Nonprofit · EIN 95-6531394
MARGUIRETE S ROSS TESTAMENTARY TRUST
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $28,275 | $41,973 | -$13,698 | $470,755 | $0 | $470,755 |
| April 30, 2024 | 990-PF | $16,074 | $40,924 | -$24,850 | $484,308 | $0 | $484,308 |
| April 30, 2023 | 990-PF | $14,401 | $40,994 | -$26,593 | $509,334 | $0 | $509,334 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $16,700
- Net gain from sales of assets
- $11,575
Expenses
- Grants and similar amounts paid
- $31,000
- Compensation of officers, directors and key employees
- $9,201
- Disbursements for charitable purposes
- $2,457
- Excise tax on investment income
- $276
Balance sheet and other
- Total assets, start of year
- $484,308
- Total assets, end of year
- $470,755
- Total liabilities, end of year
- $0
- Net assets, end of year
- $470,755
- Fair market value of assets
- $546,803
- Qualifying distributions
- $2,457
- Net investment income
- $28,275
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $9,201 |
990-PF for the year ended April 30, 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 | $8,759 |
990-PF for the year ended April 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $8,587 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % WELLS FARGO 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 95-6531394
- 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
- 1988
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Mutual and membership benefit (Y40I)
- Assets (IRS master file)
- $470,755
- Income (IRS master file)
- $190,748
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $28,275 | $41,973 | $470,755 | XML |
| 990-PF | April 2024 | $16,074 | $40,924 | $484,308 | XML |
| 990-PF | April 2023 | $14,401 | $40,994 | $509,334 | XML |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 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 95-6531394).
Questions about MARGUIRETE S ROSS TESTAMENTARY TRUST
- What is the EIN of MARGUIRETE S ROSS TESTAMENTARY TRUST?
- The employer identification number (EIN) of MARGUIRETE S ROSS TESTAMENTARY TRUST is 95-6531394.
- Is MARGUIRETE S ROSS TESTAMENTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to MARGUIRETE S ROSS TESTAMENTARY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGUIRETE S ROSS TESTAMENTARY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGUIRETE S ROSS TESTAMENTARY TRUST due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGUIRETE S ROSS TESTAMENTARY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of MARGUIRETE S ROSS TESTAMENTARY TRUST?
- The 990-PF for the year ended April 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,201 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does MARGUIRETE S ROSS TESTAMENTARY TRUST have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $28,275, expenses of $41,973 and total assets of $470,755 at year end.
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