Nonprofit · EIN 41-6025817
GEORGE HEALY TRUST
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $75,405 | $32,920 | $42,485 | $566,475 | $0 | $566,475 |
| December 31, 2024 | 990 | $37,220 | $39,894 | -$2,674 | $524,707 | $0 | $524,707 |
| December 31, 2023 | 990 | $29,360 | $43,816 | -$14,456 | $529,119 | $0 | $529,119 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $75,386
- Net gain from sales of assets
- $46,782
- Other revenue
- $19
Expenses
- Grants and similar amounts paid
- $22,731
- Compensation of officers, directors and key employees
- $8,379
- Salaries, compensation and benefits (total)
- $8,379
- Professional fundraising fees
- $0
- Accounting fees
- $1,500
- Program services (functional)
- $22,731
- Management and general (functional)
- $10,189
Balance sheet and other
- Total assets, start of year
- $524,707
- Total assets, end of year
- $566,475
- Total liabilities, end of year
- $0
- Net assets, end of year
- $566,475
- Publicly traded securities
- $565,964
- Gross receipts
- $207,330
- Employees
- 0
- Year formed
- 1959
- State of legal domicile
- MN
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE Institutional trustee | 1 | $8,379 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE Institutional trustee | 1 | $8,153 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE Institutional trustee | 1 | $7,752 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % FIRST NATL BK OF ROCHESTER
- Signed the 990
- U S BANK N A BY, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US TAX LLP
Mission
To maintain permanent improvement of Oakwood Cemetery
Program accomplishments
- Made distributions for permanent improvements and maintenance of Oakwood Cemetery as required by the George Healy TrustExpenses $22,731 · grants $22,731
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-6025817
- Tax-exempt status
- 501(c)(13): Cemetery company
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $566,475
- Income (IRS master file)
- $207,330
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $75,405 | $32,920 | $566,475 | IRS |
| 990 | December 2024 | $37,220 | $39,894 | $524,707 | IRS |
| 990 | December 2023 | $29,360 | $43,816 | $529,119 | XML |
| 990 | December 2022 | $22,233 | $31,858 | $543,586 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 41-6025817).
Questions about GEORGE HEALY TRUST
- What is the EIN of GEORGE HEALY TRUST?
- The employer identification number (EIN) of GEORGE HEALY TRUST is 41-6025817.
- Is GEORGE HEALY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 1973.
- Are donations to GEORGE HEALY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does GEORGE HEALY TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GEORGE HEALY 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 GEORGE HEALY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of GEORGE HEALY TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,379 (US BANK NA, TRUSTEE).
- How much revenue does GEORGE HEALY TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $75,405, expenses of $32,920 and total assets of $566,475 at year end.
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