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Nonprofit · EIN 51-0175613

LORD EDUCATIONAL FUND

Tax-exempt · SAINT PAUL, MN 55164

Financials

$78K$159K2022$194K$241K2023$478K$260K2024
Revenue Expenses · by fiscal year end
Financials of LORD EDUCATIONAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$478,261$260,061$218,200$3,918,217$0$3,918,217
September 30, 2024990-PF$194,492$240,645-$46,153$3,700,027$0$3,700,027
September 30, 2023990-PF$77,618$158,944-$81,326$3,833,031$0$3,833,031
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$157,373
Net gain from sales of assets
$320,733
Other income
$155

Expenses

Grants and similar amounts paid
$188,100
Compensation of officers, directors and key employees
$65,978
Disbursements for charitable purposes
$222,604
Excise tax on investment income
$6,171

Balance sheet and other

Total assets, start of year
$3,700,027
Total assets, end of year
$3,918,217
Total liabilities, end of year
$0
Net assets, end of year
$3,918,217
Fair market value of assets
$5,138,503
Qualifying distributions
$222,604
Net investment income
$478,214

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 64193, EAGAN, MN 55164
TRUSTEE1$65,978
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
US BANK NA
PO BOX 387, ST LOUIS, MO 63166
TRUSTEE1$63,147
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
US BANK NA
PO BOX 387, ST LOUIS, MO 63166
TRUSTEE1$58,408

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
In care of
% FIRST TRUST & SAVINGS BANK OF TAY
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(888) 265-7962
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
51-0175613
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
1975
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$3,918,217
Income (IRS master file)
$1,996,106

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$478,261$260,061$3,918,217XML
990-PFSeptember 2024$194,492$240,645$3,700,027XML
990-PFSeptember 2023$77,618$158,944$3,833,031XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2018–––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 51-0175613).

Questions about LORD EDUCATIONAL FUND

What is the EIN of LORD EDUCATIONAL FUND?
The employer identification number (EIN) of LORD EDUCATIONAL FUND is 51-0175613.
Is LORD EDUCATIONAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to LORD EDUCATIONAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LORD EDUCATIONAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of LORD EDUCATIONAL FUND due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LORD EDUCATIONAL FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of LORD EDUCATIONAL FUND?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $65,978 (US BANK N A, TRUSTEE).
How much revenue does LORD EDUCATIONAL FUND have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $478,261, expenses of $260,061 and total assets of $3,918,217 at year end.

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