Nonprofit · EIN 91-1873562
CHARLES L ROTHWELL IRREVOCABLE CHARITABLE TRUST
Tax-exempt · CLAYTON, MO 63105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $53,569 | $75,121 | -$21,552 | $917,111 | $0 | $917,111 |
| February 29, 2024 | 990-PF | $271,003 | $67,408 | $203,595 | $938,627 | $0 | $938,627 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Dividends
- $26,197
- Net gain from sales of assets
- $27,372
Expenses
- Grants and similar amounts paid
- $50,400
- Compensation of officers, directors and key employees
- $17,989
- Disbursements for charitable purposes
- $53,998
- Excise tax on investment income
- $542
Balance sheet and other
- Total assets, start of year
- $938,627
- Total assets, end of year
- $917,111
- Total liabilities, end of year
- $0
- Net assets, end of year
- $917,111
- Fair market value of assets
- $1,089,446
- Qualifying distributions
- $53,998
- Net investment income
- $53,569
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMERCE TRUST PO BOX 11356, CLAYTON, MO 63105 | CO-TRUSTEE | 10 | $12,191 |
| W RICHARD TAYLOR PO BOX 11356, CLAYTON, MO 63105 | CO-TRUSTEE | 10 | $3,048 |
| COMMERCE TRUST PO BOX 11356, CLAYTON, MO 63105 | TAX PREPARATION | 1 | $2,750 |
990-PF for the year ended February 29, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMERCE TRUST PO BOX 11356, CLAYTON, MO 63105 | CO-TRUSTEE | 10 | $10,933 |
| COMMERCE TRUST PO BOX 11356, CLAYTON, MO 63105 | TAX PREPARATION | 1 | $2,750 |
| W RICHARD TAYLOR PO BOX 11356, CLAYTON, MO 63105 | CO-TRUSTEE | 10 | $2,505 |
Address and contacts
- Address (IRS master file)
- PO BOX 11356, CLAYTON, MO 63105-0156
- In care of
- % COMMERCE BANK N A
- Signed the 990-PF
- COMMERCE TRUST, CO-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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 91-1873562
- 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
- 1997
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $917,111
- Income (IRS master file)
- $154,719
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $53,569 | $75,121 | $917,111 | XML |
| 990-PF | February 2024 | $271,003 | $67,408 | $938,627 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 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 91-1873562).
Questions about CHARLES L ROTHWELL IRREVOCABLE CHARITABLE TRUST
- What is the EIN of CHARLES L ROTHWELL IRREVOCABLE CHARITABLE TRUST?
- The employer identification number (EIN) of CHARLES L ROTHWELL IRREVOCABLE CHARITABLE TRUST is 91-1873562.
- Is CHARLES L ROTHWELL IRREVOCABLE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to CHARLES L ROTHWELL IRREVOCABLE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES L ROTHWELL IRREVOCABLE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES L ROTHWELL IRREVOCABLE CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES L ROTHWELL IRREVOCABLE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of CHARLES L ROTHWELL IRREVOCABLE CHARITABLE TRUST?
- The 990-PF for the year ended February 28, 2025 lists 3 people; 3 received compensation from the organization, the highest $12,191 (COMMERCE TRUST, CO-TRUSTEE).
- How much revenue does CHARLES L ROTHWELL IRREVOCABLE CHARITABLE TRUST have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $53,569, expenses of $75,121 and total assets of $917,111 at year end.
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All nonprofits in CLAYTON · Missouri · Philanthropy, voluntarism and grantmaking foundations