Nonprofit · EIN 42-6252638
HARRY AND WINNIE MCNAY EDUCATION TRUST
Tax-exempt · BILLINGS, MT 59116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $19,394 | $35,721 | -$16,327 | $842,665 | $0 | $842,665 |
| June 30, 2025 | 990-PF | $42,380 | $41,610 | $770 | $857,594 | $0 | $857,594 |
| June 30, 2024 | 990-PF | $79,606 | $46,110 | $33,496 | $858,058 | $0 | $858,058 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,876
- Net gain from sales of assets
- $1,458
- Other income
- $60
Expenses
- Grants and similar amounts paid
- $19,000
- Compensation of officers, directors and key employees
- $12,811
- Disbursements for charitable purposes
- $25,698
- Excise tax on investment income
- $129
Balance sheet and other
- Total assets, start of year
- $857,594
- Total assets, end of year
- $842,665
- Total liabilities, end of year
- $0
- Net assets, end of year
- $842,665
- Fair market value of assets
- $942,966
- Qualifying distributions
- $25,698
- Net investment income
- $19,334
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 |
|---|---|---|---|
| FIRST INTERSTATE BANK 10101 UNIVERSITY AVE, CLIVE, IA 50324 | TRUSTEE | 2 | $12,811 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST INTERSTATE BANK 10101 UNIVERSITY AVE, CLIVE, IA 50324 | TRUSTEE | 2 | $11,497 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST INTERSTATE BANK 10101 UNIVERSITY AVE, CLIVE, IA 50324 | TRUSTEE | 2 | $12,756 |
Address and contacts
- Address (IRS master file)
- PO BOX 30918, BILLINGS, MT 59116-0918
- Signed the 990-PF
- DEBRA UECKER, VP
- Phone
- (888) 791-4075
- Return prepared by
- ERNST & YOUNG US 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 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 42-6252638
- 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
- 1980
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $842,665
- Income (IRS master file)
- $31,647
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $19,394 | $35,721 | $842,665 | IRS |
| 990-PF | June 2025 | $42,380 | $41,610 | $857,594 | IRS |
| 990-PF | June 2024 | $79,606 | $46,110 | $858,058 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 42-6252638).
Questions about HARRY AND WINNIE MCNAY EDUCATION TRUST
- What is the EIN of HARRY AND WINNIE MCNAY EDUCATION TRUST?
- The employer identification number (EIN) of HARRY AND WINNIE MCNAY EDUCATION TRUST is 42-6252638.
- Is HARRY AND WINNIE MCNAY EDUCATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to HARRY AND WINNIE MCNAY EDUCATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARRY AND WINNIE MCNAY EDUCATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARRY AND WINNIE MCNAY EDUCATION 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 HARRY AND WINNIE MCNAY EDUCATION 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 HARRY AND WINNIE MCNAY EDUCATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,811 (FIRST INTERSTATE BANK, TRUSTEE).
- How much revenue does HARRY AND WINNIE MCNAY EDUCATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $19,394, expenses of $35,721 and total assets of $842,665 at year end.
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