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Nonprofit · EIN 13-6754615

ANNETTE KADE TRUST FUND UW ANNETTE KADE 149164

Tax-exempt · WILMINGTON, DE 19809

Financials

$180K$317K2023$332K$287K2024$474K$343K2025
Revenue Expenses · by fiscal year end
Financials of ANNETTE KADE TRUST FUND UW ANNETTE KADE 149164 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$473,614$342,954$130,660$3,533,324$0$3,533,324
December 31, 2024990-PF$332,363$287,064$45,299$3,403,172$0$3,403,172
December 31, 2023990-PF$179,702$317,109-$137,407$3,358,569$0$3,358,569
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$125,564
Net gain from sales of assets
$347,159
Other income
$891

Expenses

Grants and similar amounts paid
$262,800
Compensation of officers, directors and key employees
$32,467
Disbursements for charitable purposes
$280,034
Excise tax on investment income
$5,778

Balance sheet and other

Total assets, start of year
$3,403,172
Total assets, end of year
$3,533,324
Total liabilities, end of year
$0
Net assets, end of year
$3,533,324
Fair market value of assets
$6,738,581
Qualifying distributions
$280,034
Net investment income
$472,734

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
JTC Trust Company Delaware LTD
200 BELLEVUE PKWY SUITE 500, WILMINGTON, DE 19809
CO-TRUSTEE, AS REQ'D0$32,467
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CITIBANK N A
388 GREENWICH STREET 19TH FLOOR, NEW YORK, NY 10013
CO-TRUSTEE, AS REQ'D0$30,295
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CITIBANK N A
388 GREENWICH STREET 19TH FLOOR, NEW YORK, NY 10013
CO-TRUSTEE, AS REQ'D0$27,522

Address and contacts

Address (IRS master file)
200 BELLEVUE PKWY STE 500, WILMINGTON, DE 19809-3741
In care of
% CITIBANK NA PBD TAX DEPT SORT4850
Signed the 990-PF
SHAWN WILSON, TRUSTEE
Phone
(302) 798-2160
Return prepared by
KPMG 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6754615
Exempt since
1980
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,533,324
Income (IRS master file)
$1,254,158

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$473,614$342,954$3,533,324IRS
990-PFDecember 2024$332,363$287,064$3,403,172IRS
990-PFDecember 2023$179,702$317,109$3,358,569XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 13-6754615).

Questions about ANNETTE KADE TRUST FUND UW ANNETTE KADE 149164

What is the EIN of ANNETTE KADE TRUST FUND UW ANNETTE KADE 149164?
The employer identification number (EIN) of ANNETTE KADE TRUST FUND UW ANNETTE KADE 149164 is 13-6754615.
Is ANNETTE KADE TRUST FUND UW ANNETTE KADE 149164 tax-exempt?
Yes. The IRS lists it as tax-exempt since 1980.
Which annual return does ANNETTE KADE TRUST FUND UW ANNETTE KADE 149164 file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNETTE KADE TRUST FUND UW ANNETTE KADE 149164 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANNETTE KADE TRUST FUND UW ANNETTE KADE 149164 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ANNETTE KADE TRUST FUND UW ANNETTE KADE 149164?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $32,467 (JTC Trust Company Delaware LTD, CO-TRUSTEE, AS REQ'D).
How much revenue does ANNETTE KADE TRUST FUND UW ANNETTE KADE 149164 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $473,614, expenses of $342,954 and total assets of $3,533,324 at year end.

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