L R Oates Tr Uw Florida National Bank At Lakeland Tr Dept 113 S

Lr Oates Scholarship Fund

Saint Louis, MO
Tax-exempt since March 1981
EIN: 59-6672364

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2025

Revenue

$30,420

Expenses

$36,961

Net Income

-$6,541

Net Assets

$525,666

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,343	60.3%
Sales of Assets	$12,077	39.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,983	78.4%
Compensation of Officers*	$10,287	27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$525,666
Total Liabilities	$0
Net Assets	$525,666

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$10,287	$0

990-PF

Filed on Oct. 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2024

Revenue

$18,627

Expenses

$26,481

Net Income

-$7,854

Net Assets

$532,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,224	92.5%
Sales of Assets	$1,153	6.2%
Other Income	$250	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,150	72.3%
Compensation of Officers*	$9,522	36.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$532,252
Total Liabilities	$0
Net Assets	$532,252

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$9,522	$0

990-PF

Filed on Oct. 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2023

Revenue

$10,971

Expenses

$43,268

Net Income

-$32,297

Net Assets

$535,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,546	> 100%
Sales of Assets	-$9,575
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,527	82.1%
Compensation of Officers*	$9,430	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$535,238
Total Liabilities	$0
Net Assets	$535,238

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$9,430	$0

990-PF

Filed on Oct. 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2022

Revenue

$53,099

Expenses

$45,164

Net Income

$7,935

Net Assets

$567,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,002	30.1%
Sales of Assets	$37,097	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,902	79.5%
Compensation of Officers*	$10,995	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$567,113
Total Liabilities	$0
Net Assets	$567,113

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$10,995	$0

990-PF

Filed on Oct. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2021

Revenue

$56,698

Expenses

$57,036

Net Income

-$338

Net Assets

$567,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,548	29.2%
Sales of Assets	$39,661	70.0%
Other Income	$489	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,604	85.2%
Compensation of Officers*	$10,483	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$567,844
Total Liabilities	$0
Net Assets	$567,844

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$10,483	$0

990-PF

Filed on April 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2020

Revenue

$50,804

Expenses

$55,687

Net Income

-$4,883

Net Assets

$559,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,667	28.9%
Sales of Assets	$36,137	71.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,785	82.2%
Compensation of Officers*	$9,879	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$559,766
Total Liabilities	$1
Net Assets	$559,765

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$9,879	$0

990-PF

Filed on Oct. 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2019

Revenue

$55,635

Expenses

$37,699

Net Income

$17,936

Net Assets

$541,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,975	23.3%
Sales of Assets	$42,522	76.4%
Other Income	$138	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,150	80.0%
Compensation of Officers*	$9,675	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$541,627
Total Liabilities	$0
Net Assets	$541,627

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$9,675	$0

990-PF

Filed on Oct. 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2017

Revenue

$48,484

Expenses

$39,777

Net Income

$8,707

Net Assets

$541,985

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$66	0.1%
Dividends	$10,443	21.5%
Sales of Assets	$25,436	52.5%
Other Income	$12,539	25.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,559	79.3%
Compensation of Officers*	$9,798	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$541,985
Total Liabilities	$0
Net Assets	$541,985

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$9,798	$0

990-PF

Filed on Oct. 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2016

Revenue

$571

Expenses

$55,232

Net Income

-$54,661

Net Assets

$526,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.7%
Dividends	$12,788	> 100%
Sales of Assets	-$12,221
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,996	77.8%
Compensation of Officers*	$13,170	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$526,963
Total Liabilities	$0
Net Assets	$526,963

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$13,170	$0

990-PF

Filed on Sept. 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2015

Revenue

$49,567

Expenses

$41,495

Net Income

$8,072

Net Assets

$589,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$13,486	27.2%
Sales of Assets	$23,778	48.0%
Other Income	$12,300	24.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,571	78.5%
Compensation of Officers*	$10,725	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$589,466
Total Liabilities	$0
Net Assets	$589,466

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$10,725	$0

990-PF

Filed on Oct. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2014

Revenue

$27,251

Expenses

$42,422

Net Income

-$15,171

Net Assets

$586,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$13,217	48.5%
Sales of Assets	$10,997	40.4%
Other Income	$3,034	11.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,267	80.8%
Compensation of Officers*	$10,630	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$586,337
Total Liabilities	$0
Net Assets	$586,337

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$10,630	$0

990-PF

Filed on Oct. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2013

Revenue

$19,920

Expenses

$45,828

Net Income

-$25,908

Net Assets

$606,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$14,278	71.7%
Sales of Assets	$2,869	14.4%
Other Income	$2,770	13.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,710	80.1%
Compensation of Officers*	$10,438	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$606,721
Total Liabilities	$1
Net Assets	$606,720

990-PF

Filed on Dec. 10, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2012

Revenue

$64,483

Expenses

$38,919

Net Income

$25,564

Net Assets

$632,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$14,419	22.4%
Sales of Assets	$42,676	66.2%
Other Income	$7,381	11.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,378	80.6%
Compensation of Officers*	$8,371	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$632,714
Total Liabilities	$1
Net Assets	$632,713

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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L R Oates Tr Uw Florida National Bank At Lakeland Tr Dept 113 S

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

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Extracted Financial Data from Form 990-PF

Compensation

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990-PF

Fiscal Year Ending May 2023

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Extracted Financial Data from Form 990-PF

Compensation

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990-PF

Fiscal Year Ending May 2022

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Extracted Financial Data from Form 990-PF

Compensation

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990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

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990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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990-PF

Fiscal Year Ending May 2017

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Extracted Financial Data from Form 990-PF

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990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

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990-PF

Fiscal Year Ending May 2015

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Extracted Financial Data from Form 990-PF

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990-PF

Fiscal Year Ending May 2014

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Extracted Financial Data from Form 990-PF

Compensation

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990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

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990-PF

Fiscal Year Ending May 2012

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Extracted Financial Data from Form 990-PF

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990-PF

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2025

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2024

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2023

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2022

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2021

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2020

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2019

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2001