Nonprofit · EIN 41-6019050
OTTO BREMER TRUST
Tax-exempt · SAINT PAUL, MN 55101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $12,636,777 | $70,021,431 | -$57,384,654 | $1,391,202,004 | $9,191,642 | $1,382,010,362 |
| December 31, 2024 | 990-PF | $89,366,853 | $93,908,405 | -$4,541,552 | $1,419,998,555 | $13,426,901 | $1,406,571,654 |
| December 31, 2023 | 990-PF | $83,679,183 | $122,833,797 | -$39,154,614 | $1,477,747,505 | $12,828,027 | $1,464,919,478 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $40,450,058
- Interest
- $5,282,213
- Net gain from sales of assets
- -$52,158,498
- Other income
- $19,063,004
Expenses
- Grants and similar amounts paid
- $58,154,750
- Compensation of officers, directors and key employees
- $2,135,676
- Salaries, compensation and benefits (total)
- $1,493,349
- Disbursements for charitable purposes
- $65,113,168
- Excise tax on investment income
- $4,545,016
Balance sheet and other
- Total assets, start of year
- $1,419,998,555
- Total assets, end of year
- $1,391,202,004
- Total liabilities, end of year
- $9,191,642
- Net assets, end of year
- $1,382,010,362
- Fair market value of assets
- $1,507,408,593
- Qualifying distributions
- $68,863,168
- Net investment income
- $327,587,420
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 | Other / benefits |
|---|---|---|---|---|
| CAROLINE JOHNSON 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | CO-CEO/TRUSTEE | 40 | $711,703 | $38,895 |
| DANIEL REARDON 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | CO-CEO/TRUSTEE | 40 | $711,646 | $43,082 |
| FRANCIS MILEY 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | CO-CEO/TRUSTEE | 40 | $701,327 | $59,227 |
| LUE HER 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | DIRECTOR OF PHILANTH Highest-paid employee | 40 | $335,728 | $22,279 |
| ANTHONY THOMPSON 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $257,020 | $16,917 |
| DANIELLE CHESLOG 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | DIRECTOR OF GRANT OP Highest-paid employee | 40 | $159,650 | $37,541 |
| ANTHONY VASQUEZ 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | MANAGER OF IT Highest-paid employee | 40 | $142,899 | $30,907 |
| ANN CATHERINE PAGEL 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | OPERATIONS & COMM AS Highest-paid employee | 40 | $129,341 | $22,159 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL REARDON 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | CO-CEO/TRUSTEE | 40 | $686,229 | $32,390 |
| FRANCIS MILEY 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | CO-CEO/TRUSTEE | 40 | $673,174 | $46,697 |
| CHARLOTTE JOHNSON 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | CO-CEO/TRUSTEE | 40 | $399,267 | $33,403 |
| LUE HER 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | DIRECTOR OF PHILANTH Highest-paid employee | 40 | $299,943 | $24,203 |
| ANTHONY THOMPSON 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $293,541 | $14,680 |
| KARI SUZUKI 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | DIRECTOR OF OPERATIO Highest-paid employee | 40 | $278,486 | $9,609 |
| CAROLINE JOHNSON 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | CO-CEO/TRUSTEE | 40 | $269,928 | $12,568 |
| DANIELLE CHESLOG 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | DIRECTOR OF GRANT OP Highest-paid employee | 40 | $154,475 | $35,127 |
| ANTHONY VASQUEZ 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | MANAGER OF IT Highest-paid employee | 40 | $137,766 | $30,510 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL REARDON 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | CO-CEO/TRUSTEE | 40 | $663,032 | $31,551 |
| CHARLOTTE JOHNSON 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | CO-CEO/TRUSTEE | 40 | $658,790 | $42,540 |
| FRANCIS MILEY 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | CO-CEO/TRUSTEE | 40 | $485,819 | $44,326 |
| KARI SUZUKI 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | DIRECTOR OF OPERATIO Highest-paid employee | 40 | $247,509 | $30,292 |
| LUE HER 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | REGIONAL DIRECTOR Highest-paid employee | 40 | $241,349 | $19,868 |
| ANTHONY THOMPSON 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | CONTROLLER Highest-paid employee | 40 | $204,532 | $14,326 |
| DANIELLE CHESLOG 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | DIRECTOR OF GRANT OP Highest-paid employee | 40 | $144,722 | $32,246 |
| DOMINIC PAPATOLA 30 EAST 7TH STREET SUITE 2900, ST PAUL, MN 55101 | REGIONAL DIRECTOR Highest-paid employee | 40 | $142,679 | $28,121 |
Address and contacts
- Address (IRS master file)
- 30 7TH ST E STE 2900, SAINT PAUL, MN 55101-2988
- Signed the 990-PF
- DANIEL REARDON, TRUSTEE
- Phone
- (651) 227-8036
- Website
- WWW.OTTOBREMER.ORG
- 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 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
- 41-6019050
- 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
- 1949
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,391,202,004
- Income (IRS master file)
- $118,615,806
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $12,636,777 | $70,021,431 | $1,391,202,004 | IRS |
| 990-PF | December 2024 | $89,366,853 | $93,908,405 | $1,419,998,555 | XML |
| 990-PF | December 2023 | $83,679,183 | $122,833,797 | $1,477,747,505 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 41-6019050).
Questions about OTTO BREMER TRUST
- What is the EIN of OTTO BREMER TRUST?
- The employer identification number (EIN) of OTTO BREMER TRUST is 41-6019050.
- Is OTTO BREMER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
- Are donations to OTTO BREMER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OTTO BREMER TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OTTO BREMER 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 OTTO BREMER 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 OTTO BREMER TRUST?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 8 received compensation from the organization, the highest $711,703 (CAROLINE JOHNSON, CO-CEO/TRUSTEE).
- How much revenue does OTTO BREMER TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,636,777, expenses of $70,021,431 and total assets of $1,391,202,004 at year end.
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All nonprofits in SAINT PAUL · Minnesota · Philanthropy, voluntarism and grantmaking foundations