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Nonprofit · EIN 59-6649843

LUCY P BURKE TRUST 31244692

Also known as FLORIDA NATIONAL BK TTEE

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$2K$2K2023$3K$3K2024
Revenue Expenses · by fiscal year end
Financials of LUCY P BURKE TRUST 31244692 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$3,213$2,558$655$58,931$0$58,931
May 31, 2024990-PF$2,140$2,412-$272$58,276$0$58,276
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$2,018
Net gain from sales of assets
$1,195

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,389
Disbursements for charitable purposes
$1,280
Excise tax on investment income
$27

Balance sheet and other

Total assets, start of year
$58,276
Total assets, end of year
$58,931
Total liabilities, end of year
$0
Net assets, end of year
$58,931
Fair market value of assets
$70,143
Qualifying distributions
$1,280
Net investment income
$3,213

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$1,389
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$1,265

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WACHOVIA BANK NATIONAL ASSOCIATIO
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
59-6649843
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
2005
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$58,931
Income (IRS master file)
$22,531

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$3,213$2,558$58,931XML
990-PFMay 2024$2,140$2,412$58,276XML
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 59-6649843).

Questions about LUCY P BURKE TRUST 31244692

What is the EIN of LUCY P BURKE TRUST 31244692?
The employer identification number (EIN) of LUCY P BURKE TRUST 31244692 is 59-6649843.
Is LUCY P BURKE TRUST 31244692 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to LUCY P BURKE TRUST 31244692 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUCY P BURKE TRUST 31244692 file?
Form 990-PF. Private foundations file every year.
When is the next return of LUCY P BURKE TRUST 31244692 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 LUCY P BURKE TRUST 31244692 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 LUCY P BURKE TRUST 31244692?
The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,389 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does LUCY P BURKE TRUST 31244692 have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $3,213, expenses of $2,558 and total assets of $58,931 at year end.

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