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Nonprofit · EIN 31-6271680

JOHN T AND ADA M DIEDERICH EDUCATIONAL TRUST

Tax-exempt · LEXINGTON, KY 40507

Financials

$13K$213K2023$247K$291K2024$282K$296K2025
Revenue Expenses · by fiscal year end
Financials of JOHN T AND ADA M DIEDERICH EDUCATIONAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$282,191$295,694-$13,503$2,878,170$0$2,878,170
December 31, 2024990-PF$247,405$290,584-$43,179$2,892,819$0$2,892,819
December 31, 2023990-PF$13,100$213,369-$200,269$2,936,678$0$2,936,678
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$83,105
Net gain from sales of assets
$199,086

Expenses

Grants and similar amounts paid
$200,607
Compensation of officers, directors and key employees
$79,277
Disbursements for charitable purposes
$246,076
Excise tax on investment income
$3,276

Balance sheet and other

Total assets, start of year
$2,892,819
Total assets, end of year
$2,878,170
Total liabilities, end of year
$0
Net assets, end of year
$2,878,170
Fair market value of assets
$5,277,686
Qualifying distributions
$246,076
Net investment income
$281,557

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
Jennifer Templeton
100 E VINE STREET - SUITE 501, LEXINGTON, KY 40507
OFFICER20$45,000
COMMUNITY TRUST & INVESTMENT CO
100 E VINE STREET - SUITE 501, LEXINGTON, KY 40507
TRUSTEE (CURRENT)2$34,277
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
Jennifer Templeton
100 E VINE STREET - SUITE 501, LEXINGTON, KY 40507
OFFICER20$45,000
COMMUNITY TRUST & INVESTMENT CO
100 E VINE STREET - SUITE 501, LEXINGTON, KY 40507
TRUSTEE (CURRENT)2$32,440
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Jennifer Templeton
100 E VINE STREET - SUITE 501, LEXINGTON, KY 40507
OFFICER20$45,000
COMMUNITY TRUST & INVESTMENT CO
100 E VINE STREET - SUITE 501, LEXINGTON, KY 40507
TRUSTEE (CURRENT)2$28,826

Address and contacts

Address (IRS master file)
301 E MAIN ST STE 300, LEXINGTON, KY 40507-1507
In care of
% PNC BANK NA
Signed the 990-PF
ROBERT STADELMAN, SENIOR VICE PRE
Phone
(859) 879-5435
Return prepared by
RELIANCE INTEGRATED SOLUTIONS LLC

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
31-6271680
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
1985
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,878,170
Income (IRS master file)
$1,175,087

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$282,191$295,694$2,878,170IRS
990-PFDecember 2024$247,405$290,584$2,892,819IRS
990-PFDecember 2023$13,100$213,369$2,936,678XML
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 31-6271680).

Questions about JOHN T AND ADA M DIEDERICH EDUCATIONAL TRUST

What is the EIN of JOHN T AND ADA M DIEDERICH EDUCATIONAL TRUST?
The employer identification number (EIN) of JOHN T AND ADA M DIEDERICH EDUCATIONAL TRUST is 31-6271680.
Is JOHN T AND ADA M DIEDERICH EDUCATIONAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to JOHN T AND ADA M DIEDERICH EDUCATIONAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN T AND ADA M DIEDERICH EDUCATIONAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN T AND ADA M DIEDERICH EDUCATIONAL 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 JOHN T AND ADA M DIEDERICH EDUCATIONAL 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 JOHN T AND ADA M DIEDERICH EDUCATIONAL TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $45,000 (Jennifer Templeton, OFFICER).
How much revenue does JOHN T AND ADA M DIEDERICH EDUCATIONAL TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $282,191, expenses of $295,694 and total assets of $2,878,170 at year end.

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