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Nonprofit · EIN 46-6269625

VIRGIL AND MARJORIE NORGAARD EDUCATIONAL TR

Also known as STEPHEN C SPERRY TTEE

Tax-exempt · LITCHFIELD, MN 55355

Financials

$5K$19K2023$33K$16K2024$15K$15K2025
Revenue Expenses · by fiscal year end
Financials of VIRGIL AND MARJORIE NORGAARD EDUCATIONAL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$15,390$14,503$887$212,664$0$212,664
December 31, 2024990-PF$33,100$15,727$17,373$208,574$0$208,574
December 31, 2023990-PF$4,975$19,036-$14,061$191,201$0$191,201
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,154
Interest
$2
Net gain from sales of assets
$9,234

Expenses

Grants and similar amounts paid
$10,000
Disbursements for charitable purposes
$10,000
Excise tax on investment income
$20

Balance sheet and other

Total assets, start of year
$208,574
Total assets, end of year
$212,664
Total liabilities, end of year
$0
Net assets, end of year
$212,664
Fair market value of assets
$219,047
Qualifying distributions
$10,000
Net investment income
$5,912

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.

NameTitleHours / weekCompensation
LARRY N JENSEN
329 E HWY 12, LITCHFIELD, MN 55355
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
LARRY N JENSEN
329 E HWY 12, LITCHFIELD, MN 55355
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
LARRY N JENSEN
329 E HWY 12, LITCHFIELD, MN 55355
TRUSTEE0$0

Address and contacts

Address (IRS master file)
329 E HIGHWAY 12, LITCHFIELD, MN 55355-2295
Signed the 990-PF
LARRY N JENSEN, TRUSTEE
Phone
(320) 693-2454
Return prepared by
CHRISTIANSON PLLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-6269625
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
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$212,664
Income (IRS master file)
$358,918

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$15,390$14,503$212,664XML
990-PFDecember 2024$33,100$15,727$208,574IRS
990-PFDecember 2023$4,975$19,036$191,201XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 46-6269625).

Questions about VIRGIL AND MARJORIE NORGAARD EDUCATIONAL TR

What is the EIN of VIRGIL AND MARJORIE NORGAARD EDUCATIONAL TR?
The employer identification number (EIN) of VIRGIL AND MARJORIE NORGAARD EDUCATIONAL TR is 46-6269625.
Is VIRGIL AND MARJORIE NORGAARD EDUCATIONAL TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to VIRGIL AND MARJORIE NORGAARD EDUCATIONAL TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does VIRGIL AND MARJORIE NORGAARD EDUCATIONAL TR file?
Form 990-PF. Private foundations file every year.
When is the next return of VIRGIL AND MARJORIE NORGAARD EDUCATIONAL TR 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 VIRGIL AND MARJORIE NORGAARD EDUCATIONAL TR 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 VIRGIL AND MARJORIE NORGAARD EDUCATIONAL TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does VIRGIL AND MARJORIE NORGAARD EDUCATIONAL TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $15,390, expenses of $14,503 and total assets of $212,664 at year end.

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