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Nonprofit · EIN 41-6042619

ERNEST C OBERHOLTZER FOUNDATION

Tax-exempt · DULUTH, MN 55811

Financials

$477K$187K2023$554K$178K2024
Revenue Expenses · by fiscal year end
Financials of ERNEST C OBERHOLTZER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$553,705$178,394$375,311$1,799,775$0$1,799,775
December 31, 2023990-PF$476,871$186,725$290,146$1,424,394$0$1,424,394
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$287,490
Dividends
$38,615
Interest
$53
Net gain from sales of assets
$170,659
Other income
$7,067

Expenses

Grants and similar amounts paid
$250
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$94,637
Disbursements for charitable purposes
$156,398
Excise tax on investment income
$3,003

Balance sheet and other

Total assets, start of year
$1,424,394
Total assets, end of year
$1,799,775
Total liabilities, end of year
$0
Net assets, end of year
$1,799,775
Fair market value of assets
$2,037,561
Qualifying distributions
$156,398
Net investment income
$216,394

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
TOM O'ROURKE
1215 WEST VICTORIA STREET, DULUTH, MN 55811
EXECUTIVE DIRECTOR
Highest-paid employee
40$65,013
REBECCA OTTO
12697 - 177TH STREET NORTH, MARINE ON SAINT CROIX, MN 55047
EXECUTIVE DIRECTOR
Highest-paid employee
40$30,092
GEORGE GLAZIER
C/O CHAPMAN CUTLER P O BOX 2593, CHICAGO, IL 606902593
PRESIDENT0.25$0
DAVID ROLLOFF
C/O CHAPMAN CUTLER P O BOX 2593, CHICAGO, IL 606902593
VICE PRESIDENT0.25$0
KEIR JOHNSON
C/O CHAPMAN CUTLER P O BOX 2593, CHICAGO, IL 606902593
TREASURER0.25$0
NANCE KUNKEL
C/O CHAPMAN CUTLER P O BOX 2593, CHICAGO, IL 606902593
SECRETARY0.25$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
REBECCA OTTO
12697 - 177TH STREET NORTH, MARINE ON SAINT CROIX, MN 55047
EXECUTIVE DIRECTOR35$81,336
GEORGE GLAZIER
C/O CHAPMAN CUTLER P O BOX 2593, CHICAGO, IL 606902593
PRESIDENT0.25$0
DAVID ROLLOFF
C/O CHAPMAN CUTLER P O BOX 2593, CHICAGO, IL 606902593
VICE PRESIDENT0.25$0
KEIR JOHNSON
C/O CHAPMAN CUTLER P O BOX 2593, CHICAGO, IL 606902593
TREASURER0.25$0
NANCE KUNKEL
C/O CHAPMAN CUTLER P O BOX 2593, CHICAGO, IL 606902593
SECRETARY0.25$0

Address and contacts

Address (IRS master file)
1215 W VICTORIA ST, DULUTH, MN 55811-1603
In care of
% REBECCA OTTO
Signed the 990-PF
KEIR JOHNSON, TREASURER
Phone
(651) 867-4649
Return prepared by
CHAPMAN AND CUTLER 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-6042619
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,799,775
Income (IRS master file)
$1,070,542

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$553,705$178,394$1,799,775XML
990-PFDecember 2023$476,871$186,725$1,424,394XML
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 41-6042619).

Questions about ERNEST C OBERHOLTZER FOUNDATION

What is the EIN of ERNEST C OBERHOLTZER FOUNDATION?
The employer identification number (EIN) of ERNEST C OBERHOLTZER FOUNDATION is 41-6042619.
Is ERNEST C OBERHOLTZER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to ERNEST C OBERHOLTZER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does ERNEST C OBERHOLTZER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ERNEST C OBERHOLTZER FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ERNEST C OBERHOLTZER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ERNEST C OBERHOLTZER FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 2 received compensation from the organization, the highest $65,013 (TOM O'ROURKE, EXECUTIVE DIRECTOR).
How much revenue does ERNEST C OBERHOLTZER FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $553,705, expenses of $178,394 and total assets of $1,799,775 at year end.

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