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Nonprofit · EIN 88-6707288

GRETCHEN MORGENSTERN CHARITIES TR UA DTD 9-1-1971

Also known as ADVANTAGE TRUST COMPANY TTEE

Tax-exempt · SALINA, KS 67402

Financials

$241K$244K2023
Revenue Expenses · by fiscal year end
Financials of GRETCHEN MORGENSTERN CHARITIES TR UA DTD 9-1-1971 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2024990-PF$241,054$244,332-$3,278$4,610,660$0$4,610,660
Financial details: 990-PF for the year ended July 31, 2024

Revenue

Contributions, gifts and grants
$825
Dividends
$57,320
Interest
$60,493
Net gain from sales of assets
$122,416

Expenses

Grants and similar amounts paid
$210,497
Compensation of officers, directors and key employees
$29,168
Disbursements for charitable purposes
$225,081
Excise tax on investment income
$3,090

Balance sheet and other

Total assets, start of year
$4,613,938
Total assets, end of year
$4,610,660
Total liabilities, end of year
$0
Net assets, end of year
$4,610,660
Fair market value of assets
$5,430,237
Qualifying distributions
$225,081
Net investment income
$240,229

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 July 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ADVANTAGE TRUST COMPANY
PO BOX 1337, SALINA, KS 67401
TRUSTEE0$29,168

Address and contacts

Address (IRS master file)
PO BOX 1337, SALINA, KS 67402-1337
Signed the 990-PF
ADVANTAGE TRUST COMPANY, TRUSTEE
Phone
(785) 452-3561
Return prepared by
SSC ADVISORS INC

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025Not on file
2023June 30, 2024November 15, 2024Check at the IRS

IRS record

EIN
88-6707288
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
2024
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Human services (P12)
Assets (IRS master file)
$4,610,660
Income (IRS master file)
$953,334

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2024$241,054$244,332$4,610,660XML

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 88-6707288).

Questions about GRETCHEN MORGENSTERN CHARITIES TR UA DTD 9-1-1971

What is the EIN of GRETCHEN MORGENSTERN CHARITIES TR UA DTD 9-1-1971?
The employer identification number (EIN) of GRETCHEN MORGENSTERN CHARITIES TR UA DTD 9-1-1971 is 88-6707288.
Is GRETCHEN MORGENSTERN CHARITIES TR UA DTD 9-1-1971 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to GRETCHEN MORGENSTERN CHARITIES TR UA DTD 9-1-1971 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GRETCHEN MORGENSTERN CHARITIES TR UA DTD 9-1-1971 file?
Form 990-PF. Private foundations file every year.
When is the next return of GRETCHEN MORGENSTERN CHARITIES TR UA DTD 9-1-1971 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 GRETCHEN MORGENSTERN CHARITIES TR UA DTD 9-1-1971 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2024.
Who are the officers and directors of GRETCHEN MORGENSTERN CHARITIES TR UA DTD 9-1-1971?
The 990-PF for the year ended July 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $29,168 (ADVANTAGE TRUST COMPANY, TRUSTEE).
How much revenue does GRETCHEN MORGENSTERN CHARITIES TR UA DTD 9-1-1971 have?
On its 990-PF for the year ended July 31, 2024 it reported revenue of $241,054, expenses of $244,332 and total assets of $4,610,660 at year end.

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