Nonprofit · EIN 13-6058048
EPPLEY FOUNDATION TRUST UW ME APT 7 6061 38 00 FBO RESEARCH
Also known as CITIBANK NA
Tax-exempt · GREENVILLE, DE 19807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $397,527 | $282,784 | $114,743 | $3,362,368 | $0 | $3,362,368 |
| December 31, 2023 | 990-PF | $238,555 | $282,436 | -$43,881 | $3,247,623 | $0 | $3,247,623 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $178,834
- Net gain from sales of assets
- $218,693
Expenses
- Grants and similar amounts paid
- $260,563
- Compensation of officers, directors and key employees
- $12,652
- Disbursements for charitable purposes
- $268,139
- Excise tax on investment income
- $5,374
Balance sheet and other
- Total assets, start of year
- $3,247,623
- Total assets, end of year
- $3,362,368
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,362,368
- Fair market value of assets
- $5,944,001
- Qualifying distributions
- $268,139
- Net investment income
- $397,527
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIBANK N A 388 GREENWICH STREET 19TH FLOOR, NEW YORK, NY 10013 | TRUSTEE, AS REQ'D | 0 | $7,692 |
| JOAN WINANT 215 E 72ND STREET, NEW YORK, NY 10021 | CO-TRUSTEE, AS REQ'D | 0 | $4,960 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIBANK N A 388 GREENWICH STREET 19TH FLOOR, NEW YORK, NY 10013 | TRUSTEE, AS REQ'D | 0 | $7,041 |
| JOAN WINANT 215 E 72ND STREET, NEW YORK, NY 10021 | CO-TRUSTEE, AS REQ'D | 0 | $4,407 |
Address and contacts
- Address (IRS master file)
- 20 MONTCHANIN RD STE 180, GREENVILLE, DE 19807-2179
- In care of
- % CITICORP TR BK FSB
- Signed the 990-PF
- SHAWN P WILSON, TRUSTEE
- Phone
- (800) 285-3000
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6058048
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,362,368
- Income (IRS master file)
- $489,754
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $397,527 | $282,784 | $3,362,368 | XML |
| 990-PF | December 2023 | $238,555 | $282,436 | $3,247,623 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6058048).
Questions about EPPLEY FOUNDATION TRUST UW ME APT 7 6061 38 00 FBO RESEARCH
- What is the EIN of EPPLEY FOUNDATION TRUST UW ME APT 7 6061 38 00 FBO RESEARCH?
- The employer identification number (EIN) of EPPLEY FOUNDATION TRUST UW ME APT 7 6061 38 00 FBO RESEARCH is 13-6058048.
- Is EPPLEY FOUNDATION TRUST UW ME APT 7 6061 38 00 FBO RESEARCH tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1973.
- Which annual return does EPPLEY FOUNDATION TRUST UW ME APT 7 6061 38 00 FBO RESEARCH file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EPPLEY FOUNDATION TRUST UW ME APT 7 6061 38 00 FBO RESEARCH due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EPPLEY FOUNDATION TRUST UW ME APT 7 6061 38 00 FBO RESEARCH last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of EPPLEY FOUNDATION TRUST UW ME APT 7 6061 38 00 FBO RESEARCH?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $7,692 (CITIBANK N A, TRUSTEE, AS REQ'D).
- How much revenue does EPPLEY FOUNDATION TRUST UW ME APT 7 6061 38 00 FBO RESEARCH have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $397,527, expenses of $282,784 and total assets of $3,362,368 at year end.
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