Nonprofit · EIN 85-6172640
JOHN J BARTON CHARITABLE TR
Also known as MIDLAND STATES BANK TTEE
Tax-exempt · ROCKFORD, IL 61108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $86,909 | $72,052 | $14,857 | $1,023,885 | $0 | $1,023,885 |
| December 31, 2024 | 990-PF | $46,008 | $63,017 | -$17,009 | $1,009,028 | $0 | $1,009,028 |
| December 31, 2023 | 990-PF | $62,645 | $58,012 | $4,633 | $1,026,037 | $0 | $1,026,037 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $31,976
- Interest
- $3,229
- Net gain from sales of assets
- $51,704
Expenses
- Grants and similar amounts paid
- $55,543
- Compensation of officers, directors and key employees
- $14,459
- Disbursements for charitable purposes
- $56,293
- Excise tax on investment income
- $997
Balance sheet and other
- Total assets, start of year
- $1,009,028
- Total assets, end of year
- $1,023,885
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,023,885
- Fair market value of assets
- $1,239,592
- Qualifying distributions
- $56,293
- Net investment income
- $86,909
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 |
|---|---|---|---|
| MIDLAND STATES BANK 6838 E STATE STREET, SUITE 2, ROCKFORD, IL 61108 | TRUSTEE | 0 | $14,459 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDLAND STATES BANK 6838 E STATE STREET, SUITE 2, ROCKFORD, IL 61108 | TRUSTEE | 0 | $13,877 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDLAND STATES BANK 6838 E STATE STREET, SUITE 2, ROCKFORD, IL 61108 | TRUSTEE | 0 | $12,793 |
Address and contacts
- Address (IRS master file)
- 6838 E STATE STREET SUITE 2, ROCKFORD, IL 61108-4610
- Signed the 990-PF
- MIDLAND STATES BANK, TRUSTEE
- Phone
- (815) 231-2710
- Return prepared by
- BENNING GROUP 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 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
- 85-6172640
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,023,885
- Income (IRS master file)
- $382,043
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $86,909 | $72,052 | $1,023,885 | IRS |
| 990-PF | December 2024 | $46,008 | $63,017 | $1,009,028 | IRS |
| 990-PF | December 2023 | $62,645 | $58,012 | $1,026,037 | 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 85-6172640).
Questions about JOHN J BARTON CHARITABLE TR
- What is the EIN of JOHN J BARTON CHARITABLE TR?
- The employer identification number (EIN) of JOHN J BARTON CHARITABLE TR is 85-6172640.
- Is JOHN J BARTON CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to JOHN J BARTON CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN J BARTON CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN J BARTON CHARITABLE 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 JOHN J BARTON CHARITABLE 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 JOHN J BARTON CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,459 (MIDLAND STATES BANK, TRUSTEE).
- How much revenue does JOHN J BARTON CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $86,909, expenses of $72,052 and total assets of $1,023,885 at year end.
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