Nonprofit · EIN 77-6132316
HILDEGARD H BALIN CHARITABLE TR 052896
Also known as HORTON DAVID F & W F B N A TTEE
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $683,792 | $565,715 | $118,077 | $4,759,209 | $10,725 | $4,748,484 |
| December 31, 2024 | 990-PF | $565,633 | $520,327 | $45,306 | $4,669,255 | $13,325 | $4,655,930 |
| December 31, 2023 | 990-PF | $1,165,127 | $582,523 | $582,604 | $4,626,572 | $15,200 | $4,611,372 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $116,736
- Net rental income
- $28,699
- Net gain from sales of assets
- $360,813
- Other income
- $87,947
Expenses
- Grants and similar amounts paid
- $366,000
- Compensation of officers, directors and key employees
- $97,488
- Disbursements for charitable purposes
- $392,158
- Excise tax on investment income
- $7,285
Balance sheet and other
- Total assets, start of year
- $4,669,255
- Total assets, end of year
- $4,759,209
- Total liabilities, end of year
- $10,725
- Net assets, end of year
- $4,748,484
- Fair market value of assets
- $8,046,259
- Qualifying distributions
- $392,158
- Net investment income
- $683,432
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 NA 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | CO-TRUSTEE | 1 | $97,488 |
| DAVID P HORTON 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | CO-TRUSTEE | 1 | $96,892 |
| DAVID F HORTON 100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | CO-TRUSTEE | 1 | $93,839 |
| DAVID F HORTON 100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- 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
- 77-6132316
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $4,759,209
- Income (IRS master file)
- $2,817,884
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $683,792 | $565,715 | $4,759,209 | IRS |
| 990-PF | December 2024 | $565,633 | $520,327 | $4,669,255 | IRS |
| 990-PF | December 2023 | $1,165,127 | $582,523 | $4,626,572 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 77-6132316).
Questions about HILDEGARD H BALIN CHARITABLE TR 052896
- What is the EIN of HILDEGARD H BALIN CHARITABLE TR 052896?
- The employer identification number (EIN) of HILDEGARD H BALIN CHARITABLE TR 052896 is 77-6132316.
- Is HILDEGARD H BALIN CHARITABLE TR 052896 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to HILDEGARD H BALIN CHARITABLE TR 052896 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HILDEGARD H BALIN CHARITABLE TR 052896 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HILDEGARD H BALIN CHARITABLE TR 052896 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 HILDEGARD H BALIN CHARITABLE TR 052896 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 HILDEGARD H BALIN CHARITABLE TR 052896?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $97,488 (WELLS FARGO BANK NA, CO-TRUSTEE).
- How much revenue does HILDEGARD H BALIN CHARITABLE TR 052896 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $683,792, expenses of $565,715 and total assets of $4,759,209 at year end.
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