Hofheimer Charitable Tr

Saint Joseph, MO
Tax-exempt since Nov. 2001
EIN: 43-1935768

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$137k (2024)

Expenses

$217k (2024)

Total Assets

$3.26M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$137,033

Expenses

$216,919

Net Income

-$79,886

Net Assets

$3,259,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,961	62.0%
Sales of Assets	$50,751	37.0%
Other Income	$1,321	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,084	90.9%
Compensation of Officers*	$25,917	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,259,409
Total Liabilities	$0
Net Assets	$3,259,409

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust (Trustee)	$25,917	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$71,106

Expenses

$213,888

Net Income

-$142,782

Net Assets

$3,338,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,214	95.9%
Sales of Assets	$2,892	4.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,569	90.5%
Compensation of Officers*	$20,347	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,338,763
Total Liabilities	$0
Net Assets	$3,338,763

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust (Trustee)	$20,347	$0

990-PF

Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$234,475

Expenses

$223,176

Net Income

$11,299

Net Assets

$3,482,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,342	10.0%
Dividends	$50,899	21.7%
Sales of Assets	$158,012	67.4%
Other Income	$2,222	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,000	85.6%
Compensation of Officers*	$24,065	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,482,256
Total Liabilities	$0
Net Assets	$3,482,256

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust (816 236 5756)	$24,065	$0

990-PF

Filed on June 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$602,475

Expenses

$211,403

Net Income

$391,072

Net Assets

$3,471,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$180,398	29.9%
Dividends	$39,355	6.5%
Sales of Assets	$382,272	63.5%
Other Income	$450	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,500	84.4%
Compensation of Officers*	$10,562	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,471,003
Total Liabilities	$0
Net Assets	$3,471,003

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust Julie Walker (Trustee)	$10,562	$0

990-PF

Filed on Aug. 21, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$146,097

Expenses

$204,223

Net Income

-$58,126

Net Assets

$3,079,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,904	20.5%
Dividends	$39,048	26.7%
Sales of Assets	$77,145	52.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,500	85.4%
Compensation of Officers*	$27,068	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,079,931
Total Liabilities	$1
Net Assets	$3,079,930

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank & Trust Dianne K Oder (Trustee)	$27,068	$0

990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$228,573

Expenses

$202,983

Net Income

$25,590

Net Assets

$3,138,056

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31,471	13.8%
Dividends	$46,177	20.2%
Sales of Assets	$150,925	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,500	86.0%
Compensation of Officers*	$26,455	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,138,057
Total Liabilities	$1
Net Assets	$3,138,056

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank & Trust Dianne K Oder (Trustee)	$26,455	$0

990-PF

Filed on Sept. 18, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$182,724

Expenses

$205,982

Net Income

-$23,258

Net Assets

$3,110,209

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35,337	19.3%
Dividends	$42,010	23.0%
Sales of Assets	$105,377	57.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,000	86.4%
Compensation of Officers*	$26,008	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,110,209
Total Liabilities	$0
Net Assets	$3,110,209

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank & Trust Dianne K Oder (Trustee)	$26,008	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$146,233

Expenses

$200,299

Net Income

-$54,066

Net Assets

$3,131,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,070	18.5%
Dividends	$49,434	33.8%
Sales of Assets	$69,532	47.5%
Other Income	$197	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,000	86.9%
Compensation of Officers*	$23,386	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,131,624
Total Liabilities	$0
Net Assets	$3,131,624

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank & Trust Dianne K Oder (Trustee)	$23,386	$0

990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$22,737

Expenses

$198,453

Net Income

-$221,190

Net Assets

$3,185,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,553
Dividends	$48,978
Sales of Assets	-$100,922
Other Income	$654

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,169	88.3%
Compensation of Officers*	$22,334	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,185,690
Total Liabilities	$0
Net Assets	$3,185,690

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank & Trust Dianne K Oder (Trustee)	$22,334	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$94,051

Expenses

$193,281

Net Income

-$99,230

Net Assets

$3,406,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32,670	34.7%
Dividends	$44,173	47.0%
Sales of Assets	$16,779	17.8%
Other Income	$429	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,165	86.0%
Compensation of Officers*	$23,803	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,406,880
Total Liabilities	$0
Net Assets	$3,406,880

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank & Trust Dianne K Oder (Trustee)	$23,803	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$844,880

Expenses

$207,738

Net Income

$637,142

Net Assets

$3,504,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,868	5.7%
Dividends	$53,508	6.3%
Sales of Assets	$742,702	87.9%
Other Income	$802	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,000	84.7%
Compensation of Officers*	$28,208	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,504,323
Total Liabilities	$0
Net Assets	$3,504,323

Compensation

Key Employees and Officers	Compensation	Other
Country Club Trust Company (Trustee)	$17,562	$0
Citizens Bank & Trust (Trustee)	$10,646	$0

990-PF

Filed on May 6, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$207,709

Expenses

$188,978

Net Income

$18,731

Net Assets

$2,867,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$49,695	23.9%
Dividends	$46,448	22.4%
Sales of Assets	$110,795	53.3%
Other Income	$771	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,000	82.5%
Compensation of Officers*	$27,670	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,867,181
Total Liabilities	$0
Net Assets	$2,867,181

Compensation

Key Employees and Officers	Compensation	Other
Country Club Trust Company (Trustee)	$27,670	$0

990-PF

Filed on May 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$241,237

Expenses

$179,953

Net Income

$61,284

Net Assets

$2,848,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$62,593	25.9%
Dividends	$44,224	18.3%
Sales of Assets	$133,082	55.2%
Other Income	$1,338	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,827	83.3%
Compensation of Officers*	$26,474	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,848,450
Total Liabilities	$1
Net Assets	$2,848,449

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$175,330

Expenses

$178,360

Net Income

-$3,030

Net Assets

$2,787,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64,089	36.6%
Dividends	$43,242	24.7%
Sales of Assets	$67,999	38.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,267	85.9%
Compensation of Officers*	$26,769	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,787,166
Total Liabilities	$1
Net Assets	$2,787,165

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Hofheimer Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $137k (2024)

Expenses $217k (2024)

Total Assets $3.26M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$137k (2024)

Expenses

$217k (2024)

Total Assets

$3.26M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001