Nonprofit · EIN 48-6313837
BALOCCA-CLEMENS FAMILY CHARITABLE TRUST
Also known as CLEMENS JAMES H TTEE
Tax-exempt (reinstated) · KANSAS CITY, MO 64109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $388,021 | $422,356 | -$34,335 | $6,270,863 | $0 | $6,270,863 |
| December 31, 2024 | 990-PF | $446,312 | $394,683 | $51,629 | $5,763,217 | $0 | $5,763,217 |
| December 31, 2023 | 990-PF | -$119,732 | $276,345 | -$396,077 | $5,455,256 | $0 | $5,455,256 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $219,483
- Net gain from sales of assets
- $168,343
- Other income
- $195
Expenses
- Grants and similar amounts paid
- $327,500
- Compensation of officers, directors and key employees
- $30,000
- Disbursements for charitable purposes
- $327,500
- Excise tax on investment income
- $4,075
Balance sheet and other
- Total assets, start of year
- $5,765,717
- Total assets, end of year
- $6,270,863
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,270,863
- Fair market value of assets
- $6,737,372
- Qualifying distributions
- $327,500
- Net investment income
- $388,021
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 |
|---|---|---|---|
| Mary Stitt 1256 W 71st Terr, Paola, KS 66071 | Trustee | 5 | $10,000 |
| Arthur Fort 3838 1/2 Harrison Blvd, Kansas City, MO 64109 | Trustee | 5 | $10,000 |
| Jennifer Fort-Lierz 3838 1/2 Harrison Blvd, Kansas City, MO 64109 | Trustee | 5 | $10,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Stitt 1256 W 71st Terr, Paola, KS 66071 | Trustee | 5 | $7,500 |
| Arthur Fort 3838 1/2 Harrison Blvd, Kansas City, MO 64109 | Trustee | 5 | $7,500 |
| Jennifer Fort-Lierz 3838 1/2 Harrison Blvd, Kansas City, MO 64109 | Trustee | 5 | $7,500 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Stitt 1256 W 71st Terr, Paola, KS 66071 | Trustee | 5 | $7,500 |
| Arthur Fort 3838 12 Harrison Blvd, Kansas City, MO 64109 | Trustee | 5 | $7,500 |
| Jennifer Fort-Lierz 3838 12 Harrison Blvd, Kansas City, MO 64109 | Trustee | 5 | $7,500 |
Address and contacts
- Address (IRS master file)
- 3838 HARRISON BLVD # 12, KANSAS CITY, MO 64109-2650
- In care of
- % ARTHUR FORT
- Signed the 990-PF
- ARTHUR FORT, Trustee
- Phone
- (913) 294-3713
- Return prepared by
- Pro 31 Tax & Accounting LLC
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
- 48-6313837
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,270,863
- Income (IRS master file)
- $2,172,571
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- June 9, 2011
- Reinstated
- Effective May 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $388,021 | $422,356 | $6,270,863 | IRS |
| 990-PF | December 2024 | $446,312 | $394,683 | $5,763,217 | XML |
| 990-PF | December 2023 | -$119,732 | $276,345 | $5,455,256 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 48-6313837).
Questions about BALOCCA-CLEMENS FAMILY CHARITABLE TRUST
- What is the EIN of BALOCCA-CLEMENS FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of BALOCCA-CLEMENS FAMILY CHARITABLE TRUST is 48-6313837.
- Is BALOCCA-CLEMENS FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective May 15, 2010.
- Are donations to BALOCCA-CLEMENS FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BALOCCA-CLEMENS FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BALOCCA-CLEMENS FAMILY 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 BALOCCA-CLEMENS FAMILY 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 BALOCCA-CLEMENS FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $10,000 (Mary Stitt, Trustee).
- How much revenue does BALOCCA-CLEMENS FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $388,021, expenses of $422,356 and total assets of $6,270,863 at year end.
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