Nonprofit · EIN 94-6354955
HARTZELL THEODORE N TRUST FBO THOMAS HARTZELL
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $7,301 | $18,534 | -$11,233 | $120,555 | $0 | $120,555 |
| March 31, 2025 | 990-PF | $6,321 | $24,357 | -$18,036 | $131,791 | $0 | $131,791 |
| March 31, 2024 | 990-PF | $7,536 | $3,782 | $3,754 | $149,825 | $0 | $149,825 |
| March 31, 2023 | 990-PF | $3,348 | $18,335 | -$14,987 | $146,077 | $0 | $146,077 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $4,592
- Net gain from sales of assets
- $2,709
Expenses
- Grants and similar amounts paid
- $14,000
- Compensation of officers, directors and key employees
- $2,446
- Disbursements for charitable purposes
- $15,999
- Excise tax on investment income
- $67
Balance sheet and other
- Total assets, start of year
- $131,791
- Total assets, end of year
- $120,555
- Total liabilities, end of year
- $0
- Net assets, end of year
- $120,555
- Fair market value of assets
- $158,465
- Qualifying distributions
- $15,999
- Net investment income
- $7,301
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $2,446 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $2,869 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $2,649 |
990-PF for the year ended March 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $2,731 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % WELLS FARGO BANK NA TRUST DEPT
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-6354955
- 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
- 1984
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $120,555
- Income (IRS master file)
- $44,460
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $7,301 | $18,534 | $120,555 | XML |
| 990-PF | March 2025 | $6,321 | $24,357 | $131,791 | XML |
| 990-PF | March 2024 | $7,536 | $3,782 | $149,825 | XML |
| 990-PF | March 2023 | $3,348 | $18,335 | $146,077 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 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 94-6354955).
Questions about HARTZELL THEODORE N TRUST FBO THOMAS HARTZELL
- What is the EIN of HARTZELL THEODORE N TRUST FBO THOMAS HARTZELL?
- The employer identification number (EIN) of HARTZELL THEODORE N TRUST FBO THOMAS HARTZELL is 94-6354955.
- Is HARTZELL THEODORE N TRUST FBO THOMAS HARTZELL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to HARTZELL THEODORE N TRUST FBO THOMAS HARTZELL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARTZELL THEODORE N TRUST FBO THOMAS HARTZELL file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARTZELL THEODORE N TRUST FBO THOMAS HARTZELL due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARTZELL THEODORE N TRUST FBO THOMAS HARTZELL last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of HARTZELL THEODORE N TRUST FBO THOMAS HARTZELL?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $2,446 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does HARTZELL THEODORE N TRUST FBO THOMAS HARTZELL have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $7,301, expenses of $18,534 and total assets of $120,555 at year end.
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