Nonprofit · EIN 41-6211994
THE HALLET CHARITABLE TRUST
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $372,390 | $582,554 | -$210,164 | $7,867,806 | $0 | $7,867,806 |
| November 30, 2024 | 990-PF | $435,122 | $569,375 | -$134,253 | $8,077,948 | $0 | $8,077,948 |
| November 30, 2023 | 990-PF | $1,915,664 | $491,389 | $1,424,275 | $8,210,940 | $0 | $8,210,940 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $278,328
- Net gain from sales of assets
- $93,591
- Other income
- $471
Expenses
- Grants and similar amounts paid
- $423,138
- Compensation of officers, directors and key employees
- $109,557
- Salaries, compensation and benefits (total)
- $25,612
- Disbursements for charitable purposes
- $518,375
- Excise tax on investment income
- $4,323
Balance sheet and other
- Total assets, start of year
- $8,077,948
- Total assets, end of year
- $7,867,806
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,867,806
- Fair market value of assets
- $10,864,352
- Qualifying distributions
- $518,375
- Net investment income
- $371,536
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $59,557 |
| DESIREE PARKER 5396 MAROHN RD, BAXTER, MN 56425 | CO-TRUSTEE | 4 | $12,500 |
| KIRK A SPRINGSTEAD 50 NECK ROAD, MADISON, CT 06433 | CO-TRUSTEE | 4 | $12,500 |
| MARGARET POLEY 13741 WOOD LANE, MINNETONKA, MN 55305 | CO-TRUSTEE | 4 | $12,500 |
| PAUL JUSTIN SCHLIESMAN 8883 AVERY PATH, INVER GROVE HEIGHTS, MN 55077 | CO-TRUSTEE | 4 | $12,500 |
990-PF for the year ended November 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA 800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402 | CO-TRUSTEE | 1 | $57,826 |
| DESIREE PARKER 5021 OJIBWA ROAD, BRAINERD, MN 56401 | CO-TRUSTEE | 4 | $12,500 |
| KIRK A SPRINGSTED 50 NECK ROAD, MADISON, CT 06433 | CO-TRUSTEE | 4 | $12,500 |
| MARGARET POLEY 13741 WOOD LANE, MINNETONKA, MN 55305 | CO-TRUSTEE | 4 | $12,500 |
| PAUL JUSTIN SCHLIESMAN 8883 AVERY PATH, INVER GROVE HEIGHTS, MN 55077 | CO-TRUSTEE | 4 | $12,500 |
990-PF for the year ended November 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA 800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402 | CO-TRUSTEE | 1 | $54,026 |
| DESIREE PARKER 5021 OJIBWA ROAD, BRAINERD, MN 56401 | CO-TRUSTEE | 4 | $12,500 |
| KIRK A SPRINGSTED 50 NECK ROAD, MADISON, CT 06433 | CO-TRUSTEE | 4 | $12,500 |
| MARGARET POLEY 13741 WOOD LANE, MINNETONKA, MN 55305 | CO-TRUSTEE | 4 | $12,500 |
| PAUL JUSTIN SCHLIESMAN 8883 AVERY PATH, INVER GROVE HEIGHTS, MN 55077 | CO-TRUSTEE | 4 | $12,500 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % FIRST TRUST NA
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (888) 265-7962
- Website
- WWW.HALLETTTRUSTS.ORG
- 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-6211994
- 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
- 1978
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,867,806
- Income (IRS master file)
- $1,160,750
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $372,390 | $582,554 | $7,867,806 | XML |
| 990-PF | November 2024 | $435,122 | $569,375 | $8,077,948 | IRS |
| 990-PF | November 2023 | $1,915,664 | $491,389 | $8,210,940 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | 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 41-6211994).
Questions about THE HALLET CHARITABLE TRUST
- What is the EIN of THE HALLET CHARITABLE TRUST?
- The employer identification number (EIN) of THE HALLET CHARITABLE TRUST is 41-6211994.
- Is THE HALLET CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to THE HALLET CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE HALLET CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE HALLET CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HALLET CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of THE HALLET CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2025 lists 5 people; 5 received compensation from the organization, the highest $59,557 (US BANK N A, TRUSTEE).
- How much revenue does THE HALLET CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $372,390, expenses of $582,554 and total assets of $7,867,806 at year end.
Other nonprofits in SAINT PAUL
- HMO MINNESOTA EIN 41-6173747 · last filed 990 for 2024
- GILLETTE CHILDRENS SPECIALTY HEALTH CARE EIN 36-3379150 · last filed 990 for 2024
- MACALESTER COLLEGE EIN 41-0693962 · last filed 990 for 2025
- ST PAUL TEACHERS RETIREMENT FUND ASSOCIATION EIN 41-0571990 · last filed 990 for 2025
- WORKERS COMPENSATION REINSURANCE ASSOCIATION EIN 41-1357750 · last filed 990 for 2024
- FARM CREDIT FOUNDATIONS WELFARE BENEFITS TRUST EIN 48-6173114 · last filed 990 for 2024
- SAINT PAUL & MINNESOTA FOUNDATION EIN 41-6031510 · last filed 990 for 2025
- LUTHERAN SOCIAL SERVICE OF MINNESOTA EIN 41-0872993 · last filed 990 for 2025