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Nonprofit · EIN 23-6791281

BROOKE M LESSIG AND INGE M LESSIG TRUST TW AMERICAN HEART ASSOCIATIO

Also known as PERSONAL TRUST TAX DEPT

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$38K$71K2023$41K$73K2024
Revenue Expenses · by fiscal year end
Financials of BROOKE M LESSIG AND INGE M LESSIG TRUST TW AMERICAN HEART ASSOCIATIO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$41,157$73,306-$32,149$803,232$0$803,232
August 31, 2024990-PF$38,238$71,447-$33,209$835,344$0$835,344
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$26,834
Net gain from sales of assets
$14,323

Expenses

Grants and similar amounts paid
$45,000
Compensation of officers, directors and key employees
$26,110
Disbursements for charitable purposes
$49,148
Excise tax on investment income
$241

Balance sheet and other

Total assets, start of year
$835,344
Total assets, end of year
$803,232
Total liabilities, end of year
$0
Net assets, end of year
$803,232
Fair market value of assets
$1,136,225
Qualifying distributions
$49,148
Net investment income
$41,157

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$17,407
RICHARD WELLS
100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101
CO- TRUSTEE1$8,703
990-PF for the year ended August 31, 2024: 2 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$16,314
RICHARD WELLS
100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101
CO- TRUSTEE1$8,157

Address and contacts

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

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
23-6791281
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
1993
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$803,232
Income (IRS master file)
$313,916

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$41,157$73,306$803,232XML
990-PFAugust 2024$38,238$71,447$835,344XML
990-PFAugust 2023–––IRS
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 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 23-6791281).

Questions about BROOKE M LESSIG AND INGE M LESSIG TRUST TW AMERICAN HEART ASSOCIATIO

What is the EIN of BROOKE M LESSIG AND INGE M LESSIG TRUST TW AMERICAN HEART ASSOCIATIO?
The employer identification number (EIN) of BROOKE M LESSIG AND INGE M LESSIG TRUST TW AMERICAN HEART ASSOCIATIO is 23-6791281.
Is BROOKE M LESSIG AND INGE M LESSIG TRUST TW AMERICAN HEART ASSOCIATIO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to BROOKE M LESSIG AND INGE M LESSIG TRUST TW AMERICAN HEART ASSOCIATIO tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BROOKE M LESSIG AND INGE M LESSIG TRUST TW AMERICAN HEART ASSOCIATIO file?
Form 990-PF. Private foundations file every year.
When is the next return of BROOKE M LESSIG AND INGE M LESSIG TRUST TW AMERICAN HEART ASSOCIATIO due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BROOKE M LESSIG AND INGE M LESSIG TRUST TW AMERICAN HEART ASSOCIATIO last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of BROOKE M LESSIG AND INGE M LESSIG TRUST TW AMERICAN HEART ASSOCIATIO?
The 990-PF for the year ended August 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $17,407 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does BROOKE M LESSIG AND INGE M LESSIG TRUST TW AMERICAN HEART ASSOCIATIO have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $41,157, expenses of $73,306 and total assets of $803,232 at year end.

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