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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 85-6060908

JEROME LIPPETT MEMORIAL TRUST

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$8K$12K2023$10K$13K2024
Revenue Expenses · by fiscal year end
Financials of JEROME LIPPETT MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$10,101$12,880-$2,779$267,609$0$267,609
May 31, 2024990$7,620$11,607-$3,987$270,381$0$270,381
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$10,101
Net gain from sales of assets
$620
Other revenue
$0

Expenses

Grants and similar amounts paid
$6,035
Compensation of officers, directors and key employees
$4,727
Salaries, compensation and benefits (total)
$4,727
Professional fundraising fees
$0
Accounting fees
$2,070
Program services (functional)
$9,287
Management and general (functional)
$3,593

Balance sheet and other

Total assets, start of year
$270,381
Total assets, end of year
$267,609
Total liabilities, end of year
$0
Net assets, end of year
$267,609
Publicly traded securities
$261,939
Gross receipts
$89,987
Employees
0
Year formed
1972
State of legal domicile
NM

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 for the year ended May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK NATRUSTEE
Institutional trustee
–$4,727
MICHAEL D DEVERZEIOBOARD MEMBER
Trustee or director
–$0
STEPHEN MONTOYABOARD MEMBER
Trustee or director
–$0
JAY F BOYDBOARD MEMBER
Trustee or director
–$0
990 for the year ended May 31, 2024: 4 people
NameTitleHours / weekCompensation
WELLS FARGO BANK NATRUSTEE
Institutional trustee
–$4,350
MICHAEL D DEVERZEIOBOARD MEMBER
Trustee or director
–$0
STEPHEN MONTOYABOARD MEMBER
Trustee or director
–$0
JAY F BOYDBOARD MEMBER
Trustee or director
–$0

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WELLS FARGO BANK NA
Principal officer (990 for 2024)
WELLS FARGO NA, 100 N MAIN ST FL 5 D4001-052, WINSTON SALEM, NC 27101
Signed the 990
-, TRUSTEE
Phone
(800) 352-3705
Return prepared by
PWC US TAX LLP

Mission

TO DISTRIBUTE INCOME FOR THE BENEFIT OF UNDER-PRIVILEGED CHILDREN IN AND ABOUT THE GENERAL VICINITY AND AREA OF ALBUQUERQUE, NEW MEXICO.

990 for the year ended May 31, 2025

Program accomplishments

  • TO DISTRIBUTE INCOME FOR THE BENEFIT OF THE UNDER-PRIVILEGED CHILDREN IN AND ABOUT THE GENERAL VICINITY AND AREA OF ALBUQUERQUE NEW MEXICO.
    Expenses $9,287 · grants $6,035

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

File the 2025 990-EZ for JEROME LIPPETT MEMORIAL TRUST

Due October 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
85-6060908
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1970
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$267,609
Income (IRS master file)
$89,987

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025$10,101$12,880$267,609XML
990May 2024$7,620$11,607$270,381XML
990May 2023$9,426$10,872$274,416IRS
990May 2022–––IRS
990-EZMay 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 85-6060908).

Questions about JEROME LIPPETT MEMORIAL TRUST

What is the EIN of JEROME LIPPETT MEMORIAL TRUST?
The employer identification number (EIN) of JEROME LIPPETT MEMORIAL TRUST is 85-6060908.
Is JEROME LIPPETT MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
Are donations to JEROME LIPPETT MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does JEROME LIPPETT MEMORIAL TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JEROME LIPPETT MEMORIAL TRUST due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JEROME LIPPETT MEMORIAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2025.
Who is the principal officer of JEROME LIPPETT MEMORIAL TRUST?
The 990 for the year ended May 31, 2025 names WELLS FARGO NA.
Who are the officers and directors of JEROME LIPPETT MEMORIAL TRUST?
The 990 for the year ended May 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $4,727 (WELLS FARGO BANK NA, TRUSTEE).
How much revenue does JEROME LIPPETT MEMORIAL TRUST have?
On its 990 for the year ended May 31, 2025 it reported revenue of $10,101, expenses of $12,880 and total assets of $267,609 at year end.

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