Nonprofit · EIN 31-1096396
CAPRICORN FOUNDATION CHARITABLE TRUST
Tax-exempt · LOUISVILLE, KY 40217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $105,766 | $94,636 | $11,130 | $1,306,517 | $0 | $1,306,517 |
| December 31, 2023 | 990-PF | $31,062 | $91,234 | -$60,172 | $1,295,387 | $0 | $1,295,387 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $28,090
- Interest
- $5
- Net gain from sales of assets
- $76,978
- Other income
- $693
Expenses
- Grants and similar amounts paid
- $69,800
- Disbursements for charitable purposes
- $69,800
- Excise tax on investment income
- $1,192
Balance sheet and other
- Total assets, start of year
- $1,295,387
- Total assets, end of year
- $1,306,517
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,306,517
- Fair market value of assets
- $1,642,435
- Qualifying distributions
- $69,800
- Net investment income
- $105,766
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 |
|---|---|---|---|
| ALLEN F STEINBOCK 1700 CHEROKEE ROAD, LOUISVILLE, KY 40205 | TRUSTEE | 0.5 | $0 |
| DAVID J STEINBOCK 2332 BROOKSIDE DRIVE, LOUISVILLE, KY 40205 | TRUSTEE | 0.5 | $0 |
| E ANDREW STEINBOCK III PO BOX 17183, LOUISVILLE, KY 40217 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN F STEINBOCK 1700 CHEROKEE ROAD, LOUISVILLE, KY 40205 | TRUSTEE | 0.5 | $0 |
| DAVID J STEINBOCK 2332 BROOKSIDE DRIVE, LOUISVILLE, KY 40205 | TRUSTEE | 0.5 | $0 |
| E ANDREW STEINBOCK III PO BOX 17183, LOUISVILLE, KY 40217 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 17183, LOUISVILLE, KY 40217-0183
- Signed the 990-PF
- ALLEN F STEINBOCK, TRUSTEE
- Phone
- (502) 637-1451
- Return prepared by
- BALDWIN CPAS PLLC
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
- 31-1096396
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,306,517
- Income (IRS master file)
- $231,792
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $105,766 | $94,636 | $1,306,517 | XML |
| 990-PF | December 2023 | $31,062 | $91,234 | $1,295,387 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 31-1096396).
Questions about CAPRICORN FOUNDATION CHARITABLE TRUST
- What is the EIN of CAPRICORN FOUNDATION CHARITABLE TRUST?
- The employer identification number (EIN) of CAPRICORN FOUNDATION CHARITABLE TRUST is 31-1096396.
- Is CAPRICORN FOUNDATION CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to CAPRICORN FOUNDATION CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAPRICORN FOUNDATION CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAPRICORN FOUNDATION 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 CAPRICORN FOUNDATION 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 CAPRICORN FOUNDATION CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does CAPRICORN FOUNDATION CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $105,766, expenses of $94,636 and total assets of $1,306,517 at year end.
Other nonprofits in LOUISVILLE
- BAPTIST HEALTHCARE SYSTEM INC EIN 61-0444707 · last filed 990 for 2025
- NORTON HOSPITALS INC EIN 61-0703799 · last filed 990 for 2024
- UOFL HEALTH-LOUISVILLE INC EIN 84-3178470 · last filed 990 for 2025
- UNIVERSITY MEDICAL CENTER INC EIN 61-1293786 · last filed 990 for 2025
- COMMUNITY MEDICAL ASSOCIATES INC EIN 61-1276316 · last filed 990 for 2024
- BAPTIST HEALTH MEDICAL GROUP INC EIN 20-5497203 · last filed 990 for 2025
- NORTON HEALTHCARE INC EIN 61-1028725 · last filed 990 for 2024
- UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC EIN 61-1029626 · last filed 990 for 2025