Jessie F Hallett Char Trust UA
Jessie F Hallett Char Trust UA is a private foundation based in Eagan, Minnesota. It supports designated educational, religious, and community-based organizations, with most of its charitable dollars committed in perpetuity to fourteen named organizations.
Key facts about Jessie F Hallett Char Trust UA
In short: Jessie F Hallett Char Trust UA gave $423K across 14 grants in 2025 (avg $30K), top state Minnesota. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 41-6211994
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $423,138
- Grants made (2025)
- 14
- Average grant
- $30,224
- Median grant
- $21,370
- New grantees (estimate)
- 0% first-time grantees (0 of 14, 2025; small sample)
- Total assets
- $7,867,806
- Primary geography
- Minnesota (35% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust’s website says the Jessie Hallett Trust does not accept unsolicited requests. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$7.9M
-2.6% YoY
Annual Giving
$423K
+8.1% YoY
Grant Count
14
-6.7% YoY
Avg Grant Size
$30K
+15.8% YoY
Under IRS private-foundation payout rules, Jessie F Hallett Char Trust UA reported a distributable amount of $507K for 2025 — the minimum it must pay out in qualifying distributions.
Is Jessie F Hallett Char Trust UA open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 14 grantees (0%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+19%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The Hallett Charitable Trusts describe support for education, community projects, youth programs, social services, economic development, arts, and senior services. The Jessie Hallett Trust’s website says its grants are directed primarily to designated educational, religious, and community-based organizations.
The grantees’ own descriptions illustrate the range of supported organizations. Bethel University says it equips students to lead lives of impact in a Christ-centered community; Berea College describes a mission of educating students with high promise and low means; and Vision Loss Resources says it provides independent-living services and training for people who are low-vision, blind, or deafblind, and their families.
Grantmaking
In filing year 2025, the trust reported 14 grants totaling $423,138. Grants ranged from $250 to $63,358, with a median of $21,370. The largest awards included $63,358 each to Moody Bible Institute of Chicago, Bethel University, and Berea College, and $42,238 each to the University of Jamestown and Concordia College. Most listed grants were for general operating support; the City of Crosby received $21,620 for “Jessie Hallett Public.”
How to Apply
The trust’s website says the Jessie Hallett Trust does not accept unsolicited requests. It states that the vast majority of the trust’s charitable dollars are designated in perpetuity to fourteen named organizations. Grants go to designated organizations that are tax-exempt under Section 501(c)(3) or to tax-exempt governmental entities. The website describes an online application process for the E.W. Charitable Trust, but does not provide a Jessie Hallett Trust application process.
Ready to take the next step with Jessie F Hallett Char Trust UA?
Geographic Focus
Where this funder awards grants
The Hallett Charitable Trusts state that they support the Cuyuna Lakes Area. In 2025, the largest shares of the Jessie Hallett Trust’s grant dollars went to recipients in Minnesota (35%), Illinois (23%), Kentucky (15%), North Dakota (10%), and New York (6%). The grants included support for the City of Crosby in Minnesota and organizations in several other states.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $335K (2023) to $547K (2019). In 2025 it made 14 grants totaling $423K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Moody Bible Institute of Chicago ($63K). Together the top 10 received $393K.
Grant Size Distribution
72 grants across all recorded years
The most common grant size was under $50K: 57 grants of 72 (79%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Moody Bible Institute of Chicago Chicago, IL | General Operating | $63,358 |
| Bethel University Saint Paul, MN | General Operating | $63,358 |
| Berea College Berea, KY | General Operating | $63,358 |
| University of Jamestown Jamestown, ND | General Operating | $42,238 |
| Concordia College Duluth, MN | General Operating | $42,238 |
| McCormick Theological Seminary Chicago, IL | General Operating | $33,790 |
| City of Crosby Crosby, MN | Jessie Hallett Public | $21,620 |
| Christian Herald Association New York, NY | General Operating | $21,120 |
| Presbyterian Church (USA) Fdn Jeffersonville, IN | General Operating | $21,120 |
| Vision Loss Resources Minneapolis, MN | General Operating | $21,120 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $7,867,806 | $372,390 | $582,554 | $423,138 | 14 |
| 2024 | $8,077,948 | $435,122 | $569,375 | $391,386 | 15 |
| 2023 | $8,210,940 | $1,915,664 | $491,389 | $334,884 | 14 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,867,806 | $8,077,948 | $8,210,940 |
| Revenue | $372,390 | $435,122 | $1,915,664 |
| Expenses | $582,554 | $569,375 | $491,389 |
| Qualifying Distributions | $518,375 | $485,515 | $422,102 |
| Net Investment Income | $311,027 | $375,646 | $1,846,034 |
| Distributable Amount | $507,438 | $480,927 | $421,421 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 13, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists U.S. Bank N.A. as trustee and Desiree Parker, Kirk A. Springstead, Margaret Poley, and Paul Justin Schliesman as co-trustees.
Jessie F Hallett Char Trust UA's 2025 filing lists 5 officers; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Desiree Parker
Co-Trustee
On filings since 2019
4 hrs/week
$12K (2019) → $13K (2025)
Kirk A. Springstead
Co-Trustee
On filings since 2019
4 hrs/week
$12K (2019) → $13K (2025)
Paul Justin Schliesman
Co-Trustee
Cotrustee → Cotrustee & Co-Trustee, 2021
Cotrustee & Co-Trustee → Co-Trustee, 2022
On filings since 2019
4 hrs/week
$14K (2019) → $13K (2025)
Margaret Poley
Co-Trustee
On filings since 2020
4 hrs/week
$12K (2020) → $13K (2025)
US Bank N A
Trustee
New on the 2025 filing
1 hr/week
$60K (2025)
Former officers (1)
- Former: US Bank NA (2019–2024) — Co-Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $60K, to US Bank N a (Trustee). 5 officers or directors reported compensation on that filing.
Contact
Application contact: Megan Powers
Mailing address: Us Bank Charitable Grp 800 Nicolle, Minneapolis, MN 55402
Phone: (612) 234-2367
Frequently asked questions about Jessie F Hallett Char Trust UA
How much does Jessie F Hallett Char Trust UA give each year?
Jessie F Hallett Char Trust UA gave $423K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $391K across 15 grants.
What is Jessie F Hallett Char Trust UA's typical grant size?
Jessie F Hallett Char Trust UA's median grant in 2025 was $21,370, and its average grant was $30,224, across 14 grants on its 2025 IRS Form 990-PF.
Where does Jessie F Hallett Char Trust UA give grants?
Jessie F Hallett Char Trust UA's top state is Minnesota, with 35% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Illinois (23%) and Kentucky (15%). The most frequent recipient cities were Chicago, IL (2 grants), St. Paul, MN (2 grants) and New York, NY (2 grants).
Does Jessie F Hallett Char Trust UA give general operating support?
Yes: 93% of Jessie F Hallett Char Trust UA's 2025 grants with a stated purpose (13 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Jessie F Hallett Char Trust UA's largest grantees?
Jessie F Hallett Char Trust UA's largest 2025 grantees include Moody Bible Institute of Chicago ($63,358), Bethel University ($63,358) and Berea College ($63,358), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.
How large is Jessie F Hallett Char Trust UA?
Jessie F Hallett Char Trust UA reported $7.9M in total assets on its 2025 IRS Form 990-PF. It paid out $518K in qualifying distributions that year, against a required minimum of $507K (roughly 5% of its investment assets).
What does Jessie F Hallett Char Trust UA fund?
The Hallett Charitable Trusts describe support for education, community projects, youth programs, social services, economic development, arts, and senior services. See mission & focus areas ↑
How do I apply for a grant from Jessie F Hallett Char Trust UA?
The trust’s website says the Jessie Hallett Trust does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Jessie F Hallett Char Trust UA's EIN?
Jessie F Hallett Char Trust UA's EIN (Employer Identification Number) is 41-6211994. IRS Form 990 filing data is available on this page for 2019–2025.
Does Jessie F Hallett Char Trust UA accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
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