Nonprofit · EIN 42-6088391
LOIS PORTERFIELD TROVILLO BURLINGTON MEMORIAL SCHOLARSHIP FU
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $27,973 | $8,747 | $19,226 | $305,381 | $0 | $305,381 |
| April 30, 2025 | 990-PF | $27,659 | $3,633 | $24,026 | $286,155 | $0 | $286,155 |
| April 30, 2024 | 990-PF | $19,644 | $3,608 | $16,036 | $262,129 | $0 | $262,129 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $10,875
- Interest
- $978
- Net gain from sales of assets
- $75
- Other income
- $16,045
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $3,480
- Disbursements for charitable purposes
- $4,232
- Excise tax on investment income
- $103
Balance sheet and other
- Total assets, start of year
- $286,155
- Total assets, end of year
- $305,381
- Total liabilities, end of year
- $0
- Net assets, end of year
- $305,381
- Fair market value of assets
- $378,181
- Qualifying distributions
- $4,232
- Net investment income
- $11,928
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK & TRUST 222 N MAIN ST, PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $3,480 |
| FIRST MID BANK & TRUST 222 N MAIN ST, PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $0 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK & TRUST 222 N MAIN ST, PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $2,639 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK & TRUST 222 N MAIN ST, PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $2,407 |
Address and contacts
- Address (IRS master file)
- PO BOX 728, BURLINGTON, IA 52601-0728
- In care of
- % TWO RIVERS BANK & TRUST
- Signed the 990-PF
- FIRST MID BANK TRUST, TRUSTEE
- Phone
- (319) 753-9130
- Return prepared by
- MENKE & COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6088391
- 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
- 1973
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $305,381
- Income (IRS master file)
- $49,973
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $27,973 | $8,747 | $305,381 | XML |
| 990-PF | April 2025 | $27,659 | $3,633 | $286,155 | XML |
| 990-PF | April 2024 | $19,644 | $3,608 | $262,129 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 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 42-6088391).
Questions about LOIS PORTERFIELD TROVILLO BURLINGTON MEMORIAL SCHOLARSHIP FU
- What is the EIN of LOIS PORTERFIELD TROVILLO BURLINGTON MEMORIAL SCHOLARSHIP FU?
- The employer identification number (EIN) of LOIS PORTERFIELD TROVILLO BURLINGTON MEMORIAL SCHOLARSHIP FU is 42-6088391.
- Is LOIS PORTERFIELD TROVILLO BURLINGTON MEMORIAL SCHOLARSHIP FU tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to LOIS PORTERFIELD TROVILLO BURLINGTON MEMORIAL SCHOLARSHIP FU tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOIS PORTERFIELD TROVILLO BURLINGTON MEMORIAL SCHOLARSHIP FU file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOIS PORTERFIELD TROVILLO BURLINGTON MEMORIAL SCHOLARSHIP FU due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOIS PORTERFIELD TROVILLO BURLINGTON MEMORIAL SCHOLARSHIP FU last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of LOIS PORTERFIELD TROVILLO BURLINGTON MEMORIAL SCHOLARSHIP FU?
- The 990-PF for the year ended April 30, 2026 lists 2 people; 1 received compensation from the organization, the highest $3,480 (TWO RIVERS BANK & TRUST, TRUSTEE).
- How much revenue does LOIS PORTERFIELD TROVILLO BURLINGTON MEMORIAL SCHOLARSHIP FU have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $27,973, expenses of $8,747 and total assets of $305,381 at year end.
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