Nonprofit · EIN 42-6347604
LOWELL E WALTER TRUST
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $55,093 | $101,319 | -$46,226 | $963,029 | $0 | $963,029 |
| February 29, 2024 | 990-PF | $28,557 | $96,487 | -$67,930 | $1,009,259 | $0 | $1,009,259 |
| February 28, 2023 | 990-PF | $46,327 | $94,317 | -$47,990 | $1,076,961 | $0 | $1,076,961 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Dividends
- $14,606
- Net rental income
- $25,188
- Net gain from sales of assets
- -$5,927
- Other income
- $4,908
Expenses
- Grants and similar amounts paid
- $75,000
- Compensation of officers, directors and key employees
- $8,957
- Disbursements for charitable purposes
- $78,365
- Excise tax on investment income
- $536
Balance sheet and other
- Total assets, start of year
- $1,009,259
- Total assets, end of year
- $963,029
- Total liabilities, end of year
- $0
- Net assets, end of year
- $963,029
- Fair market value of assets
- $1,707,563
- Qualifying distributions
- $78,365
- Net investment income
- $61,020
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 February 28, 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 | $7,957 |
| BRIAN MEYER 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | CO-TRUSTEE | 1 | $500 |
| DON BOWDEN 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | CO-TRUSTEE | 1 | $500 |
990-PF for the year ended February 29, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 2 | $8,610 |
| BRIAN MEYER 100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101 | CO-TRUSTEE | 1 | $500 |
| DON BOWDEN 100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101 | CO-TRUSTEE | 1 | $500 |
990-PF for the year ended February 28, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $10,249 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % NORWEST BANK TRUST DIVISION TTEE
- 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6347604
- 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
- 1987
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $963,029
- Income (IRS master file)
- $148,774
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $55,093 | $101,319 | $963,029 | XML |
| 990-PF | February 2024 | $28,557 | $96,487 | $1,009,259 | XML |
| 990-PF | February 2023 | $46,327 | $94,317 | $1,076,961 | XML |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | 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 42-6347604).
Questions about LOWELL E WALTER TRUST
- What is the EIN of LOWELL E WALTER TRUST?
- The employer identification number (EIN) of LOWELL E WALTER TRUST is 42-6347604.
- Is LOWELL E WALTER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to LOWELL E WALTER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOWELL E WALTER TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOWELL E WALTER TRUST due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOWELL E WALTER TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of LOWELL E WALTER TRUST?
- The 990-PF for the year ended February 28, 2025 lists 3 people; 3 received compensation from the organization, the highest $7,957 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does LOWELL E WALTER TRUST have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $55,093, expenses of $101,319 and total assets of $963,029 at year end.
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All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations