Nonprofit · EIN 34-2027326
WILLIAM E & MARY C LEE TRUST THE GAREN WILLIAM LEE MEMORIAL FUND
Tax-exempt · SMITH CENTER, KS 66967
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $5,835 | $8,728 | -$2,893 | $103,605 | $0 | $103,605 |
| November 30, 2024 | 990-PF | $6,066 | $8,079 | -$2,013 | $106,495 | $0 | $106,495 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $2,530
- Interest
- $2,821
- Net gain from sales of assets
- $484
Expenses
- Grants and similar amounts paid
- $6,725
- Compensation of officers, directors and key employees
- $1,438
- Disbursements for charitable purposes
- $7,316
- Excise tax on investment income
- $62
Balance sheet and other
- Total assets, start of year
- $106,495
- Total assets, end of year
- $103,605
- Total liabilities, end of year
- $0
- Net assets, end of year
- $103,605
- Fair market value of assets
- $160,254
- Qualifying distributions
- $7,316
- Net investment income
- $5,835
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE PEOPLES BANK PO BOX 307, SMITH CENTER, KS 669670307 | TRUSTEE | 1 | $1,438 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE PEOPLES BANK PO BOX 307, SMITH CENTER, KS 669670307 | TRUSTEE | 1 | $1,238 |
Address and contacts
- Address (IRS master file)
- PO BOX 307, SMITH CENTER, KS 66967-0307
- In care of
- % THE PEOPLES BANK
- Signed the 990-PF
- THE PEOPLES BANK, TRUSTEE
- Phone
- (785) 282-6682
- Return prepared by
- GAREN L KUHLMANN CPA CHTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 34-2027326
- 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
- 2007
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $103,605
- Income (IRS master file)
- $8,323
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $5,835 | $8,728 | $103,605 | XML |
| 990-PF | November 2024 | $6,066 | $8,079 | $106,495 | XML |
| 990-PF | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 34-2027326).
Questions about WILLIAM E & MARY C LEE TRUST THE GAREN WILLIAM LEE MEMORIAL FUND
- What is the EIN of WILLIAM E & MARY C LEE TRUST THE GAREN WILLIAM LEE MEMORIAL FUND?
- The employer identification number (EIN) of WILLIAM E & MARY C LEE TRUST THE GAREN WILLIAM LEE MEMORIAL FUND is 34-2027326.
- Is WILLIAM E & MARY C LEE TRUST THE GAREN WILLIAM LEE MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to WILLIAM E & MARY C LEE TRUST THE GAREN WILLIAM LEE MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM E & MARY C LEE TRUST THE GAREN WILLIAM LEE MEMORIAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM E & MARY C LEE TRUST THE GAREN WILLIAM LEE MEMORIAL FUND due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM E & MARY C LEE TRUST THE GAREN WILLIAM LEE MEMORIAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of WILLIAM E & MARY C LEE TRUST THE GAREN WILLIAM LEE MEMORIAL FUND?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,438 (THE PEOPLES BANK, TRUSTEE).
- How much revenue does WILLIAM E & MARY C LEE TRUST THE GAREN WILLIAM LEE MEMORIAL FUND have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $5,835, expenses of $8,728 and total assets of $103,605 at year end.
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All nonprofits in SMITH CENTER · Kansas · Philanthropy, voluntarism and grantmaking foundations