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Nonprofit · EIN 58-6456230

LILLIAN Y SACERDOTE TR ITEM 5 UW

Tax-exempt · COLUMBUS, GA 31902

Financials

$18K$7K2023$58K$43K2024$37K$28K2025
Revenue Expenses · by fiscal year end
Financials of LILLIAN Y SACERDOTE TR ITEM 5 UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$36,516$27,667$8,849$402,268$0$402,268
May 31, 2025990-PF$57,909$43,484$14,425$393,067$0$393,067
May 31, 2024990-PF$18,383$7,039$11,344$378,642$0$378,642
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$10,231
Interest
$239
Net gain from sales of assets
$26,046

Expenses

Grants and similar amounts paid
$19,674
Compensation of officers, directors and key employees
$4,248
Disbursements for charitable purposes
$23,048
Excise tax on investment income
$460

Balance sheet and other

Total assets, start of year
$393,067
Total assets, end of year
$402,268
Total liabilities, end of year
$0
Net assets, end of year
$402,268
Fair market value of assets
$445,526
Qualifying distributions
$23,048
Net investment income
$36,516

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
SYNOVUS TRUST CO NA
33 WEST 14TH ST 3RD FL, COLUMBUS, GA 31901
SUCCESSOR TRUSTEE1$4,248
990-PF for the year ended May 31, 2025: 1 people
NameTitleHours / weekCompensation
SYNOVUS TRUST CO NA
33 WEST 14TH ST 3RD FL, COLUMBUS, GA 31901
SUCCESSOR TRUSTEE1$4,154
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
SYNOVUS TRUST CO NA
1111 BAY AVE STE 402, COLUMBUS, GA 31901
SUCCESSOR TRUSTEE1$3,872

Address and contacts

Address (IRS master file)
PO BOX 23024, COLUMBUS, GA 31902-3024
In care of
% SYNOVUS TRUST
Signed the 990-PF
SYNOVUS TRUST COMPANY NA, SR. VP. FOR TRUSTEE
Phone
(706) 644-6294
Return prepared by
ROBINSON GRIMES & CO 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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
58-6456230
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
2006
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$393,067
Income (IRS master file)
$494,514

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$36,516$27,667$402,268XML
990-PFMay 2025$57,909$43,484$393,067IRS
990-PFMay 2024$18,383$7,039$378,642XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––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 58-6456230).

Questions about LILLIAN Y SACERDOTE TR ITEM 5 UW

What is the EIN of LILLIAN Y SACERDOTE TR ITEM 5 UW?
The employer identification number (EIN) of LILLIAN Y SACERDOTE TR ITEM 5 UW is 58-6456230.
Is LILLIAN Y SACERDOTE TR ITEM 5 UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to LILLIAN Y SACERDOTE TR ITEM 5 UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LILLIAN Y SACERDOTE TR ITEM 5 UW file?
Form 990-PF. Private foundations file every year.
When is the next return of LILLIAN Y SACERDOTE TR ITEM 5 UW due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LILLIAN Y SACERDOTE TR ITEM 5 UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of LILLIAN Y SACERDOTE TR ITEM 5 UW?
The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $4,248 (SYNOVUS TRUST CO NA, SUCCESSOR TRUSTEE).
How much revenue does LILLIAN Y SACERDOTE TR ITEM 5 UW have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $36,516, expenses of $27,667 and total assets of $402,268 at year end.

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