Nonprofit · EIN 23-6271742
DR W R WALTER TRUST
Also known as FIDUCIARY TAX DEPT PA1308
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $4,766 | $6,929 | -$2,163 | $92,304 | $0 | $92,304 |
| May 31, 2024 | 990-PF | $4,271 | $6,736 | -$2,465 | $94,473 | $0 | $94,473 |
| May 31, 2023 | 990-PF | $1,655 | $6,475 | -$4,820 | $96,959 | $0 | $96,959 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $3,208
- Net gain from sales of assets
- $1,558
Expenses
- Grants and similar amounts paid
- $3,000
- Compensation of officers, directors and key employees
- $2,254
- Disbursements for charitable purposes
- $5,175
- Excise tax on investment income
- $42
Balance sheet and other
- Total assets, start of year
- $94,473
- Total assets, end of year
- $92,304
- Total liabilities, end of year
- $0
- Net assets, end of year
- $92,304
- Fair market value of assets
- $111,457
- Qualifying distributions
- $5,175
- Net investment income
- $4,766
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $2,254 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $2,111 |
990-PF for the year ended May 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $2,062 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % WACHOVIA BANK NATIONAL ASSOCIATIO
- Signed the 990-PF
- -, TRUSTEE
- Phone
- (800) 352-3705
- 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-6271742
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $92,304
- Income (IRS master file)
- $39,241
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $4,766 | $6,929 | $92,304 | XML |
| 990-PF | May 2024 | $4,271 | $6,736 | $94,473 | XML |
| 990-PF | May 2023 | $1,655 | $6,475 | $96,959 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 23-6271742).
Questions about DR W R WALTER TRUST
- What is the EIN of DR W R WALTER TRUST?
- The employer identification number (EIN) of DR W R WALTER TRUST is 23-6271742.
- Is DR W R WALTER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to DR W R WALTER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DR W R WALTER TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DR W R WALTER TRUST due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DR W R WALTER TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of DR W R WALTER TRUST?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,254 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does DR W R WALTER TRUST have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $4,766, expenses of $6,929 and total assets of $92,304 at year end.
Other nonprofits in SAINT LOUIS
- STIFEL CHARITABLE INC EIN 84-2049692 · last filed 990 for 2025
- ST LOUIS COMMUNITY FOUNDATION INCORPORATED EIN 43-1758789 · last filed 990 for 2024
- UNITED WAY OF GREATER ST LOUIS INC EIN 43-0714167 · last filed 990 for 2025
- CRAWFORD TAYLOR FOUNDATION EIN 43-1790817 · last filed 990-PF for 2025
- LEONARD & BERYL BUCK FOUNDATION EIN 94-6485668 · last filed 990 for 2025
- EDWARD JONES FOUNDATION EIN 92-1435643 · last filed 990-PF for 2024
- WORLDWIDE INVENTORY NETWORK INC EIN 43-1585007 · last filed 990 for 2024
- JAMES S MCDONNELL FOUNDATION EIN 54-2074788 · last filed 990-PF for 2024
All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations