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Nonprofit · EIN 23-6651359

ADA WALBERT TRUST UW FBO EARL HENRY

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$3K$6K2023$5K$6K2024$7K$7K2025
Revenue Expenses · by fiscal year end
Financials of ADA WALBERT TRUST UW FBO EARL HENRY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$6,936$6,674$262$89,662$0$89,662
December 31, 2024990-PF$4,588$6,213-$1,625$89,482$0$89,482
December 31, 2023990-PF$2,552$6,030-$3,478$91,018$0$91,018
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$3,322
Net gain from sales of assets
$3,614

Expenses

Grants and similar amounts paid
$3,000
Compensation of officers, directors and key employees
$2,446
Disbursements for charitable purposes
$4,386
Excise tax on investment income
$65

Balance sheet and other

Total assets, start of year
$89,482
Total assets, end of year
$89,662
Total liabilities, end of year
$0
Net assets, end of year
$89,662
Fair market value of assets
$113,403
Qualifying distributions
$4,386
Net investment income
$6,936

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
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
TRUSTEE1$2,446
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$2,087
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$1,929

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% FIRST UNION NATIONAL BANK WACHOVI
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 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
23-6651359
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$89,662
Income (IRS master file)
$35,060

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$6,936$6,674$89,662IRS
990-PFDecember 2024$4,588$6,213$89,482IRS
990-PFDecember 2023$2,552$6,030$91,018XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 23-6651359).

Questions about ADA WALBERT TRUST UW FBO EARL HENRY

What is the EIN of ADA WALBERT TRUST UW FBO EARL HENRY?
The employer identification number (EIN) of ADA WALBERT TRUST UW FBO EARL HENRY is 23-6651359.
Is ADA WALBERT TRUST UW FBO EARL HENRY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to ADA WALBERT TRUST UW FBO EARL HENRY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ADA WALBERT TRUST UW FBO EARL HENRY file?
Form 990-PF. Private foundations file every year.
When is the next return of ADA WALBERT TRUST UW FBO EARL HENRY 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 ADA WALBERT TRUST UW FBO EARL HENRY 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 ADA WALBERT TRUST UW FBO EARL HENRY?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,446 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does ADA WALBERT TRUST UW FBO EARL HENRY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,936, expenses of $6,674 and total assets of $89,662 at year end.

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