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Nonprofit · EIN 42-6362821

WINIFRED EMERSON TRUST

Tax-exempt · SAINT PAUL, MN 55164

Financials

$110K$84K2023$112K$84K2024$131K$90K2025
Revenue Expenses · by fiscal year end
Financials of WINIFRED EMERSON TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$130,678$90,284$40,394$878,355$0$878,355
December 31, 2024990-PF$111,846$84,173$27,673$837,960$0$837,960
December 31, 2023990-PF$109,793$84,309$25,484$810,288$0$810,288
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$35,311
Net gain from sales of assets
$95,351
Other income
$16

Expenses

Grants and similar amounts paid
$63,373
Compensation of officers, directors and key employees
$23,257
Disbursements for charitable purposes
$67,199
Excise tax on investment income
$1,438

Balance sheet and other

Total assets, start of year
$837,960
Total assets, end of year
$878,355
Total liabilities, end of year
$0
Net assets, end of year
$878,355
Fair market value of assets
$1,559,889
Qualifying distributions
$67,199
Net investment income
$125,332

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 N A
PO BOX 64193, EAGAN, MN 55164
TRUSTEE1$23,257
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010624
TRUSTEE1$21,957
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$20,020

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
In care of
% US BANK NA TRUSTEE
Signed the 990-PF
US BANK NA, TRUSTEE
Phone
(888) 265-7962
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 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
42-6362821
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$878,355
Income (IRS master file)
$340,096

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$130,678$90,284$878,355IRS
990-PFDecember 2024$111,846$84,173$837,960IRS
990-PFDecember 2023$109,793$84,309$810,288XML
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 42-6362821).

Questions about WINIFRED EMERSON TRUST

What is the EIN of WINIFRED EMERSON TRUST?
The employer identification number (EIN) of WINIFRED EMERSON TRUST is 42-6362821.
Is WINIFRED EMERSON TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to WINIFRED EMERSON TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WINIFRED EMERSON TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WINIFRED EMERSON TRUST 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 WINIFRED EMERSON TRUST 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 WINIFRED EMERSON TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $23,257 (US BANK N A, TRUSTEE).
How much revenue does WINIFRED EMERSON TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $130,678, expenses of $90,284 and total assets of $878,355 at year end.

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