Nonprofit · EIN 43-6120866
KENT D & MARY L STEADLEY MEMORIAL TRUST UA DTD 52659
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,648,020 | $2,358,280 | $289,740 | $31,674,692 | $0 | $31,674,692 |
| December 31, 2024 | 990-PF | $2,033,049 | $2,015,628 | $17,421 | $31,341,372 | $0 | $31,341,372 |
| December 31, 2023 | 990-PF | $1,542,200 | $2,093,709 | -$551,509 | $31,277,920 | $0 | $31,277,920 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $981,011
- Net gain from sales of assets
- $1,667,009
Expenses
- Grants and similar amounts paid
- $1,988,447
- Compensation of officers, directors and key employees
- $199,170
- Disbursements for charitable purposes
- $2,149,536
- Excise tax on investment income
- $35,279
Balance sheet and other
- Total assets, start of year
- $31,341,372
- Total assets, end of year
- $31,674,692
- Total liabilities, end of year
- $0
- Net assets, end of year
- $31,674,692
- Fair market value of assets
- $43,879,068
- Qualifying distributions
- $2,149,536
- Net investment income
- $2,715,963
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $196,770 |
| STEVE CARLTON 2012 BEAU DR, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| DANNY LAMBETH 1308 ASHLEY DR, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| MARTIN LOWN 2268 W WHITTEN RD, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| STANLEY SCHMIDT 2530 GRAND AVE STE C, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| JACK CRUSA 701 E HIGHLAND AVE, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| WILLIAM C PUTNAM JR 624 BELLE AIRE PL, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $187,633 |
| STEVE CARLTON 2012 BEAU DR, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| DANNY LAMBETH 1308 ASHLEY DR, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| MARTIN LOWN 2268 W WHITTEN RD, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| STANLEY SCHMIDT 2530 GRAND AVE STE C, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| JACK CRUSA 701 E HIGHLAND AVE, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| WILLIAM C PUTNAM JR 624 BELLE AIRE PL, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $169,306 |
| STEVE CARLTON 2012 BEAU DR, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| DANNY LAMBETH 1308 ASHLEY DR, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| MARTIN LOWN 2268 W WHITTEN RD, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| STANLEY SCHMIDT 2530 GRAND AVE STE C, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| JACK CRUSA 701 E HIGHLAND AVE, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
| WILLIAM C PUTNAM JR 624 BELLE AIRE PL, CARTHAGE, MO 64836 | HONORARY ADVISORY COMMITTEE | 1 | $400 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6120866
- 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
- 1973
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $31,674,692
- Income (IRS master file)
- $9,183,165
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,648,020 | $2,358,280 | $31,674,692 | XML |
| 990-PF | December 2024 | $2,033,049 | $2,015,628 | $31,341,372 | XML |
| 990-PF | December 2023 | $1,542,200 | $2,093,709 | $31,277,920 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 43-6120866).
Questions about KENT D & MARY L STEADLEY MEMORIAL TRUST UA DTD 52659
- What is the EIN of KENT D & MARY L STEADLEY MEMORIAL TRUST UA DTD 52659?
- The employer identification number (EIN) of KENT D & MARY L STEADLEY MEMORIAL TRUST UA DTD 52659 is 43-6120866.
- Is KENT D & MARY L STEADLEY MEMORIAL TRUST UA DTD 52659 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to KENT D & MARY L STEADLEY MEMORIAL TRUST UA DTD 52659 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KENT D & MARY L STEADLEY MEMORIAL TRUST UA DTD 52659 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KENT D & MARY L STEADLEY MEMORIAL TRUST UA DTD 52659 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KENT D & MARY L STEADLEY MEMORIAL TRUST UA DTD 52659 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of KENT D & MARY L STEADLEY MEMORIAL TRUST UA DTD 52659?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 7 received compensation from the organization, the highest $196,770 (BANK OF AMERICA, TRUSTEE).
- How much revenue does KENT D & MARY L STEADLEY MEMORIAL TRUST UA DTD 52659 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,648,020, expenses of $2,358,280 and total assets of $31,674,692 at year end.
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