Nonprofit · EIN 77-6226716
LILLIAN PEITZMAN PERPETUAL TRUST
Tax-exempt · OVERLAND PARK, KS 66211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $15,438 | $14,851 | $587 | $325,684 | $0 | $325,684 |
| December 31, 2024 | 990-PF | $35,770 | $16,748 | $19,022 | $325,096 | $0 | $325,096 |
| December 31, 2023 | 990-PF | $12,870 | $20,719 | -$7,849 | $306,152 | $0 | $306,152 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $12,686
- Net gain from sales of assets
- $2,748
- Other income
- $4
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,890
- Disbursements for charitable purposes
- $549
Balance sheet and other
- Total assets, start of year
- $325,096
- Total assets, end of year
- $325,684
- Total liabilities, end of year
- $0
- Net assets, end of year
- $325,684
- Fair market value of assets
- $545,658
- Qualifying distributions
- $549
- Net investment income
- $15,438
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST TRUST 5901 College Blvd Ste 100, OVERLAND PARK, KS 66211 | TRUSTEE | 2 | $2,890 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BMO BANK NA PO BOX 95672, CHICAGO, IL 60694 | PRIOR TRUSTEE | 2 | $4,129 |
| MIDWES TRUST CORPORATION 5901 College Blvd Ste 100, OVERLAND PARK, KS 66211 | TRUSTEE | 2 | $1,171 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BMO BANK N A PO BOX 95672, CHICAGO, IL 606945672 | TRUSTEE | 2 | $6,824 |
Address and contacts
- Address (IRS master file)
- 5901 COLLEGE BLVD STE 100, OVERLAND PARK, KS 66211-1834
- In care of
- % MIDWEST TR CO PRES
- Signed the 990-PF
- DAVID YOST, PRESIDENT
- Phone
- (913) 319-0300
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF 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
- 77-6226716
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $325,684
- Income (IRS master file)
- $15,438
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $15,438 | $14,851 | $325,684 | IRS |
| 990-PF | December 2024 | $35,770 | $16,748 | $325,096 | XML |
| 990-PF | December 2023 | $12,870 | $20,719 | $306,152 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 77-6226716).
Questions about LILLIAN PEITZMAN PERPETUAL TRUST
- What is the EIN of LILLIAN PEITZMAN PERPETUAL TRUST?
- The employer identification number (EIN) of LILLIAN PEITZMAN PERPETUAL TRUST is 77-6226716.
- Is LILLIAN PEITZMAN PERPETUAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does LILLIAN PEITZMAN PERPETUAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LILLIAN PEITZMAN PERPETUAL TRUST 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 LILLIAN PEITZMAN PERPETUAL TRUST 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 LILLIAN PEITZMAN PERPETUAL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,890 (MIDWEST TRUST, TRUSTEE).
- How much revenue does LILLIAN PEITZMAN PERPETUAL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $15,438, expenses of $14,851 and total assets of $325,684 at year end.
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