Nonprofit · EIN 20-7277661
ELSA M HEISEL SULE CHARITABLE TRUST
Tax-exempt · FT MITCHELL, KY 41017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,165,027 | $1,427,491 | -$262,464 | $25,499,249 | $0 | $25,499,249 |
| December 31, 2023 | 990-PF | $629,913 | $1,295,829 | -$665,916 | $23,680,220 | $1,117 | $23,679,103 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $652,168
- Interest
- $63,034
- Net gain from sales of assets
- $449,825
Expenses
- Grants and similar amounts paid
- $930,535
- Compensation of officers, directors and key employees
- $321,488
- Disbursements for charitable purposes
- $1,269,142
- Excise tax on investment income
- $14,037
Balance sheet and other
- Total assets, start of year
- $23,680,220
- Total assets, end of year
- $25,499,249
- Total liabilities, end of year
- $0
- Net assets, end of year
- $25,499,249
- Fair market value of assets
- $25,499,249
- Qualifying distributions
- $1,269,142
- Net investment income
- $1,168,076
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUTH KLETTE 334 BEECHWOOD RD SUITE 550, FT MITCHELL, KY 41017 | Trustee | 50 | $249,488 |
| JORDAN KLETTE-CUSHER 334 BEECHWOOD RD SUITE 550, FT MITCHELL, KY 41017 | Foundation Mgr. | 40 | $72,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUTH KLETTE 334 BEECHWOOD RD SUITE 550, FT MITCHELL, KY 41017 | Trustee | 50 | $234,150 |
| JORDAN KLETTE-CUSHER 334 BEECHWOOD RD SUITE 550, FT MITCHELL, KY 41017 | Foundation Mgr. | 40 | $72,000 |
Address and contacts
- Address (IRS master file)
- 334 BEECHWOOD RD STE 550, FT MITCHELL, KY 41017-1645
- In care of
- % V RUTH KLETTE
- Signed the 990-PF
- RUTH KLETTE, Trustee
- Phone
- (859) 344-9966
- Return prepared by
- James A Bailer CPA PSC
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 | Not 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
- 20-7277661
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $25,499,249
- Income (IRS master file)
- $4,354,049
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,165,027 | $1,427,491 | $25,499,249 | IRS |
| 990-PF | December 2023 | $629,913 | $1,295,829 | $23,680,220 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 20-7277661).
Questions about ELSA M HEISEL SULE CHARITABLE TRUST
- What is the EIN of ELSA M HEISEL SULE CHARITABLE TRUST?
- The employer identification number (EIN) of ELSA M HEISEL SULE CHARITABLE TRUST is 20-7277661.
- Is ELSA M HEISEL SULE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to ELSA M HEISEL SULE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELSA M HEISEL SULE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELSA M HEISEL SULE CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELSA M HEISEL SULE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ELSA M HEISEL SULE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $249,488 (RUTH KLETTE, Trustee).
- How much revenue does ELSA M HEISEL SULE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,165,027, expenses of $1,427,491 and total assets of $25,499,249 at year end.
Other nonprofits in FT MITCHELL
- ADAM R SCRIPPS FOUNDATION EIN 85-4241768 · last filed 990-PF for 2024
- MIRAMAR CHARITABLE FOUNDATION EIN 47-3117210 · last filed 990-PF for 2024
- DREES HOMES FOUNDATION INC EIN 81-1255960 · last filed 990-PF for 2025
- SCRIPPS FAMILY FUND FOR EDUCATION AND THE ARTS EIN 47-2630731 · last filed 990-PF for 2025
- ROBERT P AND MARIANA R SCRIPPS FAMILY FOUNDATION EIN 27-0363761 · last filed 990-PF for 2025
- CHARLES E AND MARY ELEIZABETH SCRIPPS FOUNDATION INC EIN 26-1541507 · last filed 990-PF for 2025
- VIOLET WORLD FOUNDATIONS EIN 32-0427658 · last filed 990-PF for 2025
- THE@ROBERT A BUZZELLI CHARITABLE FOUNDATION INC EIN 26-1756219 · last filed 990-PF for 2025
All nonprofits in FT MITCHELL · Kentucky · Philanthropy, voluntarism and grantmaking foundations