Nonprofit · EIN 94-6201508
LUCY WITTER MEMORIAL TRUST
Tax-exempt · MAQUOKETA, IA 52060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-EZ | $8,853 | $1,767 | $7,086 | $152,911 | – | $152,911 |
| July 31, 2024 | 990-EZ | $5,914 | $1,810 | $4,104 | $139,811 | – | $139,811 |
Financial details: 990-EZ for the year ended July 31, 2025
Revenue
- Investment income
- $3,482
- Net gain from sales of assets
- $5,371
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,767
- Program services (functional)
- $1,767
Balance sheet and other
- Total assets, start of year
- $139,811
- Total assets, end of year
- $152,911
- Total liabilities, end of year
- –
- Net assets, end of year
- $152,911
- Cash, savings and investments
- $152,911
- Gross receipts
- $8,853
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-EZ for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAQUOKETA STATE BANK | TRUSTEE | 0.5 | $0 |
990-EZ for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAQUOKETA STATE BANK | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 203 N MAIN ST, MAQUOKETA, IA 52060-2204
- In care of
- % PARK CHAMBERLAIN
- Signed the 990-EZ
- MAQUOKETA STATE BANK, TRUSTEE
- Phone
- (563) 652-2419
- Return prepared by
- GARMAN & MEADE CPA PC
Mission
SUPPORT OF SCHOOL LIBRARIES
Program accomplishments
- GRANT TO MIDLAND COMMUNITY SCHOOL DISTRICT OF JONES COUNTY, IOWA TO PROVIDE BOOKS AND OTHER MATERIALS FOR LIBRARIES IN THE SCHOOL DISTRICTExpenses $1,767
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-EZ on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-6201508
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1969
- Accounting year ends
- July
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $152,911
- Income (IRS master file)
- $8,853
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | July 2025 | $8,853 | $1,767 | $152,911 | IRS |
| 990-EZ | July 2024 | $5,914 | $1,810 | $139,811 | XML |
| 990-EZ | July 2023 | – | – | – | IRS |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-EZ | July 2021 | – | – | – | IRS |
| 990-EZ | July 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 94-6201508).
Questions about LUCY WITTER MEMORIAL TRUST
- What is the EIN of LUCY WITTER MEMORIAL TRUST?
- The employer identification number (EIN) of LUCY WITTER MEMORIAL TRUST is 94-6201508.
- Is LUCY WITTER MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to LUCY WITTER MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does LUCY WITTER MEMORIAL TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of LUCY WITTER MEMORIAL TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUCY WITTER MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended July 2025.
- Who are the officers and directors of LUCY WITTER MEMORIAL TRUST?
- The 990-EZ for the year ended July 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does LUCY WITTER MEMORIAL TRUST have?
- On its 990-EZ for the year ended July 31, 2025 it reported revenue of $8,853, expenses of $1,767 and total assets of $152,911 at year end.
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