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Est Mgt S Wallace Nj Acct F9549

First Pennsylvania Banking & Tr Co
  • Saint Louis, MO
  • EIN: 23-6215348

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$66.5k (2024)

Expenses
$88.6k (2024)

Total Assets
$1.21M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,467
Expenses
$88,567
Net Income
-$22,100
Net Assets
$1,209,223
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $41,617
62.6%
Sales of Assets $24,850
37.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $70,116
79.2%
Compensation of Officers* $20,136
22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,209,223
Total Liabilities $0
Net Assets $1,209,223
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $20,136 $0

Document Links

990-PF
Filed on May 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,470
Expenses
$91,709
Net Income
-$56,239
Net Assets
$1,230,130
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,310
> 100%
Sales of Assets -$3,490
Other Income $650
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,217
80.9%
Compensation of Officers* $18,951
20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,230,130
Total Liabilities $0
Net Assets $1,230,130
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $18,951 $0

Document Links

990-PF
Filed on April 19, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,420
Expenses
$96,957
Net Income
-$37,537
Net Assets
$1,287,780
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,115
77.6%
Sales of Assets $13,305
22.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $76,024
78.4%
Compensation of Officers* $20,223
20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,287,780
Total Liabilities $0
Net Assets $1,287,780
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $20,223 $0

Document Links

990-PF
Filed on May 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$148,602
Expenses
$86,547
Net Income
$62,055
Net Assets
$1,325,573
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,667
22.0%
Sales of Assets $115,931
78.0%
Other Income $4
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,333
76.6%
Compensation of Officers* $22,201
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,325,573
Total Liabilities $0
Net Assets $1,325,573
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $22,201 $0

Document Links

990-PF
Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,699
Expenses
$83,499
Net Income
$10,200
Net Assets
$1,263,302
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,187
38.6%
Sales of Assets $57,512
61.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,912
75.3%
Compensation of Officers* $19,525
23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,263,303
Total Liabilities $1
Net Assets $1,263,302
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $19,525 $0

Document Links

990-PF
Filed on May 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$123,666
Expenses
$79,753
Net Income
$43,913
Net Assets
$1,253,321
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,753
24.9%
Sales of Assets $92,913
75.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,877
75.1%
Compensation of Officers* $19,269
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,253,322
Total Liabilities $1
Net Assets $1,253,321
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $19,269 $0

Document Links

990-PF
Filed on May 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,441
Expenses
$75,898
Net Income
$8,543
Net Assets
$1,209,582
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,807
31.7%
Sales of Assets $57,634
68.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,478
74.4%
Compensation of Officers* $19,692
25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,209,582
Total Liabilities $0
Net Assets $1,209,582
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $19,692 $0

Document Links

990-PF
Filed on May 3, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,920
Expenses
$92,449
Net Income
-$38,529
Net Assets
$1,262,152
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,545
43.7%
Sales of Assets $30,375
56.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,772
82.0%
Compensation of Officers* $20,274
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,262,152
Total Liabilities $0
Net Assets $1,262,152

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,329
Expenses
$81,115
Net Income
$12,214
Net Assets
$1,297,998
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,923
34.2%
Sales of Assets $61,406
65.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $64,828
79.9%
Compensation of Officers* $21,165
26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,297,998
Total Liabilities $0
Net Assets $1,297,998

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,562
Expenses
$80,370
Net Income
-$23,808
Net Assets
$1,287,418
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,924
51.1%
Sales of Assets $27,638
48.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,357
78.8%
Compensation of Officers* $20,319
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,287,418
Total Liabilities $0
Net Assets $1,287,418

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,335
Expenses
$71,217
Net Income
$6,118
Net Assets
$1,309,853
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,249
48.2%
Sales of Assets $40,086
51.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,292
77.6%
Compensation of Officers* $19,679
27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,309,853
Total Liabilities $0
Net Assets $1,309,853

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,353
Expenses
$53,105
Net Income
$16,248
Net Assets
$1,306,822
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $44,862
64.7%
Sales of Assets $24,491
35.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,433
70.5%
Compensation of Officers* $17,237
32.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,306,822
Total Liabilities $0
Net Assets $1,306,822

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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