Virginia Milligan Tr

Hamilton, OH
EIN: 35-6508454

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$3.19k (2023)

Expenses

$6.41k (2023)

Total Assets

$79k (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$3,189

Expenses

$6,410

Net Income

-$3,221

Net Assets

$79,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$80	2.5%
Dividends	$2,050	64.3%
Sales of Assets	$1,059	33.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,976	77.6%
Compensation of Officers*	$1,593	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$79,002
Total Liabilities	$0
Net Assets	$79,002

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$1,343	$0
Mike Leonhard (Trustee)	$125	$0
Hope Pearson (Trustee)	$125	$0

990-PF

Filed on March 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$1,994

Expenses

$6,928

Net Income

-$4,934

Net Assets

$82,228

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	2.0%
Dividends	$1,813	90.9%
Sales of Assets	$141	7.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,469	78.9%
Compensation of Officers*	$1,621	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$82,228
Total Liabilities	$0
Net Assets	$82,228

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$1,371	$0
Mike Leonhard (Trustee)	$125	$0
Hope Pearson (Trustee)	$125	$0

990-PF

Filed on April 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$4,789

Expenses

$6,361

Net Income

-$1,572

Net Assets

$87,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$2,080	43.4%
Sales of Assets	$2,708	56.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,579	72.0%
Compensation of Officers*	$1,649	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$87,166
Total Liabilities	$0
Net Assets	$87,166

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$1,399	$0
Mike Leonhard (Trustee)	$125	$0
Hope Pearson (Trustee)	$125	$0

990-PF

Filed on April 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$12,761

Expenses

$5,224

Net Income

$7,537

Net Assets

$88,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.1%
Dividends	$1,683	13.2%
Sales of Assets	$11,066	86.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,823	73.2%
Compensation of Officers*	$1,516	29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$88,735
Total Liabilities	$1
Net Assets	$88,734

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$1,266	$0
Mike Leonhard (Trustee)	$125	$0
Hope Pearson (Trustee)	$125	$0

990-PF

Filed on May 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$2,276

Expenses

$3,621

Net Income

-$1,345

Net Assets

$81,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53	2.3%
Dividends	$1,991	87.5%
Sales of Assets	$222	9.8%
Other Income	$10	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,091	57.7%
Compensation of Officers*	$1,573	43.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$81,197
Total Liabilities	$1
Net Assets	$81,196

Compensation

Key Employees and Officers	Compensation	Other
First Financail Bank (Trustee)	$1,573	$0
Mike Leonhard (Trustee)	$0	$0
Jane Gillum (Trustee)	$0	$0
Hope Pearson (Trustee)	$0	$0

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990-PF

Filed on April 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$14,179

Expenses

$4,458

Net Income

$9,721

Net Assets

$82,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,141	50.4%
Interest Revenue	$0
Dividends	$1,445	10.2%
Sales of Assets	$5,593	39.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,108	69.7%
Compensation of Officers*	$1,476	33.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$82,541
Total Liabilities	$0
Net Assets	$82,541

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$629	$0
Mainsource Bank (Trustee)	$597	$0
Mike Leonhard (Trustee)	$125	$0
Hope Pearson (Trustee)	$125	$0
Jane Gillum (Trustee)	$0	$0

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990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$2,261

Expenses

$6,643

Net Income

-$4,382

Net Assets

$72,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,512	66.9%
Sales of Assets	$749	33.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,334	80.3%
Compensation of Officers*	$1,438	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$72,820
Total Liabilities	$0
Net Assets	$72,820

Compensation

Key Employees and Officers	Compensation	Other
Mainsource Bank (Trustee)	$1,188	$0
Mike Leonhard (Trustee)	$125	$0
Hope Pearson (Trustee)	$125	$0
Jane Gillum (Trustee)	$0	$0

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990-PF

Filed on May 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$2,642

Expenses

$6,413

Net Income

-$3,771

Net Assets

$77,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,694	64.1%
Sales of Assets	$948	35.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,201	81.1%
Compensation of Officers*	$1,315	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$77,202
Total Liabilities	$0
Net Assets	$77,202

Compensation

Key Employees and Officers	Compensation	Other
Mainsource Bank (Trustee)	$1,190	$0
Mike Leonhard (Trustee)	$125	$0
Jane Gillum (Trustee)	$0	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$4,097

Expenses

$6,447

Net Income

-$2,350

Net Assets

$80,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,669	40.7%
Sales of Assets	$2,428	59.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,159	80.0%
Compensation of Officers*	$1,391	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$80,973
Total Liabilities	$0
Net Assets	$80,973

Compensation

Key Employees and Officers	Compensation	Other
Mainsource Bank (Trustee)	$1,266	$0
Mike Leonhard (Trustee)	$125	$0
Jane Gillum (Trustee)	$0	$0

990-PF

Filed on April 29, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$4,886

Expenses

$6,467

Net Income

-$1,581

Net Assets

$83,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,015	41.2%
Sales of Assets	$2,871	58.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,123	79.2%
Compensation of Officers*	$1,428	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$83,323
Total Liabilities	$0
Net Assets	$83,323

Compensation

Key Employees and Officers	Compensation	Other
Mainsource Bank (Trustee)	$1,303	$0
Mike Leonhard (Trustee)	$125	$0
Jane Gillum (Trustee)	$0	$0

990-PF

Filed on May 4, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$4,317

Expenses

$4,750

Net Income

-$433

Net Assets

$84,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,780	41.2%
Sales of Assets	$2,537	58.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,343	70.4%
Compensation of Officers*	$1,529	32.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$84,780
Total Liabilities	$0
Net Assets	$84,780

Compensation

Key Employees and Officers	Compensation	Other
Mainsource Bank (Trustee)	$1,279	$0
Mike Leonhard (Trustee)	$125	$0
Jane Gillum (Trustee)	$125	$0

990-PF

Filed on April 30, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$2,869

Expenses

$2,220

Net Income

$649

Net Assets

$85,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,723	60.1%
Sales of Assets	$1,146	39.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$858	38.6%
Compensation of Officers*	$1,481	66.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$85,339
Total Liabilities	$1
Net Assets	$85,338

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,136

Expenses

$6,623

Net Income

-$2,487

Net Assets

$84,557

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,131	51.5%
Sales of Assets	$2,004	48.5%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,327	80.4%
Compensation of Officers*	$1,425	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$84,558
Total Liabilities	$1
Net Assets	$84,557

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated September 25, 2025

Virginia Milligan Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.19k (2023)

Expenses $6.41k (2023)

Total Assets $79k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$3.19k (2023)

Expenses

$6.41k (2023)

Total Assets

$79k (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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2019

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2018

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2017

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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