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Nonprofit · EIN 81-6057848

CORA RUST OWEN MEMORIAL TRUST FIRST TRUST MONTANA TTEE

Tax-exempt · SAINT PAUL, MN 55164

Financials

$36K$37K2021$52K$30K2023$64K$11K2024$54K$54K2025
Revenue Expenses · by fiscal year end
Financials of CORA RUST OWEN MEMORIAL TRUST FIRST TRUST MONTANA TTEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$53,568$53,540$28$469,681$0$469,681
April 30, 2025990-PF$63,878$10,870$53,008$469,732$0$469,732
April 30, 2024990-PF$52,365$30,373$21,992$417,226$0$417,226
April 30, 2022990-PF$35,531$36,590-$1,059$408,064$0$408,064
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$17,387
Net gain from sales of assets
$36,173
Other income
$8

Expenses

Grants and similar amounts paid
$43,860
Compensation of officers, directors and key employees
$8,515
Disbursements for charitable purposes
$44,711
Excise tax on investment income
$631

Balance sheet and other

Total assets, start of year
$469,732
Total assets, end of year
$469,681
Total liabilities, end of year
$0
Net assets, end of year
$469,681
Fair market value of assets
$559,402
Qualifying distributions
$44,711
Net investment income
$53,282

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
U S BANK
PO BOX 64193, EAGAN, MN 55164
TRUSTEE1$8,515
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
U S BANK
PO BOX 3168, PORTLAND, OR 97208
TRUSTEE1$8,036
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
U S BANK
PO BOX 3168, PORTLAND, OR 97208
TRUSTEE1$7,519
990-PF for the year ended April 30, 2022: 1 people
NameTitleHours / weekCompensation
U S BANK
PO BOX 3168, PORTLAND, OR 97208
TRUSTEE1$8,883

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
81-6057848
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
1986
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$469,681
Income (IRS master file)
$221,029

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$53,568$53,540$469,681XML
990-PFApril 2025$63,878$10,870$469,732XML
990-PFApril 2024$52,365$30,373$417,226XML
990-PFApril 2023–––IRS
990-PFApril 2022$35,531$36,590$408,064XML
990-PFApril 2021–––IRS
990-PFApril 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 81-6057848).

Questions about CORA RUST OWEN MEMORIAL TRUST FIRST TRUST MONTANA TTEE

What is the EIN of CORA RUST OWEN MEMORIAL TRUST FIRST TRUST MONTANA TTEE?
The employer identification number (EIN) of CORA RUST OWEN MEMORIAL TRUST FIRST TRUST MONTANA TTEE is 81-6057848.
Is CORA RUST OWEN MEMORIAL TRUST FIRST TRUST MONTANA TTEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to CORA RUST OWEN MEMORIAL TRUST FIRST TRUST MONTANA TTEE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CORA RUST OWEN MEMORIAL TRUST FIRST TRUST MONTANA TTEE file?
Form 990-PF. Private foundations file every year.
When is the next return of CORA RUST OWEN MEMORIAL TRUST FIRST TRUST MONTANA TTEE due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CORA RUST OWEN MEMORIAL TRUST FIRST TRUST MONTANA TTEE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of CORA RUST OWEN MEMORIAL TRUST FIRST TRUST MONTANA TTEE?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $8,515 (U S BANK, TRUSTEE).
How much revenue does CORA RUST OWEN MEMORIAL TRUST FIRST TRUST MONTANA TTEE have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $53,568, expenses of $53,540 and total assets of $469,681 at year end.

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