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Nonprofit · EIN 43-6934592

SARA JEAN REVOCABLE TRUST

Tax-exempt · CLAYTON, MO 63105

Financials

$25K$65K2022$67K$66K2023$70K$66K2024
Revenue Expenses · by fiscal year end
Financials of SARA JEAN REVOCABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$70,218$65,518$4,700$806,372$0$806,372
October 31, 2024990-PF$66,780$66,180$600$801,144$0$801,144
October 31, 2023990-PF$25,195$65,283-$40,088$800,689$0$800,689
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$26,069
Net gain from sales of assets
$43,913
Other income
$236

Expenses

Grants and similar amounts paid
$50,000
Compensation of officers, directors and key employees
$13,784
Disbursements for charitable purposes
$52,757
Excise tax on investment income
$818

Balance sheet and other

Total assets, start of year
$801,144
Total assets, end of year
$806,372
Total liabilities, end of year
$0
Net assets, end of year
$806,372
Fair market value of assets
$1,181,674
Qualifying distributions
$52,757
Net investment income
$70,218

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Commerce Trust
PO BOX 2817, SPRINGFIELD, MO 65801
TRUSTEE1$13,784
Commerce Trust
PO BOX 11356, CLAYTON, MO 63105
TAX PREPARATION1$0
990-PF for the year ended October 31, 2024: 2 people
NameTitleHours / weekCompensation
Commerce Trust
PO BOX 2817, SPRINGFIELD, MO 65801
TRUSTEE1$13,091
Commerce Trust
PO BOX 11356, CLAYTON, MO 63105
TAX PREPARATION1$2,750
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
Commerce Trust
PO BOX 2817, SPRINGFIELD, MO 65801
TRUSTEE1$12,264
Commerce Trust
PO BOX 11356, CLAYTON, MO 63105
TAX PREPARATION1$2,750

Address and contacts

Address (IRS master file)
PO BOX 11356, CLAYTON, MO 63105-0156
In care of
% JOHN ZIESER COMMERCE TRUST CO
Signed the 990-PF
COMMERCE TRUST, TRUSTEE
Phone
(314) 746-7329

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
43-6934592
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
2008
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$806,372
Income (IRS master file)
$221,648

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$70,218$65,518$806,372XML
990-PFOctober 2024$66,780$66,180$801,144XML
990-PFOctober 2023$25,195$65,283$800,689XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––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 43-6934592).

Questions about SARA JEAN REVOCABLE TRUST

What is the EIN of SARA JEAN REVOCABLE TRUST?
The employer identification number (EIN) of SARA JEAN REVOCABLE TRUST is 43-6934592.
Is SARA JEAN REVOCABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to SARA JEAN REVOCABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SARA JEAN REVOCABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of SARA JEAN REVOCABLE TRUST due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SARA JEAN REVOCABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of SARA JEAN REVOCABLE TRUST?
The 990-PF for the year ended October 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $13,784 (Commerce Trust, TRUSTEE).
How much revenue does SARA JEAN REVOCABLE TRUST have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $70,218, expenses of $65,518 and total assets of $806,372 at year end.

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