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Nonprofit · EIN 43-6689416

THE HARRY J LLOYD CHARITABLE TRUST

Tax-exempt · OVERLAND PARK, KS 66213

Financials

$37K$135K2023$62K$31K2024
Revenue Expenses · by fiscal year end
Financials of THE HARRY J LLOYD CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$62,122$31,120$31,002$1,516,550$0$1,516,550
December 31, 2023990-PF$37,026$134,555-$97,529$1,485,548$0$1,485,548
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$20,193
Interest
$37,929
Net rental income
$2,033

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$13,210
Excise tax on investment income
$586

Balance sheet and other

Total assets, start of year
$1,485,548
Total assets, end of year
$1,516,550
Total liabilities, end of year
$0
Net assets, end of year
$1,516,550
Fair market value of assets
$1,516,550
Qualifying distributions
$13,210
Net investment income
$58,122

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
JAMI KAY
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
DEMI LLOYD
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
JEANETTE LLOYD
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
SCOTT BOAN
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
HENRY KAY
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
JULIA KIERSZNOWSKI
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
KIM UHRICH
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
JAMI KAY
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
DEMI LLOYD
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
JEANETTE LLOYD
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
SCOTT BOAN
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
HENRY KAY
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
JULIA KIERSZNOWSKI
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0
KIM UHRICH
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213
TRUSTEE0.1$0

Address and contacts

Address (IRS master file)
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213-2813
In care of
% HARRY J LLOYD
Signed the 990-PF
JEANETTE LLOYD, TRUSTEE
Phone
(913) 851-2174
Return prepared by
BOAN CONNEALY & HOULEHAN LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
43-6689416
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
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,516,550
Income (IRS master file)
$62,122

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$62,122$31,120$1,516,550IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$37,026$134,555$1,485,548XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 43-6689416).

Questions about THE HARRY J LLOYD CHARITABLE TRUST

What is the EIN of THE HARRY J LLOYD CHARITABLE TRUST?
The employer identification number (EIN) of THE HARRY J LLOYD CHARITABLE TRUST is 43-6689416.
Is THE HARRY J LLOYD CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to THE HARRY J LLOYD CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE HARRY J LLOYD CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE HARRY J LLOYD CHARITABLE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE HARRY J LLOYD CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE HARRY J LLOYD CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does THE HARRY J LLOYD CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $62,122, expenses of $31,120 and total assets of $1,516,550 at year end.

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