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Nonprofit · EIN 37-6298727

WILLIAM E & MYRTLE A JONES SCHOLARSHIP TRUST

Also known as C-O STATE BANK OF SULLIVAN TRUSTEE

Tax-exempt · MATTOON, IL 61938

Financials

$10K$17K2023$6K$19K2024$61K$6K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM E & MYRTLE A JONES SCHOLARSHIP TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$60,835$5,555$55,280$249,030$0$249,030
April 30, 2025990-PF$6,233$18,565-$12,332$193,750$0$193,750
April 30, 2024990-PF$10,211$16,564-$6,353$206,082$0$206,082
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$7,947
Net gain from sales of assets
$52,888

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$3,183
Disbursements for charitable purposes
$1,818
Excise tax on investment income
$795

Balance sheet and other

Total assets, start of year
$193,750
Total assets, end of year
$249,030
Total liabilities, end of year
$0
Net assets, end of year
$249,030
Fair market value of assets
$255,770
Qualifying distributions
$1,818
Net investment income
$60,835

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
FIRST MID WEALTH MANAGEMENT
1515 CHARLESTON AVE PO BOX 529, MATTOON, IL 61938
TRUSTEE2$3,183
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
FIRST MID WEALTH MANAGEMENT
1515 CHARLESTON AVE PO BOX 529, MATTOON, IL 61938
TRUSTEE2$3,088
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
FIRST MID WEALTH MANAGEMENT
1515 CHARLESTON AVE PO BOX 529, MATTOON, IL 61938
TRUSTEE2$3,207

Address and contacts

Address (IRS master file)
PO BOX 529, MATTOON, IL 61938-0529
In care of
% STATE BANK OF SULLIVAN TTEE
Signed the 990-PF
LAURA REICHART, TRUST OFFICER
Phone
(217) 258-0633
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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
37-6298727
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
1992
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$249,030
Income (IRS master file)
$244,223

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$60,835$5,555$249,030XML
990-PFApril 2025$6,233$18,565$193,750XML
990-PFApril 2024$10,211$16,564$206,082XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 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 37-6298727).

Questions about WILLIAM E & MYRTLE A JONES SCHOLARSHIP TRUST

What is the EIN of WILLIAM E & MYRTLE A JONES SCHOLARSHIP TRUST?
The employer identification number (EIN) of WILLIAM E & MYRTLE A JONES SCHOLARSHIP TRUST is 37-6298727.
Is WILLIAM E & MYRTLE A JONES SCHOLARSHIP TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to WILLIAM E & MYRTLE A JONES SCHOLARSHIP TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM E & MYRTLE A JONES SCHOLARSHIP TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM E & MYRTLE A JONES SCHOLARSHIP TRUST due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM E & MYRTLE A JONES SCHOLARSHIP TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of WILLIAM E & MYRTLE A JONES SCHOLARSHIP TRUST?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $3,183 (FIRST MID WEALTH MANAGEMENT, TRUSTEE).
How much revenue does WILLIAM E & MYRTLE A JONES SCHOLARSHIP TRUST have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $60,835, expenses of $5,555 and total assets of $249,030 at year end.

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