Nonprofit · EIN 63-6051833
LINN-HENLEY CHARITABLE TRUST UW 1055002859
Tax-exempt · SAINT LOUIS, MO 63102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $410,009 | $573,338 | -$163,329 | $5,875,514 | $0 | $5,875,514 |
| March 31, 2025 | 990-PF | $482,499 | $559,220 | -$76,721 | $6,036,776 | $0 | $6,036,776 |
| March 31, 2024 | 990-PF | $454,324 | $482,321 | -$27,997 | $6,126,723 | $0 | $6,126,723 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $185,101
- Net gain from sales of assets
- $208,379
- Other income
- $16,529
Expenses
- Grants and similar amounts paid
- $392,000
- Compensation of officers, directors and key employees
- $174,454
- Disbursements for charitable purposes
- $435,745
- Excise tax on investment income
- $3,515
Balance sheet and other
- Total assets, start of year
- $6,036,776
- Total assets, end of year
- $5,875,514
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,875,514
- Fair market value of assets
- $9,582,459
- Qualifying distributions
- $435,745
- Net investment income
- $385,044
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR C HENLEY 4416 KENNESAW DRIVE, BIRMINGHAM, AL 35213 | CO-TRUSTEE | 1 | $97,335 |
| STIFEL TRUST COMPANY 501 NORTH BROADWAY, ST LOUIS, MO 63102 | TRUSTEE | 1 | $77,119 |
990-PF for the year ended March 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR C HENLEY 4416 KENNESAW DRIVE, BIRMINGHAM, AL 35213 | CO-TRUSTEE | 1 | $93,947 |
| STIFEL TRUST COMPANY 501 NORTH BROADWAY, ST LOUIS, MO 63102 | TRUSTEE | 1 | $74,790 |
990-PF for the year ended March 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR C HENLEY 4416 KENNESAW DRIVE, BIRMINGHAM, AL 35213 | CO-TRUSTEE | 1 | $84,420 |
| STIFEL TRUST COMPANY 501 NORTH BROADWAY, ST LOUIS, MO 63102 | TRUSTEE | 1 | $66,881 |
Address and contacts
- Address (IRS master file)
- 501 N BROADWAY, SAINT LOUIS, MO 63102-2102
- In care of
- % STERNE AGEE TTEE ATTN KAY DONNELL
- Signed the 990-PF
- SUSAN POTTHAST, PRESIDENT
- Phone
- (314) 342-4406
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 63-6051833
- 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
- 1965
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,875,514
- Income (IRS master file)
- $956,411
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $410,009 | $573,338 | $5,875,514 | XML |
| 990-PF | March 2025 | $482,499 | $559,220 | $6,036,776 | XML |
| 990-PF | March 2024 | $454,324 | $482,321 | $6,126,723 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | IRS |
| 990-PF | March 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 63-6051833).
Questions about LINN-HENLEY CHARITABLE TRUST UW 1055002859
- What is the EIN of LINN-HENLEY CHARITABLE TRUST UW 1055002859?
- The employer identification number (EIN) of LINN-HENLEY CHARITABLE TRUST UW 1055002859 is 63-6051833.
- Is LINN-HENLEY CHARITABLE TRUST UW 1055002859 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to LINN-HENLEY CHARITABLE TRUST UW 1055002859 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LINN-HENLEY CHARITABLE TRUST UW 1055002859 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LINN-HENLEY CHARITABLE TRUST UW 1055002859 due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LINN-HENLEY CHARITABLE TRUST UW 1055002859 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of LINN-HENLEY CHARITABLE TRUST UW 1055002859?
- The 990-PF for the year ended March 31, 2026 lists 2 people; 2 received compensation from the organization, the highest $97,335 (ARTHUR C HENLEY, CO-TRUSTEE).
- How much revenue does LINN-HENLEY CHARITABLE TRUST UW 1055002859 have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $410,009, expenses of $573,338 and total assets of $5,875,514 at year end.
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