Nonprofit · EIN 84-6694925
W R CORLEY MEMORIAL TRUST
Also known as SOUTHWEST MISSOURI BANK TTEE
Tax-exempt · JOPLIN, MO 64804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $119,867 | $300,534 | -$180,667 | $4,061,752 | $0 | $4,061,752 |
| June 30, 2024 | 990-PF | $104,479 | $330,847 | -$226,368 | $4,242,419 | $0 | $4,242,419 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,670
- Dividends
- $119,938
- Interest
- $6,508
- Net gain from sales of assets
- -$8,305
- Other income
- $56
Expenses
- Grants and similar amounts paid
- $248,470
- Compensation of officers, directors and key employees
- $48,066
- Disbursements for charitable purposes
- $275,968
- Excise tax on investment income
- $550
Balance sheet and other
- Total assets, start of year
- $4,242,419
- Total assets, end of year
- $4,061,752
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,061,752
- Fair market value of assets
- $4,592,276
- Qualifying distributions
- $275,968
- Net investment income
- $63,632
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SMB TRUST SERVICES 1000 E 32ND ST, JOPLIN, MO 64804 | TRUSTEE | 1 | $48,066 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SMB TRUST SERVICES 1000 E 32ND ST, JOPLIN, MO 64804 | TRUSTEE | 1 | $47,067 |
Address and contacts
- Address (IRS master file)
- 1000 E 32ND ST, JOPLIN, MO 64804-4001
- In care of
- % SMB TRUST SERVICES
- Signed the 990-PF
- SMB TRUST SERVICES, TRUSTEE
- Phone
- (417) 623-3424
- Return prepared by
- Forvis Mazars 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-6694925
- 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
- 2021
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,061,752
- Income (IRS master file)
- $338,441
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $119,867 | $300,534 | $4,061,752 | IRS |
| 990-PF | June 2024 | $104,479 | $330,847 | $4,242,419 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 84-6694925).
Questions about W R CORLEY MEMORIAL TRUST
- What is the EIN of W R CORLEY MEMORIAL TRUST?
- The employer identification number (EIN) of W R CORLEY MEMORIAL TRUST is 84-6694925.
- Is W R CORLEY MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to W R CORLEY MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W R CORLEY MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W R CORLEY MEMORIAL TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did W R CORLEY MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of W R CORLEY MEMORIAL TRUST?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $48,066 (SMB TRUST SERVICES, TRUSTEE).
- How much revenue does W R CORLEY MEMORIAL TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $119,867, expenses of $300,534 and total assets of $4,061,752 at year end.
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All nonprofits in JOPLIN · Missouri · Philanthropy, voluntarism and grantmaking foundations