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Nonprofit · EIN 41-6011524

I A OSHAUGHNESSY FOUNDATION INC

Tax-exempt · BLOOMINGTON, MN 55425

Financials

$3.9M$6.4M2023$7.7M$6.3M2024
Revenue Expenses · by fiscal year end
Financials of I A OSHAUGHNESSY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$7,655,909$6,332,933$1,322,976$79,658,812$0$79,658,812
December 31, 2023990-PF$3,852,351$6,397,256-$2,544,905$71,851,898$0$71,851,898
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,052,342
Interest
$47
Net gain from sales of assets
$5,570,200
Other income
$33,320

Expenses

Grants and similar amounts paid
$5,233,440
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$5,889,440
Excise tax on investment income
$151,668

Balance sheet and other

Total assets, start of year
$71,851,898
Total assets, end of year
$79,658,812
Total liabilities, end of year
$0
Net assets, end of year
$79,658,812
Fair market value of assets
$117,774,254
Qualifying distributions
$5,889,440
Net investment income
$11,833,900

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
DANIEL J O'SHAUGHNESSY
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
PRESIDENT & DIRECTOR2$0
ELIZABETH L WYSONG
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
PATRICK W O'SHAUGHNESSY
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
KAREN J O'SHAUGHNESSY
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
BRENDAN P O'SHAUGHNESSY
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
LUCILLE M O'SHAUGHNESSY
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
SECRETARY & DIRECTOR2$0
MARY K O'SHAUGHNESSY
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
MICHAEL J MONAHAN
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
TREASURER & DIRECTOR2$0
ERIN O'S MARTIN
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
CONNOR O'S MONAHAN
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
990-PF for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
DANIEL J O'SHAUGHNESSY
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
PRESIDENT & DIRECTOR2$0
ELIZABETH L WYSONG
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
PATRICK W O'SHAUGHNESSY
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
KAREN J O'SHAUGHNESSY
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
BRENDAN P O'SHAUGHNESSY
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
LUCILLE M O'SHAUGHNESSY
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
SECRETARY & DIRECTOR2$0
MARY K O'SHAUGHNESSY
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
MICHAEL J MONAHAN
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
TREASURER & DIRECTOR2$0
ERIN O'S MARTIN
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0
CONNOR O'S MONAHAN
C/O IAO FDN 2001 KILLEBREW DRIVE, 120, BLOOMINGTON, MN 55101
VICE PRESIDENT & DIRECTOR2$0

Address and contacts

Address (IRS master file)
2001 KILLEBREW DR STE 120, BLOOMINGTON, MN 55425-1884
In care of
% NORTHERN TRUST CO TTEE
Signed the 990-PF
DANIEL J O'SHAUGHNESSY, PRESIDENT/VICE PRESIDENT/DIRECTOR
Phone
(651) 222-2323
Return prepared by
CLIFTONLARSONALLEN 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-6011524
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
1943
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$79,658,812
Income (IRS master file)
$30,630,865

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$7,655,909$6,332,933$79,658,812IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$3,852,351$6,397,256$71,851,898XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 41-6011524).

Questions about I A OSHAUGHNESSY FOUNDATION INC

What is the EIN of I A OSHAUGHNESSY FOUNDATION INC?
The employer identification number (EIN) of I A OSHAUGHNESSY FOUNDATION INC is 41-6011524.
Is I A OSHAUGHNESSY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
Are donations to I A OSHAUGHNESSY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does I A OSHAUGHNESSY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of I A OSHAUGHNESSY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did I A OSHAUGHNESSY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of I A OSHAUGHNESSY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does I A OSHAUGHNESSY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,655,909, expenses of $6,332,933 and total assets of $79,658,812 at year end.

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