Nonprofit · EIN 37-6267420
GEORGE V & CORA A BETTS TRUST
Tax-exempt · MONTICELLO, IL 61856
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $56,805 | $53,623 | $3,182 | $448,440 | $0 | $448,440 |
| December 31, 2024 | 990-PF | $59,526 | $63,163 | -$3,637 | $445,207 | $0 | $445,207 |
| December 31, 2023 | 990-PF | $70,415 | $55,059 | $15,356 | $448,871 | $0 | $448,871 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $9,204
- Net rental income
- $39,086
- Net gain from sales of assets
- $325
Expenses
- Grants and similar amounts paid
- $39,600
- Compensation of officers, directors and key employees
- $3,239
- Disbursements for charitable purposes
- $40,889
- Excise tax on investment income
- $619
Balance sheet and other
- Total assets, start of year
- $445,207
- Total assets, end of year
- $448,440
- Total liabilities, end of year
- $0
- Net assets, end of year
- $448,440
- Fair market value of assets
- $584,616
- Qualifying distributions
- $40,889
- Net investment income
- $56,784
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 STATE BANK AND TRUST PO Box 260, Monticello, IL 618560260 | TRUSTEE | 1 | $3,239 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST STATE BANK AND TRUST PO Box 260, Monticello, IL 618560260 | TRUSTEE | 1 | $4,254 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST STATE BANK AND TRUST PO Box 260, Monticello, IL 618560260 | TRUSTEE | 1 | $4,612 |
Address and contacts
- Address (IRS master file)
- PO BOX 260, MONTICELLO, IL 61856-0260
- In care of
- % FIRST STATE BANK AND TRUST
- Signed the 990-PF
- Nikki Mann, Trustee
- Phone
- (217) 762-9431
- Return prepared by
- Forvis Mazars LLP
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
- 37-6267420
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $448,440
- Income (IRS master file)
- $78,059
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $56,805 | $53,623 | $448,440 | IRS |
| 990-PF | December 2024 | $59,526 | $63,163 | $445,207 | IRS |
| 990-PF | December 2023 | $70,415 | $55,059 | $448,871 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 37-6267420).
Questions about GEORGE V & CORA A BETTS TRUST
- What is the EIN of GEORGE V & CORA A BETTS TRUST?
- The employer identification number (EIN) of GEORGE V & CORA A BETTS TRUST is 37-6267420.
- Is GEORGE V & CORA A BETTS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to GEORGE V & CORA A BETTS TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE V & CORA A BETTS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE V & CORA A BETTS 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 GEORGE V & CORA A BETTS 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 GEORGE V & CORA A BETTS TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,239 (FIRST STATE BANK AND TRUST, TRUSTEE).
- How much revenue does GEORGE V & CORA A BETTS TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $56,805, expenses of $53,623 and total assets of $448,440 at year end.
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