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Nonprofit · EIN 73-6265839

J SYLVESTER & WALTER LACY MULLEN MEMORIAL CHARITABLE TRUST B

Also known as GWEN M TAFT TTEE

Tax-exempt · ARDMORE, OK 73402

Financials

$1.2M$977K2023$1.7M$918K2024$1.7M$852K2025
Revenue Expenses · by fiscal year end
Financials of J SYLVESTER & WALTER LACY MULLEN MEMORIAL CHARITABLE TRUST B by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,679,959$851,681$828,278$18,763,091$0$18,763,091
December 31, 2024990$1,697,570$917,530$780,040$17,930,626$0$17,930,626
December 31, 2023990$1,201,600$976,518$225,082$17,112,014$0$17,112,014
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$1,337,534
Royalties
$337,143
Net gain from sales of assets
$821,890
Other revenue
$342,425

Expenses

Grants and similar amounts paid
$759,836
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$813
Program services (functional)
$759,836
Management and general (functional)
$91,845

Balance sheet and other

Total assets, start of year
$17,930,626
Total assets, end of year
$18,763,091
Total liabilities, end of year
$0
Net assets, end of year
$18,763,091
Publicly traded securities
$17,751,774
Net assets without donor restrictions
$18,763,091
Gross receipts
$2,732,419
Employees
0
Year formed
1993
State of legal domicile
OK

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CITIZENS BANK & TRUST ANDREW HARLOWTRUSTEE
Institutional trustee
–$0
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CITIZENS BANK & TRUST ANDREW HARLOWTRUSTEE
Institutional trustee
–$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CITIZENS BANK & TRUST ANDREW HARLOWTRUSTEE
Institutional trustee
–$0

Address and contacts

Address (IRS master file)
PO BOX 277, ARDMORE, OK 73402-0277
In care of
% CITIZENS BANK & TRUST COMPANY
Principal officer (990 for 2025)
CITIZENS BANK & TRUST ANDREW HARLOW, 10 WEST MAIN ST, ARDMORE, OK 73401
Signed the 990
CITIZENS BANK TRUST, TRUSTEE
Phone
(580) 220-2753
Return prepared by
JACKSON FOX AND RICHARDSON PC

Mission

HOLD, MANAGE, AND INVEST TRUST ASSETS FOR THE BENEFIT OF TEN 501C3 ORGANIZATIONS IDENTIFIED BY THE DONOR IN HIS WILL.

990 for the year ended December 31, 2025

Program accomplishments

  • SUPPORTED TEN 501C3 ORGANIZATIONS NAMED IN THE DONOR'S TRUST AND WILL.
    Expenses $759,836 · grants $759,836

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
73-6265839
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$18,763,091
Income (IRS master file)
$2,732,419

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,679,959$851,681$18,763,091XML
990December 2024$1,697,570$917,530$17,930,626XML
990December 2023$1,201,600$976,518$17,112,014XML
990December 2022$1,340,704$1,118,988$16,925,772IRS
990December 2021–––IRS
990December 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 73-6265839).

Questions about J SYLVESTER & WALTER LACY MULLEN MEMORIAL CHARITABLE TRUST B

What is the EIN of J SYLVESTER & WALTER LACY MULLEN MEMORIAL CHARITABLE TRUST B?
The employer identification number (EIN) of J SYLVESTER & WALTER LACY MULLEN MEMORIAL CHARITABLE TRUST B is 73-6265839.
Is J SYLVESTER & WALTER LACY MULLEN MEMORIAL CHARITABLE TRUST B tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Which annual return does J SYLVESTER & WALTER LACY MULLEN MEMORIAL CHARITABLE TRUST B file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of J SYLVESTER & WALTER LACY MULLEN MEMORIAL CHARITABLE TRUST B 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 J SYLVESTER & WALTER LACY MULLEN MEMORIAL CHARITABLE TRUST B last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of J SYLVESTER & WALTER LACY MULLEN MEMORIAL CHARITABLE TRUST B?
The 990 for the year ended December 31, 2025 names CITIZENS BANK & TRUST ANDREW HARLOW.
Who are the officers and directors of J SYLVESTER & WALTER LACY MULLEN MEMORIAL CHARITABLE TRUST B?
The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does J SYLVESTER & WALTER LACY MULLEN MEMORIAL CHARITABLE TRUST B have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,679,959, expenses of $851,681 and total assets of $18,763,091 at year end.

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