Nonprofit · EIN 23-6878958
WALTER J MILLER TRUST UW C/OFIDELITY BANK TTEE
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $307,133 | $114,240 | $192,893 | $2,502,132 | $0 | $2,502,132 |
| July 31, 2024 | 990-PF | $211,594 | $217,148 | -$5,554 | $2,300,255 | $0 | $2,300,255 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $71,595
- Net gain from sales of assets
- $235,538
Expenses
- Grants and similar amounts paid
- $65,000
- Compensation of officers, directors and key employees
- $38,688
- Disbursements for charitable purposes
- $78,788
- Excise tax on investment income
- $3,810
Balance sheet and other
- Total assets, start of year
- $2,300,255
- Total assets, end of year
- $2,502,132
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,502,132
- Fair market value of assets
- $3,150,021
- Qualifying distributions
- $78,788
- Net investment income
- $307,133
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 July 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 | $38,688 |
| JOHN C TUTEN JR 100 N Main St FL 5 D4001-052, WINSTON SALEM, NC 27101 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $38,706 |
| JOHN C TUTEN JR 100 N Main St FL 5 D4001-052, WINSTON SALEM, NC 27101 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % FIRST UNION NATIONAL 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 23-6878958
- 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
- 2000
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,502,132
- Income (IRS master file)
- $857,472
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $307,133 | $114,240 | $2,502,132 | XML |
| 990-PF | July 2024 | $211,594 | $217,148 | $2,300,255 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 23-6878958).
Questions about WALTER J MILLER TRUST UW C/OFIDELITY BANK TTEE
- What is the EIN of WALTER J MILLER TRUST UW C/OFIDELITY BANK TTEE?
- The employer identification number (EIN) of WALTER J MILLER TRUST UW C/OFIDELITY BANK TTEE is 23-6878958.
- Is WALTER J MILLER TRUST UW C/OFIDELITY BANK TTEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to WALTER J MILLER TRUST UW C/OFIDELITY BANK TTEE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTER J MILLER TRUST UW C/OFIDELITY BANK TTEE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTER J MILLER TRUST UW C/OFIDELITY BANK TTEE due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALTER J MILLER TRUST UW C/OFIDELITY BANK TTEE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of WALTER J MILLER TRUST UW C/OFIDELITY BANK TTEE?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $38,688 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does WALTER J MILLER TRUST UW C/OFIDELITY BANK TTEE have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $307,133, expenses of $114,240 and total assets of $2,502,132 at year end.
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All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations