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Nonprofit · EIN 23-6290348

T/W MARY F LINDBACK RESIDUARY TR NECT

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$1.1M$1.5M2023$2.6M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of T/W MARY F LINDBACK RESIDUARY TR NECT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,636,238$1,445,519$1,190,719$24,569,814$0$24,569,814
December 31, 2023990-PF$1,110,050$1,544,915-$434,865$23,375,873$0$23,375,873
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$640,494
Net gain from sales of assets
$1,898,827
Other income
$96,917

Expenses

Grants and similar amounts paid
$946,250
Compensation of officers, directors and key employees
$246,321
Disbursements for charitable purposes
$1,245,478
Excise tax on investment income
$34,427

Balance sheet and other

Total assets, start of year
$23,375,873
Total assets, end of year
$24,569,814
Total liabilities, end of year
$0
Net assets, end of year
$24,569,814
Fair market value of assets
$31,324,223
Qualifying distributions
$1,245,478
Net investment income
$2,634,557

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$122,155
SHELDON M BONOVITZ
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
CO-TRUSTEE3$62,083
DAVID E LODER
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
CO-TRUSTEE3$62,083
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$115,252
SHELDON M BONOVITZ
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
CO-TRUSTEE3$60,096
DAVID E LODER
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
CO-TRUSTEE3$60,096

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% THE FIDELITY BANK
Signed the 990-PF
-, TRUSTEE
Phone
(800) 352-3705
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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-6290348
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
1976
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$24,569,814
Income (IRS master file)
$8,690,918

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,636,238$1,445,519$24,569,814IRS
990-PFDecember 2023$1,110,050$1,544,915$23,375,873XML
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 23-6290348).

Questions about T/W MARY F LINDBACK RESIDUARY TR NECT

What is the EIN of T/W MARY F LINDBACK RESIDUARY TR NECT?
The employer identification number (EIN) of T/W MARY F LINDBACK RESIDUARY TR NECT is 23-6290348.
Is T/W MARY F LINDBACK RESIDUARY TR NECT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to T/W MARY F LINDBACK RESIDUARY TR NECT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does T/W MARY F LINDBACK RESIDUARY TR NECT file?
Form 990-PF. Private foundations file every year.
When is the next return of T/W MARY F LINDBACK RESIDUARY TR NECT due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did T/W MARY F LINDBACK RESIDUARY TR NECT last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of T/W MARY F LINDBACK RESIDUARY TR NECT?
The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $122,155 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does T/W MARY F LINDBACK RESIDUARY TR NECT have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,636,238, expenses of $1,445,519 and total assets of $24,569,814 at year end.

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