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Nonprofit · EIN 48-1060065

THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST

Also known as DENISE C APT TTEE

Tax-exempt · IOLA, KS 66749

Financials

$117K$96K2023$104K$66K2024
Revenue Expenses · by fiscal year end
Financials of THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$103,929$66,341$37,588$946,566$0$946,566
December 31, 2023990-PF$116,567$96,141$20,426$945,098$0$945,098
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$16,219
Interest
$17,487
Net rental income
$13,844
Other income
$51,201

Expenses

Grants and similar amounts paid
$39,700
Compensation of officers, directors and key employees
$8,310
Disbursements for charitable purposes
$46,404
Excise tax on investment income
$436

Balance sheet and other

Total assets, start of year
$945,098
Total assets, end of year
$946,566
Total liabilities, end of year
$0
Net assets, end of year
$946,566
Fair market value of assets
$993,500
Qualifying distributions
$46,404
Net investment income
$49,793

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.

NameTitleHours / weekCompensation
LYDIA BAKER
PO BOX 327, IOLA, KS 66749
TRUSTEE0$2,770
DAVID ENSMINGER
PO BOX 327, IOLA, KS 66749
TRUSTEE0$2,770
KELCI BOTTS
P O BOX 327, IOLA, KS 66749
TRUSTEE0$2,770
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LYDIA BAKER
PO BOX 327, IOLA, KS 66749
TRUSTEE5$2,770
DAVID ENSMINGER
PO BOX 327, IOLA, KS 66749
TRUSTEE5$2,770
VIRGINIA L WARREN
1423 N WALNUT E RD, IOLA, KS 66748
BOOKKEEPER5$2,770
KELCI BOTTS
P O BOX 327, IOLA, KS 66749
TRUSTEE5$2,770

Address and contacts

Address (IRS master file)
PO BOX 327, IOLA, KS 66749-0327
Signed the 990-PF
LYDIA BAKER, TRUSTEE
Phone
(620) 365-3125
Return prepared by
JARRED GILMORE & PHILLIPS PA

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
48-1060065
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$946,566
Income (IRS master file)
$103,929

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$103,929$66,341$946,566XML
990-PFDecember 2023$116,567$96,141$945,098XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 48-1060065).

Questions about THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST

What is the EIN of THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST?
The employer identification number (EIN) of THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST is 48-1060065.
Is THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST 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 THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST 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 THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST?
The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $2,770 (LYDIA BAKER, TRUSTEE).
How much revenue does THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $103,929, expenses of $66,341 and total assets of $946,566 at year end.

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