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Nonprofit · EIN 41-6347184

JAMES G LINDELL IRRV CHARITABLE TRUST

Tax-exempt · SAINT PAUL, MN 55164

Financials

$25K$35K2022$135K$36K2023$55K$38K2024
Revenue Expenses · by fiscal year end
Financials of JAMES G LINDELL IRRV CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$54,674$38,362$16,312$495,528$0$495,528
October 31, 2024990-PF$134,931$35,757$99,174$479,220$0$479,220
October 31, 2023990-PF$24,728$35,357-$10,629$380,048$0$380,048
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$17,445
Net gain from sales of assets
$37,214
Other income
$15

Expenses

Grants and similar amounts paid
$26,000
Compensation of officers, directors and key employees
$7,257
Disbursements for charitable purposes
$28,251
Excise tax on investment income
$665

Balance sheet and other

Total assets, start of year
$479,220
Total assets, end of year
$495,528
Total liabilities, end of year
$0
Net assets, end of year
$495,528
Fair market value of assets
$677,414
Qualifying distributions
$28,251
Net investment income
$54,665

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 64193, EAGAN, MN 55164
TRUSTEE1$7,257
MARTY LINDELL
699 LAKE VIEW ECHO, WOODBURY, MN 551299226
CO-TRUSTEE1$0
MR JAMES G LINDELL JR
162 ARABELLA COURT, CARY, NC 27518
CO-TRUSTEE1$0
990-PF for the year ended October 31, 2024: 3 people
NameTitleHours / weekCompensation
US BANK NA
101 E FIFTH ST, ST PAUL, MN 55101
CORP. TRUSTEE2$6,905
MARTY LINDELL
699 LAKE VIEW ECHO, WOODBURY, MN 551299226
CO-TRUSTEE1$0
MR JAMES G LINDELL JR
162 ARABELLA COURT, CARY, NC 27518
CO-TRUSTEE1$0
990-PF for the year ended October 31, 2023: 3 people
NameTitleHours / weekCompensation
US BANK NA
101 E FIFTH ST, ST PAUL, MN 55101
CORP. TRUSTEE2$6,280
MARTY LINDELL
699 LAKE VIEW ECHO, WOODBURY, MN 551299226
CO-TRUSTEE1$0
MR JAMES G LINDELL JR
162 ARABELLA COURT, CARY, NC 27518
CO-TRUSTEE1$0

Address and contacts

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

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
41-6347184
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
1993
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$495,528
Income (IRS master file)
$300,184

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$54,674$38,362$495,528XML
990-PFOctober 2024$134,931$35,757$479,220XML
990-PFOctober 2023$24,728$35,357$380,048XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 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 41-6347184).

Questions about JAMES G LINDELL IRRV CHARITABLE TRUST

What is the EIN of JAMES G LINDELL IRRV CHARITABLE TRUST?
The employer identification number (EIN) of JAMES G LINDELL IRRV CHARITABLE TRUST is 41-6347184.
Is JAMES G LINDELL IRRV CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to JAMES G LINDELL IRRV CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES G LINDELL IRRV CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES G LINDELL IRRV CHARITABLE TRUST due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES G LINDELL IRRV CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of JAMES G LINDELL IRRV CHARITABLE TRUST?
The 990-PF for the year ended October 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $7,257 (US BANK N A, TRUSTEE).
How much revenue does JAMES G LINDELL IRRV CHARITABLE TRUST have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $54,674, expenses of $38,362 and total assets of $495,528 at year end.

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