Nonprofit · EIN 43-1835410
WARD EDUCATIONAL TR
Tax-exempt · SWANSEA, IL 62226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,715 | $6,352 | -$2,637 | $114,009 | $0 | $114,009 |
| December 31, 2024 | 990-PF | $5,005 | $6,014 | -$1,009 | $116,695 | $0 | $116,695 |
| December 31, 2023 | 990-PF | $4,144 | $5,916 | -$1,772 | $117,704 | $0 | $117,704 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,796
- Net gain from sales of assets
- -$81
Expenses
- Grants and similar amounts paid
- $2,956
- Compensation of officers, directors and key employees
- $2,500
- Disbursements for charitable purposes
- $3,956
- Excise tax on investment income
- $25
Balance sheet and other
- Total assets, start of year
- $116,695
- Total assets, end of year
- $114,009
- Total liabilities, end of year
- $0
- Net assets, end of year
- $114,009
- Fair market value of assets
- $112,812
- Qualifying distributions
- $3,956
- Net investment income
- $3,796
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 Bank 4387 N Illinois Street, Swansea, IL 62226 | Trustee | 1 | $2,500 |
| B of D Community District 3 3717 West Malone Street, Pleasant Hill, IL 62366 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL BASTIAN FIRST BANK WEALTH MANAGEMENT 1 FIRST MISSOURI CENTER, ST LOUIS, MO 63141 | TRUSTEE | 0 | $2,500 |
| B OF D COMMUNITY DISTRICT 3 3717 WEST MALONE STREET, PLEASANT HILL, IL 62366 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL BASTIAN FIRST BANK WEALTH MANAGEMENT 1 FIRST MISSOURI CENTER, ST LOUIS, MO 63141 | TRUSTEE | 1 | $2,500 |
| B OF D COMMUNITY DISTRICT 3 3717 WEST MALONE STREET, PLEASANT HILL, IL 62366 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4387 N ILLINOIS ST, SWANSEA, IL 62226-1836
- In care of
- % FIRST BANK
- Signed the 990-PF
- JILL BASTIAN, Vice President
- Phone
- (314) 889-1010
- Return prepared by
- DELOITTE TAX 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 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
- 43-1835410
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $114,009
- Income (IRS master file)
- $43,715
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,715 | $6,352 | $114,009 | IRS |
| 990-PF | December 2024 | $5,005 | $6,014 | $116,695 | IRS |
| 990-PF | December 2023 | $4,144 | $5,916 | $117,704 | XML |
| 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 43-1835410).
Questions about WARD EDUCATIONAL TR
- What is the EIN of WARD EDUCATIONAL TR?
- The employer identification number (EIN) of WARD EDUCATIONAL TR is 43-1835410.
- Is WARD EDUCATIONAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to WARD EDUCATIONAL TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WARD EDUCATIONAL TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WARD EDUCATIONAL TR 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 WARD EDUCATIONAL TR 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 WARD EDUCATIONAL TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $2,500 (First Bank, Trustee).
- How much revenue does WARD EDUCATIONAL TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,715, expenses of $6,352 and total assets of $114,009 at year end.
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