Finley L Walton Est Residuary Tw

First Pennsylvania Banking & Tr Co

Saint Louis, MO
EIN: 23-6461463

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

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

$214,895

Expenses

$287,505

Net Income

-$72,610

Net Assets

$4,151,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$143,828	66.9%
Sales of Assets	$71,067	33.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,107	80.7%
Compensation of Officers*	$60,046	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	$4,151,084
Total Liabilities	$0
Net Assets	$4,151,084

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$60,046	$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

$120,420

Expenses

$283,937

Net Income

-$163,517

Net Assets

$4,219,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$131,824	> 100%
Sales of Assets	-$13,836
Other Income	$2,432	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$231,811	81.6%
Compensation of Officers*	$56,224	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,219,605
Total Liabilities	$0
Net Assets	$4,219,605

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$56,224	$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

$196,245

Expenses

$310,459

Net Income

-$114,214

Net Assets

$4,387,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$158,004	80.5%
Sales of Assets	$38,241	19.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$247,075	79.6%
Compensation of Officers*	$59,606	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,387,913
Total Liabilities	$0
Net Assets	$4,387,913

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$59,606	$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

$515,971

Expenses

$237,662

Net Income

$278,309

Net Assets

$4,503,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,730	21.5%
Sales of Assets	$405,241	78.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,524	73.9%
Compensation of Officers*	$64,355	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,503,036
Total Liabilities	$0
Net Assets	$4,503,036

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$64,355	$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

$319,858

Expenses

$321,599

Net Income

-$1,741

Net Assets

$4,218,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,969	38.4%
Sales of Assets	$196,889	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$266,020	82.7%
Compensation of Officers*	$57,528	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,218,627
Total Liabilities	$1
Net Assets	$4,218,626

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$57,528	$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

$453,643

Expenses

$283,647

Net Income

$169,996

Net Assets

$4,221,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,414	22.8%
Sales of Assets	$350,229	77.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$226,305	79.8%
Compensation of Officers*	$56,486	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,221,140
Total Liabilities	$1
Net Assets	$4,221,139

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$56,486	$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

$282,846

Expenses

$244,858

Net Income

$37,988

Net Assets

$4,051,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,461	32.3%
Sales of Assets	$191,385	67.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,394	75.3%
Compensation of Officers*	$57,988	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,051,687
Total Liabilities	$0
Net Assets	$4,051,687

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$57,988	$0

990-PF

Filed on May 2, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$273,565

Expenses

$191,107

Net Income

$82,458

Net Assets

$4,016,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$80,516	29.4%
Sales of Assets	$193,049	70.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,264	71.3%
Compensation of Officers*	$56,638	29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,016,753
Total Liabilities	$0
Net Assets	$4,016,753

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$56,638	$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

$177,086

Expenses

$187,893

Net Income

-$10,807

Net Assets

$3,934,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$70	0.0%
Dividends	$74,521	42.1%
Sales of Assets	$102,495	57.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,950	72.4%
Compensation of Officers*	$53,503	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	$3,934,370
Total Liabilities	$0
Net Assets	$3,934,370

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$53,503	$0

990-PF

Filed on April 20, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$194,069

Expenses

$225,080

Net Income

-$31,011

Net Assets

$3,948,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$73,968	38.1%
Sales of Assets	$120,086	61.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,971	75.5%
Compensation of Officers*	$56,213	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,948,782
Total Liabilities	$0
Net Assets	$3,948,782

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$56,213	$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

$311,141

Expenses

$325,756

Net Income

-$14,615

Net Assets

$3,975,486

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$85,927	27.6%
Sales of Assets	$221,468	71.2%
Other Income	$3,731	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$280,249	86.0%
Compensation of Officers*	$58,597	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,975,486
Total Liabilities	$0
Net Assets	$3,975,486

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$58,597	$0

990-PF

Filed on May 11, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$232,167

Expenses

$334,881

Net Income

-$102,714

Net Assets

$3,991,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$86,156	37.1%
Sales of Assets	$135,995	58.6%
Other Income	$10,002	4.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$288,825	86.2%
Compensation of Officers*	$52,893	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,991,738
Total Liabilities	$0
Net Assets	$3,991,738

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$52,893	$0

990-PF

Filed on May 9, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$401,411

Expenses

$313,172

Net Income

$88,239

Net Assets

$4,089,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$94,800	23.6%
Sales of Assets	$306,600	76.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$269,396	86.0%
Compensation of Officers*	$43,736	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,089,732
Total Liabilities	$0
Net Assets	$4,089,732

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$562,175

Expenses

$305,484

Net Income

$256,691

Net Assets

$4,013,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$68	0.0%
Dividends	$128,092	22.8%
Sales of Assets	$434,015	77.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,652	82.1%
Compensation of Officers*	$42,417	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,013,305
Total Liabilities	$0
Net Assets	$4,013,305

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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.
2009

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.
2008

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.
2007

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.
2006

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.
2005

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.
2004

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.
2003

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

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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Updated April 20, 2026

Finley L Walton Est Residuary Tw

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

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-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

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

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003