Nonprofit · EIN 43-1563823
CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST
Also known as DANA K BIRKES TTEE
Tax-exempt · COLUMBIA, MO 65205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $519,009 | $513,748 | $5,261 | $5,194,730 | $22,746 | $5,171,984 |
| June 30, 2024 | 990 | $612,066 | $436,545 | $175,521 | $4,841,665 | $20,922 | $4,820,743 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,888
- Program service revenue
- $0
- Investment income
- $203,752
- Net gain from sales of assets
- $68,695
- Other revenue
- $304,369
Expenses
- Grants and similar amounts paid
- $243,020
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $490,105
- Management and general (functional)
- $23,643
Balance sheet and other
- Total assets, start of year
- $4,841,665
- Total assets, end of year
- $5,194,730
- Total liabilities, end of year
- $22,746
- Net assets, end of year
- $5,171,984
- Publicly traded securities
- $4,948,944
- Net assets without donor restrictions
- $5,171,984
- Gross receipts
- $1,783,140
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1990
- State of legal domicile
- MO
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BIANCA FARR | EXECUTIVE DI Trustee or director, Officer | 2 | $0 | $138,895 | $27,139 |
| SARAH GIBONEY | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BIANCA FARR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DON EDINGER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LETICIA THOMAS | BOARD TRUSTE Trustee or director | 1 | $0 | $0 | $0 |
| GERALD J ZAFFT | BOARD TRUSTE Trustee or director | 1 | $0 | $0 | $0 |
| CATHY STEELE | BOARD TRUSTE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BIANCA FARR | EXECUTIVE DI Trustee or director, Officer | 2 | $0 | $132,641 | $13,650 |
| CATHY STEELE | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SARAH GIBONEY | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BIANCA FARR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DON EDINGER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GERALD J ZAFFT | BOARD TRUSTE Trustee or director | 1 | $0 | $0 | $0 |
| LETICIA THOMAS | BOARD TRUSTE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7629, COLUMBIA, MO 65205-7629
- Principal officer (990 for 2024)
- BIANCA FARR, 1900 N PROVIDENCE SUITE 324, COLUMBIA, MO 65202
- Signed the 990
- BIANCA FARR, EXECUTIVE DIRECTOR
- Phone
- (573) 256-5055
- Return prepared by
- WESTBROOK & CO PC
Mission
THE CHARITABLE TRUST PROVIDES CHARITABLE GRANTS TO INDIGENT MISSOURI RESIDENTS WITH DISABILITIES.
Program accomplishments
- GRANTS OF UP TO 2000 TO INDIGENT MISSOURIANS WITH DISABILITIES WHO REQUIRE FINANCIAL ASSISTANCE WITH MEDICAL AND DENTAL NEEDS NOT COVERED BY PUBLIC BENEFITS, DURABLE MEDICAL EQUIPMENT AND OTHER MEDICAL SUPPLIES, EDUCATIONAL AND RECREATIONAL SERVICES AND ASSISTIVE TECHNOLOGIES.Expenses $490,105 · grants $243,020 · revenue $304,369
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 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 43-1563823
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E99Z)
- Assets (IRS master file)
- $5,194,730
- Income (IRS master file)
- $1,783,140
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $519,009 | $513,748 | $5,194,730 | XML |
| 990 | June 2024 | $612,066 | $436,545 | $4,841,665 | XML |
| 990 | June 2023 | $256,011 | $445,421 | $4,256,170 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 43-1563823).
Questions about CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST
- What is the EIN of CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST?
- The employer identification number (EIN) of CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST is 43-1563823.
- Is CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST 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 CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST 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 CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST?
- The 990 for the year ended June 30, 2025 names BIANCA FARR.
- Who are the officers and directors of CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $519,009, expenses of $513,748 and total assets of $5,194,730 at year end.
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