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Nonprofit · EIN 30-6048115

JOHN BURTON HARTER FOUNDATION CHARITABLE TR

Tax-exempt · LOUISVILLE, KY 40207

Financials

$79K$242K2023$103K$255K2024$541K$247K2025
Revenue Expenses · by fiscal year end
Financials of JOHN BURTON HARTER FOUNDATION CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$540,613$246,693$293,920$2,851,082$0$2,851,082
December 31, 2024990-PF$102,804$255,291-$152,487$2,557,162$0$2,557,162
December 31, 2023990-PF$78,633$241,770-$163,137$2,709,649$0$2,709,649
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$104,338
Net gain from sales of assets
$436,275

Expenses

Grants and similar amounts paid
$103,725
Compensation of officers, directors and key employees
$89,507
Disbursements for charitable purposes
$224,445
Excise tax on investment income
$7,185

Balance sheet and other

Total assets, start of year
$2,557,162
Total assets, end of year
$2,851,082
Total liabilities, end of year
$0
Net assets, end of year
$2,851,082
Fair market value of assets
$5,586,076
Qualifying distributions
$224,445
Net investment income
$539,642

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
FIRST KENTUCKY TRUST
297 N HUBBARDS LANE SUITE 202, LOUISVILLE, KY 40207
TRUSTEE2$41,507
JOHN J SULLIVAN
297 N HUBBARDS LANE SUITE 202, LOUISVILLE, KY 40207
DIRECTOR1$16,000
ALAN J WILLIAMS
297 N HUBBARDS LANE SUITE 202, LOUISVILLE, KY 40207
DIRECTOR1$16,000
BRIAN SANDS
297 N HUBBARDS LANE SUITE 202, LOUISVILLE, KY 40207
DIRECTOR1$16,000
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
FIRST KENTUCKY TRUST
297 N HUBBARDS LANE SUITE 202, LOUISVILLE, KY 40207
TRUSTEE2$39,641
JOHN J SULLIVAN
297 N HUBBARDS LANE SUITE 202, LOUISVILLE, KY 40207
DIRECTOR1$16,000
ALAN J WILLIAMS
297 N HUBBARDS LANE SUITE 202, LOUISVILLE, KY 40207
DIRECTOR1$16,000
BRIAN SANDS
297 N HUBBARDS LANE SUITE 202, LOUISVILLE, KY 40207
DIRECTOR1$16,000
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
FIRST KENTUCKY TRUST
297 N HUBBARDS LANE SUITE 202, LOUISVILLE, KY 40207
TRUSTEE2$36,209
JOHN J SULLIVAN
297 N HUBBARDS LANE SUITE 202, LOUISVILLE, KY 40207
DIRECTOR1$16,000
ALAN J WILLIAMS
297 N HUBBARDS LANE SUITE 202, LOUISVILLE, KY 40207
DIRECTOR1$16,000
BRIAN SANDS
297 N HUBBARDS LANE SUITE 202, LOUISVILLE, KY 40207
DIRECTOR1$16,000

Address and contacts

Address (IRS master file)
297 N HUBBARDS LN STE 202, LOUISVILLE, KY 40207-2374
In care of
% DOUG NEAL
Signed the 990-PF
REBECCA GLAUBER, TRUSTEE
Phone
(502) 400-6000
Return prepared by
DEMING MALONE LIVESAY & OSTROFF 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 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
30-6048115
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,851,082
Income (IRS master file)
$639,400

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$540,613$246,693$2,851,082IRS
990-PFDecember 2024$102,804$255,291$2,557,162XML
990-PFDecember 2023$78,633$241,770$2,709,649XML
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 30-6048115).

Questions about JOHN BURTON HARTER FOUNDATION CHARITABLE TR

What is the EIN of JOHN BURTON HARTER FOUNDATION CHARITABLE TR?
The employer identification number (EIN) of JOHN BURTON HARTER FOUNDATION CHARITABLE TR is 30-6048115.
Is JOHN BURTON HARTER FOUNDATION CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to JOHN BURTON HARTER FOUNDATION CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN BURTON HARTER FOUNDATION CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN BURTON HARTER FOUNDATION CHARITABLE TR 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 JOHN BURTON HARTER FOUNDATION CHARITABLE TR 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 JOHN BURTON HARTER FOUNDATION CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $41,507 (FIRST KENTUCKY TRUST, TRUSTEE).
How much revenue does JOHN BURTON HARTER FOUNDATION CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $540,613, expenses of $246,693 and total assets of $2,851,082 at year end.

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