Leslie E Learned Trust 41 L001009 Kpmg Trust Tax Services

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
$14,759
Expenses
$8,758
Net Income
$6,001
Net Assets
$249,754
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,188
75.8%
Sales of Assets $3,571
24.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,545
63.3%
Compensation of Officers* $2,762
31.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $249,754
Total Liabilities $0
Net Assets $249,754
Compensation
Key Employees and Officers Compensation Other
Bmo Bank Na (Prior Trustee) $2,386 $0
Midwest Trust Company (Trustee) $376 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,238
Expenses
$15,487
Net Income
-$249
Net Assets
$243,703
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,951
52.2%
Sales of Assets $6,953
45.6%
Other Income $334
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,599
74.9%
Compensation of Officers* $5,000
32.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $243,703
Total Liabilities $0
Net Assets $243,703
Compensation
Key Employees and Officers Compensation Other
Bmo Bank N A (Trustee) $5,000 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,533
Expenses
$21,355
Net Income
-$16,822
Net Assets
$244,129
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,516
> 100%
Sales of Assets -$1,983
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,757
78.5%
Compensation of Officers* $5,143
24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $244,129
Total Liabilities $0
Net Assets $244,129
Compensation
Key Employees and Officers Compensation Other
Bank Of The West (Trustee) $5,143 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,795
Expenses
$20,415
Net Income
$10,380
Net Assets
$261,170
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,771
28.5%
Sales of Assets $21,936
71.2%
Other Income $88
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,079
78.8%
Compensation of Officers* $5,624
27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $261,170
Total Liabilities $0
Net Assets $261,170
Compensation
Key Employees and Officers Compensation Other
Bank Of The West (Trustee) $5,624 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,932
Expenses
$20,823
Net Income
-$5,891
Net Assets
$250,575
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,427
43.0%
Sales of Assets $8,505
57.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,727
80.3%
Compensation of Officers* $4,712
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $250,576
Total Liabilities $1
Net Assets $250,575
Compensation
Key Employees and Officers Compensation Other
Bank Of The West (Trustee) $4,712 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,365
Expenses
$10,018
Net Income
$10,347
Net Assets
$256,220
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,637
37.5%
Sales of Assets $12,700
62.4%
Other Income $28
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,613
66.0%
Compensation of Officers* $3,893
38.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $256,220
Total Liabilities $0
Net Assets $256,220

Document Links

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

Fiscal Year Ending Dec.
2017

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

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

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,313
Expenses
$20,158
Net Income
-$8,845
Net Assets
$265,555
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,832
69.2%
Sales of Assets $3,481
30.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,850
83.6%
Compensation of Officers* $4,014
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $265,555
Total Liabilities $0
Net Assets $265,555

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,541
Expenses
$21,163
Net Income
-$7,622
Net Assets
$274,467
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,775
72.2%
Sales of Assets $3,626
26.8%
Other Income $140
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,908
84.6%
Compensation of Officers* $4,205
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $274,467
Total Liabilities $0
Net Assets $274,467

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,639
Expenses
$23,549
Net Income
$1,090
Net Assets
$282,106
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,579
34.8%
Sales of Assets $16,060
65.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,229
77.4%
Compensation of Officers* $4,110
17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $282,106
Total Liabilities $0
Net Assets $282,106

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,743
Expenses
$19,428
Net Income
$11,315
Net Assets
$280,783
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,574
31.1%
Sales of Assets $21,169
68.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,331
84.1%
Compensation of Officers* $4,048
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $280,783
Total Liabilities $0
Net Assets $280,783

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,888
Expenses
$21,971
Net Income
-$3,083
Net Assets
$269,432
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,607
45.6%
Sales of Assets $10,281
54.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,405
83.8%
Compensation of Officers* $4,067
18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $269,432
Total Liabilities $0
Net Assets $269,432

Document Links

Fiscal Year Ending Dec.
2010

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

Fiscal Year Ending Dec.
2009

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

Fiscal Year Ending Dec.
2008

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

Fiscal Year Ending Dec.
2007

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

Fiscal Year Ending Dec.
2006

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

Fiscal Year Ending Dec.
2005

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

Fiscal Year Ending Dec.
2004

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

Fiscal Year Ending Dec.
2003

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

Fiscal Year Ending Dec.
2002

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

Fiscal Year Ending Dec.
2001

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

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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