Nonprofit · EIN 94-6415242
MARY ZITA TURTLE TRUST 309
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $39,962 | $57,504 | -$17,542 | $666,616 | $0 | $666,616 |
| March 31, 2025 | 990-PF | $36,468 | $56,910 | -$20,442 | $684,170 | $0 | $684,170 |
| March 31, 2024 | 990-PF | $34,566 | $55,452 | -$20,886 | $704,611 | $0 | $704,611 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $23,759
- Net gain from sales of assets
- $16,203
Expenses
- Grants and similar amounts paid
- $42,000
- Compensation of officers, directors and key employees
- $11,937
- Disbursements for charitable purposes
- $44,582
- Excise tax on investment income
- $381
Balance sheet and other
- Total assets, start of year
- $684,170
- Total assets, end of year
- $666,616
- Total liabilities, end of year
- $0
- Net assets, end of year
- $666,616
- Fair market value of assets
- $865,854
- Qualifying distributions
- $44,582
- Net investment income
- $39,962
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 | $11,937 |
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 | $12,904 |
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 | $12,099 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % WELLS FARGO BANK TRTAX 100877
- 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
- 94-6415242
- 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
- 1977
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $666,616
- Income (IRS master file)
- $202,532
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $39,962 | $57,504 | $666,616 | XML |
| 990-PF | March 2025 | $36,468 | $56,910 | $684,170 | XML |
| 990-PF | March 2024 | $34,566 | $55,452 | $704,611 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 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 94-6415242).
Questions about MARY ZITA TURTLE TRUST 309
- What is the EIN of MARY ZITA TURTLE TRUST 309?
- The employer identification number (EIN) of MARY ZITA TURTLE TRUST 309 is 94-6415242.
- Is MARY ZITA TURTLE TRUST 309 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to MARY ZITA TURTLE TRUST 309 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY ZITA TURTLE TRUST 309 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY ZITA TURTLE TRUST 309 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 MARY ZITA TURTLE TRUST 309 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 MARY ZITA TURTLE TRUST 309?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $11,937 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does MARY ZITA TURTLE TRUST 309 have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $39,962, expenses of $57,504 and total assets of $666,616 at year end.
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