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Nonprofit · EIN 41-6044079

CASEY ALBERT T ONEIL FOUNDATION FIRST TRUST CO OF ST PAUL TTEE

Tax-exempt · MILWAUKEE, WI 53201

Financials

$1.1M$878K2023$2.7M$799K2024
Revenue Expenses · by fiscal year end
Financials of CASEY ALBERT T ONEIL FOUNDATION FIRST TRUST CO OF ST PAUL TTEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$2,675,792$798,769$1,877,023$10,009,021$0$10,009,021
June 30, 2024990-PF$1,147,022$877,758$269,264$9,193,261$0$9,193,261
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,914,788
Dividends
$479,995
Net gain from sales of assets
$280,786
Other income
$223

Expenses

Grants and similar amounts paid
$606,000
Compensation of officers, directors and key employees
$178,915
Disbursements for charitable purposes
$690,071
Excise tax on investment income
$9,098

Balance sheet and other

Total assets, start of year
$9,193,261
Total assets, end of year
$10,009,021
Total liabilities, end of year
$0
Net assets, end of year
$10,009,021
Fair market value of assets
$16,573,143
Qualifying distributions
$690,071
Net investment income
$757,434

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$107,915
CASEY A O'NEIL
PO BOX 269, LAKE CITY, MN 550410269
TRUSTEE6$33,500
MARYBETH O'NEIL
415 W WALNUT ST, LAKE CITY, MN 55041
TRUSTEE2$23,500
PHILIP A GARTNER
1118 SOUTH OAK STREET, LAKE CITY, MN 55041
TRUSTEE2$7,000
JOHN F KELLY
3567 WOODLAND TRAIL, EAGAN, MN 55123
TRUSTEE2$7,000
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$103,480
CASEY A O'NEIL
PO BOX 269, LAKE CITY, MN 550410269
TRUSTEE6$39,500
PHILIP A GARTNER
1118 SOUTH OAK STREET, LAKE CITY, MN 55041
TRUSTEE2$7,000
JOHN F KELLY
3567 WOODLAND TRAIL, EAGAN, MN 55123
TRUSTEE2$7,000

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% AMERICAN NATIONAL BK OF ST PAUL
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(651) 466-8040
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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
41-6044079
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
1965
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$10,009,021
Income (IRS master file)
$2,861,675

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$2,675,792$798,769$10,009,021IRS
990-PFJune 2024$1,147,022$877,758$9,193,261XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 41-6044079).

Questions about CASEY ALBERT T ONEIL FOUNDATION FIRST TRUST CO OF ST PAUL TTEE

What is the EIN of CASEY ALBERT T ONEIL FOUNDATION FIRST TRUST CO OF ST PAUL TTEE?
The employer identification number (EIN) of CASEY ALBERT T ONEIL FOUNDATION FIRST TRUST CO OF ST PAUL TTEE is 41-6044079.
Is CASEY ALBERT T ONEIL FOUNDATION FIRST TRUST CO OF ST PAUL TTEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to CASEY ALBERT T ONEIL FOUNDATION FIRST TRUST CO OF ST PAUL TTEE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CASEY ALBERT T ONEIL FOUNDATION FIRST TRUST CO OF ST PAUL TTEE file?
Form 990-PF. Private foundations file every year.
When is the next return of CASEY ALBERT T ONEIL FOUNDATION FIRST TRUST CO OF ST PAUL TTEE due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CASEY ALBERT T ONEIL FOUNDATION FIRST TRUST CO OF ST PAUL TTEE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of CASEY ALBERT T ONEIL FOUNDATION FIRST TRUST CO OF ST PAUL TTEE?
The 990-PF for the year ended June 30, 2025 lists 5 people; 5 received compensation from the organization, the highest $107,915 (US BANK N A, TRUSTEE).
How much revenue does CASEY ALBERT T ONEIL FOUNDATION FIRST TRUST CO OF ST PAUL TTEE have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,675,792, expenses of $798,769 and total assets of $10,009,021 at year end.

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