Nonprofit · EIN 21-6016107
LYDIA B STOKES FOUNDATION
Tax-exempt · S BURLINGTON, VT 05403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $119,098 | $1,464,504 | -$1,345,406 | $2,264,343 | $0 | $2,264,343 |
| June 30, 2024 | 990-PF | $155,445 | $1,257,336 | -$1,101,891 | $3,609,749 | $0 | $3,609,749 |
| June 30, 2023 | 990-PF | $211,678 | $691,662 | -$479,984 | $4,711,640 | $0 | $4,711,640 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $86,114
- Net gain from sales of assets
- $57,708
- Other income
- -$24,724
Expenses
- Grants and similar amounts paid
- $1,415,691
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,428,750
- Excise tax on investment income
- $1,204
Balance sheet and other
- Total assets, start of year
- $3,609,749
- Total assets, end of year
- $2,264,343
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,264,343
- Fair market value of assets
- $2,269,277
- Qualifying distributions
- $1,428,750
- Net investment income
- $122,393
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY V DEREN 118 TILLEY DR SUITE 202, SOUTH BURLINGTON, VT 05403 | CO-TRUSTEE | 12 | $0 |
| THOMAS R WILLITS 118 TILLEY DR SUITE 202, SOUTH BURLINGTON, VT 05403 | CO-TRUSTEE | 8 | $0 |
| THALIA VENERABLE 118 TILLEY DR SUITE 202, SOUTH BURLINGTON, VT 05403 | CO-TRUSTEE | 2 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY V DEREN 118 TILLEY DR SUITE 202, SOUTH BURLINGTON, VT 05403 | CO-TRUSTEE | 12 | $0 |
| THOMAS R WILLITS 118 TILLEY DR SUITE 202, SOUTH BURLINGTON, VT 05403 | CO-TRUSTEE | 8 | $0 |
| THALIA VENERABLE 118 TILLEY DR SUITE 202, SOUTH BURLINGTON, VT 05403 | CO-TRUSTEE | 2 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY V DEREN 206 MAIN STREET SUITE 20, VERGENNES, VT 05491 | CO-TRUSTEE | 12 | $5,000 |
| THOMAS R WILLITS 206 MAIN STREET SUITE 20, VERGENNES, VT 05491 | CO-TRUSTEE | 8 | $5,000 |
| THALIA VENERABLE 206 MAIN STREET SUITE 20, VERGENNES, VT 05491 | CO-TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 118 TILLEY DR STE 202, S BURLINGTON, VT 05403-4450
- In care of
- % WALLACE W TAPIA P C
- Signed the 990-PF
- NANCY V DEREN, TRUSTEE
- Phone
- (802) 324-9270
- Website
- LYDIABSTOKESFOUNDATION.ORG
- Return prepared by
- MCSOLEY MCCOY & CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 21-6016107
- 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
- 1961
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,264,343
- Income (IRS master file)
- $169,153
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $119,098 | $1,464,504 | $2,264,343 | IRS |
| 990-PF | June 2024 | $155,445 | $1,257,336 | $3,609,749 | IRS |
| 990-PF | June 2023 | $211,678 | $691,662 | $4,711,640 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 21-6016107).
Questions about LYDIA B STOKES FOUNDATION
- What is the EIN of LYDIA B STOKES FOUNDATION?
- The employer identification number (EIN) of LYDIA B STOKES FOUNDATION is 21-6016107.
- Is LYDIA B STOKES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to LYDIA B STOKES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LYDIA B STOKES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LYDIA B STOKES FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LYDIA B STOKES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of LYDIA B STOKES FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LYDIA B STOKES FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $119,098, expenses of $1,464,504 and total assets of $2,264,343 at year end.
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