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Nonprofit · EIN 85-6664787

CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND

Also known as CREATIVE PLANNING TRUST COMPANY LLC

Tax-exempt · OVERLAND PARK, KS 66211

Financials

$330K$600K2023$509K$585K2024
Revenue Expenses · by fiscal year end
Financials of CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$509,378$584,895-$75,517$10,463,474$0$10,463,474
December 31, 2023990$329,935$599,826-$269,891$10,539,509$0$10,539,509
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$59
Program service revenue
$0
Investment income
$509,319
Net gain from sales of assets
$230,772
Other revenue
$0

Expenses

Grants and similar amounts paid
$557,470
Compensation of officers, directors and key employees
$4,490
Salaries, compensation and benefits (total)
$4,490
Professional fundraising fees
$0
Accounting fees
$2,300
Program services (functional)
$557,470
Management and general (functional)
$27,425

Balance sheet and other

Total assets, start of year
$10,539,509
Total assets, end of year
$10,463,474
Total liabilities, end of year
$0
Net assets, end of year
$10,463,474
Publicly traded securities
$9,750,766
Gross receipts
$1,419,821
Employees
0
Volunteers
0
Year formed
2020
State of legal domicile
NV

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
KAREN NOELBENEFICIARY CHIEF EXECUTIV
Trustee or director, Officer
0.25$0$118,118$0
KENDALL BEVERSBENEFICIARY CHIEF FINANCIA
Trustee or director, Officer
0.25$0$70,773$0
CREATIVE PLANNING TRUST COMPANYCORPORATE TRUSTEE
Institutional trustee
1$0$0$4,490
J VICTOR AMMONSAPPOINTEE OF BENEFICIARY B
Trustee or director
0.25$0$0$0
CARLA MILLSAPPOINTEE OF HOUSING ORGAN
Trustee or director
0.25$0$0$0
JON DOOLITTLEELECTED MEMBER
Trustee or director
0.25$0$0$0
PHILIP PASCHANGELECTED MEMBER
Trustee or director
0.25$0$0$0
REVEREND CHARLES N ROWE STDELECTED MEMBER (CLERGY)
Trustee or director
0.25$0$0$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KAREN NOELBENEFICIARY CHIEF EXECUTIV
Trustee or director, Officer
0.25$0$116,291$0
KENDALL BEVERSBENEFICIARY CHIEF FINANCIA
Trustee or director, Officer
0.25$0$69,444$0
CREATIVE PLANNING TRUST COMPANYCORPORATE TRUSTEE
Institutional trustee
0$0$0$3,934
J VICTOR AMMONSAPPOINTEE OF BENEFICIARY B
Trustee or director
0.25$0$0$0
CARLA MILLSAPPOINTEE OF HOUSING ORGAN
Trustee or director
0.25$0$0$0
JON DOOLITTLEELECTED MEMBER
Trustee or director
0.25$0$0$0
PHILIP PASCHANGELECTED MEMBER
Trustee or director
0.25$0$0$0
REVEREND CHARLES N ROWE STDELECTED MEMBER (CLERGY)
Trustee or director
0.25$0$0$0

Address and contacts

Address (IRS master file)
5454 W 110TH ST, OVERLAND PARK, KS 66211-1204
Principal officer (990 for 2024)
CREATIVE PLANNING TRUST C, 5454 W 110TH ST, OVERLAND PARK, KS 66205
Signed the 990
CREATIVE PLANNING TRUST COMPANY, TRUSTEE
Phone
(816) 221-4377
Return prepared by
CREATIVE PLANNING TAX LLC

Mission

THE TRUST IS ORGANIZED AND WILL BE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES AS SET FORTH IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE INCLUDING, FOR THESE PURPOSES, THE MAKING OF DISTRIBUTIONS TO CATHOLIC CHARITIES OF KANSAS CITY-ST. JOSEPH, INC., A MISSOURI BENEVOLENT CORPORATION. IT IS THE INTENT THAT THE TRUST SHALL BE CLASSIFIED AND OPERATED AS A TYPE III SUPPORTING ORGANIZATION.

990 for the year ended December 31, 2024

Program accomplishments

  • TO BENEFIT AND SUPPORT CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC. AS A TYPE III SUPPORTING ORGANIZATION.
    Expenses $557,470 · grants $557,470

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
85-6664787
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III functionally integrated
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X22)
Assets (IRS master file)
$10,463,474
Income (IRS master file)
$1,419,821

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$509,378$584,895$10,463,474XML
990December 2023$329,935$599,826$10,539,509XML
990December 2022-$26,047$632,161$10,815,769IRS
990December 2021–––IRS
990December 2020–––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 85-6664787).

Questions about CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND

What is the EIN of CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND?
The employer identification number (EIN) of CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND is 85-6664787.
Is CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND 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 CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND?
The 990 for the year ended December 31, 2024 names CREATIVE PLANNING TRUST C.
Who are the officers and directors of CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND?
The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $509,378, expenses of $584,895 and total assets of $10,463,474 at year end.

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