Nonprofit · EIN 41-6421698
HELEN B IMM SCHOLARSHIP TR FBO WSU
Tax-exempt · WINONA, MN 55987
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,567 | $11,057 | $2,510 | $141,212 | $0 | $141,212 |
| December 31, 2024 | 990-PF | $9,642 | $10,429 | -$787 | $138,710 | $0 | $138,710 |
| December 31, 2023 | 990-PF | $6,548 | $9,518 | -$2,970 | $139,444 | $0 | $139,444 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,939
- Net gain from sales of assets
- $8,628
Expenses
- Grants and similar amounts paid
- $8,435
- Compensation of officers, directors and key employees
- $1,924
- Disbursements for charitable purposes
- $9,647
- Excise tax on investment income
- $171
Balance sheet and other
- Total assets, start of year
- $138,710
- Total assets, end of year
- $141,212
- Total liabilities, end of year
- $0
- Net assets, end of year
- $141,212
- Fair market value of assets
- $183,516
- Qualifying distributions
- $9,647
- Net investment income
- $13,567
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WNB FINANCIAL NATIONAL ASSOCIATION PO BOX 499, WINONA, MN 559870499 | TRUSTEE | 1 | $1,924 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WNB FINANCIAL NATIONAL ASSOCIATION PO BOX 499, WINONA, MN 559870499 | TRUSTEE | 1 | $1,759 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WNB FINANCIAL NATIONAL ASSOCIATION PO BOX 499, WINONA, MN 559870499 | TRUSTEE | 1 | $1,595 |
Address and contacts
- Address (IRS master file)
- PO BOX 499, WINONA, MN 55987-0499
- In care of
- % WBN FINANCIAL NATIONAL ASSOCIATIO
- Signed the 990-PF
- CHRISTOPHER RAND, TRUSTEE
- Return prepared by
- DELOITTE 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-6421698
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $141,212
- Income (IRS master file)
- $28,441
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,567 | $11,057 | $141,212 | IRS |
| 990-PF | December 2024 | $9,642 | $10,429 | $138,710 | IRS |
| 990-PF | December 2023 | $6,548 | $9,518 | $139,444 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 41-6421698).
Questions about HELEN B IMM SCHOLARSHIP TR FBO WSU
- What is the EIN of HELEN B IMM SCHOLARSHIP TR FBO WSU?
- The employer identification number (EIN) of HELEN B IMM SCHOLARSHIP TR FBO WSU is 41-6421698.
- Is HELEN B IMM SCHOLARSHIP TR FBO WSU tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to HELEN B IMM SCHOLARSHIP TR FBO WSU tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN B IMM SCHOLARSHIP TR FBO WSU file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN B IMM SCHOLARSHIP TR FBO WSU 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 HELEN B IMM SCHOLARSHIP TR FBO WSU 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 HELEN B IMM SCHOLARSHIP TR FBO WSU?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,924 (WNB FINANCIAL NATIONAL ASSOCIATION, TRUSTEE).
- How much revenue does HELEN B IMM SCHOLARSHIP TR FBO WSU have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,567, expenses of $11,057 and total assets of $141,212 at year end.
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