Trust Uw Edwin Swift Balch

Saint Louis, MO
Tax-exempt since July 1980
EIN: 23-6217024

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$453k (2024)

Expenses

$503k (2024)

Total Assets

$6.95M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2008 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

Revenue

$452,841

Expenses

$503,301

Net Income

-$50,460

Net Assets

$6,951,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$209,934	46.4%
Sales of Assets	$242,907	53.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$410,849	81.6%
Compensation of Officers*	$97,475	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,951,686
Total Liabilities	$0
Net Assets	$6,951,686

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$97,475	$0

990-PF

Filed on May 6, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$147,760

Expenses

$493,990

Net Income

-$346,230

Net Assets

$7,002,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$197,991	> 100%
Sales of Assets	-$52,920
Other Income	$2,689	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$410,216	83.0%
Compensation of Officers*	$90,273	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,002,247
Total Liabilities	$0
Net Assets	$7,002,247

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$90,273	$0

990-PF

Filed on April 19, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$199,791

Expenses

$554,257

Net Income

-$354,466

Net Assets

$7,350,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$218,047	> 100%
Sales of Assets	-$18,256
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$460,500	83.1%
Compensation of Officers*	$93,865	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,350,862
Total Liabilities	$0
Net Assets	$7,350,862

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$93,865	$0

990-PF

Filed on May 9, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$547,497

Expenses

$568,615

Net Income

-$21,118

Net Assets

$7,706,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$274,484	50.1%
Sales of Assets	$273,013	49.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$461,361	81.1%
Compensation of Officers*	$102,727	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,706,983
Total Liabilities	$0
Net Assets	$7,706,983

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$102,727	$0

990-PF

Filed on May 11, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$586,555

Expenses

$526,192

Net Income

$60,363

Net Assets

$7,728,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$181,560	31.0%
Sales of Assets	$404,995	69.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$440,071	83.6%
Compensation of Officers*	$90,041	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,728,611
Total Liabilities	$1
Net Assets	$7,728,610

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$90,041	$0

990-PF

Filed on May 5, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$360,989

Expenses

$482,249

Net Income

-$121,260

Net Assets

$7,664,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$198,891	55.1%
Sales of Assets	$162,098	44.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$390,062	80.9%
Compensation of Officers*	$90,056	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,664,148
Total Liabilities	$0
Net Assets	$7,664,148

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

Revenue

$273,200

Expenses

$464,730

Net Income

-$191,530

Net Assets

$7,799,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$172,957	63.3%
Sales of Assets	$100,243	36.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$334,209	71.9%
Compensation of Officers*	$90,556	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,799,740
Total Liabilities	$0
Net Assets	$7,799,740

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$90,556	$0

990-PF

Filed on April 21, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$2,377,706

Expenses

$422,630

Net Income

$1,955,076

Net Assets

$7,991,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$169,782	7.1%
Sales of Assets	$2,207,924	92.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,101	80.2%
Compensation of Officers*	$84,990	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,991,590
Total Liabilities	$0
Net Assets	$7,991,590

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$84,990	$0

990-PF

Filed on May 9, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$150,199

Expenses

$466,485

Net Income

-$316,286

Net Assets

$6,034,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$186,584	> 100%
Sales of Assets	-$36,385
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$383,121	82.1%
Compensation of Officers*	$88,280	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,034,853
Total Liabilities	$0
Net Assets	$6,034,853

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$88,280	$0

990-PF

Filed on May 12, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$362,871

Expenses

$450,746

Net Income

-$87,875

Net Assets

$6,327,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$201,493	55.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$161,378	44.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$90,573	20.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,327,171
Total Liabilities	$0
Net Assets	$6,327,171

Compensation

Key Employees and Officers	Compensation	Related	Other
Wells Fargo Bank Na (Trustee)	$90,573	$0	$0

990

Filed on Nov. 12, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$298,898

Expenses

$474,024

Net Income

-$175,126

Net Assets

$6,428,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$181,182	60.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$117,716	39.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$87,100	18.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,428,832
Total Liabilities	$0
Net Assets	$6,428,832

Compensation

Key Employees and Officers	Compensation	Related	Other
Wells Fargo Bank Na (Trustee)	$87,100	$0	$0

990

Filed on May 14, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$569,265

Expenses

$448,071

Net Income

$121,194

Net Assets

$6,599,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$201,150	35.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$368,115	64.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$65,905	14.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,599,279
Total Liabilities	$0
Net Assets	$6,599,279

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$330,297

Expenses

$434,459

Net Income

-$104,162

Net Assets

$6,481,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$222,300	67.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$107,997	32.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$41,070	9.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,481,591
Total Liabilities	$0
Net Assets	$6,481,591

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

-$461,678

Expenses

$402,888

Net Income

-$864,566

Net Assets

$6,560,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$182,227
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$644,696
Net Inventory Sales	$0
Other Revenue	$791

Notable Expenses		Percent of Total Expenses
Executive Compensation	$38,374	9.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,560,888
Total Liabilities	$0
Net Assets	$6,560,888

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Revenue

-$160,899

Expenses

$459,176

Net Income

-$620,075

Net Assets

$7,151,070

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$185,609
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$346,508
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$36,645	8.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$7,151,070
Total Liabilities	$0
Net Assets	$7,151,070

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

Revenue

-$19,514

Expenses

$497,529

Net Income

-$517,043

Net Assets

$8,090,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$258,395
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$277,909
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$42,343	8.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$8,090,166
Total Liabilities	$0
Net Assets	$8,090,166

990

Primary tax return for a nonprofit’s activities, finances, and governance

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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Updated January 26, 2026

Trust Uw Edwin Swift Balch

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $453k (2024)

Expenses $503k (2024)

Total Assets $6.95M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$453k (2024)

Expenses

$503k (2024)

Total Assets

$6.95M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2001