Nonprofit · EIN 43-6406877
HARRY PORTMAN CHARITABLE TRUST
Also known as MARGOLIN A E TTEE
Tax-exempt · KANSAS CITY, MO 64141
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $441,521 | $306,211 | $135,310 | $2,014,781 | $0 | $2,014,781 |
| December 31, 2024 | 990-PF | $149,151 | $259,110 | -$109,959 | $1,880,095 | $0 | $1,880,095 |
| December 31, 2023 | 990-PF | $242,070 | $216,472 | $25,598 | $1,989,325 | $0 | $1,989,325 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $123,659
- Net gain from sales of assets
- $316,898
- Other income
- $964
Expenses
- Grants and similar amounts paid
- $233,803
- Compensation of officers, directors and key employees
- $69,715
- Disbursements for charitable purposes
- $268,661
- Excise tax on investment income
- $5,619
Balance sheet and other
- Total assets, start of year
- $1,880,095
- Total assets, end of year
- $2,014,781
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,014,781
- Fair market value of assets
- $5,265,038
- Qualifying distributions
- $268,661
- Net investment income
- $440,976
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 |
|---|---|---|---|
| UMB BANK N A 1010 GRAND, KANSAS CITY, MO 64106 | TRUSTEE | 1 | $55,772 |
| MICHAEL A SCHULTZ 400 W 49TH TER 2146, KANSAS CITY, MO 64112 | CO-TRUSTEE | 1 | $13,943 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UMB BANK N A 1010 GRAND, KANSAS CITY, MO 64106 | TRUSTEE | 1 | $53,335 |
| MICHAEL A SCHULTZ 400 W 49TH TER 2146, KANSAS CITY, MO 64112 | CO-TRUSTEE | 1 | $13,334 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UMB BANK N A 1010 GRAND, KANSAS CITY, MO 64106 | TRUSTEE | 1 | $48,043 |
| MICHAEL A SCHULTZ 400 W 49TH TER 2146, KANSAS CITY, MO 64112 | CO-TRUSTEE | 1 | $12,011 |
Address and contacts
- Address (IRS master file)
- PO BOX 415044, KANSAS CITY, MO 64141-5044
- Signed the 990-PF
- GEORGE FISCHER, Executive Offic
- Phone
- (888) 862-4045
- Return prepared by
- ERNST & YOUNG US LLP
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
- 43-6406877
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,014,781
- Income (IRS master file)
- $691,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $441,521 | $306,211 | $2,014,781 | IRS |
| 990-PF | December 2024 | $149,151 | $259,110 | $1,880,095 | IRS |
| 990-PF | December 2023 | $242,070 | $216,472 | $1,989,325 | 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 43-6406877).
Questions about HARRY PORTMAN CHARITABLE TRUST
- What is the EIN of HARRY PORTMAN CHARITABLE TRUST?
- The employer identification number (EIN) of HARRY PORTMAN CHARITABLE TRUST is 43-6406877.
- Is HARRY PORTMAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to HARRY PORTMAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARRY PORTMAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARRY PORTMAN CHARITABLE TRUST 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 HARRY PORTMAN CHARITABLE TRUST 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 HARRY PORTMAN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $55,772 (UMB BANK N A, TRUSTEE).
- How much revenue does HARRY PORTMAN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $441,521, expenses of $306,211 and total assets of $2,014,781 at year end.
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