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Nonprofit · EIN 37-6487906

BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND

Tax-exempt · KANSAS CITY, MO 64141

Financials

$60K$41K2023$77K$52K2024$194K$53K2025
Revenue Expenses · by fiscal year end
Financials of BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990$194,281$52,664$141,617$1,609,624$0$1,609,624
April 30, 2025990$76,992$51,890$25,102$1,466,073$0$1,466,073
April 30, 2024990$60,184$41,423$18,761$1,440,949$0$1,440,949
Financial details: 990 for the year ended April 30, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$194,281
Net gain from sales of assets
$143,802
Other revenue
$0

Expenses

Grants and similar amounts paid
$42,370
Compensation of officers, directors and key employees
$1,928
Salaries, compensation and benefits (total)
$1,928
Professional fundraising fees
$0
Program services (functional)
$43,013
Management and general (functional)
$9,651

Balance sheet and other

Total assets, start of year
$1,466,073
Total assets, end of year
$1,609,624
Total liabilities, end of year
$0
Net assets, end of year
$1,609,624
Publicly traded securities
$1,524,373
Gross receipts
$499,656
Employees
0
Year formed
2010
State of legal domicile
KS

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 for the year ended April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
Country Club Trust CompanyTrustee
Institutional trustee
1$1,928
990 for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
Country Club Trust CompanyTrustee
Institutional trustee
–$1,359
990 for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
Country Club Trust CompanyTrustee
Institutional trustee
–$1,319

Address and contacts

Address (IRS master file)
PO BOX 413038, KANSAS CITY, MO 64141-3038
In care of
% US BANK NA TTEE
Principal officer (990 for 2025)
Country Club Trust Co, PO Box 413038, Kansas City, MO 64141
Signed the 990
FIRST NATIONAL BANK OF OMAHA-WEALTH, Trust Officer
Phone
(314) 418-2643
Return prepared by
RELIANCE INTEGRATED SOLUTIONS LLC

Mission

SUPPORTING A 170 (B) (1) (A) (I) ORGANIZATION

990 for the year ended April 30, 2026

Program accomplishments

  • PROVIDE CARE FOR ST AGNES CATHOLIC CHURCH
    Expenses $43,013 · grants $42,370

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990 on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
37-6487906
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2013
Accounting year ends
April
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B11)
Assets (IRS master file)
$1,609,624
Income (IRS master file)
$499,656

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2026$194,281$52,664$1,609,624XML
990April 2025$76,992$51,890$1,466,073XML
990April 2024$60,184$41,423$1,440,949XML
990April 2023$70,286$34,383$1,421,589IRS
990April 2022–––IRS
990April 2021–––IRS
990April 2019–––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 37-6487906).

Questions about BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND

What is the EIN of BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND?
The employer identification number (EIN) of BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND is 37-6487906.
Is BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2026.
Who is the principal officer of BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND?
The 990 for the year ended April 30, 2026 names Country Club Trust Co.
Who are the officers and directors of BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND?
The 990 for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $1,928 (Country Club Trust Company, Trustee).
How much revenue does BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST FUND have?
On its 990 for the year ended April 30, 2026 it reported revenue of $194,281, expenses of $52,664 and total assets of $1,609,624 at year end.

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