Nonprofit · EIN 43-1148369
SUZANNE FELD ZALK CHARITABLE TRUST
Tax-exempt · KANSAS CITY, MO 64141
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $71,703 | $86,624 | -$14,921 | $1,145,483 | $0 | $1,145,483 |
| July 31, 2024 | 990-PF | $66,300 | $67,966 | -$1,666 | $1,163,580 | $0 | $1,163,580 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $42,134
- Net gain from sales of assets
- $29,569
Expenses
- Grants and similar amounts paid
- $68,000
- Compensation of officers, directors and key employees
- $15,618
- Disbursements for charitable purposes
- $72,122
- Excise tax on investment income
- $806
Balance sheet and other
- Total assets, start of year
- $1,163,580
- Total assets, end of year
- $1,145,483
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,145,483
- Fair market value of assets
- $1,604,043
- Qualifying distributions
- $72,122
- Net investment income
- $71,110
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Country Club Trust PO Box 413038, Kansas City, MS 64141 | Trustee | 2 | $13,277 |
| Andrew S Wolfson PO Box 413038, Kansas City, MO 64141 | Trustee | 1 | $2,341 |
| Robert J Margolin PO Box 413038, Kansas City, MO 64141 | Trustee | 1 | $0 |
990-PF for the year ended July 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Country Club Trust PO Box 413038, Kansas City, MS 64141 | Trustee | 2 | $11,450 |
| Andrew S Wolfson PO Box 413038, Kansas City, MO 64141 | Trustee | 1 | $2,862 |
| Robert J Margolin PO Box 413038, Kansas City, MO 64141 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 413038, KANSAS CITY, MO 64141-3038
- Signed the 990-PF
- FIRST NATIONAL BANK OF OMAHA-WEALTH, Trust Officer
- Phone
- (816) 751-4200
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 43-1148369
- 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
- 1978
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,145,483
- Income (IRS master file)
- $289,194
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $71,703 | $86,624 | $1,145,483 | IRS |
| 990-PF | July 2024 | $66,300 | $67,966 | $1,163,580 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 43-1148369).
Questions about SUZANNE FELD ZALK CHARITABLE TRUST
- What is the EIN of SUZANNE FELD ZALK CHARITABLE TRUST?
- The employer identification number (EIN) of SUZANNE FELD ZALK CHARITABLE TRUST is 43-1148369.
- Is SUZANNE FELD ZALK CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to SUZANNE FELD ZALK CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUZANNE FELD ZALK CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUZANNE FELD ZALK CHARITABLE TRUST 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 SUZANNE FELD ZALK CHARITABLE TRUST 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 SUZANNE FELD ZALK CHARITABLE TRUST?
- The 990-PF for the year ended July 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $13,277 (Country Club Trust, Trustee).
- How much revenue does SUZANNE FELD ZALK CHARITABLE TRUST have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $71,703, expenses of $86,624 and total assets of $1,145,483 at year end.
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