Nonprofit · EIN 43-1937959
JULIA L RUPP FOUNDATION
Tax-exempt · SAINT JOSEPH, MO 64505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $40,719 | $42,777 | -$2,058 | $511,141 | $0 | $511,141 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Dividends
- $17,890
- Interest
- $2,035
- Net gain from sales of assets
- $20,794
Expenses
- Grants and similar amounts paid
- $34,000
- Disbursements for charitable purposes
- $34,000
- Excise tax on investment income
- $156
Balance sheet and other
- Total assets, start of year
- $513,199
- Total assets, end of year
- $511,141
- Total liabilities, end of year
- $0
- Net assets, end of year
- $511,141
- Fair market value of assets
- $680,017
- Qualifying distributions
- $34,000
- Net investment income
- $19,988
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN ROBERTSON 3309 WESTWOOD, SAINT JOSEPH, MO 64505 | PRESIDENT | 0 | $0 |
| CURTIS GRAHAM 8120 NW HARDEN DRIVE, KANSAS CITY, MO 64151 | VICE-PRESIDE | 0 | $0 |
| SAMUEL ROBERTSON 26 INNER DRIVE 11-4, SAINT PAUL, MN 55116 | TREASURER | 0 | $0 |
| MARGARET GRAHAM 8120 NW HARDEN DRIVE, KANSAS CITY, MO 64151 | SECRETARY | 0 | $0 |
| JOHN LEO ROBERTSON 1710 MANSFIELD ROAD, ST JOSEPH, MO 64504 | DIRECTOR | 0 | $0 |
| MICHAEL PAUL HARRIS 3409 WEST COLONY SQUARE, SAINT JOSEPH, MO 64506 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3309 WESTWOOD DR, SAINT JOSEPH, MO 64505-1500
- Signed the 990-PF
- CAROLYN ROBERTSON, PRESIDENT
- Phone
- (816) 646-2716
- Return prepared by
- MARY R SCOTT CPA 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-1937959
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $511,141
- Income (IRS master file)
- $162,578
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $40,719 | $42,777 | $511,141 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 43-1937959).
Questions about JULIA L RUPP FOUNDATION
- What is the EIN of JULIA L RUPP FOUNDATION?
- The employer identification number (EIN) of JULIA L RUPP FOUNDATION is 43-1937959.
- Is JULIA L RUPP FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to JULIA L RUPP FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JULIA L RUPP FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JULIA L RUPP FOUNDATION 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 JULIA L RUPP FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of JULIA L RUPP FOUNDATION?
- The 990-PF for the year ended December 31, 2023 lists 6 people; 0 received compensation from the organization.
- How much revenue does JULIA L RUPP FOUNDATION have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $40,719, expenses of $42,777 and total assets of $511,141 at year end.
Other nonprofits in SAINT JOSEPH
- COMMUNITY FOUNDATION OF NORTHWEST MISSOURI EIN 27-0436182 · last filed 990 for 2025
- UNITED WAY OF GREATER ST JOSEPH INC EIN 44-0547802 · last filed 990 for 2024
- INTERSERV FOUNDATION EIN 75-3197631 · last filed 990 for 2024
- SOUTH ST JOSEPH PROGRESSIVE ASSOCIATION INC EIN 43-1475002 · last filed 990-PF for 2024
- HOFHEIMER CHARITABLE TR EIN 43-1935768 · last filed 990-PF for 2025
- ST JDC CHARITABLE FUND EIN 43-1524243 · last filed 990-PF for 2025
- RICHARD K DICKENS JR AND LYNNE H DICKENS CHARITABLE FOUNDATION EIN 43-1782403 · last filed 990-PF for 2025
- LANDES FAMILY FOUNDATION EIN 85-1824386 · last filed 990-PF for 2025
All nonprofits in SAINT JOSEPH · Missouri · Philanthropy, voluntarism and grantmaking foundations