Nonprofit · EIN 43-1092255
A J SCHWARTZE COMMUNITY FOUNDATION
Tax-exempt · JEFFERSON CTY, MO 65101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $2,684,849 | $2,778,341 | -$93,492 | $38,284,417 | $0 | $38,284,417 |
| November 30, 2024 | 990-PF | $2,497,599 | $2,604,917 | -$107,318 | $38,371,909 | $0 | $38,371,909 |
| November 30, 2023 | 990-PF | $5,554,084 | $2,773,750 | $2,780,334 | $38,454,594 | $0 | $38,454,594 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $1,441,170
- Interest
- $87,511
- Net gain from sales of assets
- $1,136,949
- Other income
- $19,219
Expenses
- Grants and similar amounts paid
- $2,469,987
- Compensation of officers, directors and key employees
- $282,848
- Disbursements for charitable purposes
- $2,586,064
- Excise tax on investment income
- $34,582
Balance sheet and other
- Total assets, start of year
- $38,371,909
- Total assets, end of year
- $38,284,417
- Total liabilities, end of year
- $0
- Net assets, end of year
- $38,284,417
- Fair market value of assets
- $61,463,378
- Qualifying distributions
- $2,586,064
- Net investment income
- $2,665,630
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CENTRAL TRUST BANK C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | TRUSTEE | 15 | $281,598 |
| JULIE WIEBERG C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DIRECTOR, DISTR COMMITTEE | 1 | $1,250 |
| GARY BOES C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DISTR COMMITTEE | 1 | $0 |
| KATHY ROBERTSON C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DISTR COMMITTEE | 1 | $0 |
| CHARLES SCHWARTZ C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DISTR COMMITTEE | 1 | $0 |
| BRUCE KAMPETER C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DISTR COMMITTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CENTRAL TRUST BANK C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | TRUSTEE | 15 | $263,767 |
| KATHY ROBERTSON C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DISTR COMMITTEE | 1 | $1,250 |
| CHARLES SCHWARTZ C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DISTR COMMITTEE | 1 | $1,250 |
| GARY BOES C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DISTR COMMITTEE | 1 | $0 |
| JULIE WIEBERG C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DIRECTOR, DISTR COMMITTEE | 1 | $0 |
| BRUCE KAMPETER C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DISTR COMMITTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CENTRAL TRUST BANK C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | TRUSTEE | 15 | $244,035 |
| GARY BOES C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DISTR COMMITTEE | 1 | $0 |
| KATHY ROBERTSON C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DISTR COMMITTEE | 1 | $0 |
| JULIE WIEBERG C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DIRECTOR, DISTR COMMITTEE | 1 | $0 |
| CHARLES SCHWARTZ C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DISTR COMMITTEE | 1 | $0 |
| BRUCE KAMPETER C/O CENTRAL TRUST BANK 238 MADISON, STREET, JEFFERSON CITY, MO 65101 | DISTR COMMITTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 111 E MILLER ST, JEFFERSON CTY, MO 65101-2915
- In care of
- % CENTRAL TRUST BANK--TRUSTEE
- Signed the 990-PF
- DARRELL MANTLE, TRUST OFFICER
- Phone
- (573) 634-1291
- Return prepared by
- WILLIAMS-KEEPERS 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-1092255
- 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
- 1976
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $38,284,417
- Income (IRS master file)
- $6,048,313
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $2,684,849 | $2,778,341 | $38,284,417 | XML |
| 990-PF | November 2024 | $2,497,599 | $2,604,917 | $38,371,909 | XML |
| 990-PF | November 2023 | $5,554,084 | $2,773,750 | $38,454,594 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | 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 43-1092255).
Questions about A J SCHWARTZE COMMUNITY FOUNDATION
- What is the EIN of A J SCHWARTZE COMMUNITY FOUNDATION?
- The employer identification number (EIN) of A J SCHWARTZE COMMUNITY FOUNDATION is 43-1092255.
- Is A J SCHWARTZE COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to A J SCHWARTZE COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does A J SCHWARTZE COMMUNITY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of A J SCHWARTZE COMMUNITY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did A J SCHWARTZE COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of A J SCHWARTZE COMMUNITY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 6 people; 2 received compensation from the organization, the highest $281,598 (CENTRAL TRUST BANK, TRUSTEE).
- How much revenue does A J SCHWARTZE COMMUNITY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $2,684,849, expenses of $2,778,341 and total assets of $38,284,417 at year end.
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