Nonprofit · EIN 58-6358122
JOSEPHINE STEVENSON CHARITABLE TR
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $78,121 | $72,630 | $5,491 | $1,044,512 | $0 | $1,044,512 |
| January 31, 2025 | 990-PF | $37,532 | $68,834 | -$31,302 | $1,039,083 | $0 | $1,039,083 |
| January 31, 2024 | 990-PF | $30,378 | $67,676 | -$37,298 | $1,070,147 | $0 | $1,070,147 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Contributions, gifts and grants
- $7,351
- Dividends
- $37,031
- Net gain from sales of assets
- $33,739
Expenses
- Grants and similar amounts paid
- $52,000
- Compensation of officers, directors and key employees
- $17,549
- Disbursements for charitable purposes
- $57,568
- Excise tax on investment income
- $780
Balance sheet and other
- Total assets, start of year
- $1,039,083
- Total assets, end of year
- $1,044,512
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,044,512
- Fair market value of assets
- $1,269,592
- Qualifying distributions
- $57,568
- Net investment income
- $70,770
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 January 31, 2026, 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 | $17,549 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $17,211 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $16,041 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % WACHOVIA BANK NA
- 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6358122
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1998
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,044,512
- Income (IRS master file)
- $337,402
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $78,121 | $72,630 | $1,044,512 | XML |
| 990-PF | January 2025 | $37,532 | $68,834 | $1,039,083 | XML |
| 990-PF | January 2024 | $30,378 | $67,676 | $1,070,147 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 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 58-6358122).
Questions about JOSEPHINE STEVENSON CHARITABLE TR
- What is the EIN of JOSEPHINE STEVENSON CHARITABLE TR?
- The employer identification number (EIN) of JOSEPHINE STEVENSON CHARITABLE TR is 58-6358122.
- Is JOSEPHINE STEVENSON CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Which annual return does JOSEPHINE STEVENSON CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPHINE STEVENSON CHARITABLE TR due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPHINE STEVENSON CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of JOSEPHINE STEVENSON CHARITABLE TR?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $17,549 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does JOSEPHINE STEVENSON CHARITABLE TR have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $78,121, expenses of $72,630 and total assets of $1,044,512 at year end.
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