Nonprofit · EIN 47-6188006
LILLIAN HELMS POLLEY TRUST POLLEY MUSIC REFERENCE LIBRARY
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $412,146 | $138,553 | $273,593 | $2,176,865 | $0 | $2,176,865 |
| February 28, 2025 | 990-PF | $300,156 | $143,782 | $156,374 | $1,903,858 | $0 | $1,903,858 |
| February 29, 2024 | 990-PF | $50,293 | $172,248 | -$121,955 | $1,747,491 | $0 | $1,747,491 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $78,493
- Net gain from sales of assets
- $333,620
- Other income
- $33
Expenses
- Grants and similar amounts paid
- $97,611
- Compensation of officers, directors and key employees
- $32,994
- Disbursements for charitable purposes
- $100,910
- Excise tax on investment income
- $5,278
Balance sheet and other
- Total assets, start of year
- $1,903,858
- Total assets, end of year
- $2,176,865
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,176,865
- Fair market value of assets
- $2,569,072
- Qualifying distributions
- $100,910
- Net investment income
- $410,440
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $32,994 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA 233 SOUTH 13TH STREET, LINCOLN, NE 68508 | CORP TRUSTEE | 1 | $31,854 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA 233 SOUTH 13TH STREET, LINCOLN, NE 68508 | CORP TRUSTEE | 1 | $29,769 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % FIRST NATIONALBANK & TRUST CO
- Signed the 990-PF
- U S BANK N A BY, 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-6188006
- 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
- 1979
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,176,865
- Income (IRS master file)
- $1,160,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $412,146 | $138,553 | $2,176,865 | XML |
| 990-PF | February 2025 | $300,156 | $143,782 | $1,903,858 | XML |
| 990-PF | February 2024 | $50,293 | $172,248 | $1,747,491 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 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 47-6188006).
Questions about LILLIAN HELMS POLLEY TRUST POLLEY MUSIC REFERENCE LIBRARY
- What is the EIN of LILLIAN HELMS POLLEY TRUST POLLEY MUSIC REFERENCE LIBRARY?
- The employer identification number (EIN) of LILLIAN HELMS POLLEY TRUST POLLEY MUSIC REFERENCE LIBRARY is 47-6188006.
- Is LILLIAN HELMS POLLEY TRUST POLLEY MUSIC REFERENCE LIBRARY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to LILLIAN HELMS POLLEY TRUST POLLEY MUSIC REFERENCE LIBRARY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LILLIAN HELMS POLLEY TRUST POLLEY MUSIC REFERENCE LIBRARY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LILLIAN HELMS POLLEY TRUST POLLEY MUSIC REFERENCE LIBRARY due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LILLIAN HELMS POLLEY TRUST POLLEY MUSIC REFERENCE LIBRARY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of LILLIAN HELMS POLLEY TRUST POLLEY MUSIC REFERENCE LIBRARY?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $32,994 (US BANK N A, TRUSTEE).
- How much revenue does LILLIAN HELMS POLLEY TRUST POLLEY MUSIC REFERENCE LIBRARY have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $412,146, expenses of $138,553 and total assets of $2,176,865 at year end.
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