Nonprofit · EIN 44-0558499
WILLIAM ROCKHILL NELSON TRUST
Tax-exempt · KANSAS CITY, MO 64111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $999,032 | $1,918,783 | -$919,751 | $83,351,780 | $38,800 | $83,312,980 |
| April 30, 2024 | 990 | $937,554 | $1,945,336 | -$1,007,782 | $74,362,641 | $4,200 | $74,358,441 |
| April 30, 2023 | 990 (amended) | $925,312 | $1,904,629 | -$979,317 | $71,433,454 | $0 | $71,433,454 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $999,032
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,914,476
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,307
- Program services (functional)
- $1,914,476
- Management and general (functional)
- $4,307
Balance sheet and other
- Total assets, start of year
- $74,362,641
- Total assets, end of year
- $83,351,780
- Total liabilities, end of year
- $38,800
- Net assets, end of year
- $83,312,980
- Land, buildings and equipment
- $30,000
- Net assets with donor restrictions
- $83,312,980
- Gross receipts
- $999,032
- Employees
- 0
- Volunteers
- 26
- Year formed
- 1914
- 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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIAN ZUGAZAGOITIA | DIRECTOR/CEO Officer | 1 | $0 | $821,428 | $159,652 |
| EVELYN CRAFT BELGER | BOARD CHAIR Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| RAMON MURGUIA | BOARD SECRETARY Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| SANDRA A J LAWRENCE | BOARD TREASURER Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| ALEJANDRO SANCHEZ ALVARADO | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ANDREA FEINBERG | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ANN KAUFMANN BAUM | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| BILL GAUTREAUX | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| BILL LYONS | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| DON HALL JR | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| DR VALERIE E CHOW | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| GREG MADAY | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| KENT SUNDERLAND | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| LEO MORTON | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| LEWIS GREGORY | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK O'CONNELL | TRUSTEE Trustee or director | 0.3 | $0 |
| MARNY SHERMAN | TRUSTEE Trustee or director | 0.3 | $0 |
| NEIL KARBANK | TRUSTEE Trustee or director | 0.3 | $0 |
| PAUL DEBRUCE | TRUSTEE Trustee or director | 0.3 | $0 |
| PETE BROWNE | TRUSTEE Trustee or director | 0.3 | $0 |
| RAMIN CHERAFAT | TRUSTEE Trustee or director | 0.3 | $0 |
| RICHARD C GREEN | TRUSTEE Trustee or director | 0.3 | $0 |
| SCOTT FRANCIS | TRUSTEE Trustee or director | 0.3 | $0 |
| SHIRLEY HELZBERG | TRUSTEE Trustee or director | 0.3 | $0 |
| STEVE MCDOWELL | TRUSTEE Trustee or director | 0.3 | $0 |
| SUSAN CHAMBERS | TRUSTEE Trustee or director | 0.3 | $0 |
| TIM DUNN | TRUSTEE Trustee or director | 0.3 | $0 |
990 for the year ended April 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIAN ZUGAZAGOITIA | DIRECTOR/CEO Officer | 1 | $0 | $680,842 | $253,386 |
| EVELYN CRAFT BELGER | BOARD CHAIR Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| RAMON MURGUIA | BOARD SECRETARY Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| SANDRA A J LAWRENCE | BOARD TREASURER Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| ALEJANDRO SANCHEZ ALVARADO | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ANN KAUFMANN BAUM | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| BILL GAUTREAUX | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| DON HALL JR | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| DR VALERIE E CHOW | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| GRANT BURCHAM | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| KENT SUNDERLAND | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| LEO MORTON | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| LEWIS GREGORY | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| MARK O'CONNELL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| MARNY SHERMAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| MARY ATTERBURY | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| NEIL KARBANK | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| PAUL DEBRUCE | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| PETE BROWNE | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| RAMIN CHERAFAT | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| RICHARD C GREEN | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| SARA MORGAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| SHIRLEY HELZBERG | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| STEVE MCDOWELL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| WILLIAM TAYLOR | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
990 for the year ended April 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIAN ZUGAZAGOITIA | OFFICER Officer | 1 | $0 | $836,023 | $149,776 |
| KAREN CHRISTIANSEN | OFFICER Officer | 1 | $0 | $325,843 | $6,442 |
| ALEJANDRO SANCHEZ ALVARADO | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ANN KAUFMANN BAUM | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| BILL GAUTREAUX | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| DON HALL JR | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| DR VALERIE E CHOW | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| EVELYN CRAFT BELGER | BOARD CHAIR Trustee or director | 0.3 | $0 | $0 | $0 |
| GRANT BURCHAM | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| KENT SUNDERLAND | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| LEO MORTON | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| LEWIS GREGORY | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| MARK O'CONNELL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| MARNY SHERMAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| MARY ATTERBURY | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| NEIL KARBANK | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| PAUL DEBRUCE | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| PETE BROWNE | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| RAMIN CHERAFAT | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| RAMON MURGUIA | BOARD SECRETARY Trustee or director | 0.3 | $0 | $0 | $0 |
| RICHARD C GREEN JR | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| SANDRA AJ LAWRENCE | BOARD TREASURER Trustee or director | 0.3 | $0 | $0 | $0 |
| SARA MORGAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| SHIRLEY BUSH HELZBERG | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| STEVE MCDOWELL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| WILLIAM B TAYLOR | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4525 OAK ST, KANSAS CITY, MO 64111-1818
- In care of
- % TAMMY BLUHM
- Principal officer (990 for 2024)
- EVELYN CRAFT BELGER, 4525 OAK STREET, KANSAS CITY, MO 64111
- Signed the 990
- JULIAN ZUGAZAGOITIA, PRINCIPAL OFFICER
- Phone
- (816) 751-0417
- Website
- WWW.NELSON-ATKINS.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
THE TRUST WAS CREATED FOR THE PURPOSE OF ACQUIRING WORKS OF ART TO BE EXHIBITED FOR THE DELECTATION AND ENJOYMENT OF THE PUBLIC IN BUILDINGS PROVIDED FOR THAT PURPOSE.
Program accomplishments
- THE WILLIAM ROCKHILL NELSON TRUST PROVIDES ANNUAL OPERATIONAL SUPPORT TO THE NELSON GALLERY FOUNDATION BASED ON A BOARD APPROVED SPENDING POLICY.Expenses $1,914,476 · grants $1,914,476
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 44-0558499
- 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
- 1940
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A500)
- Assets (IRS master file)
- $83,351,780
- Income (IRS master file)
- $999,032
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $999,032 | $1,918,783 | $83,351,780 | XML |
| 990 | April 2024 | $937,554 | $1,945,336 | $74,362,641 | XML |
| 990 | April 2023 | $925,312 | $1,904,629 | $71,433,454 | XML |
| 990 | April 2022 | $660,875 | $1,773,788 | $70,163,621 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 2018 | – | – | – | 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 44-0558499).
Questions about WILLIAM ROCKHILL NELSON TRUST
- What is the EIN of WILLIAM ROCKHILL NELSON TRUST?
- The employer identification number (EIN) of WILLIAM ROCKHILL NELSON TRUST is 44-0558499.
- Is WILLIAM ROCKHILL NELSON TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1940.
- Are donations to WILLIAM ROCKHILL NELSON TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILLIAM ROCKHILL NELSON 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 WILLIAM ROCKHILL NELSON TRUST due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM ROCKHILL NELSON TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of WILLIAM ROCKHILL NELSON TRUST?
- The 990 for the year ended April 30, 2025 names EVELYN CRAFT BELGER.
- Who are the officers and directors of WILLIAM ROCKHILL NELSON TRUST?
- The 990 for the year ended April 30, 2025 lists 27 people; 0 received compensation from the organization.
- How much revenue does WILLIAM ROCKHILL NELSON TRUST have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $999,032, expenses of $1,918,783 and total assets of $83,351,780 at year end.
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All nonprofits in KANSAS CITY · Missouri · Arts, culture and humanities