Nonprofit · EIN 20-6416083
LYLA M LYNCH TR
Tax-exempt · WINTERSET, IA 50273
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $80,899 | $71,113 | $9,786 | $951,412 | $0 | $951,412 |
| December 31, 2023 | 990-PF | $55,253 | $68,758 | -$13,505 | $940,300 | $0 | $940,300 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $36,351
- Interest
- $13,127
- Net gain from sales of assets
- $31,421
Expenses
- Grants and similar amounts paid
- $58,000
- Compensation of officers, directors and key employees
- $11,033
- Disbursements for charitable purposes
- $70,506
- Excise tax on investment income
- $951
Balance sheet and other
- Total assets, start of year
- $940,300
- Total assets, end of year
- $951,412
- Total liabilities, end of year
- $0
- Net assets, end of year
- $951,412
- Fair market value of assets
- $1,555,810
- Qualifying distributions
- $70,506
- Net investment income
- $80,899
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FARMERS MERCHANTS STATE BANK PO BOX 29, WINTERSET, IA 50273 | Trustee | 1 | $10,783 |
| JERROLD B OLIVER PO BOX 230, WINTERSET, IA 50273 | Trustee | 1 | $250 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FARMERS MERCHANTS STATE BANK PO BOX 29, WINTERSET, IA 50273 | Trustee | 1 | $10,113 |
| JERROLD B OLIVER PO BOX 230, WINTERSET, IA 50273 | Trustee | 1 | $250 |
Address and contacts
- Address (IRS master file)
- PO BOX 230, WINTERSET, IA 50273-0230
- In care of
- % JERROLD B OLIVER
- Signed the 990-PF
- JERROLD B OLIVER, Trustee
- Phone
- (515) 462-3731
- Return prepared by
- Jordan Oliver Walters & Smith PC
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 | Not 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
- 20-6416083
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $951,412
- Income (IRS master file)
- $82,850
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $80,899 | $71,113 | $951,412 | XML |
| 990-PF | December 2023 | $55,253 | $68,758 | $940,300 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 20-6416083).
Questions about LYLA M LYNCH TR
- What is the EIN of LYLA M LYNCH TR?
- The employer identification number (EIN) of LYLA M LYNCH TR is 20-6416083.
- Is LYLA M LYNCH TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to LYLA M LYNCH TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LYLA M LYNCH TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LYLA M LYNCH TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LYLA M LYNCH TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LYLA M LYNCH TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $10,783 (FARMERS MERCHANTS STATE BANK, Trustee).
- How much revenue does LYLA M LYNCH TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $80,899, expenses of $71,113 and total assets of $951,412 at year end.
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