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Nonprofit · EIN 41-6470775

GERTRUDE R SHIELY CHAR TR

Tax-exempt · BAYPORT, MN 55003

Financials

$70K$210K2023$140K$192K2024$178K$346K2025
Revenue Expenses · by fiscal year end
Financials of GERTRUDE R SHIELY CHAR TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$177,544$345,614-$168,070$1,626,833$0$1,626,833
December 31, 2024990-PF$139,773$192,195-$52,422$1,794,903$0$1,794,903
December 31, 2023990-PF$69,790$209,823-$140,033$1,847,977$0$1,847,977
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$108,248
Net gain from sales of assets
$69,296

Expenses

Grants and similar amounts paid
$150,000
Compensation of officers, directors and key employees
$80,011
Disbursements for charitable purposes
$152,025
Excise tax on investment income
$2,444

Balance sheet and other

Total assets, start of year
$1,794,903
Total assets, end of year
$1,626,833
Total liabilities, end of year
$0
Net assets, end of year
$1,626,833
Fair market value of assets
$3,218,284
Qualifying distributions
$152,025
Net investment income
$177,544

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.

NameTitleHours / weekCompensation
US BANK
PO BOX 0634, MILWAUKEE, WI 53201
FORMER TRUSTEE1$46,587
THERESE DIEBEL
1439 KNOLLWOOD LN, MENDOTA HEIGHTS, MN 55118
CO-TRUSTEE2$14,506
JAMES DONNER
16 MOONLIGHT BAY, STILLWATER, MN 55082
FORMER TRUSTEE1$12,000
CHRISTINE RUNYON
1830 EAGLE RIDGE DR APT 1007, MENDOTA HEIGHTS, MN 55118
CO-TRUSTEE2$2,506
PATRICIA OXLEY
828 IVY LANE, EAGAN, MN 55123
CO-TRUSTEE2$2,506
FIRST STATE BANK AND TRUST
950 HWY 95 N, BAYPORT, MN 55003
TRUSTEE1$1,906
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010624
TRUSTEE1$47,017
TERRY DIEBEL
1439 KNOLLWOOD LN, ST PAUL, MN 55118
CO-TRUSTEE2$16,000
JAMES P DONNER
16 MOONLIGHT BAY, STILLWATER, MN 55082
CO-TRUSTEE2$16,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
US BANK NA
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$45,399
TERRY DIEBEL
1439 KNOLLWOOD LN, ST PAUL, MN 55118
CO-TRUSTEE2$16,000
JAMES P DONNER
16 MOONLIGHT BAY, STILLWATER, MN 55082
CO-TRUSTEE2$16,000

Address and contacts

Address (IRS master file)
950 HIGHWAY 95 N, BAYPORT, MN 55003-1014
In care of
% US BANK NATIONAL ASSOCIATION
Signed the 990-PF
FIRST STATE BANK AND TRUST, TRUSTEE
Phone
(651) 351-3760
Return prepared by
FIRST STATE BANK AND TRUST

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-6470775
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,626,833
Income (IRS master file)
$258,167

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$177,544$345,614$1,626,833IRS
990-PFDecember 2024$139,773$192,195$1,794,903IRS
990-PFDecember 2023$69,790$209,823$1,847,977XML
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 41-6470775).

Questions about GERTRUDE R SHIELY CHAR TR

What is the EIN of GERTRUDE R SHIELY CHAR TR?
The employer identification number (EIN) of GERTRUDE R SHIELY CHAR TR is 41-6470775.
Is GERTRUDE R SHIELY CHAR TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to GERTRUDE R SHIELY CHAR TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GERTRUDE R SHIELY CHAR TR file?
Form 990-PF. Private foundations file every year.
When is the next return of GERTRUDE R SHIELY CHAR TR 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 GERTRUDE R SHIELY CHAR TR 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 GERTRUDE R SHIELY CHAR TR?
The 990-PF for the year ended December 31, 2025 lists 6 people; 6 received compensation from the organization, the highest $46,587 (US BANK, FORMER TRUSTEE).
How much revenue does GERTRUDE R SHIELY CHAR TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $177,544, expenses of $345,614 and total assets of $1,626,833 at year end.

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