Nonprofit · EIN 95-6737480
LUCIUS B & MATIE D PHELPS TRUST DTD 091579
Also known as CROCKER NATIONAL BANK 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 | $335,052 | $662,453 | -$327,401 | $4,088,148 | $0 | $4,088,148 |
| December 31, 2024 | 990-PF | $183,188 | $293,379 | -$110,191 | $4,416,704 | $0 | $4,416,704 |
| December 31, 2023 | 990-PF | $583,866 | $317,210 | $266,656 | $4,527,924 | $0 | $4,527,924 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $123,154
- Net gain from sales of assets
- $207,242
- Other income
- $4,656
Expenses
- Grants and similar amounts paid
- $592,020
- Compensation of officers, directors and key employees
- $57,700
- Disbursements for charitable purposes
- $602,054
- Excise tax on investment income
- $3,722
Balance sheet and other
- Total assets, start of year
- $4,416,704
- Total assets, end of year
- $4,088,148
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,088,148
- Fair market value of assets
- $5,694,855
- Qualifying distributions
- $602,054
- Net investment income
- $328,158
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 |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $57,700 |
990-PF for the year ended December 31, 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 | $57,437 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $52,488 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % CROCKER NATL BNK-TR TAX DEPT TTEE
- 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 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
- 95-6737480
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $4,088,148
- Income (IRS master file)
- $1,797,432
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $335,052 | $662,453 | $4,088,148 | IRS |
| 990-PF | December 2024 | $183,188 | $293,379 | $4,416,704 | IRS |
| 990-PF | December 2023 | $583,866 | $317,210 | $4,527,924 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 95-6737480).
Questions about LUCIUS B & MATIE D PHELPS TRUST DTD 091579
- What is the EIN of LUCIUS B & MATIE D PHELPS TRUST DTD 091579?
- The employer identification number (EIN) of LUCIUS B & MATIE D PHELPS TRUST DTD 091579 is 95-6737480.
- Is LUCIUS B & MATIE D PHELPS TRUST DTD 091579 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to LUCIUS B & MATIE D PHELPS TRUST DTD 091579 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCIUS B & MATIE D PHELPS TRUST DTD 091579 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCIUS B & MATIE D PHELPS TRUST DTD 091579 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 LUCIUS B & MATIE D PHELPS TRUST DTD 091579 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 LUCIUS B & MATIE D PHELPS TRUST DTD 091579?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $57,700 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does LUCIUS B & MATIE D PHELPS TRUST DTD 091579 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $335,052, expenses of $662,453 and total assets of $4,088,148 at year end.
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