Nonprofit · EIN 43-6820427
LORENCE I MILLSTEAD IRREVOCABLE CHARITABLE TRUST
Tax-exempt · CLAYTON, MO 63105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $382,056 | $256,435 | $125,621 | $4,625,153 | $0 | $4,625,153 |
| April 30, 2025 | 990-PF | $429,464 | $252,632 | $176,832 | $4,499,944 | $0 | $4,499,944 |
| April 30, 2024 | 990-PF | $404,066 | $226,134 | $177,932 | $4,323,245 | $0 | $4,323,245 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $117,918
- Net rental income
- $52,342
- Net gain from sales of assets
- $211,796
Expenses
- Grants and similar amounts paid
- $203,305
- Compensation of officers, directors and key employees
- $46,066
- Disbursements for charitable purposes
- $212,518
- Excise tax on investment income
- $4,783
Balance sheet and other
- Total assets, start of year
- $4,499,944
- Total assets, end of year
- $4,625,153
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,625,153
- Fair market value of assets
- $5,242,566
- Qualifying distributions
- $212,518
- Net investment income
- $382,056
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Commerce Trust PO BOX 2817, SPRINGFIELD, MO 65801 | TRUSTEE | 3 | $40,566 |
| Commerce Trust PO BOX 11356, CLAYTON, MO 63105 | TAX PREPARATION | 1 | $5,500 |
990-PF for the year ended April 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Commerce Trust PO BOX 2817, SPRINGFIELD, MO 65801 | TRUSTEE | 3 | $38,558 |
| Commerce Trust PO BOX 11356, CLAYTON, MO 63105 | TAX PREPARATION | 1 | $0 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Commerce Trust PO BOX 2817, SPRINGFIELD, MO 65801 | TRUSTEE | 3 | $35,543 |
| Commerce Trust PO BOX 11356, CLAYTON, MO 63105 | TAX PREPARATION | 1 | $2,750 |
Address and contacts
- Address (IRS master file)
- PO BOX 11356, CLAYTON, MO 63105-0156
- In care of
- % COMMERCE BANK NA
- Signed the 990-PF
- COMMERCE TRUST, TRUSTEE
- Phone
- (314) 746-7329
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6820427
- 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
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $4,625,153
- Income (IRS master file)
- $697,385
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $382,056 | $256,435 | $4,625,153 | XML |
| 990-PF | April 2025 | $429,464 | $252,632 | $4,499,944 | XML |
| 990-PF | April 2024 | $404,066 | $226,134 | $4,323,245 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 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 43-6820427).
Questions about LORENCE I MILLSTEAD IRREVOCABLE CHARITABLE TRUST
- What is the EIN of LORENCE I MILLSTEAD IRREVOCABLE CHARITABLE TRUST?
- The employer identification number (EIN) of LORENCE I MILLSTEAD IRREVOCABLE CHARITABLE TRUST is 43-6820427.
- Is LORENCE I MILLSTEAD IRREVOCABLE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LORENCE I MILLSTEAD IRREVOCABLE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LORENCE I MILLSTEAD IRREVOCABLE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LORENCE I MILLSTEAD IRREVOCABLE CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LORENCE I MILLSTEAD IRREVOCABLE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of LORENCE I MILLSTEAD IRREVOCABLE CHARITABLE TRUST?
- The 990-PF for the year ended April 30, 2026 lists 2 people; 2 received compensation from the organization, the highest $40,566 (Commerce Trust, TRUSTEE).
- How much revenue does LORENCE I MILLSTEAD IRREVOCABLE CHARITABLE TRUST have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $382,056, expenses of $256,435 and total assets of $4,625,153 at year end.
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