Nonprofit · EIN 86-6384158
MICHAEL WHITMAN CHARITABLE TR
Also known as MICHAEL WHITMAN 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 | $85,590 | $156,049 | -$70,459 | $1,454,133 | $0 | $1,454,133 |
| December 31, 2024 | 990-PF | $72,507 | $149,052 | -$76,545 | $1,524,472 | $0 | $1,524,472 |
| December 31, 2023 | 990-PF | $41,024 | $143,537 | -$102,513 | $1,601,109 | $0 | $1,601,109 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $44,153
- Net gain from sales of assets
- $41,437
Expenses
- Grants and similar amounts paid
- $131,556
- Compensation of officers, directors and key employees
- $21,941
- Disbursements for charitable purposes
- $132,156
- Excise tax on investment income
- $865
Balance sheet and other
- Total assets, start of year
- $1,524,472
- Total assets, end of year
- $1,454,133
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,454,133
- Fair market value of assets
- $1,765,310
- Qualifying distributions
- $132,156
- Net investment income
- $85,044
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD JONES TRUST COMPANY 12555 MANCHESTER ROAD, ST LOUIS, MO 63131 | TRUSTEE | 0 | $21,941 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD JONES TRUST COMPANY 12555 MANCHESTER ROAD, ST LOUIS, MO 63131 | TRUSTEE | 0 | $20,593 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD JONES TRUST COMPANY 12555 MANCHESTER ROAD, ST LOUIS, MO 63131 | TRUSTEE | 0 | $18,755 |
Address and contacts
- Address (IRS master file)
- PO BOX 66916, SAINT LOUIS, MO 63166-6916
- Signed the 990-PF
- GREG SMALL, TRUST TAX LEADE
- Phone
- (314) 515-4918
- Return prepared by
- ERNST & YOUNG US 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
- 86-6384158
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,454,133
- Income (IRS master file)
- $329,916
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $85,590 | $156,049 | $1,454,133 | IRS |
| 990-PF | December 2024 | $72,507 | $149,052 | $1,524,472 | IRS |
| 990-PF | December 2023 | $41,024 | $143,537 | $1,601,109 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 86-6384158).
Questions about MICHAEL WHITMAN CHARITABLE TR
- What is the EIN of MICHAEL WHITMAN CHARITABLE TR?
- The employer identification number (EIN) of MICHAEL WHITMAN CHARITABLE TR is 86-6384158.
- Is MICHAEL WHITMAN CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to MICHAEL WHITMAN CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MICHAEL WHITMAN CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MICHAEL WHITMAN CHARITABLE 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 MICHAEL WHITMAN CHARITABLE 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 MICHAEL WHITMAN CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,941 (EDWARD JONES TRUST COMPANY, TRUSTEE).
- How much revenue does MICHAEL WHITMAN CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $85,590, expenses of $156,049 and total assets of $1,454,133 at year end.
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All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations