Lorence I Millstead Irrevocable Charitable Trust

Clayton, MO
Tax-exempt since Jan. 2001
EIN: 43-6820427

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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.

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

Donations to this organization are tax deductible.

Revenue

$429k (2025)

Expenses

$253k (2025)

Total Assets

$4.5M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 April
2025

Revenue

$429,464

Expenses

$252,632

Net Income

$176,832

Net Assets

$4,499,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,801	21.4%
Sales of Assets	$329,578	76.7%
Other Income	$8,085	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,432	85.3%
Compensation of Officers*	$38,558	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,499,944
Total Liabilities	$0
Net Assets	$4,499,944

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust (Trustee)	$38,558	$0
Commerce Trust (Tax Preparation)	$0	$0

990-PF

Filed on Sept. 15, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2024

Revenue

$404,066

Expenses

$226,134

Net Income

$177,932

Net Assets

$4,323,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$99,377	24.6%
Sales of Assets	$288,201	71.3%
Other Income	$16,488	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,049	84.5%
Compensation of Officers*	$38,293	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,323,245
Total Liabilities	$0
Net Assets	$4,323,245

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust (Trustee)	$35,543	$0
Commerce Trust (Tax Preparation)	$2,750	$0

990-PF

Filed on Sept. 13, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2023

Revenue

$245,906

Expenses

$250,135

Net Income

-$4,229

Net Assets

$4,145,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,985	32.1%
Sales of Assets	$130,760	53.2%
Other Income	$36,161	14.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,229	88.0%
Compensation of Officers*	$36,419	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	$4,145,305
Total Liabilities	$0
Net Assets	$4,145,305

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust (Trustee)	$34,169	$0
Commerce Trust (Tax Preparation)	$2,250	$0

990-PF

Filed on June 30, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2022

Revenue

$338,209

Expenses

$250,627

Net Income

$87,582

Net Assets

$4,149,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$111,481	33.0%
Sales of Assets	$203,151	60.1%
Other Income	$23,577	7.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$203,586	81.2%
Compensation of Officers*	$41,071	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,149,534
Total Liabilities	$0
Net Assets	$4,149,534

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust Company (Trustee)	$39,071	$0
Commerce Trust Company (Tax Preparation)	$2,000	$0

990-PF

Filed on July 20, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2021

Revenue

$586,300

Expenses

$229,449

Net Income

$356,851

Net Assets

$4,061,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,454	13.4%
Sales of Assets	$498,705	85.1%
Other Income	$9,141	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,921	86.7%
Compensation of Officers*	$37,256	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,061,919
Total Liabilities	$1
Net Assets	$4,061,918

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust Company (Trustee)	$35,256	$0
Commerce Trust Company (Tax Preparation)	$2,000	$0

990-PF

Filed on June 29, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2020

Revenue

$86,200

Expenses

$236,571

Net Income

-$150,371

Net Assets

$3,704,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,412	> 100%
Sales of Assets	$0
Other Income	$10,154	11.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,914	87.0%
Compensation of Officers*	$36,694	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,704,932
Total Liabilities	$1
Net Assets	$3,704,931

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust Company (Trustee)	$34,694	$0
Commerce Trust Company (Tax Preparation)	$2,000	$0

990-PF

Filed on June 25, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2019

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 April
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 April
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 April
2016

Revenue

$252,893

Expenses

$246,597

Net Income

$6,296

Net Assets

$3,709,946

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,986	36.4%
Sales of Assets	$45,560	18.0%
Other Income	$115,347	45.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,062	79.5%
Compensation of Officers*	$31,386	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,709,946
Total Liabilities	$0
Net Assets	$3,709,946

990-PF

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

PDF

Fiscal Year Ending April
2015

Revenue

$449,753

Expenses

$232,463

Net Income

$217,290

Net Assets

$3,705,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,181	24.5%
Sales of Assets	$147,673	32.8%
Other Income	$191,899	42.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,307	79.3%
Compensation of Officers*	$32,536	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,705,833
Total Liabilities	$0
Net Assets	$3,705,833

990-PF

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

PDF

Fiscal Year Ending April
2014

Revenue

$268,542

Expenses

$288,954

Net Income

-$20,412

Net Assets

$3,486,900

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,745	40.1%
Sales of Assets	$58,891	21.9%
Other Income	$101,906	37.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,196	86.6%
Compensation of Officers*	$30,457	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,486,900
Total Liabilities	$0
Net Assets	$3,486,900

990-PF

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

PDF

Fiscal Year Ending April
2013

Revenue

$223,699

Expenses

$258,047

Net Income

-$34,348

Net Assets

$3,502,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$108,158	48.3%
Sales of Assets	$49,829	22.3%
Other Income	$65,712	29.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,919	83.7%
Compensation of Officers*	$30,143	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	$3,502,966
Total Liabilities	$0
Net Assets	$3,502,966

990-PF

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

PDF

Fiscal Year Ending April
2012

Revenue

$244,836

Expenses

$235,155

Net Income

$9,681

Net Assets

$3,531,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$128,366	52.4%
Sales of Assets	$30,182	12.3%
Other Income	$86,288	35.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,626	90.0%
Compensation of Officers*	$27,531	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	$3,531,116
Total Liabilities	$1
Net Assets	$3,531,115

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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Types of Nonprofits

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Updated March 23, 2026

Lorence I Millstead Irrevocable Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $429k (2025)

Expenses $253k (2025)

Total Assets $4.5M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$429k (2025)

Expenses

$253k (2025)

Total Assets

$4.5M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending April
2025

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

Fiscal Year Ending April
2004

Fiscal Year Ending April
2003

Fiscal Year Ending April
2002