Maxwell Ocheltree Jr Tw 24063 0 4

Fidelity Bank

Saint Louis, MO
Tax-exempt since Jan. 2007
EIN: 23-6222005

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

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

$14,156

Expenses

$21,970

Net Income

-$7,814

Net Assets

$309,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,515	74.3%
Sales of Assets	$3,641	25.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,615	75.6%
Compensation of Officers*	$5,854	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$309,984
Total Liabilities	$0
Net Assets	$309,984

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$5,854	$0

990-PF

Filed on May 6, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$8,266

Expenses

$22,293

Net Income

-$14,027

Net Assets

$317,510

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,632	> 100%
Sales of Assets	-$1,491
Other Income	$125	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,302	77.6%
Compensation of Officers*	$5,424	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$317,510
Total Liabilities	$0
Net Assets	$317,510

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$5,424	$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

$14,550

Expenses

$25,506

Net Income

-$10,956

Net Assets

$331,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,611	79.8%
Sales of Assets	$2,939	20.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,804	77.6%
Compensation of Officers*	$5,892	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$331,884
Total Liabilities	$0
Net Assets	$331,884

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$5,892	$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

$33,389

Expenses

$23,236

Net Income

$10,153

Net Assets

$342,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,837	29.5%
Sales of Assets	$23,552	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,833	72.4%
Compensation of Officers*	$6,612	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$342,901
Total Liabilities	$0
Net Assets	$342,901

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$6,612	$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

$35,095

Expenses

$22,418

Net Income

$12,677

Net Assets

$332,694

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,494	27.1%
Sales of Assets	$25,601	72.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,725	74.6%
Compensation of Officers*	$5,718	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$332,695
Total Liabilities	$1
Net Assets	$332,694

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$5,718	$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

$27,048

Expenses

$22,230

Net Income

$4,818

Net Assets

$320,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,335	30.8%
Sales of Assets	$18,713	69.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,560	74.5%
Compensation of Officers*	$5,665	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$320,053
Total Liabilities	$1
Net Assets	$320,052

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$5,665	$0

990-PF

Filed on May 4, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$23,490

Expenses

$22,187

Net Income

$1,303

Net Assets

$315,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,167	30.5%
Sales of Assets	$16,323	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,374	73.8%
Compensation of Officers*	$5,834	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$315,323
Total Liabilities	$0
Net Assets	$315,323

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$5,834	$0

990-PF

Filed on May 3, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

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.
2016

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

PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Revenue

$12,427

Expenses

$24,173

Net Income

-$11,746

Net Assets

$325,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,700	53.9%
Sales of Assets	$5,727	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,946	78.4%
Compensation of Officers*	$6,129	25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$325,960
Total Liabilities	$0
Net Assets	$325,960

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$23,997

Expenses

$22,872

Net Income

$1,125

Net Assets

$337,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,386	34.9%
Sales of Assets	$15,611	65.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,666	77.2%
Compensation of Officers*	$6,410	28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$337,042
Total Liabilities	$0
Net Assets	$337,042

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$14,838

Expenses

$21,335

Net Income

-$6,497

Net Assets

$336,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,678	51.7%
Sales of Assets	$7,160	48.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,548	77.6%
Compensation of Officers*	$6,199	29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$336,453
Total Liabilities	$0
Net Assets	$336,453

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$15,333

Expenses

$24,179

Net Income

-$8,846

Net Assets

$342,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,664	63.0%
Sales of Assets	$5,669	37.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,567	80.9%
Compensation of Officers*	$6,023	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$342,563
Total Liabilities	$0
Net Assets	$342,563

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$22,544

Expenses

$21,797

Net Income

$747

Net Assets

$352,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,239	49.9%
Sales of Assets	$11,305	50.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,960	77.8%
Compensation of Officers*	$5,181	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$352,303
Total Liabilities	$0
Net Assets	$352,303

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 April 20, 2026

Maxwell Ocheltree Jr Tw 24063 0 4

Organization summary

Type of Nonprofit

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

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.
2006