Nonprofit · EIN 42-6051558
W SEYMOUR LACY TRUST
Tax-exempt · IOWA CITY, IA 52244
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $221,803 | $185,429 | $36,374 | $2,733,270 | $0 | $2,733,270 |
| November 30, 2024 | 990-PF | $134,206 | $170,283 | -$36,077 | $2,696,896 | $0 | $2,696,896 |
| November 30, 2023 | 990-PF | -$368 | $188,690 | -$189,058 | $2,732,973 | $0 | $2,732,973 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $86,105
- Interest
- $4,773
- Net gain from sales of assets
- $124,747
- Other income
- $6,178
Expenses
- Grants and similar amounts paid
- $157,976
- Compensation of officers, directors and key employees
- $24,649
- Disbursements for charitable purposes
- $171,565
- Excise tax on investment income
- $2,890
Balance sheet and other
- Total assets, start of year
- $2,696,896
- Total assets, end of year
- $2,733,270
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,733,270
- Fair market value of assets
- $3,569,458
- Qualifying distributions
- $171,565
- Net investment income
- $221,803
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 |
|---|---|---|---|
| MIDWESTONE BANK PO BOX 1700, IOWA CITY, IA 52244 | TRUSTEE-BANK | 2 | $24,649 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK PO BOX 1700, IOWA CITY, IA 52244 | TRUSTEE-BANK | 2 | $22,769 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK PO BOX 1700, IOWA CITY, IA 52244 | TRUSTEE-BANK | 2 | $23,359 |
Address and contacts
- Address (IRS master file)
- PO BOX 1700, IOWA CITY, IA 52244-1700
- In care of
- % WELLS FARGO BANK
- Signed the 990-PF
- MIDWESTONE BANK, TRUSTEE-BANK VP
- Phone
- (319) 248-5146
- Return prepared by
- TDT CPAS AND ADVISORS PC
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
- 42-6051558
- 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
- 1991
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,733,270
- Income (IRS master file)
- $698,727
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $221,803 | $185,429 | $2,733,270 | XML |
| 990-PF | November 2024 | $134,206 | $170,283 | $2,696,896 | XML |
| 990-PF | November 2023 | -$368 | $188,690 | $2,732,973 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 42-6051558).
Questions about W SEYMOUR LACY TRUST
- What is the EIN of W SEYMOUR LACY TRUST?
- The employer identification number (EIN) of W SEYMOUR LACY TRUST is 42-6051558.
- Is W SEYMOUR LACY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to W SEYMOUR LACY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W SEYMOUR LACY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W SEYMOUR LACY TRUST 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 W SEYMOUR LACY TRUST 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 W SEYMOUR LACY TRUST?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $24,649 (MIDWESTONE BANK, TRUSTEE-BANK).
- How much revenue does W SEYMOUR LACY TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $221,803, expenses of $185,429 and total assets of $2,733,270 at year end.
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