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Nonprofit · EIN 84-1494001

THE EDNA A@LAYTON TRUST

Tax-exempt · BILLINGS, MT 59116

Financials

$19K$35K2023$52K$18K2024$37K$19K2025
Revenue Expenses · by fiscal year end
Financials of THE EDNA A@LAYTON TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$36,700$19,098$17,602$603,862$0$603,862
March 31, 2025990-PF$52,113$18,165$33,948$586,407$0$586,407
March 31, 2024990-PF$19,402$34,928-$15,526$555,222$0$555,222
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$18,588
Net gain from sales of assets
$18,112

Expenses

Grants and similar amounts paid
$6,500
Compensation of officers, directors and key employees
$9,891
Disbursements for charitable purposes
$10,346
Excise tax on investment income
$402

Balance sheet and other

Total assets, start of year
$586,407
Total assets, end of year
$603,862
Total liabilities, end of year
$0
Net assets, end of year
$603,862
Fair market value of assets
$720,429
Qualifying distributions
$10,346
Net investment income
$36,700

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
FIRST INTERSTATE BANK
215 UNION BLVD SUITE 150, LAKEWOOD, CO 80228
TRUSTEE1$9,891
990-PF for the year ended March 31, 2025: 1 people
NameTitleHours / weekCompensation
FIRST INTERSTATE BANK
215 UNION BLVD SUITE 150, LAKEWOOD, CO 80228
TRUSTEE1$9,393
990-PF for the year ended March 31, 2024: 1 people
NameTitleHours / weekCompensation
FIRST INTERSTATE BANK
215 UNION BLVD SUITE 150, LAKEWOOD, CO 80228
TRUSTEE1$7,495

Address and contacts

Address (IRS master file)
PO BOX 30918, BILLINGS, MT 59116-0918
In care of
% THE FIRST NATIONAL BANK OF LONGMO
Signed the 990-PF
DEBRA UECKER, VP
Phone
(303) 223-7722
Return prepared by
ERNST & YOUNG US 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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
84-1494001
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
2000
Accounting year ends
March
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$603,862
Income (IRS master file)
$131,458

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$36,700$19,098$603,862XML
990-PFMarch 2025$52,113$18,165$586,407XML
990-PFMarch 2024$19,402$34,928$555,222XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 2019–––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 84-1494001).

Questions about THE EDNA A@LAYTON TRUST

What is the EIN of THE EDNA A@LAYTON TRUST?
The employer identification number (EIN) of THE EDNA A@LAYTON TRUST is 84-1494001.
Is THE EDNA A@LAYTON TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to THE EDNA A@LAYTON TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE EDNA A@LAYTON TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE EDNA A@LAYTON TRUST due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE EDNA A@LAYTON TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of THE EDNA A@LAYTON TRUST?
The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $9,891 (FIRST INTERSTATE BANK, TRUSTEE).
How much revenue does THE EDNA A@LAYTON TRUST have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $36,700, expenses of $19,098 and total assets of $603,862 at year end.

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