Sara Jean Revocable Trust

Clayton, MO
Tax-exempt since June 2008
EIN: 43-6934592

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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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$66.8k (2024)

Expenses

$66.2k (2024)

Total Assets

$801k (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 Oct.
2024

Revenue

$66,780

Expenses

$66,180

Net Income

$600

Net Assets

$801,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,654	38.4%
Sales of Assets	$41,086	61.5%
Other Income	$40	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,993	81.6%
Compensation of Officers*	$15,841	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$801,144
Total Liabilities	$0
Net Assets	$801,144

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust (Trustee)	$13,091	$0
Commerce Trust (Tax Preparation)	$2,750	$0

990-PF

Filed on March 3, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$25,195

Expenses

$65,283

Net Income

-$40,088

Net Assets

$800,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,499	93.3%
Sales of Assets	$1,063	4.2%
Other Income	$633	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,252	80.0%
Compensation of Officers*	$15,014	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$800,689
Total Liabilities	$0
Net Assets	$800,689

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust (Trustee)	$12,264	$0
Commerce Trust (Tax Preparation)	$2,750	$0

990-PF

Filed on Jan. 18, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2022

Revenue

$47,084

Expenses

$68,731

Net Income

-$21,647

Net Assets

$841,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,752	46.2%
Sales of Assets	$25,332	53.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,337	76.1%
Compensation of Officers*	$15,577	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	$841,752
Total Liabilities	$0
Net Assets	$841,752

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust Company (Trustee)	$13,327	$0
Commerce Trust Company (Tax Preparation)	$2,250	$0

990-PF

Filed on March 13, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$127,231

Expenses

$66,168

Net Income

$61,063

Net Assets

$862,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,280	16.7%
Sales of Assets	$105,951	83.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,386	79.2%
Compensation of Officers*	$15,907	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$862,360
Total Liabilities	$0
Net Assets	$862,360

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust Company (Trustee)	$13,907	$0
Commerce Trust Company (Tax Preparation)	$2,000	$0

990-PF

Filed on Jan. 14, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2020

Revenue

$33,542

Expenses

$65,016

Net Income

-$31,474

Net Assets

$801,251

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,129	71.9%
Sales of Assets	$9,413	28.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,169	80.2%
Compensation of Officers*	$14,459	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$801,252
Total Liabilities	$1
Net Assets	$801,251

Compensation

Key Employees and Officers	Compensation	Other
Commerce Trust Company (Trustee)	$12,459	$0
Commerce Trust Company (Tax Preparation)	$2,000	$0

990-PF

Filed on Nov. 12, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2019

Revenue

$55,404

Expenses

$65,713

Net Income

-$10,309

Net Assets

$837,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,199	47.3%
Sales of Assets	$29,205	52.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,151	79.4%
Compensation of Officers*	$14,343	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$837,773
Total Liabilities	$0
Net Assets	$837,773

$65,662

Expenses

$57,424

Net Income

$8,238

Net Assets

$833,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,053	39.7%
Sales of Assets	$39,609	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,980	78.3%
Compensation of Officers*	$13,198	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$833,721
Total Liabilities	$0
Net Assets	$833,721

990-PF

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

PDF

Fiscal Year Ending Oct.
2014

Revenue

$62,673

Expenses

$57,978

Net Income

$4,695

Net Assets

$825,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,889	38.1%
Sales of Assets	$38,784	61.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,973	77.6%
Compensation of Officers*	$13,154	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	$825,485
Total Liabilities	$0
Net Assets	$825,485

990-PF

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

PDF

Fiscal Year Ending Oct.
2013

Revenue

$66,887

Expenses

$56,098

Net Income

$10,789

Net Assets

$820,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,591	35.3%
Sales of Assets	$43,296	64.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,777	79.8%
Compensation of Officers*	$11,846	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$820,467
Total Liabilities	$0
Net Assets	$820,467

990-PF

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

PDF

Fiscal Year Ending Oct.
2012

Revenue

$48,211

Expenses

$55,135

Net Income

-$6,924

Net Assets

$809,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,535	55.0%
Sales of Assets	$21,676	45.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,711	81.1%
Compensation of Officers*	$11,410	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$809,688
Total Liabilities	$0
Net Assets	$809,688

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Revenue

$30,045

Expenses

$54,292

Net Income

-$24,247

Net Assets

$816,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,847	89.4%
Sales of Assets	$3,198	10.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,993	81.0%
Compensation of Officers*	$11,622	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$816,615
Total Liabilities	$1
Net Assets	$816,614

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

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Types of Nonprofits

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Updated March 23, 2026

Sara Jean Revocable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $66.8k (2024)

Expenses $66.2k (2024)

Total Assets $801k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2010

No Extracted Financial Data

Document Links

Revenue

$66.8k (2024)

Expenses

$66.2k (2024)

Total Assets

$801k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007