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Nonprofit · EIN 47-6885307

WINONA LOWE CHARITABLE TR

Tax-exempt · NEW ORLEANS, LA 70139

Financials

$5K$41K2023$14K$33K2024$12K$6K2025
Revenue Expenses · by fiscal year end
Financials of WINONA LOWE CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$11,523$5,603$5,920$266,877$0$266,877
December 31, 2024990-PF$13,742$33,149-$19,407$260,924$0$260,924
December 31, 2023990-PF$4,522$40,602-$36,080$279,736$0$279,736
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$9,620
Net gain from sales of assets
$1,902
Other income
$1

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$4,105
Disbursements for charitable purposes
$2,027
Excise tax on investment income
$113

Balance sheet and other

Total assets, start of year
$260,924
Total assets, end of year
$266,877
Total liabilities, end of year
$0
Net assets, end of year
$266,877
Fair market value of assets
$308,864
Qualifying distributions
$2,027
Net investment income
$11,523

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.

NameTitleHours / weekCompensation
HANCOCK WHITNEY BANK
701 POYDRAS ST STE 3100, NEW ORLEANS, LA 701397727
TRUSTEE10$4,105
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
HANCOCK WHITNEY BANK
701 POYDRAS ST STE 3100, NEW ORLEANS, LA 701397727
TRUSTEE10$4,044
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
HANCOCK WHITNEY BANK
701 POYDRAS ST STE 3100, NEW ORLEANS, LA 701397727
TRUSTEE10$4,326

Address and contacts

Address (IRS master file)
701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-6001
In care of
% WHITNEY BANK DBA HANCOCK BANK TTE
Signed the 990-PF
HANCOCK WHITNEY BANK, TRUST TAX MGR
Phone
(504) 586-7421
Return prepared by
KPMG 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-6885307
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$266,877
Income (IRS master file)
$115,070

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$11,523$5,603$266,877IRS
990-PFDecember 2024$13,742$33,149$260,924IRS
990-PFDecember 2023$4,522$40,602$279,736XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 47-6885307).

Questions about WINONA LOWE CHARITABLE TR

What is the EIN of WINONA LOWE CHARITABLE TR?
The employer identification number (EIN) of WINONA LOWE CHARITABLE TR is 47-6885307.
Is WINONA LOWE CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to WINONA LOWE CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WINONA LOWE CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of WINONA LOWE CHARITABLE TR 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 WINONA LOWE CHARITABLE TR 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 WINONA LOWE CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,105 (HANCOCK WHITNEY BANK, TRUSTEE).
How much revenue does WINONA LOWE CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,523, expenses of $5,603 and total assets of $266,877 at year end.

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