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Nonprofit · EIN 37-6314386

I P AND LOLA ZIMMERLY EDUCATIONAL TRUST

Tax-exempt · PARIS, IL 61944

Financials

$10K$17K2023$8K$13K2024$32K$14K2025
Revenue Expenses · by fiscal year end
Financials of I P AND LOLA ZIMMERLY EDUCATIONAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$31,783$14,309$17,474$254,554$0$254,554
May 31, 2025990-PF$7,554$13,049-$5,495$237,080$0$237,080
May 31, 2024990-PF$9,508$16,575-$7,067$242,575$0$242,575
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$6,241
Interest
$544
Net gain from sales of assets
$24,998

Expenses

Grants and similar amounts paid
$9,000
Compensation of officers, directors and key employees
$4,176
Disbursements for charitable purposes
$12,221
Excise tax on investment income
$413

Balance sheet and other

Total assets, start of year
$237,080
Total assets, end of year
$254,554
Total liabilities, end of year
$0
Net assets, end of year
$254,554
Fair market value of assets
$296,526
Qualifying distributions
$12,221
Net investment income
$31,783

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
PROSPECT BANK
PO BOX 400, PARIS, IL 61944
TRUSTEE1$4,176
990-PF for the year ended May 31, 2025: 1 people
NameTitleHours / weekCompensation
PROSPECT BANK
PO BOX 400, PARIS, IL 61944
TRUSTEE1$3,943
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
PROSPECT BANK
PO BOX 400, PARIS, IL 61944
TRUSTEE1$3,651

Address and contacts

Address (IRS master file)
PO BOX 400, PARIS, IL 61944-0400
In care of
% CITIZENS NATIONAL BANK OF PARIS
Signed the 990-PF
PROSPECT BANK, TRUSTEE
Phone
(217) 465-4154
Return prepared by
LARSSON WOODYARD & HENSON 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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
37-6314386
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
1994
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$254,554
Income (IRS master file)
$106,417

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$31,783$14,309$254,554XML
990-PFMay 2025$7,554$13,049$237,080XML
990-PFMay 2024$9,508$16,575$242,575XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2020–––IRS
990-PFMay 2019–––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 37-6314386).

Questions about I P AND LOLA ZIMMERLY EDUCATIONAL TRUST

What is the EIN of I P AND LOLA ZIMMERLY EDUCATIONAL TRUST?
The employer identification number (EIN) of I P AND LOLA ZIMMERLY EDUCATIONAL TRUST is 37-6314386.
Is I P AND LOLA ZIMMERLY EDUCATIONAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to I P AND LOLA ZIMMERLY EDUCATIONAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does I P AND LOLA ZIMMERLY EDUCATIONAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of I P AND LOLA ZIMMERLY EDUCATIONAL TRUST due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did I P AND LOLA ZIMMERLY EDUCATIONAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of I P AND LOLA ZIMMERLY EDUCATIONAL TRUST?
The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $4,176 (PROSPECT BANK, TRUSTEE).
How much revenue does I P AND LOLA ZIMMERLY EDUCATIONAL TRUST have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $31,783, expenses of $14,309 and total assets of $254,554 at year end.

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