Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 22-6385412

HELEN M WILHELM TRUST 3085053

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$55K$83K2023$78K$77K2024$102K$81K2025
Revenue Expenses · by fiscal year end
Financials of HELEN M WILHELM TRUST 3085053 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$101,553$80,903$20,650$1,035,847$0$1,035,847
April 30, 2025990-PF$78,286$77,390$896$1,015,302$0$1,015,302
April 30, 2024990-PF$54,991$82,798-$27,807$1,014,446$0$1,014,446
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$42,010
Net gain from sales of assets
$59,543

Expenses

Grants and similar amounts paid
$56,000
Compensation of officers, directors and key employees
$16,007
Disbursements for charitable purposes
$58,782
Excise tax on investment income
$1,120

Balance sheet and other

Total assets, start of year
$1,015,302
Total assets, end of year
$1,035,847
Total liabilities, end of year
$0
Net assets, end of year
$1,035,847
Fair market value of assets
$1,443,174
Qualifying distributions
$58,782
Net investment income
$101,553

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
TRUSTEE1$16,007
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$18,744
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$17,699

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WACHOVIA BANK
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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
22-6385412
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
2004
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$1,035,847
Income (IRS master file)
$413,275

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$101,553$80,903$1,035,847XML
990-PFApril 2025$78,286$77,390$1,015,302XML
990-PFApril 2024$54,991$82,798$1,014,446XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 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 22-6385412).

Questions about HELEN M WILHELM TRUST 3085053

What is the EIN of HELEN M WILHELM TRUST 3085053?
The employer identification number (EIN) of HELEN M WILHELM TRUST 3085053 is 22-6385412.
Is HELEN M WILHELM TRUST 3085053 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to HELEN M WILHELM TRUST 3085053 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HELEN M WILHELM TRUST 3085053 file?
Form 990-PF. Private foundations file every year.
When is the next return of HELEN M WILHELM TRUST 3085053 due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HELEN M WILHELM TRUST 3085053 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of HELEN M WILHELM TRUST 3085053?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $16,007 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does HELEN M WILHELM TRUST 3085053 have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $101,553, expenses of $80,903 and total assets of $1,035,847 at year end.

Other nonprofits in SAINT LOUIS

All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations