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Nonprofit · EIN 95-6017552

LESTER B MILLARD TESTAMENTARY TRUST

Tax-exempt · ONTARIO, CA 91764

Financials

$71K$146K2023$138K$147K2024$189K$152K2025
Revenue Expenses · by fiscal year end
Financials of LESTER B MILLARD TESTAMENTARY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$188,884$152,481$36,403$1,795,119$0$1,795,119
December 31, 2024990-PF$138,249$147,178-$8,929$1,761,976$0$1,761,976
December 31, 2023990-PF$70,706$145,883-$75,177$1,770,197$0$1,770,197
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$84,275
Net gain from sales of assets
$104,609

Expenses

Grants and similar amounts paid
$124,921
Compensation of officers, directors and key employees
$21,160
Disbursements for charitable purposes
$130,899
Excise tax on investment income
$2,362

Balance sheet and other

Total assets, start of year
$1,761,976
Total assets, end of year
$1,795,119
Total liabilities, end of year
$0
Net assets, end of year
$1,795,119
Fair market value of assets
$3,019,042
Qualifying distributions
$130,899
Net investment income
$188,836

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.

NameTitleHours / weekCompensation
Citizens Trust
701 N HAVEN AVE STE 350, ONTARIO, CA 917644925
TRUSTEE5$21,160
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Citizens Trust
701 N HAVEN AVE STE 350, ONTARIO, CA 917644925
TRUSTEE5$19,537
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Citizens Trust
701 N HAVEN AVE STE 350, ONTARIO, CA 917644925
TRUSTEE5$17,172

Address and contacts

Address (IRS master file)
701 N HAVEN AVE STE 350, ONTARIO, CA 91764-4920
In care of
% CITIZENS BUSINESS BANK TTEE
Signed the 990-PF
THOMAS L TRINE, Trustee
Phone
(909) 483-4390
Return prepared by
RELIANCE INTEGRATED SOLUTIONS LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6017552 or by the name LESTER B MILLARD TESTAMENTARY TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-6017552
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
1963
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,795,119
Income (IRS master file)
$499,877

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$188,884$152,481$1,795,119IRS
990-PFDecember 2024$138,249$147,178$1,761,976IRS
990-PFDecember 2023$70,706$145,883$1,770,197XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 95-6017552).

Questions about LESTER B MILLARD TESTAMENTARY TRUST

What is the EIN of LESTER B MILLARD TESTAMENTARY TRUST?
The employer identification number (EIN) of LESTER B MILLARD TESTAMENTARY TRUST is 95-6017552.
Is LESTER B MILLARD TESTAMENTARY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to LESTER B MILLARD TESTAMENTARY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LESTER B MILLARD TESTAMENTARY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of LESTER B MILLARD 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 LESTER B MILLARD 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 LESTER B MILLARD TESTAMENTARY TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,160 (Citizens Trust, TRUSTEE).
How much revenue does LESTER B MILLARD TESTAMENTARY TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $188,884, expenses of $152,481 and total assets of $1,795,119 at year end.

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