John C & Nettie V David Memorial Tr

Eric Lindstrom Ttee

Edina, MN
Tax-exempt since Sept. 1975
EIN: 51-0159851

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$112k (2025)

Expenses

$241k (2025)

Total Assets

$3.08M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2025

Revenue

$111,951

Expenses

$240,793

Net Income

-$128,842

Net Assets

$3,083,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$947	0.8%
Dividends	$98,425	87.9%
Sales of Assets	$8,561	7.6%
Other Income	$4,018	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,640	90.4%
Compensation of Officers*	$23,674	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,083,242
Total Liabilities	$0
Net Assets	$3,083,242

Compensation

Key Employees and Officers	Compensation	Other
Eric J Lindstrom (Trustee)	$18,674	$0
Ernest A Lindstrom (Trustee)	$5,000	$0

990-PF

Filed on Oct. 16, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending May
2024

Revenue

$118,484

Expenses

$282,195

Net Income

-$163,711

Net Assets

$3,212,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,173	1.0%
Dividends	$86,685	73.2%
Sales of Assets	$27,664	23.3%
Other Income	$2,962	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,412	77.4%
Compensation of Officers*	$26,280	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,212,084
Total Liabilities	$0
Net Assets	$3,212,084

Compensation

Key Employees and Officers	Compensation	Other
Eric J Lindstrom (Trustee)	$21,280	$0
Ernest A Lindstrom (Trustee)	$5,000	$0

990-PF

Filed on Oct. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2023

Revenue

$118,766

Expenses

$249,312

Net Income

-$130,546

Net Assets

$3,339,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,874	1.6%
Dividends	$85,375	71.9%
Sales of Assets	$29,135	24.5%
Other Income	$2,382	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,320	88.0%
Compensation of Officers*	$26,695	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,339,400
Total Liabilities	$0
Net Assets	$3,339,400

Compensation

Key Employees and Officers	Compensation	Other
Eric J Lindstrom (Trustee)	$21,695	$0
Ernest A Lindstrom (Trustee)	$5,000	$0

990-PF

Filed on Oct. 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2022

Revenue

$199,417

Expenses

$253,643

Net Income

-$54,226

Net Assets

$3,469,946

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$426	0.2%
Dividends	$66,154	33.2%
Sales of Assets	$132,086	66.2%
Other Income	$751	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,919	87.1%
Compensation of Officers*	$30,028	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,469,946
Total Liabilities	$0
Net Assets	$3,469,946

Compensation

Key Employees and Officers	Compensation	Other
Eric J Lindstrom (Trustee)	$25,028	$0
Ernest A Lindstrom (Trustee)	$5,000	$0

990-PF

Filed on Oct. 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending May
2021

Revenue

$88,230

Expenses

$251,113

Net Income

-$162,883

Net Assets

$3,524,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$170	0.2%
Dividends	$69,242	78.5%
Sales of Assets	$27,647	31.3%
Other Income	-$8,829

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,609	87.9%
Compensation of Officers*	$28,945	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,527,045
Total Liabilities	$2,873
Net Assets	$3,524,172

Compensation

Key Employees and Officers	Compensation	Other
Eric J Lindstrom (Trustee)	$23,945	$0
Ernest A Lindstrom (Trustee)	$5,000	$0

990-PF

Filed on Oct. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending May
2020

Revenue

$90,797

Expenses

$247,584

Net Income

-$156,787

Net Assets

$3,687,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,434	4.9%
Dividends	$93,886	> 100%
Sales of Assets	$2,842	3.1%
Other Income	-$10,365

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,281	88.6%
Compensation of Officers*	$25,058	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,693,370
Total Liabilities	$6,315
Net Assets	$3,687,055

Compensation

Key Employees and Officers	Compensation	Other
Eric J Lindstrom (Trustee)	$20,058	$0
Ernest A Lindstrom (Trustee)	$5,000	$0

990-PF

Filed on Sept. 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2019

Revenue

$212,814

Expenses

$253,093

Net Income

-$40,279

Net Assets

$3,843,842

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,570	2.1%
Dividends	$80,478	37.8%
Sales of Assets	$133,326	62.6%
Other Income	-$5,560

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,285	87.4%
Compensation of Officers*	$31,190	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,845,536
Total Liabilities	$1,694
Net Assets	$3,843,842

Compensation

Key Employees and Officers	Compensation	Other
Eric J Lindstrom (Trustee)	$26,190	$0
Ernest A Lindstrom (Trustee)	$5,000	$0

990-PF

Filed on Sept. 23, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2018

Revenue

$155,254

Expenses

$302,859

Net Income

-$147,605

Net Assets

$3,884,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,946	2.5%
Dividends	$68,877	44.4%
Sales of Assets	$91,155	58.7%
Other Income	-$8,724

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,857	73.3%
Compensation of Officers*	$30,888	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,884,121
Total Liabilities	$0
Net Assets	$3,884,121

Compensation

Key Employees and Officers	Compensation	Other
Eric J Lindstrom (Trustee)	$25,888	$0
Ernest A Lindstrom (Trustee)	$5,000	$0

990-PF

Filed on Oct. 4, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2017

Revenue

$23,745

Expenses

$257,487

Net Income

-$233,742

Net Assets

$3,981,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$721	3.0%
Dividends	$58,044	> 100%
Sales of Assets	-$25,063
Other Income	-$9,957

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$223,053	86.6%
Compensation of Officers*	$34,980	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,981,114
Total Liabilities	$0
Net Assets	$3,981,114

Compensation

Key Employees and Officers	Compensation	Other
Eric J Lindstrom (Trustee)	$29,980	$0
Ernest A Lindstrom (Trustee)	$5,000	$0

990-PF

Filed on Sept. 27, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2016

Revenue

$51,219

Expenses

$254,868

Net Income

-$203,649

Net Assets

$4,214,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,479	2.9%
Dividends	$57,832	> 100%
Sales of Assets	$957	1.9%
Other Income	-$9,049

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$222,492	87.3%
Compensation of Officers*	$34,732	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,214,856
Total Liabilities	$0
Net Assets	$4,214,856

Compensation

Key Employees and Officers	Compensation	Other
Eric J Lindstrom (Trustee)	$29,732	$0
Ernest A Lindstrom (Trustee)	$5,000	$0

990-PF

Filed on Oct. 26, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2015

Revenue

$81,421

Expenses

$258,403

Net Income

-$176,982

Net Assets

$4,418,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,000	1.2%
Dividends	$67,007	82.3%
Sales of Assets	$12,648	15.5%
Other Income	$766	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$223,640	86.5%
Compensation of Officers*	$34,516	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,418,505
Total Liabilities	$0
Net Assets	$4,418,505

Compensation

Key Employees and Officers	Compensation	Other
Eric J Lindstrom (Trustee)	$29,516	$0
Ernest A Lindstrom (Trustee)	$5,000	$0

990-PF

Filed on Sept. 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2014

Revenue

$89,873

Expenses

$249,421

Net Income

-$159,548

Net Assets

$4,595,487

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,399	1.6%
Dividends	$55,472	61.7%
Sales of Assets	$36,311	40.4%
Other Income	-$3,309

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,179	85.9%
Compensation of Officers*	$39,121	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,595,487
Total Liabilities	$0
Net Assets	$4,595,487

Compensation

Key Employees and Officers	Compensation	Other
Eric J Lindstrom (Trustee)	$34,121	$0
Ernest A Lindstrom (Trustee)	$5,000	$0

990-PF

Filed on Sept. 22, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2013

Revenue

$6,791

Expenses

$249,287

Net Income

-$242,496

Net Assets

$4,755,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,642	> 100%
Dividends	$55,091	> 100%
Sales of Assets	$0
Other Income	-$4,091

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,586	85.7%
Compensation of Officers*	$37,136	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,755,035
Total Liabilities	$1
Net Assets	$4,755,034

990-PF

Filed on Sept. 30, 2013

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2012

Revenue

$214,853

Expenses

$271,873

Net Income

-$57,020

Net Assets

$4,997,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,785	7.3%
Dividends	$67,531	31.4%
Sales of Assets	$137,297	63.9%
Other Income	-$5,760

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$238,462	87.7%
Compensation of Officers*	$37,458	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,997,531
Total Liabilities	$1
Net Assets	$4,997,530

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated March 23, 2026

John C & Nettie V David Memorial Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $112k (2025)

Expenses $241k (2025)

Total Assets $3.08M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

No Extracted Financial Data

Document Links

990-T

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending May 2015

Extracted Financial Data

Revenue

$112k (2025)

Expenses

$241k (2025)

Total Assets

$3.08M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending May
2025

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

Fiscal Year Ending May
2021

Fiscal Year Ending May
2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2018

Fiscal Year Ending June
2017

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending May
2004

Fiscal Year Ending May
2003

Fiscal Year Ending May
2002