Nonprofit · EIN 43-6771065
RUTH E WARD PERM ENDOWMENT TR
Tax-exempt · KANSAS CITY, MO 64141
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $302,519 | $164,254 | $138,265 | $2,327,710 | $0 | $2,327,710 |
| November 30, 2024 | 990-PF | $299,136 | $146,018 | $153,118 | $2,188,804 | $0 | $2,188,804 |
| November 30, 2023 | 990-PF | $166,261 | $145,990 | $20,271 | $2,036,199 | $0 | $2,036,199 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $52,804
- Net gain from sales of assets
- $249,715
Expenses
- Grants and similar amounts paid
- $121,446
- Compensation of officers, directors and key employees
- $35,401
- Disbursements for charitable purposes
- $140,147
- Excise tax on investment income
- $3,949
Balance sheet and other
- Total assets, start of year
- $2,188,804
- Total assets, end of year
- $2,327,710
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,327,710
- Fair market value of assets
- $3,276,723
- Qualifying distributions
- $140,147
- Net investment income
- $302,453
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UMB BANK N A 1010 GRAND, KANSAS CITY, KS 64103 | TRUSTEE | 2 | $35,401 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UMB BANK N A 1010 GRAND, KANSAS CITY, KS 64103 | TRUSTEE | 2 | $33,283 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UMB BANK N A 1010 GRAND, KANSAS CITY, KS 64103 | TRUSTEE | 2 | $29,847 |
Address and contacts
- Address (IRS master file)
- PO BOX 415044, KANSAS CITY, MO 64141-5044
- In care of
- % REX MATLACK SR
- Signed the 990-PF
- KELSEY SHIREMAN, Vice President
- Phone
- (816) 860-7711
- 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6771065
- 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
- 2009
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $2,327,710
- Income (IRS master file)
- $1,484,459
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $302,519 | $164,254 | $2,327,710 | XML |
| 990-PF | November 2024 | $299,136 | $146,018 | $2,188,804 | IRS |
| 990-PF | November 2023 | $166,261 | $145,990 | $2,036,199 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 43-6771065).
Questions about RUTH E WARD PERM ENDOWMENT TR
- What is the EIN of RUTH E WARD PERM ENDOWMENT TR?
- The employer identification number (EIN) of RUTH E WARD PERM ENDOWMENT TR is 43-6771065.
- Is RUTH E WARD PERM ENDOWMENT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to RUTH E WARD PERM ENDOWMENT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUTH E WARD PERM ENDOWMENT TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUTH E WARD PERM ENDOWMENT TR due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RUTH E WARD PERM ENDOWMENT TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of RUTH E WARD PERM ENDOWMENT TR?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $35,401 (UMB BANK N A, TRUSTEE).
- How much revenue does RUTH E WARD PERM ENDOWMENT TR have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $302,519, expenses of $164,254 and total assets of $2,327,710 at year end.
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All nonprofits in KANSAS CITY · Missouri · Philanthropy, voluntarism and grantmaking foundations