Nonprofit · EIN 63-6193757
JOHN A & DELIA T ROBERT CHARITABLE TRUST 2
Tax-exempt · SAINT LOUIS, MO 63102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $44,245 | $78,109 | -$33,864 | $769,731 | $0 | $769,731 |
| March 31, 2025 | 990-PF | $100,352 | $74,309 | $26,043 | $803,589 | $0 | $803,589 |
| March 31, 2024 | 990-PF | $43,024 | $68,968 | -$25,944 | $777,256 | $0 | $777,256 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $28,387
- Net gain from sales of assets
- $15,858
Expenses
- Grants and similar amounts paid
- $52,200
- Compensation of officers, directors and key employees
- $23,479
- Disbursements for charitable purposes
- $58,193
- Excise tax on investment income
- $364
Balance sheet and other
- Total assets, start of year
- $803,589
- Total assets, end of year
- $769,731
- Total liabilities, end of year
- $0
- Net assets, end of year
- $769,731
- Fair market value of assets
- $1,290,653
- Qualifying distributions
- $58,193
- Net investment income
- $44,189
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR C PARKER HENLEY 4242 HARPERS FERRY CIRCLE, BIRMINGHAM, AL 35213 | CO-TRUSTEE | 1 | $13,104 |
| STIFEL TRUST COMPANY 501 NORTH BROADWAY, ST LOUIS, MO 63102 | TRUSTEE | 1 | $10,375 |
990-PF for the year ended March 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR C PARKER HENLEY 4242 HARPERS FERRY CIRCLE, BIRMINGHAM, AL 35213 | CO-TRUSTEE | 1 | $12,403 |
| STIFEL TRUST COMPANY 501 NORTH BROADWAY, ST LOUIS, MO 63102 | TRUSTEE | 1 | $9,933 |
990-PF for the year ended March 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR C PARKER HENLEY 4242 HARPERS FERRY CIRCLE, BIRMINGHAM, AL 35213 | CO-TRUSTEE | 1 | $11,228 |
| STIFEL TRUST COMPANY 501 NORTH BROADWAY, ST LOUIS, MO 63102 | TRUSTEE | 1 | $8,906 |
Address and contacts
- Address (IRS master file)
- 501 N BROADWAY, SAINT LOUIS, MO 63102-2102
- In care of
- % TRUST CO OF STERNE AGEE INC TTEE
- Signed the 990-PF
- SUSAN POTTHAST, PRESIDENT
- Phone
- (314) 342-4406
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 63-6193757
- 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
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $769,731
- Income (IRS master file)
- $173,002
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $44,245 | $78,109 | $769,731 | XML |
| 990-PF | March 2025 | $100,352 | $74,309 | $803,589 | XML |
| 990-PF | March 2024 | $43,024 | $68,968 | $777,256 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 63-6193757).
Questions about JOHN A & DELIA T ROBERT CHARITABLE TRUST 2
- What is the EIN of JOHN A & DELIA T ROBERT CHARITABLE TRUST 2?
- The employer identification number (EIN) of JOHN A & DELIA T ROBERT CHARITABLE TRUST 2 is 63-6193757.
- Is JOHN A & DELIA T ROBERT CHARITABLE TRUST 2 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to JOHN A & DELIA T ROBERT CHARITABLE TRUST 2 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN A & DELIA T ROBERT CHARITABLE TRUST 2 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN A & DELIA T ROBERT CHARITABLE TRUST 2 due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN A & DELIA T ROBERT CHARITABLE TRUST 2 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of JOHN A & DELIA T ROBERT CHARITABLE TRUST 2?
- The 990-PF for the year ended March 31, 2026 lists 2 people; 2 received compensation from the organization, the highest $13,104 (ARTHUR C PARKER HENLEY, CO-TRUSTEE).
- How much revenue does JOHN A & DELIA T ROBERT CHARITABLE TRUST 2 have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $44,245, expenses of $78,109 and total assets of $769,731 at year end.
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