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Nonprofit · EIN 43-1935768

HOFHEIMER CHARITABLE TR

Tax-exempt · SAINT JOSEPH, MO 64502

Financials

$71K$214K2023$137K$217K2024$167K$232K2025
Revenue Expenses · by fiscal year end
Financials of HOFHEIMER CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$166,530$232,356-$65,826$3,194,105$0$3,194,105
December 31, 2024990-PF$137,033$216,919-$79,886$3,259,409$0$3,259,409
December 31, 2023990-PF$71,106$213,888-$142,782$3,338,763$0$3,338,763
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$85,763
Net gain from sales of assets
$79,918
Other income
$849

Expenses

Grants and similar amounts paid
$204,000
Compensation of officers, directors and key employees
$27,492
Disbursements for charitable purposes
$210,323
Excise tax on investment income
$2,020

Balance sheet and other

Total assets, start of year
$3,259,409
Total assets, end of year
$3,194,105
Total liabilities, end of year
$0
Net assets, end of year
$3,194,105
Fair market value of assets
$4,634,532
Qualifying distributions
$210,323
Net investment income
$166,530

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
COMMERCE TRUST
PO BOX 1119, ST JOSEPH, MO 64502
TRUSTEE10$27,492
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
COMMERCE TRUST
PO BOX 1119, ST JOSEPH, MO 64502
TRUSTEE10$25,917
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
COMMERCE TRUST
PO BOX 1119, ST JOSEPH, MO 64502
TRUSTEE10$20,347

Address and contacts

Address (IRS master file)
PO BOX 1119, SAINT JOSEPH, MO 64502-1119
In care of
% CITIZENS BANK & TRUST CO TTEE
Signed the 990-PF
COMMERCE TRUST, TRUSTEE
Phone
(816) 236-5756

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
43-1935768
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,194,105
Income (IRS master file)
$543,255

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$166,530$232,356$3,194,105IRS
990-PFDecember 2024$137,033$216,919$3,259,409IRS
990-PFDecember 2023$71,106$213,888$3,338,763XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 43-1935768).

Questions about HOFHEIMER CHARITABLE TR

What is the EIN of HOFHEIMER CHARITABLE TR?
The employer identification number (EIN) of HOFHEIMER CHARITABLE TR is 43-1935768.
Is HOFHEIMER CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to HOFHEIMER CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HOFHEIMER CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of HOFHEIMER CHARITABLE TR 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 HOFHEIMER CHARITABLE TR 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 HOFHEIMER CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $27,492 (COMMERCE TRUST, TRUSTEE).
How much revenue does HOFHEIMER CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $166,530, expenses of $232,356 and total assets of $3,194,105 at year end.

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