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Nonprofit · EIN 85-6563320

WM WARNER TR FBO SUNNY GLEN

Also known as WILLIAM WARNER TTEE

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$43K$32K2023$27K$35K2024$36K$36K2025
Revenue Expenses · by fiscal year end
Financials of WM WARNER TR FBO SUNNY GLEN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$35,561$35,850-$289$455,997$0$455,997
December 31, 2024990-PF$27,334$34,532-$7,198$456,303$0$456,303
December 31, 2023990-PF$42,829$31,957$10,872$463,418$0$463,418
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$17,862
Net gain from sales of assets
$17,699

Expenses

Grants and similar amounts paid
$25,019
Compensation of officers, directors and key employees
$9,665
Disbursements for charitable purposes
$25,619
Excise tax on investment income
$355

Balance sheet and other

Total assets, start of year
$456,303
Total assets, end of year
$455,997
Total liabilities, end of year
$0
Net assets, end of year
$455,997
Fair market value of assets
$541,145
Qualifying distributions
$25,619
Net investment income
$35,386

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
EDWARD JONES TRUST COMPANY
12555 MACHESTER ROAD, ST LOUIS, MO 63131
TRUSTEE1$9,665
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
EDWARD JONES TRUST COMPANY
12555 MACHESTER ROAD, ST LOUIS, MO 63131
TRUSTEE1$9,051
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
EDWARD JONES TRUST COMPANY
12555 MACHESTER ROAD, ST LOUIS, MO 63131
TRUSTEE1$8,067

Address and contacts

Address (IRS master file)
PO BOX 66916, SAINT LOUIS, MO 63166-6916
Signed the 990-PF
GREG SMALL, TRUST TAX LEADE
Phone
(314) 515-4918
Return prepared by
ERNST & YOUNG US 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
85-6563320
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
2022
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P30)
Assets (IRS master file)
$455,997
Income (IRS master file)
$155,454

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$35,561$35,850$455,997IRS
990-PFDecember 2024$27,334$34,532$456,303IRS
990-PFDecember 2023$42,829$31,957$463,418XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 85-6563320).

Questions about WM WARNER TR FBO SUNNY GLEN

What is the EIN of WM WARNER TR FBO SUNNY GLEN?
The employer identification number (EIN) of WM WARNER TR FBO SUNNY GLEN is 85-6563320.
Is WM WARNER TR FBO SUNNY GLEN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to WM WARNER TR FBO SUNNY GLEN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WM WARNER TR FBO SUNNY GLEN file?
Form 990-PF. Private foundations file every year.
When is the next return of WM WARNER TR FBO SUNNY GLEN 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 WM WARNER TR FBO SUNNY GLEN 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 WM WARNER TR FBO SUNNY GLEN?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,665 (EDWARD JONES TRUST COMPANY, TRUSTEE).
How much revenue does WM WARNER TR FBO SUNNY GLEN have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,561, expenses of $35,850 and total assets of $455,997 at year end.

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