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Nonprofit · EIN 56-6416579

V O SIPE ANNUITY TRUST 007

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$57K$79K2023$34K$83K2024
Revenue Expenses · by fiscal year end
Financials of V O SIPE ANNUITY TRUST 007 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$33,946$82,539-$48,593$1,151,102$0$1,151,102
July 31, 2024990-PF$57,125$78,786-$21,661$1,199,643$0$1,199,643
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$40,780
Net gain from sales of assets
-$6,834

Expenses

Grants and similar amounts paid
$60,000
Compensation of officers, directors and key employees
$19,244
Disbursements for charitable purposes
$63,085
Excise tax on investment income
$305

Balance sheet and other

Total assets, start of year
$1,199,643
Total assets, end of year
$1,151,102
Total liabilities, end of year
$0
Net assets, end of year
$1,151,102
Fair market value of assets
$1,479,407
Qualifying distributions
$63,085
Net investment income
$40,780

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.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$19,244
990-PF for the year ended July 31, 2024: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$19,136

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 yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
56-6416579
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
1992
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$1,151,102
Income (IRS master file)
$311,185

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$33,946$82,539$1,151,102XML
990-PFJuly 2024$57,125$78,786$1,199,643XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2020–––IRS
990-PFJuly 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 56-6416579).

Questions about V O SIPE ANNUITY TRUST 007

What is the EIN of V O SIPE ANNUITY TRUST 007?
The employer identification number (EIN) of V O SIPE ANNUITY TRUST 007 is 56-6416579.
Is V O SIPE ANNUITY TRUST 007 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to V O SIPE ANNUITY TRUST 007 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does V O SIPE ANNUITY TRUST 007 file?
Form 990-PF. Private foundations file every year.
When is the next return of V O SIPE ANNUITY TRUST 007 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 V O SIPE ANNUITY TRUST 007 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 V O SIPE ANNUITY TRUST 007?
The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $19,244 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does V O SIPE ANNUITY TRUST 007 have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $33,946, expenses of $82,539 and total assets of $1,151,102 at year end.

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