Nonprofit · EIN 46-6985483
MARY HELEN ROBERTS TR DATED OCTOBER 15 1993
Tax-exempt · WATSEKA, IL 60970
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $206,432 | $266,957 | -$60,525 | $3,760,530 | $0 | $3,760,530 |
| December 31, 2024 | 990-PF | $214,932 | $251,305 | -$36,373 | $3,821,055 | $0 | $3,821,055 |
| December 31, 2023 | 990-PF | $75,846 | $251,848 | -$176,002 | $3,857,428 | $0 | $3,857,428 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $128,052
- Interest
- $22,735
- Net gain from sales of assets
- $55,101
- Other income
- $544
Expenses
- Grants and similar amounts paid
- $208,514
- Compensation of officers, directors and key employees
- $34,111
- Disbursements for charitable purposes
- $208,514
- Excise tax on investment income
- $2,477
Balance sheet and other
- Total assets, start of year
- $3,821,055
- Total assets, end of year
- $3,760,530
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,760,530
- Fair market value of assets
- $4,582,521
- Qualifying distributions
- $208,514
- Net investment income
- $199,073
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 TRUST SAVINGS BANK 120 E WALNUT STREET, WATSEKA, IL 60970 | TRUSTEE | 0 | $34,111 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST TRUST SAVINGS BANK 120 E WALNUT STREET, WATSEKA, IL 60970 | TRUSTEE | 0 | $32,065 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST TRUST SAVINGS BANK 120 E WALNUT STREET, WATSEKA, IL 60970 | TRUSTEE | 0 | $26,464 |
Address and contacts
- Address (IRS master file)
- PO BOX 160, WATSEKA, IL 60970-0160
- In care of
- % FIRST TRUST & SAVINGS BANK TTEE
- Signed the 990-PF
- FIRST TRUST SAVINGS BANK, TRUSTEE
- Phone
- (815) 432-2494
- Return prepared by
- FOX CPA GROUP LTD
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
- 46-6985483
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,760,530
- Income (IRS master file)
- $979,886
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $206,432 | $266,957 | $3,760,530 | XML |
| 990-PF | December 2024 | $214,932 | $251,305 | $3,821,055 | XML |
| 990-PF | December 2023 | $75,846 | $251,848 | $3,857,428 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 46-6985483).
Questions about MARY HELEN ROBERTS TR DATED OCTOBER 15 1993
- What is the EIN of MARY HELEN ROBERTS TR DATED OCTOBER 15 1993?
- The employer identification number (EIN) of MARY HELEN ROBERTS TR DATED OCTOBER 15 1993 is 46-6985483.
- Is MARY HELEN ROBERTS TR DATED OCTOBER 15 1993 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to MARY HELEN ROBERTS TR DATED OCTOBER 15 1993 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY HELEN ROBERTS TR DATED OCTOBER 15 1993 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY HELEN ROBERTS TR DATED OCTOBER 15 1993 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 MARY HELEN ROBERTS TR DATED OCTOBER 15 1993 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 MARY HELEN ROBERTS TR DATED OCTOBER 15 1993?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $34,111 (FIRST TRUST SAVINGS BANK, TRUSTEE).
- How much revenue does MARY HELEN ROBERTS TR DATED OCTOBER 15 1993 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $206,432, expenses of $266,957 and total assets of $3,760,530 at year end.
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