Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 37-6243123

ELIZABETH A SMYSOR CHARITABLE TR

Tax-exempt · SAINT LOUIS, MO 63105

Financials

$258K$337K2023$276K$349K2024
Revenue Expenses · by fiscal year end
Financials of ELIZABETH A SMYSOR CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$276,132$349,323-$73,191$5,612,941$0$5,612,941
July 31, 2024990-PF$258,437$337,070-$78,633$5,686,132$0$5,686,132
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$198,594
Interest
$15
Net rental income
-$199
Net gain from sales of assets
$77,447
Other income
$76

Expenses

Grants and similar amounts paid
$296,765
Disbursements for charitable purposes
$321,254
Excise tax on investment income
$3,497

Balance sheet and other

Total assets, start of year
$5,686,132
Total assets, end of year
$5,612,941
Total liabilities, end of year
$0
Net assets, end of year
$5,612,941
Fair market value of assets
$7,185,556
Qualifying distributions
$321,254
Net investment income
$276,132

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-PF for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES A LAWDER
619 S 19TH ST, MURPHYSBORO, IL 62966
GOVERNOR1$0
STEVE GRACE
205 S RUSSELL, AVA, IL 62907
GOVERNOR1$0
BERT OZBURN
2230 DEWEY ST, MURPHYSBORO, IL 62966
Secretary1$0
GERALD SPIETH
MAIN STREET, AVA, IL 62907
GOVERNOR1$0
THOMAS JONES
7 TWELVE OAKS DRIVE, MURPHYSBORO, IL 62966
VICE CHAIRMAN1$0
BILL WILSON
206 S 5TH DY, AVA, IL 62907
Chairman1$0
SCOTT R MALONEY
66 MAYNOR COURT, MURPHYSBORO, IL 62966
GOVERNOR1$0
990-PF for the year ended July 31, 2024: 7 people
NameTitleHours / weekCompensation
JAMES A LAWDER
619 S 19TH ST, MURPHYSBORO, IL 62966
GOVERNOR1$0
STEVE GRACE
205 S RUSSELL, AVA, IL 62907
GOVERNOR1$0
BERT OZBURN
2230 DEWEY ST, MURPHYSBORO, IL 62966
Secretary1$0
GERALD SPIETH
MAIN STREET, AVA, IL 62907
GOVERNOR1$0
THOMAS JONES
7 TWELVE OAKS DRIVE, MURPHYSBORO, IL 62966
VICE CHAIRMAN1$0
BILL WILSON
206 S 5TH DY, AVA, IL 62907
Chairman1$0
SCOTT R MALONEY
66 MAYNOR COURT, MURPHYSBORO, IL 62966
GOVERNOR1$0

Address and contacts

Address (IRS master file)
8182 MARYLAND AVE FL 12TH, SAINT LOUIS, MO 63105-3916
In care of
% REGIONS BANK TR DEPARTMENT
Signed the 990-PF
LINDA LOCKWOOD, SVP
Phone
(314) 615-2360
Return prepared by
Morgan & Guthman LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
37-6243123
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1987
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$5,612,941
Income (IRS master file)
$575,170

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$276,132$349,323$5,612,941XML
990-PFJuly 2024$258,437$337,070$5,686,132XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2018–––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 37-6243123).

Questions about ELIZABETH A SMYSOR CHARITABLE TR

What is the EIN of ELIZABETH A SMYSOR CHARITABLE TR?
The employer identification number (EIN) of ELIZABETH A SMYSOR CHARITABLE TR is 37-6243123.
Is ELIZABETH A SMYSOR CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to ELIZABETH A SMYSOR CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELIZABETH A SMYSOR CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ELIZABETH A SMYSOR CHARITABLE TR 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 ELIZABETH A SMYSOR CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of ELIZABETH A SMYSOR CHARITABLE TR?
The 990-PF for the year ended July 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does ELIZABETH A SMYSOR CHARITABLE TR have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $276,132, expenses of $349,323 and total assets of $5,612,941 at year end.

Other nonprofits in SAINT LOUIS

All nonprofits in SAINT LOUIS · Missouri