Nonprofit · EIN 23-7755718
P L & J LUTHER ADA WARREN FD
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $45,968 | $39,182 | $6,786 | $520,802 | $0 | $520,802 |
| December 31, 2024 | 990-PF | $37,668 | $38,123 | -$455 | $514,479 | $0 | $514,479 |
| December 31, 2023 | 990-PF | $26,991 | $37,008 | -$10,017 | $514,505 | $0 | $514,505 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,539
- Net gain from sales of assets
- $27,429
Expenses
- Grants and similar amounts paid
- $28,000
- Compensation of officers, directors and key employees
- $8,918
- Disbursements for charitable purposes
- $30,429
- Excise tax on investment income
- $525
Balance sheet and other
- Total assets, start of year
- $514,479
- Total assets, end of year
- $520,802
- Total liabilities, end of year
- $0
- Net assets, end of year
- $520,802
- Fair market value of assets
- $641,603
- Qualifying distributions
- $30,429
- Net investment income
- $45,965
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $8,918 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $8,161 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $7,682 |
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7755718
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $520,802
- Income (IRS master file)
- $205,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $45,968 | $39,182 | $520,802 | IRS |
| 990-PF | December 2024 | $37,668 | $38,123 | $514,479 | IRS |
| 990-PF | December 2023 | $26,991 | $37,008 | $514,505 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 23-7755718).
Questions about P L & J LUTHER ADA WARREN FD
- What is the EIN of P L & J LUTHER ADA WARREN FD?
- The employer identification number (EIN) of P L & J LUTHER ADA WARREN FD is 23-7755718.
- Is P L & J LUTHER ADA WARREN FD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to P L & J LUTHER ADA WARREN FD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does P L & J LUTHER ADA WARREN FD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of P L & J LUTHER ADA WARREN FD 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 P L & J LUTHER ADA WARREN FD 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 P L & J LUTHER ADA WARREN FD?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,918 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does P L & J LUTHER ADA WARREN FD have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $45,968, expenses of $39,182 and total assets of $520,802 at year end.
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All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations