Nonprofit · EIN 86-3883161
FERN ODESSA CHARITABLE TRUST
Tax-exempt · OVERLAND PARK, KS 66212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,087,061 | $3,159,178 | -$2,072,117 | $19,795,930 | $0 | $19,795,930 |
| December 31, 2023 | 990-PF | $95,158 | $2,857,656 | -$2,762,498 | $20,754,712 | $0 | $20,754,712 |
| December 31, 2022 | 990-PF (amended) | $24,100,845 | $1,394,760 | $22,706,085 | $23,111,395 | $0 | $23,111,395 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $631,011
- Interest
- $26
- Net gain from sales of assets
- $443,792
- Other income
- $12,232
Expenses
- Grants and similar amounts paid
- $2,905,054
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,017,186
- Excise tax on investment income
- $13,136
Balance sheet and other
- Total assets, start of year
- $20,754,712
- Total assets, end of year
- $19,795,930
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,795,930
- Fair market value of assets
- $24,741,092
- Qualifying distributions
- $3,017,186
- Net investment income
- $1,087,061
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 |
|---|---|---|---|
| DEMI LLOYD 6037 WINDSOR DRIVE, FAIRWAY, KS 66205 | OFFICER | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEMI LLOYD 6037 WINDSOR DRIVE, FAIRWAY, KS 66205 | OFFICER | 0 | $0 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEMI LLOYD 6037 WINDSOR DRIVE, FAIRWAY, KS 66205 | OFFICER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6750 W 93RD ST STE 250, OVERLAND PARK, KS 66212-1465
- Signed the 990-PF
- DEMI LLOYD, OFFICER
- Phone
- (913) 815-4461
- Return prepared by
- DELOITTE 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 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
- 86-3883161
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $19,795,930
- Income (IRS master file)
- $2,945,740
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,087,061 | $3,159,178 | $19,795,930 | XML |
| 990-PF | December 2023 | $95,158 | $2,857,656 | $20,754,712 | XML |
| 990-PF | December 2022 | $24,100,845 | $1,394,760 | $23,111,395 | XML |
| 990-PF | December 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 86-3883161).
Questions about FERN ODESSA CHARITABLE TRUST
- What is the EIN of FERN ODESSA CHARITABLE TRUST?
- The employer identification number (EIN) of FERN ODESSA CHARITABLE TRUST is 86-3883161.
- Is FERN ODESSA CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to FERN ODESSA CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FERN ODESSA CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FERN ODESSA CHARITABLE 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 FERN ODESSA CHARITABLE 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 FERN ODESSA CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does FERN ODESSA CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,087,061, expenses of $3,159,178 and total assets of $19,795,930 at year end.
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All nonprofits in OVERLAND PARK · Kansas · Philanthropy, voluntarism and grantmaking foundations