Lyla M Lynch Trust

Foundation · Grantmaker Winterset, IA EIN: 20-6416083

Lyla M Lynch Trust is a private foundation focused on Education, based in Winterset, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $951K in total assets. In 2024, it awarded 3 grants totaling $58K. Net investment income was $68K.

Key facts about Lyla M Lynch Trust

EIN
20-6416083
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$58,000
Grants made (2024)
3
Average grant
$19,333
Median grant
$14,500
Total assets
$951,412
Primary geography
Iowa (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Lyla M Lynch Trust funds

By grant dollars, the top recipient states for Lyla M Lynch Trust's 3 itemized 2024 grants were Iowa (100%). The most frequent recipient cities were St Charles, IA (2 grants). None of its 3 grants with a stated purpose were described as general or operating support.

How Lyla M Lynch Trust gives

  • Giving held roughly steady from 2021 to 2024 (+5%). Method
  • In 2024 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Lyla M Lynch Trust

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$951K

+1.2% YoY

Annual Giving

$58K

+3.6% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$19K

+3.6% YoY

Under IRS private-foundation payout rules, Lyla M Lynch Trust reported a distributable amount of $73K for 2024 — the minimum it must pay out in qualifying distributions.

About Lyla M Lynch Trust

Based on IRS filings

Lyla M Lynch Trust is a private foundation focused on Education, based in Winterset, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $951K in total assets. In 2024, it awarded 3 grants totaling $58K. Net investment income was $68K.

Focus Areas

Your AI grants department

Ready to take the next step with Lyla M Lynch Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 3 itemized 2024 grant dollars.

States

Cities

St CharlesTruro

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$28K$56K$83K$111K20202021202220232024
Metric202420232022
Total Assets$951,412$940,300$950,850
Revenue$80,899$55,253$101,132
Expenses$71,113$68,758$77,019
Qualifying Distributions$70,506$67,558$76,227
Net Investment Income$68,393$43,695$85,905
Distributable Amount$72,691$67,929$71,650

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$31K$46K$61K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Interstate 35 School District: $29KInterstate 35 School District$29KSt Charles Parish: $15KSt Charles Parish$15KSt Charles Fire Rescue: $15KSt Charles Fire Rescue$15K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Interstate 35 School District ($29,000), St Charles Parish ($14,500), St Charles Fire Rescue ($14,500).

RecipientPurposeAmount
INTERSTATE 35 SCHOOL DISTRICT Truro, IASCHOLARSHIPS$29,000
ST CHARLES PARISH St Charles, IAMAINTENANCE & REPAIR$14,500
ST CHARLES FIRE RESCUE St Charles, IAEQUIPMENT & MAINTENANCE$14,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Farmers Merchants State Bank — Trustee: $11KFarmers Merchants State…Trustee$11KJerrold B Oliver — Trustee: $250Jerrold B OliverTrustee$250

From 2024 IRS filing

NameTitleHoursCompensation
Farmers Merchants State BankTrustee1$10,783
Jerrold B OliverTrustee1$250

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lyla M Lynch Trust?

Lyla M Lynch Trust is a private foundation focused on Education, based in Winterset, IA. It holds $951K in total assets as of 2024.

How large is Lyla M Lynch Trust?

As of 2024, Lyla M Lynch Trust holds $951K in total assets with $81K in annual revenue. It awarded 3 grants totaling $58K in 2024.

Where does Lyla M Lynch Trust operate?

Lyla M Lynch Trust has awarded grants in Iowa.

What size grants does Lyla M Lynch Trust award?

In 2024, Lyla M Lynch Trust awarded 3 grants totaling $58K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Lyla M Lynch Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lyla M Lynch Trust reported a distributable amount of $73K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lyla M Lynch Trust's EIN?

Lyla M Lynch Trust's EIN (Employer Identification Number) is 20-6416083. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Lyla M Lynch Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

More Funders in Iowa

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Lyla M Lynch Trust by hand.