Nonprofit · EIN 31-1593436
INTERCO CHARITABLE TRUST
Tax-exempt · CLAYTON, MO 63105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,522,902 | $4,378,764 | $1,144,138 | $33,961,257 | $0 | $33,961,257 |
| December 31, 2023 | 990-PF | $1,691,285 | $3,256,945 | -$1,565,660 | $32,817,119 | $0 | $32,817,119 |
| December 31, 2022 | 990-PF | $3,631,936 | $2,685,000 | $946,936 | $34,382,779 | $0 | $34,382,779 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $693,048
- Interest
- $28,405
- Net gain from sales of assets
- $4,801,449
Expenses
- Grants and similar amounts paid
- $3,228,970
- Compensation of officers, directors and key employees
- $358,520
- Disbursements for charitable purposes
- $3,766,101
- Excise tax on investment income
- $68,998
Balance sheet and other
- Total assets, start of year
- $32,817,119
- Total assets, end of year
- $33,961,257
- Total liabilities, end of year
- $0
- Net assets, end of year
- $33,961,257
- Fair market value of assets
- $70,535,473
- Qualifying distributions
- $3,766,101
- Net investment income
- $5,522,902
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL R LOYND 7701 FORSYTH BLVD STE 1000, ST LOUIS, MO 631051841 | ADMINISTRATOR | 30 | $342,520 |
| RICHARD B LOYND 11090 TURTLE BEACH RD APT A 206, NORTH PALM BEACH, FL 33408 | CO-TRUSTEE | 1 | $4,000 |
| WALTER GALVIN 9945 OLD CHATHAM RD, ST LOUIS, MO 63124 | CO-TRUSTEE | 1 | $4,000 |
| ANN LIBERMAN 9520 CLAYTON RD, CLAYTON, MO 63124 | CO-TRUSTEE | 1 | $4,000 |
| DOUG HILL 23 TWIN SPRING LANE, ST LOUIS, MO 63124 | CO-TRUSTEE | 1 | $4,000 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL R LOYND 7701 FORSYTH BLVD STE 1000, ST LOUIS, MO 631051841 | ADMINISTRATOR | 30 | $306,353 |
| RICHARD B LOYND 11090 TURTLE BEACH RD APT A 206, NORTH PALM BEACH, FL 33408 | CO-TRUSTEE | 1 | $4,000 |
| WALTER GALVIN 9945 OLD CHATHAM RD, ST LOUIS, MO 63124 | CO-TRUSTEE | 1 | $4,000 |
| ANN LIBERMAN 9520 CLAYTON RD, CLAYTON, MO 63124 | CO-TRUSTEE | 1 | $4,000 |
| DOUG HILL 23 TWIN SPRING LANE, ST LOUIS, MO 63124 | CO-TRUSTEE | 1 | $4,000 |
990-PF for the year ended December 31, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL R LOYND 7701 FORSYTH BLVD STE 1000, ST LOUIS, MO 631051841 | ADMINISTRATOR | 30 | $288,512 |
| RICHARD B LOYND 11090 TURTLE BEACH RD APT A 206, NORTH PALM BEACH, FL 33408 | CO-TRUSTEE | 1 | $4,000 |
| WALTER GALVIN 9945 OLD CHATHAM RD, ST LOUIS, MO 63124 | CO-TRUSTEE | 1 | $4,000 |
| ANN LIBERMAN 9520 CLAYTON RD, CLAYTON, MO 63124 | CO-TRUSTEE | 1 | $4,000 |
| DOUG HILL 23 TWIN SPRING LANE, ST LOUIS, MO 63124 | CO-TRUSTEE | 1 | $4,000 |
Address and contacts
- Address (IRS master file)
- 7701 FORSYTH BLVD, CLAYTON, MO 63105-1818
- In care of
- % MERCANTILE BANK NATIONAL ASSOC
- Signed the 990-PF
- MICHAEL R LOYND, ADMINISTRATOR
- Phone
- (314) 696-2217
- Return prepared by
- ANDERS MINKLER HUBER & HELM 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 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 | Not 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
- 31-1593436
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $33,961,257
- Income (IRS master file)
- $19,159,114
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,522,902 | $4,378,764 | $33,961,257 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,691,285 | $3,256,945 | $32,817,119 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $3,631,936 | $2,685,000 | $34,382,779 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 31-1593436).
Questions about INTERCO CHARITABLE TRUST
- What is the EIN of INTERCO CHARITABLE TRUST?
- The employer identification number (EIN) of INTERCO CHARITABLE TRUST is 31-1593436.
- Is INTERCO CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to INTERCO CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does INTERCO CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of INTERCO CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INTERCO CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of INTERCO CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $342,520 (MICHAEL R LOYND, ADMINISTRATOR).
- How much revenue does INTERCO CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,522,902, expenses of $4,378,764 and total assets of $33,961,257 at year end.
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