Nonprofit · EIN 23-6215526
SUSAN KEIM MONTGOMERY CHARITABLE TRUST
Also known as FIRST PA BANKING & TRUST CO
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $26,161 | $28,561 | -$2,400 | $360,783 | $0 | $360,783 |
| December 31, 2024 | 990-PF | $22,274 | $27,671 | -$5,397 | $363,506 | $0 | $363,506 |
| December 31, 2023 | 990-PF | $10,224 | $27,177 | -$16,953 | $368,540 | $0 | $368,540 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,342
- Net gain from sales of assets
- $12,819
Expenses
- Grants and similar amounts paid
- $19,500
- Compensation of officers, directors and key employees
- $7,444
- Disbursements for charitable purposes
- $21,385
- Excise tax on investment income
- $269
Balance sheet and other
- Total assets, start of year
- $363,506
- Total assets, end of year
- $360,783
- Total liabilities, end of year
- $0
- Net assets, end of year
- $360,783
- Fair market value of assets
- $454,961
- Qualifying distributions
- $21,385
- Net investment income
- $26,159
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $7,444 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $6,973 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $6,480 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % WACHOVIA BANK NA
- Signed the 990-PF
- -, TRUSTEE
- Phone
- (888) 730-4933
- 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 | 990-PF 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
- 23-6215526
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $360,783
- Income (IRS master file)
- $126,155
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $26,161 | $28,561 | $360,783 | IRS |
| 990-PF | December 2024 | $22,274 | $27,671 | $363,506 | IRS |
| 990-PF | December 2023 | $10,224 | $27,177 | $368,540 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 23-6215526).
Questions about SUSAN KEIM MONTGOMERY CHARITABLE TRUST
- What is the EIN of SUSAN KEIM MONTGOMERY CHARITABLE TRUST?
- The employer identification number (EIN) of SUSAN KEIM MONTGOMERY CHARITABLE TRUST is 23-6215526.
- Is SUSAN KEIM MONTGOMERY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does SUSAN KEIM MONTGOMERY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUSAN KEIM MONTGOMERY CHARITABLE TRUST 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 SUSAN KEIM MONTGOMERY CHARITABLE TRUST 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 SUSAN KEIM MONTGOMERY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,444 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does SUSAN KEIM MONTGOMERY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $26,161, expenses of $28,561 and total assets of $360,783 at year end.
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