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Nonprofit · EIN 43-6212863

FRANCES H HAVENS TRUST UNITED MISSOURI BK OF CARTHAGE TTEE

Tax-exempt · KANSAS CITY, MO 64141

Financials

$45K$120K2022$95K$105K2023$82K$112K2024
Revenue Expenses · by fiscal year end
Financials of FRANCES H HAVENS TRUST UNITED MISSOURI BK OF CARTHAGE TTEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$81,590$111,650-$30,060$1,778,846$0$1,778,846
September 30, 2024990-PF$94,681$104,799-$10,118$1,809,612$0$1,809,612
September 30, 2023990-PF$45,400$119,789-$74,389$1,818,171$0$1,818,171
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$51,409
Net gain from sales of assets
$30,174
Other income
$7

Expenses

Grants and similar amounts paid
$83,362
Compensation of officers, directors and key employees
$25,425
Disbursements for charitable purposes
$97,075
Excise tax on investment income
$947

Balance sheet and other

Total assets, start of year
$1,809,612
Total assets, end of year
$1,778,846
Total liabilities, end of year
$0
Net assets, end of year
$1,778,846
Fair market value of assets
$2,188,043
Qualifying distributions
$97,075
Net investment income
$81,186

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
UMB BANK N A
1010 GRAND, KANSAS CITY, MO 64103
TRUSTEE1$25,425
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
UMB BANK N A
1010 GRAND, KANSAS CITY, MO 64103
TRUSTEE1$24,163
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
UMB BANK N A
1010 GRAND, KANSAS CITY, MO 64103
TRUSTEE1$23,167

Address and contacts

Address (IRS master file)
PO BOX 415044, KANSAS CITY, MO 64141-5044
Signed the 990-PF
KELSEY SHIREMAN, Vice President
Phone
(816) 860-7711
Return prepared by
ERNST & YOUNG US 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
43-6212863
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
1980
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$1,778,846
Income (IRS master file)
$669,593

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$81,590$111,650$1,778,846XML
990-PFSeptember 2024$94,681$104,799$1,809,612XML
990-PFSeptember 2023$45,400$119,789$1,818,171XML
990-PFSeptember 2022–––IRS
990-PFSeptember 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 43-6212863).

Questions about FRANCES H HAVENS TRUST UNITED MISSOURI BK OF CARTHAGE TTEE

What is the EIN of FRANCES H HAVENS TRUST UNITED MISSOURI BK OF CARTHAGE TTEE?
The employer identification number (EIN) of FRANCES H HAVENS TRUST UNITED MISSOURI BK OF CARTHAGE TTEE is 43-6212863.
Is FRANCES H HAVENS TRUST UNITED MISSOURI BK OF CARTHAGE TTEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to FRANCES H HAVENS TRUST UNITED MISSOURI BK OF CARTHAGE TTEE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANCES H HAVENS TRUST UNITED MISSOURI BK OF CARTHAGE TTEE file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANCES H HAVENS TRUST UNITED MISSOURI BK OF CARTHAGE TTEE due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRANCES H HAVENS TRUST UNITED MISSOURI BK OF CARTHAGE TTEE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of FRANCES H HAVENS TRUST UNITED MISSOURI BK OF CARTHAGE TTEE?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $25,425 (UMB BANK N A, TRUSTEE).
How much revenue does FRANCES H HAVENS TRUST UNITED MISSOURI BK OF CARTHAGE TTEE have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $81,590, expenses of $111,650 and total assets of $1,778,846 at year end.

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