Lillian Peitzman Perpetual Trust

  • Overland Park, KS
  • EIN: 77-6226716

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,770
Expenses
$16,748
Net Income
$19,022
Net Assets
$325,096
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,295
34.4%
Sales of Assets $23,472
65.6%
Other Income $3
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,479
62.6%
Compensation of Officers* $5,300
31.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $325,096
Total Liabilities $0
Net Assets $325,096
Compensation
Key Employees and Officers Compensation Other
Bmo Bank Na (Prior Trustee) $4,129 $0
Midwes Trust Corporation (Trustee) $1,171 $0

Document Links

990-PF
Filed on Nov. 12, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,870
Expenses
$20,719
Net Income
-$7,849
Net Assets
$306,152
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,679
75.2%
Sales of Assets $3,191
24.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,354
74.1%
Compensation of Officers* $6,824
32.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $306,152
Total Liabilities $0
Net Assets $306,152
Compensation
Key Employees and Officers Compensation Other
Bmo Bank N A (Trustee) $6,824 $0

Document Links

990-PF
Filed on April 29, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,318
Expenses
$32,464
Net Income
-$26,146
Net Assets
$314,100
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,763
> 100%
Sales of Assets -$1,445
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,510
78.6%
Compensation of Officers* $6,990
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 $314,100
Total Liabilities $0
Net Assets $314,100
Compensation
Key Employees and Officers Compensation Other
Bank Of The West (Trustee) $6,990 $0

Document Links

990-PF
Filed on May 4, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,889
Expenses
$29,071
Net Income
$11,818
Net Assets
$340,351
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,086
19.8%
Sales of Assets $30,397
74.3%
Other Income $2,406
5.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,552
77.6%
Compensation of Officers* $8,084
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 $340,351
Total Liabilities $0
Net Assets $340,351
Compensation
Key Employees and Officers Compensation Other
Bank Of The West (Trustee) $8,084 $0

Document Links

990-PF
Filed on May 11, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,433
Expenses
$38,724
Net Income
-$23,291
Net Assets
$328,248
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,836
50.8%
Sales of Assets $7,597
49.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,886
77.2%
Compensation of Officers* $6,745
17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $328,249
Total Liabilities $1
Net Assets $328,248
Compensation
Key Employees and Officers Compensation Other
Bank Of The West (Trustee) $6,745 $0

Document Links

990-PF
Filed on May 5, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,235
Expenses
$14,027
Net Income
$13,208
Net Assets
$351,554
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,329
37.9%
Sales of Assets $16,906
62.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,441
67.3%
Compensation of Officers* $5,531
39.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $351,554
Total Liabilities $0
Net Assets $351,554

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,813
Expenses
$48,584
Net Income
-$18,771
Net Assets
$356,471
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,199
30.9%
Sales of Assets $19,982
67.0%
Other Income $632
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,791
81.9%
Compensation of Officers* $5,823
12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $356,471
Total Liabilities $0
Net Assets $356,471

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,003
Expenses
$16,778
Net Income
$6,225
Net Assets
$373,759
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,723
42.3%
Sales of Assets $13,280
57.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,047
59.9%
Compensation of Officers* $6,002
35.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $373,759
Total Liabilities $0
Net Assets $373,759

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,156
Expenses
$39,214
Net Income
-$3,058
Net Assets
$358,080
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,733
24.2%
Sales of Assets $27,423
75.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,819
81.1%
Compensation of Officers* $5,661
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $358,080
Total Liabilities $0
Net Assets $358,080

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,247
Expenses
$10,513
Net Income
$18,734
Net Assets
$362,931
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,889
37.2%
Sales of Assets $14,218
48.6%
Other Income $4,140
14.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,437
61.2%
Compensation of Officers* $4,609
43.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $362,931
Total Liabilities $0
Net Assets $362,931

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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