Harry Portman Charitable Trust

Margolin A E Ttee

Kansas City, MO
Tax-exempt since April 1993
EIN: 43-6406877

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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.

Donations to this organization are tax deductible.

Revenue

$149k (2024)

Expenses

$259k (2024)

Total Assets

$1.88M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$149,151

Expenses

$259,110

Net Income

-$109,959

Net Assets

$1,880,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$116,658	78.2%
Sales of Assets	$32,202	21.6%
Other Income	$291	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,526	85.5%
Compensation of Officers*	$66,669	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,880,095
Total Liabilities	$0
Net Assets	$1,880,095

Compensation

Key Employees and Officers	Compensation	Other
Umb Bank N A (Trustee)	$53,335	$0
Michael A Schultz (Co Trustee)	$13,334	$0

990-PF

Filed on May 7, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$242,070

Expenses

$216,472

Net Income

$25,598

Net Assets

$1,989,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$116,911	48.3%
Sales of Assets	$123,727	51.1%
Other Income	$1,432	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,027	83.2%
Compensation of Officers*	$60,054	27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,989,325
Total Liabilities	$0
Net Assets	$1,989,325

Compensation

Key Employees and Officers	Compensation	Other
Umb Bank N A (Trustee)	$48,043	$0
Michael A Schultz (Co Trustee)	$12,011	$0

990-PF

Filed on May 9, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$273,608

Expenses

$185,045

Net Income

$88,563

Net Assets

$1,964,357

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,412	40.4%
Sales of Assets	$163,196	59.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,691	81.4%
Compensation of Officers*	$59,781	32.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,964,357
Total Liabilities	$0
Net Assets	$1,964,357

Compensation

Key Employees and Officers	Compensation	Other
Umb Bank N A (Trustee)	$47,825	$0
Michael A Schultz (Co Trustee)	$11,956	$0

990-PF

Filed on May 8, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$186,849

Expenses

$201,773

Net Income

-$14,924

Net Assets

$1,875,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,582	54.9%
Sales of Assets	$80,338	43.0%
Other Income	$3,929	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,483	84.5%
Compensation of Officers*	$59,365	29.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,875,621
Total Liabilities	$0
Net Assets	$1,875,621

Compensation

Key Employees and Officers	Compensation	Other
Umb Bank N A (Trustee)	$47,492	$0
Michael A Schultz (Co Trustee)	$11,873	$0

990-PF

Filed on May 6, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$146,694

Expenses

$194,984

Net Income

-$48,290

Net Assets

$1,890,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,156	70.3%
Sales of Assets	$43,538	29.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,804	80.4%
Compensation of Officers*	$52,008	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,890,734
Total Liabilities	$1
Net Assets	$1,890,733

Compensation

Key Employees and Officers	Compensation	Other
Umb Bank N A (Trustee)	$41,606	$0
Michael A Schultz (Co Trustee)	$10,402	$0

990-PF

Filed on May 3, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$350,001

Expenses

$230,512

Net Income

$119,489

Net Assets

$1,940,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$108,116	30.9%
Sales of Assets	$241,885	69.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,919	87.6%
Compensation of Officers*	$52,238	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,940,515
Total Liabilities	$1
Net Assets	$1,940,514

Compensation

Key Employees and Officers	Compensation	Other
Umb Bank N A (Trustee)	$41,790	$0
Michael A Schultz (Co Trustee)	$10,448	$0

990-PF

Filed on May 11, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$90,868

Expenses

$217,882

Net Income

-$127,014

Net Assets

$2,032,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,649	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,102	89.5%
Compensation of Officers*	$38,604	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,032,531
Total Liabilities	$0
Net Assets	$2,032,531

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$113,070

Expenses

$212,030

Net Income

-$98,960

Net Assets

$2,159,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,769	81.2%
Sales of Assets	$21,301	18.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,635	89.9%
Compensation of Officers*	$39,671	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,159,490
Total Liabilities	$0
Net Assets	$2,159,490

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$99,088

Expenses

$210,230

Net Income

-$111,142

Net Assets

$2,212,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,274	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,793	90.3%
Compensation of Officers*	$37,986	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,212,940
Total Liabilities	$0
Net Assets	$2,212,940

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$88,628

Expenses

$199,236

Net Income

-$110,608

Net Assets

$2,324,082

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,637	> 100%
Sales of Assets	$0
Other Income	$360	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,917	88.8%
Compensation of Officers*	$42,233	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,324,082
Total Liabilities	$0
Net Assets	$2,324,082

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$91,261

Expenses

$196,633

Net Income

-$105,372

Net Assets

$2,428,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$97,459	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,011	90.0%
Compensation of Officers*	$36,422	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,428,200
Total Liabilities	$0
Net Assets	$2,428,200

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.

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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

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Harry Portman Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $149k (2024)

Expenses $259k (2024)

Total Assets $1.88M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$149k (2024)

Expenses

$259k (2024)

Total Assets

$1.88M (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.
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Fiscal Year Ending Dec.
2001