Civic Intelligence

Arthur a and Bessie E Perry Memorial Trust

990PF • Fiscal year 2025 • EIN 37-6297420

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 10, 2025

Organization Profile
PO Box 529Mattoon, IL 61938

(314) 818-6571

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • <$500k nonprofits • Source year 2025

Net Margin

1st percentile

-11837%

Higher net margin than 1% of similar nonprofits.

2025 filings • <$500k nonprofits • Source year 2025

Top Officer Pay

86th percentile

$7,931

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 1963.1% of source-year revenue.

2025 filings • <$500k nonprofits • Source year 2025

Asset Growth

29th percentile

-9.4%

Faster asset growth than 29% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$462,289

Down $47,823 (-9.4%) from 2024

Net Assets

Down

$462,289

Down $47,823 (-9.4%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin1st percentile

Revenue

Down

$404

Down $26,902 (-99%) from 2024

Expenses

Up

$48,227

Up $38,201 (+381%) from 2024

Net Income

Down

-$47,823

Down $65,103 (-377%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2012: $595,713Liabilities 2012: $02012Assets 2013: $585,748Liabilities 2013: $02013Assets 2014: $602,219Liabilities 2014: $02014Assets 2015: $591,667Liabilities 2015: $02015Assets 2016: $571,234Liabilities 2016: $02016Assets 2020: $555,641Liabilities 2020: $02020Assets 2021: $554,839Liabilities 2021: $1Net Assets 2021: $554,8392021Assets 2022: $555,282Liabilities 2022: $1Net Assets 2022: $555,2822022Assets 2023: $492,832Liabilities 2023: $1Net Assets 2023: $492,8322023Assets 2024: $510,112Liabilities 2024: $1Net Assets 2024: $510,1122024Assets 2025: $462,289Liabilities 2025: $0Net Assets 2025: $462,2892025

Highlighted filing

2025

Assets$462,289
Liabilities$0
Net Assets$462,289
Open 2025 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2012: $28,397Expenses 2012: $34,574Net Income 2012: -$6,1772012Revenue 2013: $25,056Expenses 2013: $35,021Net Income 2013: -$9,9652013Revenue 2014: $51,698Expenses 2014: $35,227Net Income 2014: $16,4712014Revenue 2015: $26,430Expenses 2015: $36,982Net Income 2015: -$10,5522015Revenue 2016: $14,724Expenses 2016: $35,157Net Income 2016: -$20,4332016Revenue 2020: $17,295Expenses 2020: $34,088Net Income 2020: -$16,7932020Revenue 2021: $9,509Expenses 2021: $10,311Net Income 2021: -$8022021Revenue 2022: $37,529Expenses 2022: $37,086Net Income 2022: $4432022Revenue 2023: $12,513Expenses 2023: $74,963Net Income 2023: -$62,4502023Revenue 2024: $27,306Expenses 2024: $10,026Net Income 2024: $17,2802024Revenue 2025: $404Expenses 2025: $48,227Net Income 2025: -$47,8232025

Highlighted filing

2025

Revenue$404
Expenses$48,227
Net Income-$47,823
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,931-$7,931
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSARAH BUSH LINCOLN HEALTH SYSTEMORGANIZATION OPERATING EXPENSES501(C)(3)MATTOON, IL, US$37,600
Filing and Contact Details

Filer

Filer Name
Arthur & Bessie Perry Mem Trust
EIN
37-6297420
Phone
3148186571
Address
PO BOX 529, MATTOON, IL 61938

Signing Officer

Name
First Mid Wealth Mgmt Co Truste
Title
Trustee
Phone
2172580459
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Doehring Winders & Co Llp
Address
1601 LAFAYETTE AVE, MATTOON, IL 61938-3925
Preparer
Robert E Arnholt CPA
Phone
2172350377
Raw XML Appendix271 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01575
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0256491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt157438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt219497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt312768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt420769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt514065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt615040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt753209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DODGE & COX STOCK FUND 145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FEDERATED HERMES TTL RETURN BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2METROPOLITAN WEST TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PRINCIPAL HIGH YIELD INST 4585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4WILLIAM BLAIR EMERGING MKTS GROWTH I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BRANDYWINE GLOBAL HIGH YLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CAUSEWAY EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CAUSEWAY INT'L VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CULLEN EMERGING MARKETS HIGH DIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AMERICAN FUNDS-EUROPACIFIC GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10MATTHEWS EM SM COMS INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD MID CAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD SMALL CAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD 500 INDEX FUND 40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0253831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt158009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt313115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt426415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt524879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt623188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7135502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt021267
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-20863
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0404
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0404
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05948
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01983
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07931
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt037600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt037600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021267
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021267
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-47823
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0310109
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-20863
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt018522
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0237
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0596
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt045123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048227
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt021267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0404
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07523
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02745
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt026342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1304630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-23269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-23269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2281361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG TERM CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-20863
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-47823
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0462289
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0510112
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0462289
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028685
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028685
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028685
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028942
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0257
IRS990PF/DistributableAmountGrp/TotalTaxAmt0257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0257
IRS990PF/FMVAssetsEOYAmt0579357
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0775706
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0754843
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0496283
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0449277
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0566345
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-265594
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-292554
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013829
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013012
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013012
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0510112
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0462289
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0579357
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0510112
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0462289
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0510112
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0462289
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0587656
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021068
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0566588
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08815
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028942
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0578841
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0587656
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0FIRST MID WEALTH MGMT CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07931
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 529
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MATTOON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd061938
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt045123
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt045123
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 529
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MATTOON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd061938
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NEAL TASCH
IRS990PF/StatementsRegardingActyGrp/PhoneNum03148186571
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TRUSTEE FEES - 5,948 LEGAL AND ACCOUNTING FEES - 1,575
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0DONATIONS TO QUALIFIED CHARITIES - SEE PART XIV
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt07523
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt037600
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt037600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ORGANIZATION OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SARAH BUSH LINCOLN HEALTH SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 HEALTH CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MATTOON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061938
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028685
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012526
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028685
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03912
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03912
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045123
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03912
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03912
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012526
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt1344
TaxesSchedule/TaxesDetail/Amt2237
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0237
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST MID WEALTH MGMT CO TRUSTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02172580459
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARTHUR & BESSIE PERRY MEM TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST MID WEALTH MGMT COTRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0ARTH
ReturnHeader/Filer/EIN0376297420
ReturnHeader/Filer/PhoneNum03148186571
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 529
ReturnHeader/Filer/USAddress/CityNm0MATTOON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061938
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371206717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOEHRING WINDERS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 LAFAYETTE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTOON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0619383925
ReturnHeader/PreparerPersonGrp/PhoneNum02172350377
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E ARNHOLT CPA
ReturnHeader/ReturnTs02025-11-10T15:52:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$462,289
Liabilities
$0
Net assets
$462,289
Revenue
$404
Expenses
$48,227
Net income
-$47,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.00$0.48$0.48
2024Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.27$0.10$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.13$0.75$0.62
2022Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.38$0.37$0.00
2021Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.10$0.10$0.01
2020Summary only. Only limited summary data is available for this year.$5.56$0.00$0.17$0.34$0.17
2016Summary only. Only limited summary data is available for this year.$5.71$0.00$0.15$0.35$0.20
2015Summary only. Only limited summary data is available for this year.$5.92$0.00$0.26$0.37$0.11
2014Summary only. Only limited summary data is available for this year.$6.02$0.00$0.52$0.35$0.16
2013Summary only. Only limited summary data is available for this year.$5.86$0.00$0.25$0.35$0.10
2012Summary only. Only limited summary data is available for this year.$5.96$0.00$0.28$0.35$0.06