Nonprofit · EIN 43-6239401
LOTTIE C HARDY TRUST
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $180,036 | $224,808 | -$44,772 | $3,174,451 | $0 | $3,174,451 |
| January 31, 2025 | 990-PF | $298,669 | $215,539 | $83,130 | $3,219,605 | $0 | $3,219,605 |
| January 31, 2024 | 990-PF | $176,758 | $210,680 | -$33,922 | $3,136,466 | $0 | $3,136,466 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $103,907
- Net rental income
- $10,862
- Net gain from sales of assets
- $65,161
- Other income
- $106
Expenses
- Grants and similar amounts paid
- $160,773
- Compensation of officers, directors and key employees
- $54,395
- Disbursements for charitable purposes
- $166,927
- Excise tax on investment income
- $1,753
Balance sheet and other
- Total assets, start of year
- $3,219,605
- Total assets, end of year
- $3,174,451
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,174,451
- Fair market value of assets
- $3,868,899
- Qualifying distributions
- $166,927
- Net investment income
- $178,926
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $54,395 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 387, ST LOUIS, MO 63166 | TRUSTEE | 1 | $53,361 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 387, ST LOUIS, MO 63166 | TRUSTEE | 1 | $50,517 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % FIRSTAR BANK 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6239401
- 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
- 1994
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,174,451
- Income (IRS master file)
- $1,281,621
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $180,036 | $224,808 | $3,174,451 | XML |
| 990-PF | January 2025 | $298,669 | $215,539 | $3,219,605 | XML |
| 990-PF | January 2024 | $176,758 | $210,680 | $3,136,466 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 2019 | – | – | – | 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 43-6239401).
Questions about LOTTIE C HARDY TRUST
- What is the EIN of LOTTIE C HARDY TRUST?
- The employer identification number (EIN) of LOTTIE C HARDY TRUST is 43-6239401.
- Is LOTTIE C HARDY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to LOTTIE C HARDY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOTTIE C HARDY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOTTIE C HARDY TRUST due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOTTIE C HARDY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of LOTTIE C HARDY TRUST?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $54,395 (US BANK N A, TRUSTEE).
- How much revenue does LOTTIE C HARDY TRUST have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $180,036, expenses of $224,808 and total assets of $3,174,451 at year end.
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