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Nonprofit · EIN 84-6017080

WALTER W LIPE TRUST 2

Also known as STEVENS W F & 1ST INTRSTE BK DNVR N

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$52K$99K2023$74K$88K2024$105K$81K2025
Revenue Expenses · by fiscal year end
Financials of WALTER W LIPE TRUST 2 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990-PF$104,992$80,681$24,311$1,080,702$0$1,080,702
January 31, 2025990-PF$74,206$88,483-$14,277$1,055,844$0$1,055,844
January 31, 2024990-PF$52,499$98,778-$46,279$1,070,212$0$1,070,212
Financial details: 990-PF for the year ended January 31, 2026

Revenue

Dividends
$43,926
Net gain from sales of assets
$61,066

Expenses

Grants and similar amounts paid
$55,000
Compensation of officers, directors and key employees
$20,179
Disbursements for charitable purposes
$61,226
Excise tax on investment income
$1,204

Balance sheet and other

Total assets, start of year
$1,055,844
Total assets, end of year
$1,080,702
Total liabilities, end of year
$0
Net assets, end of year
$1,080,702
Fair market value of assets
$1,485,164
Qualifying distributions
$61,226
Net investment income
$104,992

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.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
TRUSTEE1$20,179
990-PF for the year ended January 31, 2025: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$20,001
990-PF for the year ended January 31, 2024: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$18,607

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
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 yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-PF on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
84-6017080
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
1984
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$1,080,702
Income (IRS master file)
$650,526

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2026$104,992$80,681$1,080,702XML
990-PFJanuary 2025$74,206$88,483$1,055,844XML
990-PFJanuary 2024$52,499$98,778$1,070,212XML
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––IRS
990-PFJanuary 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 84-6017080).

Questions about WALTER W LIPE TRUST 2

What is the EIN of WALTER W LIPE TRUST 2?
The employer identification number (EIN) of WALTER W LIPE TRUST 2 is 84-6017080.
Is WALTER W LIPE TRUST 2 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to WALTER W LIPE TRUST 2 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALTER W LIPE TRUST 2 file?
Form 990-PF. Private foundations file every year.
When is the next return of WALTER W LIPE TRUST 2 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 WALTER W LIPE TRUST 2 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 WALTER W LIPE TRUST 2?
The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $20,179 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does WALTER W LIPE TRUST 2 have?
On its 990-PF for the year ended January 31, 2026 it reported revenue of $104,992, expenses of $80,681 and total assets of $1,080,702 at year end.

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