Nonprofit · EIN 94-2808662
HELLWIG FUND BANKCAL TTEE
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $27,788 | $22,858 | $4,930 | $463,530 | $0 | $463,530 |
| October 31, 2024 | 990-PF | $35,549 | $33,149 | $2,400 | $458,608 | $0 | $458,608 |
| October 31, 2023 | 990-PF | $52,023 | $36,422 | $15,601 | $456,210 | $0 | $456,210 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $18,367
- Net gain from sales of assets
- $8,931
- Other income
- $490
Expenses
- Grants and similar amounts paid
- $13,564
- Compensation of officers, directors and key employees
- $8,653
- Disbursements for charitable purposes
- $14,929
- Excise tax on investment income
- $269
Balance sheet and other
- Total assets, start of year
- $458,608
- Total assets, end of year
- $463,530
- Total liabilities, end of year
- $0
- Net assets, end of year
- $463,530
- Fair market value of assets
- $590,372
- Qualifying distributions
- $14,929
- Net investment income
- $27,295
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $8,653 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $8,323 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $8,039 |
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 94-2808662
- 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
- 1983
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $463,530
- Income (IRS master file)
- $222,369
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $27,788 | $22,858 | $463,530 | XML |
| 990-PF | October 2024 | $35,549 | $33,149 | $458,608 | XML |
| 990-PF | October 2023 | $52,023 | $36,422 | $456,210 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | 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 94-2808662).
Questions about HELLWIG FUND BANKCAL TTEE
- What is the EIN of HELLWIG FUND BANKCAL TTEE?
- The employer identification number (EIN) of HELLWIG FUND BANKCAL TTEE is 94-2808662.
- Is HELLWIG FUND BANKCAL TTEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to HELLWIG FUND BANKCAL TTEE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELLWIG FUND BANKCAL TTEE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELLWIG FUND BANKCAL TTEE 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 HELLWIG FUND BANKCAL TTEE 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 HELLWIG FUND BANKCAL TTEE?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,653 (US BANK N A, TRUSTEE).
- How much revenue does HELLWIG FUND BANKCAL TTEE have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $27,788, expenses of $22,858 and total assets of $463,530 at year end.
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