Nonprofit · EIN 35-7251651
WENDELL PETERSEN CHARITABLE TR 09032019
Tax-exempt · BAYPORT, MN 55003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $62,950 | $55,594 | $7,356 | $972,058 | $0 | $972,058 |
| December 31, 2024 | 990-PF | $48,018 | $48,341 | -$323 | $964,702 | $0 | $964,702 |
| December 31, 2023 | 990-PF | $18,160 | $63,226 | -$45,066 | $965,025 | $0 | $965,025 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $61,139
- Net gain from sales of assets
- $1,811
Expenses
- Grants and similar amounts paid
- $38,410
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $38,410
- Excise tax on investment income
- $875
Balance sheet and other
- Total assets, start of year
- $964,702
- Total assets, end of year
- $972,058
- Total liabilities, end of year
- $0
- Net assets, end of year
- $972,058
- Fair market value of assets
- $1,041,343
- Qualifying distributions
- $38,410
- Net investment income
- $62,950
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 |
|---|---|---|---|
| FIRST STATE BANK AND TRUST FIRST ST 950 HWY 95 N, BAYPORT, MN 55003 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST STATE BANK AND TRUST FIRST ST 950 HWY 95 N, BAYPORT, MN 55003 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST STATE BANK AND TRUST FIRST ST 950 HWY 95 N, BAYPORT, MN 55003 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 950 HIGHWAY 95 N, BAYPORT, MN 55003-1014
- In care of
- % FIRST STATE BANK AND TRUST TTEE
- Signed the 990-PF
- PAMELA BAKER, VICE PRESIDENT - TRUST
- Phone
- (651) 351-3762
- Return prepared by
- FIRST STATE BANK AND TRUST
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
- 35-7251651
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $972,058
- Income (IRS master file)
- $202,076
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $62,950 | $55,594 | $972,058 | XML |
| 990-PF | December 2024 | $48,018 | $48,341 | $964,702 | XML |
| 990-PF | December 2023 | $18,160 | $63,226 | $965,025 | 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 35-7251651).
Questions about WENDELL PETERSEN CHARITABLE TR 09032019
- What is the EIN of WENDELL PETERSEN CHARITABLE TR 09032019?
- The employer identification number (EIN) of WENDELL PETERSEN CHARITABLE TR 09032019 is 35-7251651.
- Is WENDELL PETERSEN CHARITABLE TR 09032019 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to WENDELL PETERSEN CHARITABLE TR 09032019 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does WENDELL PETERSEN CHARITABLE TR 09032019 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WENDELL PETERSEN CHARITABLE TR 09032019 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 WENDELL PETERSEN CHARITABLE TR 09032019 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 WENDELL PETERSEN CHARITABLE TR 09032019?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does WENDELL PETERSEN CHARITABLE TR 09032019 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $62,950, expenses of $55,594 and total assets of $972,058 at year end.
Other nonprofits in BAYPORT
- GERTRUDE R SHIELY CHAR TR EIN 41-6470775 · last filed 990-PF for 2025
- JULIE AND JEFF ANDERSON FOUNDATION EIN 45-4069227 · last filed 990-PF for 2025
- NATIONAL ORDER OF THE BLUE AND GRAY EIN 41-1674118 · last filed 990-N for 2025
- BETHLEHEM FOUNDATION EIN 43-1948841 · last filed 990-N for 2025
- FRED C AND KATHERINE B ANDERSEN FOUNDATION EIN 41-6020920 · last filed 990-PF for 2025
- ANDERSEN CORPORATION VOL EMPL BNFCY ASSOC RETIREE MEDICAL BENEFITS TR EIN 91-1845900 · last filed 990 for 2025
- HUGH J ANDERSEN FOUNDATION EIN 41-6020914 · last filed 990-PF for 2026
- ANDERSEN CORPORATE FOUNDATION EIN 41-6020912 · last filed 990-PF for 2025
All nonprofits in BAYPORT · Minnesota · Philanthropy, voluntarism and grantmaking foundations