Nonprofit · EIN 61-6136717
MALLIE MYERS TESTAMENTARY TRUST
Also known as FARMERS NATIONAL BANK TTEE
Tax-exempt · BOWLING GREEN, KY 42103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $28,499 | $2,018 | $26,481 | $286,098 | $0 | $286,098 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,653
- Interest
- $562
- Net gain from sales of assets
- $23,284
Expenses
- Grants and similar amounts paid
- $0
- Excise tax on investment income
- $382
Balance sheet and other
- Total assets, start of year
- –
- Total assets, end of year
- $286,098
- Total liabilities, end of year
- $0
- Net assets, end of year
- $286,098
- Fair market value of assets
- $350,583
- Net investment income
- $28,499
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 | Other / benefits |
|---|---|---|---|---|
| WEALTHSOUTH 1818 WALLACE CT STE C202, BOWLING GREEN, KY 42103 | TRUSTEE | 0 | $0 | $1,418 |
Address and contacts
- Address (IRS master file)
- 1818 WALLACE CT STE C202, BOWLING GREEN, KY 42103-2462
- In care of
- % WEALTHSOUTH
- Signed the 990-PF
- WEALTHSOUTH, TRUSTEE
- Phone
- (270) 495-1716
- Return prepared by
- JOE W TAYLOR CPAS
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 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 61-6136717
- 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
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $28,499 | $2,018 | $286,098 | XML |
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 61-6136717).
Questions about MALLIE MYERS TESTAMENTARY TRUST
- What is the EIN of MALLIE MYERS TESTAMENTARY TRUST?
- The employer identification number (EIN) of MALLIE MYERS TESTAMENTARY TRUST is 61-6136717.
- Is MALLIE MYERS TESTAMENTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to MALLIE MYERS TESTAMENTARY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MALLIE MYERS TESTAMENTARY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MALLIE MYERS TESTAMENTARY TRUST 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 MALLIE MYERS TESTAMENTARY TRUST 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 MALLIE MYERS TESTAMENTARY TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does MALLIE MYERS TESTAMENTARY TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $28,499, expenses of $2,018 and total assets of $286,098 at year end.
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All nonprofits in BOWLING GREEN · Kentucky · Philanthropy, voluntarism and grantmaking foundations