Nonprofit · EIN 48-1060065
THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST
Also known as DENISE C APT TTEE
Tax-exempt · IOLA, KS 66749
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $103,929 | $66,341 | $37,588 | $946,566 | $0 | $946,566 |
| December 31, 2023 | 990-PF | $116,567 | $96,141 | $20,426 | $945,098 | $0 | $945,098 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $16,219
- Interest
- $17,487
- Net rental income
- $13,844
- Other income
- $51,201
Expenses
- Grants and similar amounts paid
- $39,700
- Compensation of officers, directors and key employees
- $8,310
- Disbursements for charitable purposes
- $46,404
- Excise tax on investment income
- $436
Balance sheet and other
- Total assets, start of year
- $945,098
- Total assets, end of year
- $946,566
- Total liabilities, end of year
- $0
- Net assets, end of year
- $946,566
- Fair market value of assets
- $993,500
- Qualifying distributions
- $46,404
- Net investment income
- $49,793
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYDIA BAKER PO BOX 327, IOLA, KS 66749 | TRUSTEE | 0 | $2,770 |
| DAVID ENSMINGER PO BOX 327, IOLA, KS 66749 | TRUSTEE | 0 | $2,770 |
| KELCI BOTTS P O BOX 327, IOLA, KS 66749 | TRUSTEE | 0 | $2,770 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYDIA BAKER PO BOX 327, IOLA, KS 66749 | TRUSTEE | 5 | $2,770 |
| DAVID ENSMINGER PO BOX 327, IOLA, KS 66749 | TRUSTEE | 5 | $2,770 |
| VIRGINIA L WARREN 1423 N WALNUT E RD, IOLA, KS 66748 | BOOKKEEPER | 5 | $2,770 |
| KELCI BOTTS P O BOX 327, IOLA, KS 66749 | TRUSTEE | 5 | $2,770 |
Address and contacts
- Address (IRS master file)
- PO BOX 327, IOLA, KS 66749-0327
- Signed the 990-PF
- LYDIA BAKER, TRUSTEE
- Phone
- (620) 365-3125
- Return prepared by
- JARRED GILMORE & PHILLIPS PA
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 48-1060065
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $946,566
- Income (IRS master file)
- $103,929
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $103,929 | $66,341 | $946,566 | XML |
| 990-PF | December 2023 | $116,567 | $96,141 | $945,098 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 48-1060065).
Questions about THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST
- What is the EIN of THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST?
- The employer identification number (EIN) of THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST is 48-1060065.
- Is THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LLOYD E AND KATHERINE S WINSLOW EDUCATION 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 LLOYD E AND KATHERINE S WINSLOW EDUCATION 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 LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $2,770 (LYDIA BAKER, TRUSTEE).
- How much revenue does THE LLOYD E AND KATHERINE S WINSLOW EDUCATION TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $103,929, expenses of $66,341 and total assets of $946,566 at year end.
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