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Nonprofit · EIN 85-6253634

HARLAN K YATES AND WILMA J YATES CHARITABLE TRUST

Tax-exempt · FAIRFIELD, IL 62837

Financials

$13K$5K2023$7K$6K2024$36K$7K2025
Revenue Expenses · by fiscal year end
Financials of HARLAN K YATES AND WILMA J YATES CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$36,357$6,865$29,492$128,237$0$128,237
December 31, 2024990-PF$7,007$5,796$1,211$98,745$0$98,745
December 31, 2023990-PF$12,513$4,875$7,638$97,534$0$97,534
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$4,248
Interest
$190
Net gain from sales of assets
$31,919

Expenses

Grants and similar amounts paid
$4,426
Compensation of officers, directors and key employees
$1,416
Disbursements for charitable purposes
$5,371
Excise tax on investment income
$499

Balance sheet and other

Total assets, start of year
$98,745
Total assets, end of year
$128,237
Total liabilities, end of year
$0
Net assets, end of year
$128,237
Fair market value of assets
$146,857
Qualifying distributions
$5,371
Net investment income
$36,357

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
FAIRFIELD NATIONAL BANK
220 E MAIN ST, FAIRFIELD, IL 62837
TRUSTEE2$1,416
KYLE ROBSON
220 E MAIN ST, FAIRFIELD, IL 62837
ADVISORY COMMITTEE1$0
SHANNON HOSICK
220 E MAIN ST, FAIRFIELD, IL 62837
ADVISORY COMMITTEE1$0
JIMMY TAYLOR
220 E MAIN ST, FAIRFIELD, IL 62837
ADVISORY COMMITTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
FAIRFIELD NATIONAL BANK
220 E MAIN ST, FAIRFIELD, IL 62837
TRUSTEE2$1,044
KYLE ROBSON
220 E MAIN ST, FAIRFIELD, IL 62837
ADVISORY COMMITTEE1$0
SHANNON HOSICK
220 E MAIN ST, FAIRFIELD, IL 62837
ADVISORY COMMITTEE1$0
JIMMY TAYLOR
220 E MAIN ST, FAIRFIELD, IL 62837
ADVISORY COMMITTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
FAIRFIELD NATIONAL BANK
220 E MAIN ST, FAIRFIELD, IL 62837
TRUSTEE2$908
KYLE ROBSON
220 E MAIN ST, FAIRFIELD, IL 62837
ADVISORY COMMITTEE1$0
SHANNON HOSICK
220 E MAIN ST, FAIRFIELD, IL 62837
ADVISORY COMMITTEE1$0
JIMMY TAYLOR
220 E MAIN ST, FAIRFIELD, IL 62837
ADVISORY COMMITTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 429, FAIRFIELD, IL 62837-0429
In care of
% FAIRFIELD NATIONAL BANK TRUSTEE
Signed the 990-PF
RICHARD MONTGOMERY, TRUST OFFICER
Phone
(618) 842-2107
Return prepared by
FAIRFIELD NATIONAL BANK

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
85-6253634
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
Assets (IRS master file)
$128,237
Income (IRS master file)
$37,730

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$36,357$6,865$128,237IRS
990-PFDecember 2024$7,007$5,796$98,745IRS
990-PFDecember 2023$12,513$4,875$97,534XML
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 85-6253634).

Questions about HARLAN K YATES AND WILMA J YATES CHARITABLE TRUST

What is the EIN of HARLAN K YATES AND WILMA J YATES CHARITABLE TRUST?
The employer identification number (EIN) of HARLAN K YATES AND WILMA J YATES CHARITABLE TRUST is 85-6253634.
Is HARLAN K YATES AND WILMA J YATES CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to HARLAN K YATES AND WILMA J YATES CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HARLAN K YATES AND WILMA J YATES CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of HARLAN K YATES AND WILMA J YATES CHARITABLE 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 HARLAN K YATES AND WILMA J YATES CHARITABLE 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 HARLAN K YATES AND WILMA J YATES CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $1,416 (FAIRFIELD NATIONAL BANK, TRUSTEE).
How much revenue does HARLAN K YATES AND WILMA J YATES CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $36,357, expenses of $6,865 and total assets of $128,237 at year end.

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