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Nonprofit · EIN 06-6449102

FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST

Also known as KOROTASH MARK W TTEE

Tax-exempt · LITCHFIELD, CT 06759

Financials

$13K$28K2023$18K$29K2024$35K$33K2025
Revenue Expenses · by fiscal year end
Financials of FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$35,395$32,918$2,477$355,355$0$355,355
December 31, 2024990-PF$18,146$28,807-$10,661$352,898$0$352,898
December 31, 2023990-PF (amended)$13,031$28,025-$14,994$363,662$0$363,662
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$11,978
Net gain from sales of assets
$23,417

Expenses

Grants and similar amounts paid
$24,500
Compensation of officers, directors and key employees
$6,956
Disbursements for charitable purposes
$26,523
Excise tax on investment income
$407

Balance sheet and other

Total assets, start of year
$352,898
Total assets, end of year
$355,355
Total liabilities, end of year
$0
Net assets, end of year
$355,355
Fair market value of assets
$483,396
Qualifying distributions
$26,523
Net investment income
$35,395

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.

NameTitleHours / weekCompensation
Union Savings Bank
13 North Street PO Box 578, Litchfield, CT 06759
Trustee2$6,956
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Union Savings Bank
13 North Street PO Box 578, Litchfield, CT 06759
Trustee2$6,618
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Union Savings Bank
13 North Street PO Box 578, Litchfield, CT 06759
Trustee2$5,952

Address and contacts

Address (IRS master file)
PO BOX 578, LITCHFIELD, CT 06759-0578
In care of
% MULVEY & KOROTASH
Signed the 990-PF
KATHLEEN VANORMER, VICE PRESIDENT
Phone
(860) 567-6403
Return prepared by
ERNST & YOUNG U S 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6449102
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
1997
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$355,355
Income (IRS master file)
$102,790

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$35,395$32,918$355,355IRS
990-PFDecember 2024$18,146$28,807$352,898IRS
990-PFDecember 2023$13,031$28,025$363,662XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 06-6449102).

Questions about FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST

What is the EIN of FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST?
The employer identification number (EIN) of FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST is 06-6449102.
Is FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST 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 FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST 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 FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,956 (Union Savings Bank, Trustee).
How much revenue does FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,395, expenses of $32,918 and total assets of $355,355 at year end.

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