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Nonprofit · EIN 39-6596804

MARGARET C PALMER TRUST

Tax-exempt · SAINT LOUIS, MO 63141

Financials

$33K$65K2023$42K$79K2024$34K$67K2025
Revenue Expenses · by fiscal year end
Financials of MARGARET C PALMER TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$33,788$67,466-$33,678$428,949$0$428,949
December 31, 2024990-PF$41,888$79,125-$37,237$462,627$0$462,627
December 31, 2023990-PF$33,475$64,904-$31,429$499,864$0$499,864
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$16,037
Net gain from sales of assets
$17,751

Expenses

Grants and similar amounts paid
$48,700
Compensation of officers, directors and key employees
$3,588
Disbursements for charitable purposes
$57,794
Excise tax on investment income
$335

Balance sheet and other

Total assets, start of year
$462,627
Total assets, end of year
$428,949
Total liabilities, end of year
$0
Net assets, end of year
$428,949
Fair market value of assets
$544,152
Qualifying distributions
$57,794
Net investment income
$33,788

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.

NameTitleHours / weekCompensation
SUSAN SAFREN
289 COURTNEY LAKES CIRCLE 108, WEST PALM BEACH, FL 33401
TRUSTEE1$3,588
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
SUSAN SAFREN
289 COURTNEY LAKES CIRCLE 108, WEST PALM BEACH, FL 33401
TRUSTEE1$3,762
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
SUSAN SAFREN
265 COURTNEY LAKES CIRCLE 102, WEST PALM BEACH, FL 33401
TRUSTEE1$3,730

Address and contacts

Address (IRS master file)
600 MASON RIDGE CENTER DR STE 100, SAINT LOUIS, MO 63141-8572
In care of
% JIM OWENS
Signed the 990-PF
SUSAN SAFREN, TRUSTEE
Phone
(314) 514-8881
Return prepared by
LOPATA FLEGEL & COMPANY 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-6596804
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
1995
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$428,949
Income (IRS master file)
$148,689

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$33,788$67,466$428,949XML
990-PFDecember 2024$41,888$79,125$462,627XML
990-PFDecember 2023$33,475$64,904$499,864XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 39-6596804).

Questions about MARGARET C PALMER TRUST

What is the EIN of MARGARET C PALMER TRUST?
The employer identification number (EIN) of MARGARET C PALMER TRUST is 39-6596804.
Is MARGARET C PALMER TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to MARGARET C PALMER TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARGARET C PALMER TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MARGARET C PALMER 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 MARGARET C PALMER 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 MARGARET C PALMER TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,588 (SUSAN SAFREN, TRUSTEE).
How much revenue does MARGARET C PALMER TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $33,788, expenses of $67,466 and total assets of $428,949 at year end.

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