Nonprofit · EIN 94-3219943
MARCO J HEIDNER CHARITABLE TRUST 44127925
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $648,086 | $410,255 | $237,831 | $5,199,211 | $0 | $5,199,211 |
| December 31, 2024 | 990-PF | $377,191 | $380,864 | -$3,673 | $4,960,388 | $0 | $4,960,388 |
| December 31, 2023 | 990-PF | $111,879 | $372,856 | -$260,977 | $4,961,328 | $0 | $4,961,328 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $219,405
- Net gain from sales of assets
- $428,681
Expenses
- Grants and similar amounts paid
- $321,500
- Compensation of officers, directors and key employees
- $77,595
- Disbursements for charitable purposes
- $330,084
- Excise tax on investment income
- $7,930
Balance sheet and other
- Total assets, start of year
- $4,960,388
- Total assets, end of year
- $5,199,211
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,199,211
- Fair market value of assets
- $7,527,255
- Qualifying distributions
- $330,084
- Net investment income
- $643,893
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $77,595 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 532010624 | TRUSTEE | 1 | $74,685 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 1 | $71,220 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % UNION BK OF CA TTEE 95-91
- 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3219943
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $5,199,211
- Income (IRS master file)
- $1,238,293
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $648,086 | $410,255 | $5,199,211 | IRS |
| 990-PF | December 2024 | $377,191 | $380,864 | $4,960,388 | IRS |
| 990-PF | December 2023 | $111,879 | $372,856 | $4,961,328 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 94-3219943).
Questions about MARCO J HEIDNER CHARITABLE TRUST 44127925
- What is the EIN of MARCO J HEIDNER CHARITABLE TRUST 44127925?
- The employer identification number (EIN) of MARCO J HEIDNER CHARITABLE TRUST 44127925 is 94-3219943.
- Is MARCO J HEIDNER CHARITABLE TRUST 44127925 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to MARCO J HEIDNER CHARITABLE TRUST 44127925 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARCO J HEIDNER CHARITABLE TRUST 44127925 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARCO J HEIDNER CHARITABLE TRUST 44127925 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 MARCO J HEIDNER CHARITABLE TRUST 44127925 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 MARCO J HEIDNER CHARITABLE TRUST 44127925?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $77,595 (US BANK N A, TRUSTEE).
- How much revenue does MARCO J HEIDNER CHARITABLE TRUST 44127925 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $648,086, expenses of $410,255 and total assets of $5,199,211 at year end.
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