Nonprofit · EIN 30-6664475
OSUL T HAALAND CHARITABLE TR UA 09042019
Tax-exempt · WINONA, MN 55987
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $39,505 | $18,599 | $20,906 | $609,688 | $0 | $609,688 |
| December 31, 2024 | 990-PF | $110,963 | $77,757 | $33,206 | $587,949 | $0 | $587,949 |
| December 31, 2023 | 990-PF | $44,459 | $30,227 | $14,232 | $554,743 | $0 | $554,743 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $15,104
- Net gain from sales of assets
- $24,401
Expenses
- Grants and similar amounts paid
- $12,500
- Compensation of officers, directors and key employees
- $4,982
- Disbursements for charitable purposes
- $13,770
- Excise tax on investment income
- $496
Balance sheet and other
- Total assets, start of year
- $587,949
- Total assets, end of year
- $609,688
- Total liabilities, end of year
- $0
- Net assets, end of year
- $609,688
- Fair market value of assets
- $629,588
- Qualifying distributions
- $13,770
- Net investment income
- $39,505
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MERCHANTS BANK NA 102 E 3RD STREET, WINONA, MN 55987 | TRUSTEE | 0.75 | $4,982 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MERCHANTS BANK NA 102 E 3RD STREET, WINONA, MN 55987 | TRUSTEE | 0.75 | $4,750 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MERCHANTS BANK NA 102 E 3RD STREET, WINONA, MN 55987 | TRUSTEE | 0.75 | $4,385 |
Address and contacts
- Address (IRS master file)
- 102 E 3RD ST, WINONA, MN 55987-3416
- In care of
- % MERCHANTS BANK NA-TRUST DEPA TTEE
- Signed the 990-PF
- MERCHANTS BANK NA, TRUSTEE, MASOOD DEHNAVIFAR
- Phone
- (507) 457-1153
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-6664475
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $609,688
- Income (IRS master file)
- $430,687
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $39,505 | $18,599 | $609,688 | XML |
| 990-PF | December 2024 | $110,963 | $77,757 | $587,949 | XML |
| 990-PF | December 2023 | $44,459 | $30,227 | $554,743 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-6664475).
Questions about OSUL T HAALAND CHARITABLE TR UA 09042019
- What is the EIN of OSUL T HAALAND CHARITABLE TR UA 09042019?
- The employer identification number (EIN) of OSUL T HAALAND CHARITABLE TR UA 09042019 is 30-6664475.
- Is OSUL T HAALAND CHARITABLE TR UA 09042019 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to OSUL T HAALAND CHARITABLE TR UA 09042019 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OSUL T HAALAND CHARITABLE TR UA 09042019 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OSUL T HAALAND CHARITABLE TR UA 09042019 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OSUL T HAALAND CHARITABLE TR UA 09042019 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of OSUL T HAALAND CHARITABLE TR UA 09042019?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,982 (MERCHANTS BANK NA, TRUSTEE).
- How much revenue does OSUL T HAALAND CHARITABLE TR UA 09042019 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $39,505, expenses of $18,599 and total assets of $609,688 at year end.
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All nonprofits in WINONA · Minnesota · Philanthropy, voluntarism and grantmaking foundations