Nonprofit · EIN 43-6236634
KELTON & ALMA WHITE MEMORIAL TRUST
Tax-exempt · OAKS, PA 19456
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,390,725 | $597,299 | $793,426 | $14,827,787 | $0 | $14,827,787 |
| December 31, 2023 | 990 | $902,286 | $523,302 | $378,984 | $14,072,615 | $0 | $14,072,615 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,390,725
- Net gain from sales of assets
- $728,920
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $528,667
- Compensation of officers, directors and key employees
- $68,632
- Salaries, compensation and benefits (total)
- $68,632
- Professional fundraising fees
- $0
- Program services (functional)
- $528,667
- Management and general (functional)
- $68,632
Balance sheet and other
- Total assets, start of year
- $14,072,615
- Total assets, end of year
- $14,827,787
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,827,787
- Publicly traded securities
- $14,654,628
- Gross receipts
- $2,681,803
- Employees
- 0
- Year formed
- 1953
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEI Private Trust Company | Trustee Institutional trustee | 1 | $68,631 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEI Private Trust Company | Trustee Institutional trustee | – | $66,465 |
Address and contacts
- Address (IRS master file)
- 1 FREEDOM VALLEY DR, OAKS, PA 19456-9989
- In care of
- % SEI PRIVATE TRUST CO
- Signed the 990
- SHEILA KROW, Trustee
- Phone
- (800) 610-1114
- Return prepared by
- ERNST & YOUNG US LLP
Mission
The trust makes distributions to Episcopal Diocese of Missouri for religious or charitable purposes of said church in the Diocese of Missouri.
Program accomplishments
- Distributions were made to Episcopal Diocese of Missouri
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 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 43-6236634
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $14,827,787
- Income (IRS master file)
- $2,681,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,390,725 | $597,299 | $14,827,787 | XML |
| 990 | December 2023 | $902,286 | $523,302 | $14,072,615 | XML |
| 990 | December 2022 | $993,283 | $409,621 | $13,649,226 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 43-6236634).
Questions about KELTON & ALMA WHITE MEMORIAL TRUST
- What is the EIN of KELTON & ALMA WHITE MEMORIAL TRUST?
- The employer identification number (EIN) of KELTON & ALMA WHITE MEMORIAL TRUST is 43-6236634.
- Is KELTON & ALMA WHITE MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to KELTON & ALMA WHITE MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KELTON & ALMA WHITE MEMORIAL 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 KELTON & ALMA WHITE MEMORIAL TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KELTON & ALMA WHITE MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of KELTON & ALMA WHITE MEMORIAL TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $68,631 (SEI Private Trust Company, Trustee).
- How much revenue does KELTON & ALMA WHITE MEMORIAL TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,390,725, expenses of $597,299 and total assets of $14,827,787 at year end.
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