Walter J Miller Trust Uw C/Ofidelity Bank Ttee

Saint Louis, MO
Tax-exempt since Jan. 2000
EIN: 23-6878958

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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.

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

Donations to this organization are tax deductible.

Revenue

$212k (2024)

Expenses

$217k (2024)

Total Assets

$2.3M (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 July
2024

Revenue

$211,594

Expenses

$217,148

Net Income

-$5,554

Net Assets

$2,300,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,087	30.3%
Sales of Assets	$147,500	69.7%
Other Income	$7	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,132	85.3%
Compensation of Officers*	$38,706	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,300,255
Total Liabilities	$0
Net Assets	$2,300,255

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$38,706	$0
John C Tuten Jr (Co Trustee)	$0	$0

990-PF

Filed on Dec. 11, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2023

Revenue

$219,242

Expenses

$187,921

Net Income

$31,321

Net Assets

$2,280,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,645	25.8%
Sales of Assets	$162,597	74.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,202	83.1%
Compensation of Officers*	$37,242	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	$2,280,967
Total Liabilities	$0
Net Assets	$2,280,967

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$37,242	$0
John C Tuten Jr (Co Trustee)	$0	$0

990-PF

Filed on Dec. 6, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2022

Revenue

$229,672

Expenses

$198,741

Net Income

$30,931

Net Assets

$2,250,160

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,877	23.0%
Sales of Assets	$176,795	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,559	78.8%
Compensation of Officers*	$58,786	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	$2,250,160
Total Liabilities	$0
Net Assets	$2,250,160

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$45,036	$0
John C Tuten Jr (Co Trustee)	$13,750	$0

990-PF

Filed on Dec. 13, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2021

Revenue

$214,815

Expenses

$200,257

Net Income

$14,558

Net Assets

$2,219,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,271	17.8%
Sales of Assets	$176,156	82.0%
Other Income	$388	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,465	77.1%
Compensation of Officers*	$60,679	30.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,219,361
Total Liabilities	$1
Net Assets	$2,219,360

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$60,679	$0

990-PF

Filed on Dec. 10, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2020

Revenue

$52,401

Expenses

$197,828

Net Income

-$145,427

Net Assets

$2,204,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,201	> 100%
Sales of Assets	$0
Other Income	$764	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,437	77.6%
Compensation of Officers*	$57,692	29.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,204,889
Total Liabilities	$1
Net Assets	$2,204,888

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$57,692	$0

990-PF

Filed on Dec. 8, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2019

Revenue

$107,244

Expenses

$194,025

Net Income

-$86,781

Net Assets

$2,349,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,711	63.1%
Sales of Assets	$39,533	36.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,494	78.6%
Compensation of Officers*	$41,714	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,349,827
Total Liabilities	$0
Net Assets	$2,349,827

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$41,714	$0

990-PF

Filed on Nov. 21, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
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 July
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 July
2016

Revenue

$169,751

Expenses

$180,082

Net Income

-$10,331

Net Assets

$2,427,830

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,992	31.2%
Sales of Assets	$116,352	68.5%
Other Income	$407	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,135	82.8%
Compensation of Officers*	$37,755	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,427,830
Total Liabilities	$0
Net Assets	$2,427,830

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending July
2015

Revenue

$134,638

Expenses

$150,397

Net Income

-$15,759

Net Assets

$2,437,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,011	45.3%
Sales of Assets	$73,250	54.4%
Other Income	$377	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,450	76.8%
Compensation of Officers*	$40,118	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,437,338
Total Liabilities	$0
Net Assets	$2,437,338

990-PF

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

PDF

Fiscal Year Ending July
2014

Revenue

$149,004

Expenses

$160,435

Net Income

-$11,431

Net Assets

$2,452,869

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,528	35.9%
Sales of Assets	$95,476	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,927	81.0%
Compensation of Officers*	$39,622	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,452,869
Total Liabilities	$0
Net Assets	$2,452,869

990-PF

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

PDF

Fiscal Year Ending July
2013

Revenue

$41,686

Expenses

$174,024

Net Income

-$132,338

Net Assets

$2,464,527

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$65,952	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,762	85.5%
Compensation of Officers*	$32,048	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,464,527
Total Liabilities	$0
Net Assets	$2,464,527

990-PF

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

PDF

Fiscal Year Ending July
2012

Revenue

$113,066

Expenses

$211,013

Net Income

-$97,947

Net Assets

$2,596,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$78,941	69.8%
Sales of Assets	$34,111	30.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,110	86.8%
Compensation of Officers*	$25,440	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,596,232
Total Liabilities	$1
Net Assets	$2,596,231

990-PF

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

PDF

Fiscal Year Ending July
2011

Revenue

$259,952

Expenses

$173,748

Net Income

$86,204

Net Assets

$2,693,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39	0.0%
Dividends	$74,681	28.7%
Sales of Assets	$152,232	58.6%
Other Income	$33,000	12.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,318	88.8%
Compensation of Officers*	$24,365	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	$2,693,963
Total Liabilities	$0
Net Assets	$2,693,963

990-PF

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

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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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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 December 5, 2025

Walter J Miller Trust Uw C/Ofidelity Bank Ttee

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $212k (2024)

Expenses $217k (2024)

Total Assets $2.3M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2011

Extracted Financial Data

Revenue

$212k (2024)

Expenses

$217k (2024)

Total Assets

$2.3M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002