Nonprofit · EIN 83-6136945
TESTAMENTARY TRUST UNDER WILL OF JAY R PURDY
Tax-exempt · WEST UNION, OH 45693
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $188,003 | $142,083 | $45,920 | $2,712,921 | $0 | $2,712,921 |
| December 31, 2024 | 990-PF | $155,002 | $162,390 | -$7,388 | $2,495,742 | $0 | $2,495,742 |
| December 31, 2023 | 990-PF | $83,633 | $115,434 | -$31,801 | $2,341,147 | $0 | $2,341,147 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $157,418
- Interest
- $2
- Net gain from sales of assets
- $29,583
- Other income
- $1,000
Expenses
- Grants and similar amounts paid
- $101,000
- Compensation of officers, directors and key employees
- $27,776
- Disbursements for charitable purposes
- $121,828
- Excise tax on investment income
- $2,307
Balance sheet and other
- Total assets, start of year
- $2,495,742
- Total assets, end of year
- $2,712,921
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,712,921
- Fair market value of assets
- $2,712,921
- Qualifying distributions
- $121,828
- Net investment income
- $186,249
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 |
|---|---|---|---|
| LORI HIGHLANDER 312 FREE SOIL RD, GEORGETOWN, OH 45121 | TRUSTEE | 12 | $13,888 |
| DAVID GRIMES 108 E MULBERRY ST, WEST UNION, OH 45963 | TRUSTEE | 0.5 | $13,888 |
| JAMIE WILKINS 108 E MULBERRY ST, WEST UNION, OH 45963 | COMMITTEE MEMBER | 0.5 | $0 |
| DEBBY PFEFFER 108 E MULBERRY ST, WEST UNION, OH 45963 | COMMITTEE MEMBER | 0.5 | $0 |
| DANIEL DRAGOO 108 E MULBERRY ST, WEST UNION, OH 45963 | COMMITTEE MEMBER | 0.5 | $0 |
| JILL BENINTENDI 108 E MULBERRY ST, WEST UNION, OH 45963 | COMMITTEE MEMBER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lori Highlander 312 Free Soil Road, Georgetown, OH 45121 | Trustee | 12 | $27,929 |
| David Grimes 108 East Mulberry Street, West Union, OH 45963 | Trustee | 0.5 | $27,929 |
| Jamie Wilkins 108 East Mulberry Street, West Union, OH 45167 | Director | 0.5 | $0 |
| Debby Pfeffer 108 East Mulberry Street, West Union, OH 45167 | Director | 0.5 | $0 |
| Jazz Osman 108 East Mulberry Street, West Union, OH 45167 | Director | 0.5 | $0 |
| Kristi Scott - resigned in 2022 108 East Mulberry Street, West Union, OH 45167 | Director | 0.5 | $0 |
| Daniel Dragoo 108 East Mulberry Street, West Union, OH 45167 | Director | 0.5 | $0 |
| Jill Benintendi 108 East Mulberry Street, West Union, OH 45167 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lori Highlander 312 Free Soil Road, Georgetown, OH 45121 | Trustee | 0.5 | $0 |
| Jamie Wilkins 1317 S Second Street, Ripley, OH 45167 | Director | 0.5 | $0 |
| Debby Pfeffer 1317 S Second Street, Ripley, OH 45167 | Director | 0.5 | $0 |
| Jazz Osman 1317 S Second Street, Ripley, OH 45167 | Director | 0.5 | $0 |
| Kristi Scott - resigned in 2022 1317 S Second Street, Ripley, OH 45167 | Director | 0.5 | $0 |
| Daniel Dragoo 1317 S Second Street, Ripley, OH 45167 | Director | 0.5 | $0 |
| Jill Benintendi 1317 S Second Street, Ripley, OH 45167 | Director | 0.5 | $0 |
| David Grimes 108 East Mulberry Street, West Union, OH 45963 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 108 E MULBERRY ST, WEST UNION, OH 45693-1313
- In care of
- % MICHAEL S PFEFFER
- Signed the 990-PF
- LORI A HIGHLANDER, TRUSTEE
- Phone
- (937) 544-3900
- Return prepared by
- FARRELL INCORPORATED
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
- 83-6136945
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $2,712,921
- Income (IRS master file)
- $234,047
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $188,003 | $142,083 | $2,712,921 | IRS |
| 990-PF | December 2024 | $155,002 | $162,390 | $2,495,742 | IRS |
| 990-PF | December 2023 | $83,633 | $115,434 | $2,341,147 | 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 83-6136945).
Questions about TESTAMENTARY TRUST UNDER WILL OF JAY R PURDY
- What is the EIN of TESTAMENTARY TRUST UNDER WILL OF JAY R PURDY?
- The employer identification number (EIN) of TESTAMENTARY TRUST UNDER WILL OF JAY R PURDY is 83-6136945.
- Is TESTAMENTARY TRUST UNDER WILL OF JAY R PURDY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to TESTAMENTARY TRUST UNDER WILL OF JAY R PURDY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TESTAMENTARY TRUST UNDER WILL OF JAY R PURDY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TESTAMENTARY TRUST UNDER WILL OF JAY R PURDY 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 TESTAMENTARY TRUST UNDER WILL OF JAY R PURDY 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 TESTAMENTARY TRUST UNDER WILL OF JAY R PURDY?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 2 received compensation from the organization, the highest $13,888 (LORI HIGHLANDER, TRUSTEE).
- How much revenue does TESTAMENTARY TRUST UNDER WILL OF JAY R PURDY have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $188,003, expenses of $142,083 and total assets of $2,712,921 at year end.
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