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Nonprofit · EIN 86-6444293

JERRY LONGRIDGE CHARITABLE TR

Also known as AMERIPRISE BANK FSB TTEE

Tax-exempt · MINNEAPOLIS, MN 55474

Financials

$216K$02023$266K$63K2024
Revenue Expenses · by fiscal year end
Financials of JERRY LONGRIDGE CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$266,000$63,004$202,996$4,230,270$124,243$4,106,027
December 31, 2023990$215,897$0$215,897$3,960,552$57,521$3,903,031
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$181,384
Program service revenue
$0
Investment income
$31,255
Net gain from sales of assets
-$44,808
Other revenue
$53,361

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$24,166
Salaries, compensation and benefits (total)
$24,166
Professional fundraising fees
$0
Accounting fees
$3,000
Program services (functional)
$49,421
Fundraising (functional)
$13,583

Balance sheet and other

Total assets, start of year
$3,960,552
Total assets, end of year
$4,230,270
Total liabilities, end of year
$124,243
Net assets, end of year
$4,106,027
Publicly traded securities
$2,756,980
Gross receipts
$1,582,232
Employees
0
Year formed
2021
State of legal domicile
WI

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
APPLE JOHANNSENTRUST OFFICER
Institutional trustee
0$0
BRENT KIMBELFINANCIAL ADV
Institutional trustee
0$0
JAMES LEDBETTERINVESTMENT OFCR
Institutional trustee
0$0
MARGARET BROWNATTORNEY
Institutional trustee
0$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
APPLE JOHANNSENTRUST OFFICER
Institutional trustee
0$0
BRENT KIMBELFINANCIAL ADV
Institutional trustee
0$0
JAMES LEDBETTERINVESTMENT OFCR
Institutional trustee
0$0
MARGARET BROWNATTORNEY
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
1581 AMERIPRISE FINANCIAL CTR, MINNEAPOLIS, MN 55474-0015
Principal officer (990 for 2024)
MELANIA LAGANA
Signed the 990
MELANIA LAGANA, TRUST OFFICER
Phone
(612) 678-1105
Return prepared by
Moloney & Moir LLC

Mission

THE ORGANIZATION WAS FUNDED BY THE JERRY LONGRIDGE ESTATE AND EXISTS TO BENEFIT THE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC, A WISCONSIN NON-STOCK CORPORATION. ALL NET INCOME OF THE ORGANIZATION IS TO BE USED TO FUND SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-EAU CLAIRE MAJORING IN EITHER THE NURSING PROGRAM OR IN THE BIOLOGY DEPARTMENT.

990 for the year ended December 31, 2024

Program accomplishments

  • SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-EAU CLAIRE.
    Expenses $49,421

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
86-6444293
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III non-functionally integrated
Donations deductible (Pub 78)
Non-functionally integrated Type III supporting organization
Exempt since
2023
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B11)
Assets (IRS master file)
$4,230,270
Income (IRS master file)
$1,582,232

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$266,000$63,004$4,230,270IRS
990December 2023$215,897$0$3,960,552XML

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 86-6444293).

Questions about JERRY LONGRIDGE CHARITABLE TR

What is the EIN of JERRY LONGRIDGE CHARITABLE TR?
The employer identification number (EIN) of JERRY LONGRIDGE CHARITABLE TR is 86-6444293.
Is JERRY LONGRIDGE CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to JERRY LONGRIDGE CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
Which annual return does JERRY LONGRIDGE CHARITABLE TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JERRY LONGRIDGE CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JERRY LONGRIDGE CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of JERRY LONGRIDGE CHARITABLE TR?
The 990 for the year ended December 31, 2024 names MELANIA LAGANA.
Who are the officers and directors of JERRY LONGRIDGE CHARITABLE TR?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does JERRY LONGRIDGE CHARITABLE TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $266,000, expenses of $63,004 and total assets of $4,230,270 at year end.

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