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Nonprofit · EIN 41-6261160

E W HALLETT CHARITABLE TRUST U A

Tax-exempt · SAINT PAUL, MN 55164

Financials

$2.8M$825K2022$690K$754K2023$660K$865K2024
Revenue Expenses · by fiscal year end
Financials of E W HALLETT CHARITABLE TRUST U A by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$659,898$864,607-$204,709$12,072,093$0$12,072,093
November 30, 2024990-PF$690,131$754,152-$64,021$12,276,944$0$12,276,944
November 30, 2023990-PF$2,763,750$824,971$1,938,779$12,339,978$0$12,339,978
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$434,949
Net gain from sales of assets
$224,200
Other income
$749

Expenses

Grants and similar amounts paid
$649,180
Compensation of officers, directors and key employees
$143,717
Salaries, compensation and benefits (total)
$38,418
Disbursements for charitable purposes
$763,319
Excise tax on investment income
$7,832

Balance sheet and other

Total assets, start of year
$12,276,944
Total assets, end of year
$12,072,093
Total liabilities, end of year
$0
Net assets, end of year
$12,072,093
Fair market value of assets
$16,969,858
Qualifying distributions
$763,319
Net investment income
$658,551

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
U S BANK N A
PO BOX 64193, EAGAN, MN 55164
TRUSTEE1$93,717
KIRK SPRINGSTED
50 NECK ROAD, MADISON, CT 06433
CO-TRUSTEE4$12,500
DESIREE PARKER
5396 MAROHN RD, BAXTER, MN 56425
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
U S BANK N A
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CORPORATE TRUSTEE8$90,033
KIRK SPRINGSTED
50 NECK ROAD, MADISON, CT 06433
CO-TRUSTEE4$12,500
DESIREE PARKER
5021 OJIBWA ROAD, BRAINERD, MN 56401
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
U S BANK N A
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CORPORATE TRUSTEE8$83,860
KIRK SPRINGSTED
50 NECK ROAD, MADISON, CT 06433
CO-TRUSTEE4$12,500
DESIREE PARKER
5021 OJIBWA ROAD, BRAINERD, MN 56401
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
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
41-6261160
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
1985
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$12,072,093
Income (IRS master file)
$1,818,963

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$659,898$864,607$12,072,093XML
990-PFNovember 2024$690,131$754,152$12,276,944IRS
990-PFNovember 2023$2,763,750$824,971$12,339,978XML
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 41-6261160).

Questions about E W HALLETT CHARITABLE TRUST U A

What is the EIN of E W HALLETT CHARITABLE TRUST U A?
The employer identification number (EIN) of E W HALLETT CHARITABLE TRUST U A is 41-6261160.
Is E W HALLETT CHARITABLE TRUST U A tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to E W HALLETT CHARITABLE TRUST U A tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does E W HALLETT CHARITABLE TRUST U A file?
Form 990-PF. Private foundations file every year.
When is the next return of E W HALLETT CHARITABLE TRUST U A 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 E W HALLETT CHARITABLE TRUST U A 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 E W HALLETT CHARITABLE TRUST U A?
The 990-PF for the year ended November 30, 2025 lists 5 people; 5 received compensation from the organization, the highest $93,717 (U S BANK N A, TRUSTEE).
How much revenue does E W HALLETT CHARITABLE TRUST U A have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $659,898, expenses of $864,607 and total assets of $12,072,093 at year end.

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