Nonprofit · EIN 39-6073666
JAMES D MACLEAN TRUST
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $10,749 | $10,846 | -$97 | $216,479 | $0 | $216,479 |
| February 28, 2025 | 990-PF | $3,967 | $11,244 | -$7,277 | $216,638 | $0 | $216,638 |
| February 29, 2024 | 990-PF | $5,456 | $21,056 | -$15,600 | $223,917 | $0 | $223,917 |
| February 28, 2023 | 990-PF | $4,656 | $10,131 | -$5,475 | $239,519 | $0 | $239,519 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $8,946
- Net gain from sales of assets
- $1,798
- Other income
- $5
Expenses
- Grants and similar amounts paid
- $7,242
- Compensation of officers, directors and key employees
- $3,460
- Disbursements for charitable purposes
- $7,588
- Excise tax on investment income
- $102
Balance sheet and other
- Total assets, start of year
- $216,638
- Total assets, end of year
- $216,479
- Total liabilities, end of year
- $0
- Net assets, end of year
- $216,479
- Fair market value of assets
- $231,765
- Qualifying distributions
- $7,588
- Net investment income
- $10,478
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $3,460 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 2 | $3,378 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 2 | $3,306 |
990-PF for the year ended February 28, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA 777 E WISCONSIN AVENUE, MILWAUKEE, WI 53202 | TRUSTEE | 2 | $3,521 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- Signed the 990-PF
- US BANK NA, 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6073666
- 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
- 1974
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $216,479
- Income (IRS master file)
- $55,490
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $10,749 | $10,846 | $216,479 | XML |
| 990-PF | February 2025 | $3,967 | $11,244 | $216,638 | XML |
| 990-PF | February 2024 | $5,456 | $21,056 | $223,917 | XML |
| 990-PF | February 2023 | $4,656 | $10,131 | $239,519 | XML |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | 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 39-6073666).
Questions about JAMES D MACLEAN TRUST
- What is the EIN of JAMES D MACLEAN TRUST?
- The employer identification number (EIN) of JAMES D MACLEAN TRUST is 39-6073666.
- Is JAMES D MACLEAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to JAMES D MACLEAN TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES D MACLEAN TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES D MACLEAN TRUST due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES D MACLEAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of JAMES D MACLEAN TRUST?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $3,460 (US BANK N A, TRUSTEE).
- How much revenue does JAMES D MACLEAN TRUST have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $10,749, expenses of $10,846 and total assets of $216,479 at year end.
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