANNA B WELCH MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to ANNA B WELCH MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNA B WELCH MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNA B WELCH MEMORIAL TRUST due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNA B WELCH MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of ANNA B WELCH MEMORIAL TRUST?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $16,709 (FIRST MID WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does ANNA B WELCH MEMORIAL TRUST have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $195,296, expenses of $111,888 and total assets of $1,202,401 at year end.
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