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Nonprofit · EIN 45-6081547

GENEVA OVERUM TRUST

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$18K$38K2023$29K$39K2024$38K$40K2025
Revenue Expenses · by fiscal year end
Financials of GENEVA OVERUM TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$37,814$39,960-$2,146$507,042$0$507,042
December 31, 2024990-PF$28,923$38,893-$9,970$509,463$0$509,463
December 31, 2023990-PF$17,886$38,349-$20,463$519,250$0$519,250
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$19,182
Net gain from sales of assets
$18,632

Expenses

Grants and similar amounts paid
$28,000
Compensation of officers, directors and key employees
$10,228
Disbursements for charitable purposes
$30,164
Excise tax on investment income
$395

Balance sheet and other

Total assets, start of year
$509,463
Total assets, end of year
$507,042
Total liabilities, end of year
$0
Net assets, end of year
$507,042
Fair market value of assets
$644,231
Qualifying distributions
$30,164
Net investment income
$37,813

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.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
TRUSTEE1$10,228
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$9,656
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$9,074

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WELLS FARGO BANK NA TR TAX DEPT
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
45-6081547
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$507,042
Income (IRS master file)
$186,071

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$37,814$39,960$507,042IRS
990-PFDecember 2024$28,923$38,893$509,463IRS
990-PFDecember 2023$17,886$38,349$519,250XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 45-6081547).

Questions about GENEVA OVERUM TRUST

What is the EIN of GENEVA OVERUM TRUST?
The employer identification number (EIN) of GENEVA OVERUM TRUST is 45-6081547.
Is GENEVA OVERUM TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Which annual return does GENEVA OVERUM TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of GENEVA OVERUM TRUST 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 GENEVA OVERUM TRUST 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 GENEVA OVERUM TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,228 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does GENEVA OVERUM TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,814, expenses of $39,960 and total assets of $507,042 at year end.

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