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Nonprofit · EIN 41-1713318

WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE

Tax-exempt · MINNEAPOLIS, MN 55402

Financials

$52.6M$46.8M2023$43.3M$46.3M2024
Revenue Expenses · by fiscal year end
Financials of WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$43,285,880$46,296,405-$3,010,525$279,550,302$0$279,550,302
December 31, 2023990$52,639,422$46,780,332$5,859,090$284,432,378$0$284,432,378
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$35,118,609
Investment income
$2,737,316
Other revenue
$5,429,955

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$27,696,478
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$46,296,405

Balance sheet and other

Total assets, start of year
$284,432,378
Total assets, end of year
$279,550,302
Total liabilities, end of year
$0
Net assets, end of year
$279,550,302
Gross unrelated business income
$2,787,081
Gross receipts
$43,285,880
Employees
0
Year formed
1991
State of legal domicile
MN

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Principal Financial GroupInstitutional Trustee
Institutional trustee
–$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Principal Financial GroupInstitutional Trustee
Institutional trustee
–$0

Address and contacts

Address (IRS master file)
222 S 9TH ST STE 1400, MINNEAPOLIS, MN 55402-3337
In care of
% WELLS FARGO & COMPANY
Principal officer (990 for 2024)
Jeff Roy, PO Box 10370 STE, Des Moines, IA 503060370
Signed the 990
Jeff Roy, Assistant Consulting Director
Phone
(980) 221-0098
Return prepared by
Jeffrey S Polinchock CPA

Mission

The trust was esablished to provide medical benefits for retired employees of Wells Fargo Co.

990 for the year ended December 31, 2024

Program accomplishments

  • The exempt purpose is to provide medial benefits to retired employees of Wells Fargo Co.
    Expenses $46,296,405 · revenue $43,285,880

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
41-1713318
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$279,550,302
Income (IRS master file)
$43,285,880

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$43,285,880$46,296,405$279,550,302IRS
990December 2023$52,639,422$46,780,332$284,432,378XML
990December 2022$55,430,211$54,873,611$277,132,250IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 41-1713318).

Questions about WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE

What is the EIN of WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE?
The employer identification number (EIN) of WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE is 41-1713318.
Is WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1992.
Are donations to WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE?
The 990 for the year ended December 31, 2024 names Jeff Roy.
Who are the officers and directors of WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does WELLS FARGO & CO EMPLOYEE BENEFIT TRUST FOR RETIREE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $43,285,880, expenses of $46,296,405 and total assets of $279,550,302 at year end.

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