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Nonprofit · EIN 84-6040076

LUCILLE DRINKWATER ALLEN TRUST 2218137

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$28K$27K2022$17K$16K2023$11K$14K2024
Revenue Expenses · by fiscal year end
Financials of LUCILLE DRINKWATER ALLEN TRUST 2218137 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$11,076$14,243-$3,167$204,172$0$204,172
September 30, 2024990-PF$16,839$16,011$828$207,449$0$207,449
September 30, 2023990-PF$27,708$26,622$1,086$206,351$0$206,351
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$7,303
Net gain from sales of assets
$3,773

Expenses

Grants and similar amounts paid
$7,500
Compensation of officers, directors and key employees
$3,580
Disbursements for charitable purposes
$10,374
Excise tax on investment income
$102

Balance sheet and other

Total assets, start of year
$207,449
Total assets, end of year
$204,172
Total liabilities, end of year
$0
Net assets, end of year
$204,172
Fair market value of assets
$274,251
Qualifying distributions
$10,374
Net investment income
$11,076

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$3,580
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5, WINSTONSALEM, NC 27101
TRUSTEE1$4,096
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101
TRUSTEE1$4,052

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WELLS FARGO 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
84-6040076
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
1968
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$204,172
Income (IRS master file)
$60,861

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$11,076$14,243$204,172XML
990-PFSeptember 2024$16,839$16,011$207,449XML
990-PFSeptember 2023$27,708$26,622$206,351XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––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 84-6040076).

Questions about LUCILLE DRINKWATER ALLEN TRUST 2218137

What is the EIN of LUCILLE DRINKWATER ALLEN TRUST 2218137?
The employer identification number (EIN) of LUCILLE DRINKWATER ALLEN TRUST 2218137 is 84-6040076.
Is LUCILLE DRINKWATER ALLEN TRUST 2218137 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to LUCILLE DRINKWATER ALLEN TRUST 2218137 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUCILLE DRINKWATER ALLEN TRUST 2218137 file?
Form 990-PF. Private foundations file every year.
When is the next return of LUCILLE DRINKWATER ALLEN TRUST 2218137 due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LUCILLE DRINKWATER ALLEN TRUST 2218137 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of LUCILLE DRINKWATER ALLEN TRUST 2218137?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,580 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does LUCILLE DRINKWATER ALLEN TRUST 2218137 have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $11,076, expenses of $14,243 and total assets of $204,172 at year end.

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