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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 22-6020281

JOHN WILLIAM PLANSOEN ETAL TR 27871

Also known as FIDELITY UNION TRUST CO

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$255K$323K2023$189K$317K2024$1.3M$367K2025
Revenue Expenses · by fiscal year end
Financials of JOHN WILLIAM PLANSOEN ETAL TR 27871 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,310,017$367,373$942,644$3,600,832$0$3,600,832
December 31, 2024990-PF$188,692$317,063-$128,371$2,656,835$0$2,656,835
December 31, 2023990-PF$254,913$323,188-$68,275$2,785,033$0$2,785,033
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$186,702
Net gain from sales of assets
$1,123,315

Expenses

Grants and similar amounts paid
$330,000
Compensation of officers, directors and key employees
$31,082
Disbursements for charitable purposes
$342,682
Excise tax on investment income
$17,887

Balance sheet and other

Total assets, start of year
$2,656,835
Total assets, end of year
$3,600,832
Total liabilities, end of year
$0
Net assets, end of year
$3,600,832
Fair market value of assets
$7,616,178
Qualifying distributions
$342,682
Net investment income
$1,310,013

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
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
TRUSTEE1$18,577
SUSAN POST SCHLACHTENHAUFEN
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
CO-TRUSTEE1$6,429
HELEN POST
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
CO-TRUSTEE2$6,076
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$15,863
HELEN POST
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
CO-TRUSTEE2$7,934
SUSAN POST SCHLACHTENHAUFEN
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
CO-TRUSTEE1$7,244
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$14,989
HELEN POST CO WELLS FARGO
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
CO-TRUSTEE2$7,497
SUSAN POST SCHLACHTENHAUFEN
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
CO-TRUSTEE1$7,301

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% FIRST UNION NATL BANK OF NJ
Signed the 990-PF
-, CO-TRUSTEE
Phone
(855) 739-2921
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 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
22-6020281
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,600,832
Income (IRS master file)
$2,656,872

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,310,017$367,373$3,600,832IRS
990-PFDecember 2024$188,692$317,063$2,656,835IRS
990-PFDecember 2023$254,913$323,188$2,785,033XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 22-6020281).

Questions about JOHN WILLIAM PLANSOEN ETAL TR 27871

What is the EIN of JOHN WILLIAM PLANSOEN ETAL TR 27871?
The employer identification number (EIN) of JOHN WILLIAM PLANSOEN ETAL TR 27871 is 22-6020281.
Is JOHN WILLIAM PLANSOEN ETAL TR 27871 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does JOHN WILLIAM PLANSOEN ETAL TR 27871 file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN WILLIAM PLANSOEN ETAL TR 27871 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 JOHN WILLIAM PLANSOEN ETAL TR 27871 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 JOHN WILLIAM PLANSOEN ETAL TR 27871?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $18,577 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does JOHN WILLIAM PLANSOEN ETAL TR 27871 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,310,017, expenses of $367,373 and total assets of $3,600,832 at year end.

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