Nonprofit · EIN 43-1304514
MUSGRAVE FONDATION
Tax-exempt · SPRINGFIELD, MO 65804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $2,782,036 | $2,469,294 | $312,742 | $28,659,125 | $0 | $28,659,125 |
| June 30, 2024 | 990-PF | $2,553,993 | $2,825,374 | -$271,381 | $28,044,744 | $0 | $28,044,744 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $816,163
- Interest
- $23,316
- Net gain from sales of assets
- -$102,144
- Other income
- $2,044,701
Expenses
- Grants and similar amounts paid
- $1,575,000
- Compensation of officers, directors and key employees
- $377,386
- Disbursements for charitable purposes
- $1,676,914
- Excise tax on investment income
- $29,196
Balance sheet and other
- Total assets, start of year
- $28,044,744
- Total assets, end of year
- $28,659,125
- Total liabilities, end of year
- $0
- Net assets, end of year
- $28,659,125
- Fair market value of assets
- $41,150,304
- Qualifying distributions
- $1,676,914
- Net investment income
- $2,881,957
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US Bank NA Post Office Box 2043, Milwaukee, WI 532012043 | Trustee | 5 | $377,386 |
| Thomas J Carlson 205 W Walnut Street 200, Springfield, MO 65806 | Director | 0 | $0 |
| Peggy Riggs 940 N Jefferson Ave, Springfield, MO 658023718 | Director | 0 | $0 |
| Junior Cline 4260 N State Highway H, Springfield, MO 65803 | Director | 0 | $0 |
| Thomas L Slaight 4361 E Berkeley St, Springfield, MO 65809 | Director | 0 | $0 |
| Rob Baird 2928 S Natural Bridge Dr, Springfield, MO 65809 | Chairman | 0 | $0 |
| Community Fdn of the Ozarks 425 E Trafficway, Springfield, MO 65806 | Succ. Fdn Mgr | 0 | $0 |
990-PF for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US Bank NA Post Office Box 2043, Milwaukee, WI 532012043 | Trustee | 5 | $0 |
| Thomas J Carlson 205 W Walnut Street 200, Springfield, MO 65806 | Director | 0 | $0 |
| Peggy Riggs 940 N Jefferson Ave, Springfield, MO 658023718 | Director | 0 | $0 |
| Junior Cline 4260 N State Highway H, Springfield, MO 65803 | Director | 0 | $0 |
| Thomas L Slaight 4361 E Berkeley St, Springfield, MO 65809 | Director | 0 | $0 |
| Rob Baird 2928 S Natural Bridge Dr, Springfield, MO 65809 | Chairman | 0 | $0 |
| Community Fdn of the Ozarks 425 E Trafficway, Springfield, MO 65806 | Succ. Fdn Mgr | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1615 S GLENSTONE AVE, SPRINGFIELD, MO 65804-1505
- Signed the 990-PF
- US Bank as trustee, Trustee
- Phone
- (417) 841-4600
- Return prepared by
- Roberts McKenzie Mangan & Cummings PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-1304514
- 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
- 1984
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $28,659,125
- Income (IRS master file)
- $9,276,528
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $2,782,036 | $2,469,294 | $28,659,125 | XML |
| 990-PF | June 2024 | $2,553,993 | $2,825,374 | $28,044,744 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 43-1304514).
Questions about MUSGRAVE FONDATION
- What is the EIN of MUSGRAVE FONDATION?
- The employer identification number (EIN) of MUSGRAVE FONDATION is 43-1304514.
- Is MUSGRAVE FONDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to MUSGRAVE FONDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MUSGRAVE FONDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MUSGRAVE FONDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MUSGRAVE FONDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MUSGRAVE FONDATION?
- The 990-PF for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $377,386 (US Bank NA, Trustee).
- How much revenue does MUSGRAVE FONDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,782,036, expenses of $2,469,294 and total assets of $28,659,125 at year end.
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