Nonprofit · EIN 37-1082771
KATHERINE O JARRELL TRUST
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $16,658 | $9,682 | $6,976 | $214,295 | $0 | $214,295 |
| December 31, 2024 | 990-PF | $22,045 | $11,973 | $10,072 | $207,374 | $0 | $207,374 |
| December 31, 2023 | 990-PF | $21,918 | $9,352 | $12,566 | $197,301 | $0 | $197,301 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,892
- Net gain from sales of assets
- $8,766
Expenses
- Grants and similar amounts paid
- $4,025
- Compensation of officers, directors and key employees
- $3,775
- Disbursements for charitable purposes
- $5,917
- Excise tax on investment income
- $180
Balance sheet and other
- Total assets, start of year
- $207,374
- Total assets, end of year
- $214,295
- Total liabilities, end of year
- $0
- Net assets, end of year
- $214,295
- Fair market value of assets
- $254,141
- Qualifying distributions
- $5,917
- Net investment income
- $16,471
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 |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $3,775 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 1 | $3,608 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 1 | $3,275 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % MERCANTILE BANK OF MT VERNON
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US TAX 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
- 37-1082771
- 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
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $214,295
- Income (IRS master file)
- $75,657
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $16,658 | $9,682 | $214,295 | IRS |
| 990-PF | December 2024 | $22,045 | $11,973 | $207,374 | IRS |
| 990-PF | December 2023 | $21,918 | $9,352 | $197,301 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 37-1082771).
Questions about KATHERINE O JARRELL TRUST
- What is the EIN of KATHERINE O JARRELL TRUST?
- The employer identification number (EIN) of KATHERINE O JARRELL TRUST is 37-1082771.
- Is KATHERINE O JARRELL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to KATHERINE O JARRELL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHERINE O JARRELL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHERINE O JARRELL TRUST 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 KATHERINE O JARRELL TRUST 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 KATHERINE O JARRELL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,775 (US BANK N A, TRUSTEE).
- How much revenue does KATHERINE O JARRELL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,658, expenses of $9,682 and total assets of $214,295 at year end.
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