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Nonprofit · EIN 23-6789235

MARY ULMER SMITH TRUST UD FBO ELWYN INSTITUTE

Also known as 1519033660

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$68K$83K2023$75K$80K2024
Revenue Expenses · by fiscal year end
Financials of MARY ULMER SMITH TRUST UD FBO ELWYN INSTITUTE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$74,602$80,232-$5,630$1,055,417$0$1,055,417
May 31, 2024990-PF$68,160$83,257-$15,097$1,061,116$0$1,061,116
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$40,481
Net gain from sales of assets
$34,121

Expenses

Grants and similar amounts paid
$57,000
Compensation of officers, directors and key employees
$19,359
Disbursements for charitable purposes
$60,077
Excise tax on investment income
$770

Balance sheet and other

Total assets, start of year
$1,061,116
Total assets, end of year
$1,055,417
Total liabilities, end of year
$0
Net assets, end of year
$1,055,417
Fair market value of assets
$1,340,439
Qualifying distributions
$60,077
Net investment income
$74,602

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$19,359
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$18,306

Address and contacts

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

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
23-6789235
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
2000
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$1,055,417
Income (IRS master file)
$448,429

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$74,602$80,232$1,055,417IRS
990-PFMay 2024$68,160$83,257$1,061,116XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 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 23-6789235).

Questions about MARY ULMER SMITH TRUST UD FBO ELWYN INSTITUTE

What is the EIN of MARY ULMER SMITH TRUST UD FBO ELWYN INSTITUTE?
The employer identification number (EIN) of MARY ULMER SMITH TRUST UD FBO ELWYN INSTITUTE is 23-6789235.
Is MARY ULMER SMITH TRUST UD FBO ELWYN INSTITUTE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to MARY ULMER SMITH TRUST UD FBO ELWYN INSTITUTE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY ULMER SMITH TRUST UD FBO ELWYN INSTITUTE file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY ULMER SMITH TRUST UD FBO ELWYN INSTITUTE due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARY ULMER SMITH TRUST UD FBO ELWYN INSTITUTE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of MARY ULMER SMITH TRUST UD FBO ELWYN INSTITUTE?
The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $19,359 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does MARY ULMER SMITH TRUST UD FBO ELWYN INSTITUTE have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $74,602, expenses of $80,232 and total assets of $1,055,417 at year end.

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