Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee
Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee is a private foundation, based in Joplin, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $173K in total assets. In 2025, it awarded 2 grants totaling $6K. Net investment income was $8K.
Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee at a glance
In short: Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee gave $6K across 2 grants in 2025 (avg $3K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,672
- +2.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $2,836
- +2.9% vs 2024
- Median grant
- $2,836
- Total assets
- $172,894
- -0.9% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Faith Lutheran Church ($5K). Together the top 2 received $6K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee gives
- Giving grew 87% from 2022 to 2025. Method
- In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $3K (2022) to $9K (2019). In 2025 it made 2 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Faith Lutheran Church Carthage, MO | General Purpose | $4,821 |
| Trinity Lutheran Church Sarcoxie, MO | Unrestricted | $851 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $172,894 | $10,221 | $9,629 | $5,672 | 2 | $7,622 | $8,214 | $8,481 |
| 2024 | $174,502 | $6,553 | $9,437 | $5,510 | 2 | $7,435 | $4,125 | $8,586 |
| 2023 | $176,141 | $6,309 | $11,036 | $7,020 | 2 | $9,000 | $5,574 | $8,423 |
| 2022 | $179,341 | $3,229 | $7,022 | $3,029 | 2 | $5,459 | $3,994 | $8,693 |
| 2021 | $184,126 | $6,898 | $10,050 | $6,227 | 2 | $8,452 | $4,552 | $9,018 |
| 2020 | $185,188 | $-3,305 | $8,307 | $4,484 | 2 | — | $7,041 | $8,937 |
| 2019 | $199,256 | $9,968 | $12,763 | $8,954 | 2 | — | $6,159 | $8,527 |
Under IRS private-foundation payout rules, Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee's only listed officer is Southwest Missouri Bank Trust Dept Doug Crandall, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Southwest Missouri Bank Trust Dept Doug Crandall
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $3K (2025)
Former officers (1)
- Former: Southwest Missouri Bank Trust Dept (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to Southwest Missouri Bank Trust Dept Doug Crandall (Trustee).
Frequently asked questions about Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee
How much does Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee give each year?
Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee gave $6K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 2 grants.
How large is Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee?
Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee reported $173K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee operate?
Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee has awarded grants in Missouri.
What is Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee's EIN?
Ross Bhelen H Brown Memorial Trust Southwest Missouri Bank Trustee's EIN (Employer Identification Number) is 43-6256328. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2019–2024
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