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Nonprofit · EIN 23-6645756

JOSIAH W KLINE SUR TRUST FBO GETTYSBURG COLLEGE

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$68K$188K2022$131K$174K2023$165K$167K2024
Revenue Expenses · by fiscal year end
Financials of JOSIAH W KLINE SUR TRUST FBO GETTYSBURG COLLEGE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$165,170$166,611-$1,441$2,506,090$0$2,506,090
November 30, 2024990-PF$130,764$173,707-$42,943$2,507,028$0$2,507,028
November 30, 2023990-PF$68,043$188,434-$120,391$2,551,798$0$2,551,798
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$86,024
Net gain from sales of assets
$79,146

Expenses

Grants and similar amounts paid
$121,500
Compensation of officers, directors and key employees
$28,340
Disbursements for charitable purposes
$125,475
Excise tax on investment income
$1,752

Balance sheet and other

Total assets, start of year
$2,507,028
Total assets, end of year
$2,506,090
Total liabilities, end of year
$0
Net assets, end of year
$2,506,090
Fair market value of assets
$3,226,687
Qualifying distributions
$125,475
Net investment income
$165,170

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
TRUSTEE1$28,340
990-PF for the year ended November 30, 2024: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$36,421
990-PF for the year ended November 30, 2023: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101
TRUSTEE1$34,622

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WELLS FARGO BANK
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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
23-6645756
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$2,506,090
Income (IRS master file)
$836,438

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$165,170$166,611$2,506,090XML
990-PFNovember 2024$130,764$173,707$2,507,028XML
990-PFNovember 2023$68,043$188,434$2,551,798XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 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 23-6645756).

Questions about JOSIAH W KLINE SUR TRUST FBO GETTYSBURG COLLEGE

What is the EIN of JOSIAH W KLINE SUR TRUST FBO GETTYSBURG COLLEGE?
The employer identification number (EIN) of JOSIAH W KLINE SUR TRUST FBO GETTYSBURG COLLEGE is 23-6645756.
Is JOSIAH W KLINE SUR TRUST FBO GETTYSBURG COLLEGE tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does JOSIAH W KLINE SUR TRUST FBO GETTYSBURG COLLEGE file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSIAH W KLINE SUR TRUST FBO GETTYSBURG COLLEGE due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOSIAH W KLINE SUR TRUST FBO GETTYSBURG COLLEGE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of JOSIAH W KLINE SUR TRUST FBO GETTYSBURG COLLEGE?
The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $28,340 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does JOSIAH W KLINE SUR TRUST FBO GETTYSBURG COLLEGE have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $165,170, expenses of $166,611 and total assets of $2,506,090 at year end.

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