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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-6307998

JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND

Also known as MARKOVICH MARY M TTEE

Tax-exempt · LOUISVILLE, KY 40232

Financials

$48K$40K2023$35K$40K2024$62K$41K2025
Revenue Expenses · by fiscal year end
Financials of JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$62,236$40,567$21,669$485,258$0$485,258
December 31, 2024990$34,631$39,922-$5,291$465,199$0$465,199
December 31, 2023990$47,853$39,532$8,321$468,843$0$468,843
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$62,236
Net gain from sales of assets
$45,216
Other revenue
$0

Expenses

Grants and similar amounts paid
$36,408
Compensation of officers, directors and key employees
$2,921
Salaries, compensation and benefits (total)
$2,921
Professional fundraising fees
$0
Accounting fees
$1,000
Program services (functional)
$36,646
Management and general (functional)
$3,921

Balance sheet and other

Total assets, start of year
$465,199
Total assets, end of year
$485,258
Total liabilities, end of year
$0
Net assets, end of year
$485,258
Publicly traded securities
$473,275
Gross receipts
$100,530
Employees
0
Year formed
2007
State of legal domicile
KY

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
BAIRD TRUST COMPANYTRUSTEE
Institutional trustee
–$2,921
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BAIRD TRUST COMPANYTRUSTEE
Institutional trustee
–$2,596
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BAIRD TRUST COMPANYTRUSTEE
Institutional trustee
–$2,777

Address and contacts

Address (IRS master file)
PO BOX 32760, LOUISVILLE, KY 40232-2760
Signed the 990
MARK K NICKEL, TRUSTEE
Phone
(502) 588-9133
Return prepared by
RELIANCE INTEGRATED SOLUTIONS LLC

Mission

To Support The Honorable Order of the Kentucky Colonels.

990 for the year ended December 31, 2025

Program accomplishments

  • Supported the Honorable Order of the Kentucky Colonels
    Expenses $36,408

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

File the 2026 990-EZ for JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
20-6307998
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2009
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$485,258
Income (IRS master file)
$100,530

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$62,236$40,567$485,258IRS
990December 2024$34,631$39,922$465,199IRS
990December 2023$47,853$39,532$468,843XML
990December 2022$12,451$38,969$483,891IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––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 20-6307998).

Questions about JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND

What is the EIN of JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND?
The employer identification number (EIN) of JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND is 20-6307998.
Is JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND 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 JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND 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 JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,921 (BAIRD TRUST COMPANY, TRUSTEE).
How much revenue does JAMES GENO AND HILTRUD J GORDON MEMORIAL FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $62,236, expenses of $40,567 and total assets of $485,258 at year end.

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