Nonprofit · EIN 25-6626923
ANNA OSCHWALD TR
Also known as OPPENHEIM STEPHEN CO TTEE
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $770,837 | $585,061 | $185,776 | $7,769,208 | $0 | $7,769,208 |
| December 31, 2024 | 990-PF | $946,128 | $532,925 | $413,203 | $7,584,191 | $0 | $7,584,191 |
| December 31, 2023 | 990-PF | $503,119 | $541,212 | -$38,093 | $7,166,252 | $0 | $7,166,252 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $312,591
- Net gain from sales of assets
- $458,246
Expenses
- Grants and similar amounts paid
- $437,850
- Compensation of officers, directors and key employees
- $116,425
- Disbursements for charitable purposes
- $451,030
- Excise tax on investment income
- $9,079
Balance sheet and other
- Total assets, start of year
- $7,584,191
- Total assets, end of year
- $7,769,208
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,769,208
- Fair market value of assets
- $10,522,709
- Qualifying distributions
- $451,030
- Net investment income
- $769,750
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $97,021 |
| STEPHEN J OPPENHEIM 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | CO-TRUSTEE | 1 | $19,404 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $93,723 |
| STEPHEN J OPPENHEIM 100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101 | CO-TRUSTEE | 1 | $18,745 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $87,126 |
| STEPHEN J OPPENHEIM 100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101 | CO-TRUSTEE | 1 | $17,425 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % WELLS FARGO BANK TRUST TAX DEPT
- 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-6626923
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T122)
- Assets (IRS master file)
- $7,769,208
- Income (IRS master file)
- $3,446,678
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $770,837 | $585,061 | $7,769,208 | IRS |
| 990-PF | December 2024 | $946,128 | $532,925 | $7,584,191 | IRS |
| 990-PF | December 2023 | $503,119 | $541,212 | $7,166,252 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 25-6626923).
Questions about ANNA OSCHWALD TR
- What is the EIN of ANNA OSCHWALD TR?
- The employer identification number (EIN) of ANNA OSCHWALD TR is 25-6626923.
- Is ANNA OSCHWALD TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ANNA OSCHWALD TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNA OSCHWALD TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNA OSCHWALD TR 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 ANNA OSCHWALD TR 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 ANNA OSCHWALD TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $97,021 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does ANNA OSCHWALD TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $770,837, expenses of $585,061 and total assets of $7,769,208 at year end.
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All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations