Nonprofit · EIN 36-3534360
KENNETH & LEONA LARRANCE SCHLRSHP TRUST
Tax-exempt · LAKELAND, FL 33803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $107,162 | $82,963 | $24,199 | $1,431,391 | $768,609 | $662,782 |
| December 31, 2024 | 990-PF | $87,099 | $78,449 | $8,650 | $1,301,225 | $661,401 | $639,824 |
| December 31, 2023 | 990-PF | $51,162 | $69,682 | -$18,520 | $1,221,379 | $589,210 | $632,169 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $30,132
- Net gain from sales of assets
- $77,030
Expenses
- Grants and similar amounts paid
- $65,077
- Disbursements for charitable purposes
- $65,077
- Excise tax on investment income
- $1,241
Balance sheet and other
- Total assets, start of year
- $1,301,225
- Total assets, end of year
- $1,431,391
- Total liabilities, end of year
- $768,609
- Net assets, end of year
- $662,782
- Fair market value of assets
- $1,431,391
- Qualifying distributions
- $65,077
- Net investment income
- $107,162
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS BANK TRUST P O BOX 3400, LAKE WALES, FL 33859 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS BANK TRUST P O BOX 3400, LAKE WALES, FL 33859 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS BANK TRUST P O BOX 3400, LAKE WALES, FL 33859 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1825 E EDGEWOOD DR, LAKELAND, FL 33803-3413
- In care of
- % FRIEDMAN GOLDBERG & MINTL
- Signed the 990-PF
- CITIZENS BANK TRUST, TRUSTEE
- Phone
- (863) 686-5602
- Return prepared by
- BUNTING TRIPP & INGLEY 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-3534360
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,431,391
- Income (IRS master file)
- $202,147
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $107,162 | $82,963 | $1,431,391 | IRS |
| 990-PF | December 2024 | $87,099 | $78,449 | $1,301,225 | XML |
| 990-PF | December 2023 | $51,162 | $69,682 | $1,221,379 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 36-3534360).
Questions about KENNETH & LEONA LARRANCE SCHLRSHP TRUST
- What is the EIN of KENNETH & LEONA LARRANCE SCHLRSHP TRUST?
- The employer identification number (EIN) of KENNETH & LEONA LARRANCE SCHLRSHP TRUST is 36-3534360.
- Is KENNETH & LEONA LARRANCE SCHLRSHP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to KENNETH & LEONA LARRANCE SCHLRSHP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KENNETH & LEONA LARRANCE SCHLRSHP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KENNETH & LEONA LARRANCE SCHLRSHP 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 KENNETH & LEONA LARRANCE SCHLRSHP 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 KENNETH & LEONA LARRANCE SCHLRSHP TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does KENNETH & LEONA LARRANCE SCHLRSHP TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $107,162, expenses of $82,963 and total assets of $1,431,391 at year end.
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