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Nonprofit · EIN 84-6195232

CARL H LYTLE SCHOLARSHIP TRUST

Tax-exempt · MILWAUKEE, WI 53201

Financials

$7K$14K2022$11K$15K2023$28K$17K2024
Revenue Expenses · by fiscal year end
Financials of CARL H LYTLE SCHOLARSHIP TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$27,929$16,791$11,138$217,597$0$217,597
August 31, 2024990-PF$10,684$15,042-$4,358$206,460$0$206,460
August 31, 2023990-PF$7,292$14,275-$6,983$210,820$0$210,820
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$7,803
Net gain from sales of assets
$20,123
Other income
$3

Expenses

Grants and similar amounts paid
$10,766
Compensation of officers, directors and key employees
$4,276
Disbursements for charitable purposes
$12,719
Excise tax on investment income
$334

Balance sheet and other

Total assets, start of year
$206,460
Total assets, end of year
$217,597
Total liabilities, end of year
$0
Net assets, end of year
$217,597
Fair market value of assets
$279,942
Qualifying distributions
$12,719
Net investment income
$27,927

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK NA
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$4,276
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK NA
PO BOX 3168, PORTLAND, OR 97208
TRUSTEE1$3,945
990-PF for the year ended August 31, 2023: 1 people
NameTitleHours / weekCompensation
US BANK NA
PO BOX 3168, PORTLAND, OR 97208
TRUSTEE1$3,663

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% CENTRAL BK OF DENVER TRUST DEPT
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(888) 265-7962
Return prepared by
PWC US TAX 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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
84-6195232
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
August
Files
Form 990-PF
Assets (IRS master file)
$217,597
Income (IRS master file)
$129,326

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$27,929$16,791$217,597XML
990-PFAugust 2024$10,684$15,042$206,460XML
990-PFAugust 2023$7,292$14,275$210,820XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2018–––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 84-6195232).

Questions about CARL H LYTLE SCHOLARSHIP TRUST

What is the EIN of CARL H LYTLE SCHOLARSHIP TRUST?
The employer identification number (EIN) of CARL H LYTLE SCHOLARSHIP TRUST is 84-6195232.
Is CARL H LYTLE SCHOLARSHIP TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to CARL H LYTLE SCHOLARSHIP TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARL H LYTLE SCHOLARSHIP TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CARL H LYTLE SCHOLARSHIP TRUST due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARL H LYTLE SCHOLARSHIP TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of CARL H LYTLE SCHOLARSHIP TRUST?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,276 (US BANK NA, TRUSTEE).
How much revenue does CARL H LYTLE SCHOLARSHIP TRUST have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $27,929, expenses of $16,791 and total assets of $217,597 at year end.

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