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Nonprofit · EIN 41-6211994

THE HALLET CHARITABLE TRUST

Tax-exempt · SAINT PAUL, MN 55164

Financials

$1.9M$491K2022$435K$569K2023$372K$583K2024
Revenue Expenses · by fiscal year end
Financials of THE HALLET CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$372,390$582,554-$210,164$7,867,806$0$7,867,806
November 30, 2024990-PF$435,122$569,375-$134,253$8,077,948$0$8,077,948
November 30, 2023990-PF$1,915,664$491,389$1,424,275$8,210,940$0$8,210,940
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$278,328
Net gain from sales of assets
$93,591
Other income
$471

Expenses

Grants and similar amounts paid
$423,138
Compensation of officers, directors and key employees
$109,557
Salaries, compensation and benefits (total)
$25,612
Disbursements for charitable purposes
$518,375
Excise tax on investment income
$4,323

Balance sheet and other

Total assets, start of year
$8,077,948
Total assets, end of year
$7,867,806
Total liabilities, end of year
$0
Net assets, end of year
$7,867,806
Fair market value of assets
$10,864,352
Qualifying distributions
$518,375
Net investment income
$371,536

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 64193, EAGAN, MN 55164
TRUSTEE1$59,557
DESIREE PARKER
5396 MAROHN RD, BAXTER, MN 56425
CO-TRUSTEE4$12,500
KIRK A SPRINGSTEAD
50 NECK ROAD, MADISON, CT 06433
CO-TRUSTEE4$12,500
MARGARET POLEY
13741 WOOD LANE, MINNETONKA, MN 55305
CO-TRUSTEE4$12,500
PAUL JUSTIN SCHLIESMAN
8883 AVERY PATH, INVER GROVE HEIGHTS, MN 55077
CO-TRUSTEE4$12,500
990-PF for the year ended November 30, 2024: 5 people
NameTitleHours / weekCompensation
US BANK NA
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE1$57,826
DESIREE PARKER
5021 OJIBWA ROAD, BRAINERD, MN 56401
CO-TRUSTEE4$12,500
KIRK A SPRINGSTED
50 NECK ROAD, MADISON, CT 06433
CO-TRUSTEE4$12,500
MARGARET POLEY
13741 WOOD LANE, MINNETONKA, MN 55305
CO-TRUSTEE4$12,500
PAUL JUSTIN SCHLIESMAN
8883 AVERY PATH, INVER GROVE HEIGHTS, MN 55077
CO-TRUSTEE4$12,500
990-PF for the year ended November 30, 2023: 5 people
NameTitleHours / weekCompensation
US BANK NA
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE1$54,026
DESIREE PARKER
5021 OJIBWA ROAD, BRAINERD, MN 56401
CO-TRUSTEE4$12,500
KIRK A SPRINGSTED
50 NECK ROAD, MADISON, CT 06433
CO-TRUSTEE4$12,500
MARGARET POLEY
13741 WOOD LANE, MINNETONKA, MN 55305
CO-TRUSTEE4$12,500
PAUL JUSTIN SCHLIESMAN
8883 AVERY PATH, INVER GROVE HEIGHTS, MN 55077
CO-TRUSTEE4$12,500

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
In care of
% FIRST TRUST NA
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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
41-6211994
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
1978
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$7,867,806
Income (IRS master file)
$1,160,750

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$372,390$582,554$7,867,806XML
990-PFNovember 2024$435,122$569,375$8,077,948IRS
990-PFNovember 2023$1,915,664$491,389$8,210,940XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 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 41-6211994).

Questions about THE HALLET CHARITABLE TRUST

What is the EIN of THE HALLET CHARITABLE TRUST?
The employer identification number (EIN) of THE HALLET CHARITABLE TRUST is 41-6211994.
Is THE HALLET CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to THE HALLET CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE HALLET CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE HALLET CHARITABLE TRUST due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE HALLET CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of THE HALLET CHARITABLE TRUST?
The 990-PF for the year ended November 30, 2025 lists 5 people; 5 received compensation from the organization, the highest $59,557 (US BANK N A, TRUSTEE).
How much revenue does THE HALLET CHARITABLE TRUST have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $372,390, expenses of $582,554 and total assets of $7,867,806 at year end.

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